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PSA with Burns &McDonnell Engineering Company, Inc. 90/6 -09sys? PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND BURNS & MCDONNELL ENGINEERING COMPANY, INC FOR ACCESS CONTROL AND SECURITY SYSTEM CONSULTANT, PURSUANT TO RFQ NO. 2016-139-WG This Professional Services Agreement ("Agreement") is entered into this 13 day of t-BBRv. , 201w between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 ("City"), and Burns & McDonnell Engineering Company, Inc., a Montana Corporation, authorized to do business in Florida, whose address is 9400 Ward Parkway, Kansas City, MO 64114(Consultant). SECTION 1 DEFINITIONS Agreement: This Agreement between the City and Consultant, including any exhibits and amendments thereto. City Indemnified Parties: For the purpose of this Agreement, it includes the City, its officers, employees, agents, and contractors collectively or individually. City Manager: The Chief Administrative Officer of the City. The City Manager's designee for purposes of this Agreement shall be the City's Office of Housing and Community Services Director. City Property: For the purpose of this Agreement all writings, agreements, works, market plans, and products being created on behalf of the City with the use of the Consultant Resources, as defined below, including, without limitation, all design materials, all developmental materials, and all implementation materials belong to the City. Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. Consultant Resources: Any forms, products, services and materials utilized in connection with the Services being provided on behalf of the City. Consultant Service Order: "Consultant Service Order" shall specifically describe and delineate the particular Services which will be required of Consultant for the Project that is the subject of such order using Schedule "A" — Consultant Service Order Format, attached hereby and made part of this Agreement. Damages: For the purpose of this Agreement any and all actions (whether at law or in equity), damages, claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs. 1 Fee(s): Not to exceed amount paid to the Consultant pursuant to each - Consultant Service Order requested as a result of this Agreement. Proposal Documents: Proposal Documents shall mean City of Miami Beach Request For Qualifications (RFQ) No. 2016-139-WG for Access Control and Security System Consultant, together with all amendments thereto, issued by the City in contemplation of this Agreement, the RFQ, and the Consultant's proposal in response thereto (Proposal), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the Request For Qualification (RFQ); and the Proposal. Public Records: For purposes of this Agreement, the term "Public Records" shall mean all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. Reimbursable Expenses: Reimbursable Expenses are an allowance set aside by the City for reimbursement of actual expenditures made by the Consultant in the interest of the Project, provided such expenses are authorized in advance by the City in a Consultant Service Order. Risk Manager: The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139: telephone number (305) 673-7000, Ext. 6435: and fax number (305) 673- 7023. Services: All services, work and actions by the Consultant performed or undertaken pursuant to the Agreement or individual Consultant Service Order. SECTION 2 SCOPE OF SERVICES (SERVICES) 2.1 In consideration of the Fee(s) to be paid to Consultant by the City, Consultant shall provide the work and Services described in Appendix "C" of the RFQ and Exhibit "A" of this agreement. Including any work that may be ancillary or necessary for completion thereof(the Services). 2.2 Consultant's Services and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in the Consultant Service Order. Consultant Service Orders must include a detailed list of tasks, sub-tasks, and deliverables (Collectively the Scope) that are consistent with the work and services described in Appendix "C" of the RFQ and Exhibit "A" of this agreement. 2.3 Consultant shall only commence any Services, or portions thereof, upon issuance of a Consultant Service Order executed by the City Manager or corresponding Department's 2 Director pursuant to the requirements in section 4.2 of this agreement. For each proposed Consultant Service Order, Consultant shall provide the City with a cost proposal on a lump sum or not-to-exceed basis, based on the fee schedule set forth in Schedule "B" hereto. 2.4 The City may request any Services or additional services not contemplated within the scope of Services (Additional Services), at any time by Consultant Service Order, in the same manner as specified in Section 2.3, and based on the Fee schedule set forth in Schedule "B" hereto. Consultant shall only commence any Services or Additional Services, or portions thereof, upon issuance of an executed Consultant Service Order by the City Manager or corresponding Department's Director, pursuant to section 4.2. 2.5 Consultant warrants that all Services shall conform to professional standards of care and practice in effect at the time the Services are performed and be of the highest quality in accordance to such standards. Any defects caused by the Consultant will be promptly corrected free of charge to the City. Any custom development work will be warranted to be free from all faults, defects or errors for thirty (30) days after City's Acceptance. SECTION 3 TERM The term of this Agreement (Term) shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of three (3) years, with two (2) one (1)-year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30) days prior to the expiration of the initial term. Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in the Consultant Service Order. The agreement may be extended beyond the initial term and/or any renewals, on a month to month basis at the sole discretion of the City Manager, to allow for completion of ongoing projects. SECTION 4 FEE(S) AND REIMBURSABLE EXPENSES In consideration of the Services to be provided, Consultant shall be compensated through individual Consultant Service Order(s) issued for a particular Project, on a "Fixed Fee" or"Not to Exceed" basis determined by the hourly rates established in Schedule "B" of this agreement, or by lump sum for the project determined by hourly rates not to exceed the rates established in Schedule "B" of this agreement. Notwithstanding the preceding, the total fee paid to Consultant pursuant to this Agreement shall be subject to funds availability approved through the City's budgeting process. 4.1 At the time of negotiation of each Consultant Service Order, City and Contractor will determine the tasks, sub-tasks, and deliverables applicable to the Project based on the list of Services, and the lump sum or not-to-exceed amounts associated with each Consultant Service Order. To the extent any of the Services involve fees or costs for which billing rates are not specified in Schedule "B," all such fees or costs must be 3 specifically delineated in each Consultant Service Order and accepted by the City through execution of the Consultant Service Order, pursuant to section 4.2 of this agreement. Consultant shall not commence any Services or Additional Services unless approved in writing by the City Manager or the corresponding Department's Director. 4.2 The corresponding Department Director shall have the delegated authority to execute Consultant Service Orders up to an amount not-to-exceed $50,000.00. Any Consultant Service Orders in excess of $50,000.00 must be executed by the City Manager. Any Consultant Service Order not executed in accordance herewith shall be null and void. 4.3 Reimbursable Expenses are an allowance set aside by the City and shall include actual expenditures made by the Consultant in the interest of the Project, provided such expenses are authorized in advance by the City in a Consultant Service Order. The Reimbursable Expenses allowance, as specified herein, belongs to, and shall be controlled by the City (i.e. unused portions will be retained by the City and shall not be paid to Consultant). Only approved travel-related expenses authorized by a Consultant Service Order will be reimbursed to the Consultant, in an amount not-to-exceed the agreed-upon amount reflected on the corresponding Consultant Service Order, and in accordance with City-wide Procedure OD. 20.01 (Travel on City Business), as may be updated by the City from time to time ("Reimbursable Expenses"). Notwithstanding the above, any Reimbursable Expenses must be authorized, in advance, in writing, by the City Manager or corresponding Department's Director. Invoices or vouchers for Reimbursable Expenses shall be submitted to the corresponding Department's Director (along with any supporting receipts and other back-up material required to support the amount invoiced, and as requested by the corresponding Department's Director). Consultant shall certify as to each such invoice and/or voucher that the amounts and items claimed as reimbursable are "true and correct and in accordance with the Agreement." Only actual amounts incurred and paid (requiring proof of payment) by the Consultant shall be invoiced, without any markups and/or additions. 4.4 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within thirty (30) days for the tasks/sub-tasks of the Services satisfactorily rendered and submitted for reimbursement following the "Sample Consultant Compensation - Schedule C", attached hereto. Invoices shall include a detailed description of the Services (or portions thereof) provided, the Purchase Order Number (PO No.) issued pursuant to a Consultant Service Order (CSO), and shall be submitted to the City at the following address: Accounts Payable Division Finance Department City of Miami Beach 1700 Convention Center Drive, 3rd Floor Miami Beach, FL 33139 Invoices not containing a Purchase Order Number (PO No.), or containing an incorrect Purchase Order Number (PO No.) shall be deemed not acceptable and shall be considered rejected. 4 SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's right and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY The City may also, through its City Manager, and for its convenience and without cause, terminate the agreement at any time during the term by giving written notice to consultant of such termination; which shall become effective within thirty (30) days following receipt by the consultant of such notice. If the agreement is terminated for convenience by the city, consultant shall be paid for any services satisfactorily performed up to the date of termination; following which the city shall be discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this agreement. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors (each of the foregoing being a "City Indemnified Parties") from and against any and all actions (whether at law or in equity), damages, claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs (collectively, "Damages"), relating to, arising out of, or in connection with: (1) the activities performed or services furnished by Consultant pursuant to this Agreement, the transactions contemplated hereby, Consultant's role in connection therewith, and Consultant's engagement hereunder in general; (2) 5 Consultant's negligence, errors, omissions or other willful misconduct or fraud of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement; and (3) breach of the terms of this Agreement (including any warranties or representations contained herein). To that extent, the Consultant shall pay all such Damages and shall pay all such costs and judgments which may issue from any lawsuit arising from such Damages, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. Consultant's obligations hereunder shall be binding upon and inure to the benefit of any successors, assigns and personal representatives of Consultant, City and any City indemnified Parties, as applicable. The parties agree that one percent (1%) of the total compensation to Consultant for performance of the Services under this Agreement is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS Before beginning any work, and throughout the term of the contract (including renewal periods), the Provider shall indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation for all employees of the provider as required by Florida Statute 440, and Employer's Liability Insurance in the amount of $1,000,000. B. Commercial General Liability on a comprehensive basis in the amount of $1,000,000 combined single limit per occurrence, for bodily injury and property damage. C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in the amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance in the amount of$1,000,000. The City of Miami Beach must be shown as an additional insured with respect to the coverage under the Worker's Compensation, the Commercial General Liability, and the Automobile Liability insurance. The insurance coverage required above must include a waiver of subrogation in favor of the City. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. 6 All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificates for General Liability and Professional Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. The Consultant shall not commence any work and or services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTION/VENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. 7 Accordingly, and notwithstanding any other term or condition of this agreement, the City hereby agrees that the Consultant shall not be liable to the City for damages for an amount in excess of (i) the insurance coverage procured by Consultant pursuant to this Agreement identified in Section 6.2, and (ii) an additional $1,000,000, for work assigned under a Consultant Service Order for any action or claim for breach of contract arising out of the performance or non- performance of any obligations imposed upon the Consultant by this Agreement. SECTION 9 NO PROPRIETARY RIGHTS RESERVED BY CONSULTANT/PATENTS AND COPYRIGHTS Consultant warrants and represents that it has ownership and rights to any and all forms, products, services and materials utilized in connection with the Services being provided on behalf of the City ("Consultant Resources"). Consultant grants the City the right to use all patents, trademarks, service marks, copyrights, and other rights in and to any and all of Consultant Resources, in connection with Services being provided on behalf of the City. Notwithstanding the use of the foregoing Consultant Resources, Consultant hereby acknowledges and agrees that all writings, agreements, works, market plans, and all products being created on behalf of the City (with the use of the Consultant Resources) (collectively, "City's Property"), including, without limitation, all design materials, all developmental materials, and all implementation materials shall be the sole property of the City and Consultant shall not have a claim to said City Property upon completion or early termination of this Agreement. Consultant may use the City's Marks, in connection with providing the City with the Services under this Agreement, upon the written consent from the City Manager or his designee; however, all City Marks shall remain the property of the City and Consultant shall not have the right to use said City Marks subsequent to the completion or early termination of this Agreement. Consultant shall protect and defend, at Consultant's expense, counsel being subject to the City's approval, and indemnify and hold harmless the City from and against any and all losses, penalties, fines, damages, settlements, judgments, claims costs, charges, royalties, expenses, or liabilities, including any award of attorney fees and any award of costs, in connection with or arising directly or indirectly out of any infringement or allegation of infringement of any patent, copyright, or other intellectual property right in connection with the Consultant's or the City's use of any copyrighted, patented or un-patented invention, process, article, material, or device that is manufactured, provided, or used pursuant to this Agreement. If the Consultant uses any design, device, or materials covered by letters, patent or copyright, it is mutually agreed and understood without exception that the bid prices shall include all royalties or costs arising from the use of such design, device, or materials in any way involved in the work. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by 8 this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 [INTENTIONALLY DELETETD] 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 EQUAL EMPLOYMENT OPPORTUNITY Consultant hereby agrees to comply with City of Miami Beach Human Rights Ordinance, as codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, or public services, on the basis of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, disability, marital or familial status, age, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 10.6 CONFLICT OF INTEREST The Consultant herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, and as may be amended from time to time; and by the City of Miami Beach Charter and Code (as some may be amended from time to time); both of which are incorporated by reference herein as if fully set forth herein. The Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. The Consultant further covenants that in the performance of this Agreement, Consultant shall not knowingly employ any person having such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising there from. 9 SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: Burns & McDonnell Engineering Company, Inc. 9400 Ward Parkway Kansas City, MO 64114 Attn: Robert J. Hope, Project Manager TO CITY: City Manager's Office City of Miami Beach 1700 Convention Center Drive Miami Beach, FL 33139 Attn: Jimmy L. Morales, City Manager With a Copy to: Emergency Management Department City of Miami Beach 2310 Pine Tree Drive, 3rd Floor Miami Beach, FL 33140 Attn: Charles Tear, Emergency Management Director Notice may also be provided to any other address designated by the party to receive notice if such alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent to such alternate address in addition to any other address which notice would otherwise be sent, unless other delivery instruction as specifically provided for by the party entitled to notice. Notice shall be deemed given on the day on which personally served, or the day of receipt by either U.S. certified mail or overnight delivery. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 12.2 SEVERABILITY 10 If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire Agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. 12.4 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of "Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: a. Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service; b. Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and d. Meet all requirements for retaining public records and transfer to the City, at no City cost, all public records created, received, maintained and/or directly related to the performance of this Agreement that are in possession of the Consultant upon termination of this Agreement. Upon termination of this Agreement, the Consultant shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the City in a format that is compatible with the information technology systems of the City. Consultant's failure to comply with the Public Records disclosure requirement set forth in Section 119.0701 of the Florida Statutes shall be a breach of this Agreement. If a civil action is filed against Consultant to compel production of public records relating to the City's contract for services, the court shall assess and award against the Consultant the reasonable costs of enforcement, including reasonable attorney fees, if: a. The court determines that the Consultant unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Consultant has not complied with the request, to the City and to the Consultant. 11 A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to the Consultant at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. A contractor who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADO @MIAMIBEACHFL.GOV PHONE: 305-673-7411 [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 12 V. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEAC.,- --,- t IDA ATTEST: By: f Cit ' lerk Mayor Date: 2- (3 ii Date: ' .00,40aamial,_ Ili r 7 ,;.;,' 0,..• _-----,-,'....... ,-\,0/;:,---:......'..-).•*4 t -':-: '----,,t_1-2:4'',=-Z--., %. • . 7 i * ::\Ncop,pj \ORATI:Di h ••• ,;.... _, . \i,, ...:,.4 0/2. =ii•?...64' ....• _)-' //; . •,y; ;-•... -,-=-:;-:.•.:,,, \--/:..; FOR CONSULTANT: BURNS & MCDONNELL ENGINEERING COMPANY, INC. ATTEST:. By: - 41) ZI, IA1 1 .4110:LNI Assistax#Secretary i ‘78.1-tyl V CLe•-•Ait6A-4- 1' IN t. -.ium:- . Print Name Print Name/Title i Date: //25/17- ‘0_;!..':11.1Eirviril?4,: l 12,:s1 0 . ‘,N -...................., ,•se..... .. ..':',. /, -....2., :.:'. ..--cdoRI,04 '-..=;!„-- -oer• 4/ ..,'7,z1"")':-: ... . E Ta 1 StA • -13- . , r . ..,.._ , .• AL, : --:-. - , .. , -,, .•.. .. .. ..., ; APPROVED AS TO ;5'SoUlk% \`‘ FORM &LANGUAGE -11111100 &FOR EXECUTION City Attorney ape Date 13 EXHIBIT A-SCOPE OF WORK I. The services to be provided by the Consultant will include, but not be limited to, the following: A. Access control, security, and management systems covered by this agreement include, but are not limited to the following: • Video surveillance cameras • Video management systems • Access control systems • Alarm and intrusion detection systems • Microwave systems • Central monitoring systems • Revenue management systems • Traffic control systems • License Plate Reader (LPR) systems • Mass notification systems • Information management systems • Physical Security Information Management (PSIM) systems B. Specific tasks and deliverables include, but may not be limited to the following: i. Assess existing camera systems, access control systems and any other physical security systems subject to integration. ii. Assess City's existing microwave system to determine its suitability for use iii. Coordinate and consult with IT Department regarding 1. Current and suggested networking design 2. Centralized storage design 3. Server hardware requirements 4. Centralized Role Based access strategy leveraging Active Directory iv. Conduct site surveys and interviews to determine specific needs of the various departments within the City. v. Define the requirements (scope of work) for a City-wide physical security master plan incorporating all City systems mentioned in "A" above and any other as determined by the City. vi. Development of performance standards and functional requirements for each component of the plan. vii. Prepare technical specifications and drawing to include strategic camera placement and consolidation to higher mega pixel cameras where feasible. viii. Perform technology review and product selection. ix. Provide procurement assistance. (Bid document preparation and bid analysis) x. Participate in project management (Owners representative) 14 xi. Provide assistance and participate in final acceptance, testing and project closeout xii. Assist in the development of policies and procedures xiii. Provide and/or develop training programs xiv. Develop and implement a maintenance program xv. Perform security technology assessments and other related tasks including, but not limited to: ❖ Security Technology Assessment o Define Security Needs o Evaluate existing Security Systems o Complete threat and vulnerability assessments o Perform site visits o Evaluate existing hardware/equipment and/or infrastructure o Prepare drawings and procurement documents o Prepare and develop project schedules and timelines o Coordinate with the Information Technology Department (IT) o Design and propose system architecture o Assist in developing project budgets o Participate in project management Deliverables: • Draft System Requirements Technical Memorandum • Draft System Requirements Technical Memorandum comment review meeting • Final System Requirements Technical Memorandum • Project Technical Specifications Package • Draft Concept of Operations • Draft Concept of Operations comment review meeting • Final Concept of Operations ❖ Project administration and technical support o Schedule of updates o Update program plan o Reports o Develop and implement maintenance programs 15 C. Additional Services: The City may require additional services not contemplated in the scope of services. Additional Services shall only be performed by Consultant following receipt of a Consultant Service Order executed pursuant to section 4.2 of this agreement. The Consultant Service Order must include and be prepared pursuant to all requirements in sections 2 and 4 of this agreement. D. Specific Services shall be outlined in the "Consultant Service Order"(CSO), as reflected on Schedule "A" of this agreement. 16 SCHEDULE "A" CONSULTANT SERVICE ORDER FORMAT Service Order No. for TO: PROJECT NAME: DEPARTMENT: DATE: SCOPE OF SERVICES: Per attached proposal dated , to be considered part of this Agreement. Estimated calendar days to complete this work: Days Key Personnel by task/subtask: Task/Sub-task Position(s) Hours Hourly Total Rate Total Task/Sub-task Total Consultant Service Order (Fixed Fee or Not to Exceed) Reimbursable Allowance (Not to Exceed) 1. These services will be paid lump sum upon task completion in accordance to Schedule "C". Consultant will receive Project Administrator approval prior to proceeding work on the next task. 2. The Reimbursable Allowance belongs to the City and must be approved in writing, in advance, by the Project Administrator. Unused portions will not be paid to the Consultant. - 3. Any Consultant Service Orders in excess of$50,000.00 must be executed by the City Manager. City's Project Administrator Date Consultant Date Director/City Manager Date Position Title 17 SCHEDULE "B" HOURLY BILLING RATE SCHEDULE CONSULTANT HOURLY BILLING RATES BY POSITION POSITION / LABOR CATEGORY HOURLY RATE PROJECT MANAGER $165.00 LEAD SECURITY SYSTEMS DESIGNER $190.00 SECURITY SYSTEMS DESIGNER $170.00 LEAD SECURITY ASSESSOR $165.00 SECURITY ASSESSOR $150.00 PHYSICAL SECURITY SPECIALIST $100.00 LEAD ELECTRICAL ENGINEER (SENIOR LEVEL) $150.00 GIS SERVICES (SENIOR LEVEL) $120.00 GIS SPECIALIST $75.00 COMMUNICATION SYSTEMS / SOFTWARE $190.00 ENVIRONMENTAL (SENIOR LEVEL) $150.00 CAD COMPUTER TECHNICIAN $65.00 CLERICAL /ASSISTANT $30.00 • Consultant is required to provide the description of each position working on the Consultant Service Order and the corresponding estimated hours to be approved by the City. • Hourly rates for positions not reflected in the above table will be negotiated and accepted by the City as part of the Consultant Service Order once the need for such position is identified by the Consultant and approved by the City. No hourly rate negotiated shall exceed $200.00 per hour. 18 SCHEDULE "C" SAMPLE CONSULTANT COMPENSATION Schedule of Payments A. Tasks and deliverables as reflected on the Consultant Service Order(CSO): Task 1: $ Task 2: $ Task 3: $ B. Reimbursable Allowance (Not to Exceed): $ 19 RESOLUTION/COMMISSION MEMOS 19 RESOLUTION NO. 2016-29548 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2016-139-WG, FOR ACCESS CONTROL AND SECURITY SYSTEM CONSULTANT; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BURNS MCDONNELL ENGINEERING COMPANY, INC; AND SHOULD THE ADMINISTRATION BE UNSUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH BURNS & MCDONNELL ENGINEERING COMPANY, INC, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH ELERT & ASSOCIATES NETWORKING DIVISION, INC; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on May 11, 2016, the Mayor and City Commission approved the issuance of Request for Qualifications (RFQ) 2016-139-WG for Access Control and Security System Consultant Services (the RFQ); and WHEREAS, the RFQ-was issued on May 18, 2016 with an opening date of June 24, 2016; and WHEREAS, a voluntary pre-proposal meeting was held on May 31, 2016; and WHEREAS, on June 24, 2016, the City received a total of six (6) proposals; and WHEREAS, the proposal received from Automated Port Solutions was deemed non- : responsive for failure to meet the minimum requirements of the RFQ; and WHEREAS, on July 21, 2016, the City Manager via Letter to Commission (LTC) No. 308-2016, appointed an Evaluation Committee (the "Committee") consisting of the following individuals; to Saul Frances, Director, Parking Department • David Hernandez, Lieutenant, Police Department • Charles Tear, Director, Department of Emergency Management • Juan Augustyniak, System Administrator, Information Technology Department The following individuals were appointed as alternates; • Steven Feldman, Sergeant, Police Department • Frank Quintana, It Support Division Director, Information Technology Department • Keith Carson, Emergency Management Specialist, Department of Emergency Management WHEREAS, the Committee, comprised of Saul Frances, Charles Tear, Steven Feldman and Frank Quintana, convened on August 10, 2016 to consider the responsive proposals and interview the proposers; and WHEREAS, the Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law, general information on the scope of services, references and a copy of each proposal and engaged in a question and answer session after the presentation of each proposer; and WHEREAS, the Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ; and WHEREAS, the Committee's ranking was as follows: Kimley-Horn and Associates, Inc. (Kimley-Horn), as first ranked; Burns & McDonnell Engineering Company, Inc. (Burns McDonnell), as second ranked; Elert & Associates Networking Division, Inc. (Elert), as third ranked; TLC Engineering for Architecture, Inc. (TLC), as fourth ranked; and Jensen Hughes, Inc. (Jensen Hughes), as fifth ranked; and WHEREAS, Given the amount of work already awarded to Kimley-Horn and the fact that the second and third ranked firms have greater direct experience with similar projects, the City Manager recommends that the Mayor and City Commission approve the resolution authorizing the Administration to enter into negotiations with Burns McDonnell; and should the Administration be unsuccessful in negotiating an agreement with Burns McDonnell, authorizing the Administration to enter into negotiations with Elert. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to Request for Qualifications (RFQ) No. 2016-139-WG for Access Control and Security System Consultant; and authorize the Administration to enter into negotiations with Burns & McDonnell Engineering Company, Inc; and should the Administration be unsuccessful in negotiating an agreement with Burns & McDonnell Engineering Company, Inc, authorize the Administration to enter into negotiations with Elert & Associates Networking Division, Inc; and further authorize the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations by the Administration. PASSED AND ADOPTED this RI day of S*e1646P{ 2016. :/,'"/,7 G PHILLIP LE i., OR ATT -/ All . Z's- Ica .....,,,w,„„._c-1-,74 RAF•EL'E. GR•NADO, CITY CLE 7�\ ...... 1C; ^ \ .'•• ,. T:T.IAGENDA\2016\September\Procurement\RFQ 2016-139-W Access.ContrarandsSebunty,System'Consultant11RFQ-2016-139-WG-Access Control and Security System Consultant-Reso.doc rY = _1:;'•<!-7:.:.y v �, ° H2, APPROVED AS TO FORM & LANGUAGE &F•R EcECUTION 0 ,% . bc2•1' Sy City Attorney,J►, Dote Resolutions -C7 X MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: September 14, 2016 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2016- 139-WG, FOR ACCESS CONTROL AND SECURITY SYSTEM CONSULTANT; AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH BURNS MCDONNELL ENGINEERING COMPANY, INC; AND SHOULD THE ADMINISTRATION BE UNSUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH BURNS & MCDONNELL ENGINEERING COMPANY, INC, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH ELERT & ASSOCIATES NETWORKING DIVISION, INC; AND FURTHER AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. RECOMMENDATION ADMINISTRATION RECOMMENDATION Adopt the Resolution. ANALYSIS BACKGROUND In 2014, an All Hazards Vulnerability Assessment was conducted on four city parking garages (City Hall, 7 St, 16 St and 17 St). A number of problems were identified in the security camera systems at each of these garages as part of the Vulnerability Assessment conducted. The camera systems in the garages not covered by an assessment have also encountered problems and have been identified and reported by Parking Department officials and security officers. On many occasions the Police Department has requested video from the parking garage cameras to investigate crimes and resolve other issues. However, at times the video is either not recorded or the quality of the video is too poor to be used for identification purposes. In an effort to improve the existing camera system, assure compatibility and integration with the new Smart Parking project approved by the City Commission, as well as improve access control, the services of a consultant are required. The consultants shall be independent, not affiliated with any manufacturer or vendor of security equipment, nor are they to profit in any way from the City's selection of vendors or contractors. Additionally, the Administration is seeking Page 529 of 2277 ways to improve access controls within City facilities. • RFQ PROCESS On May 11, 2016, the City Commission approved to issue the Request for Qualifications (RFQ) No. RFQ 2016-139-WG for Access Control and Security System Consultant. On May 18, 2016, the RFQ was issued. A voluntary pre-proposal conference to provide information to the proposers submitting a response was held on May 31, 2016. RFQ responses were due and received on June 24, 2016. The City received a total of six (6) proposals. The City received proposals from the following firms: Kimley-Horn and Associates, Inc., Burns McDonnell Engineering Company, Inc., Elert and Associates Networking Division, Inc., TLC Engineering for Architecture, Inc., Jensen Hughes, Inc. and Automated Port Solutions. The proposal for Automated Port Solutions was deemed non-responsive for failure to meet the minimum requirements of the RFQ and was not further evaluated. The Evaluation Committee appointed by the City Manager pursuant to LTC# 308-2016 convened on August 10, 2016 to consider the responsive proposals received. The committee was comprised of Saul Frances, Director, Parking Department, City of Miami Beach; Charles Tear, Director, Emergency Operations Center, City of Miami Beach; Frank Quintana, Division Director, Information Technology Department, City of Miami Beach; and Steven Feldman, Sergeant, Police Department, City of Miami Beach. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation process resulted in the ranking of proposers, as indicated in Attachment A, as follows: • 1. Kimley-Hom and Associates 2. Bums McDonnell Engineering 3. Elert and Associates 4. TLC Engineering 5. Jensen Hughes Kimley-Horn and Associates, Inc. Kimley-Hom was founded as a transportation firm in 1967 and is now one of the largest and fastest growing full-service consulting firms in Florida. Their permanent staff includes more than 2,700 professional, technical, and support staff nationwide and more than 540 employees in 14 offices throughout Florida, as an ITS and transportation engineering, planning, landscape architecture, surveying, and environmental services firm. Kimley-Hom offers their team of security system design professionals who have been working together for more than 10 years to serve the City of Miami Beach. They have local South Florida offices with national system integration capabilities and advanced technology implementation experience. Burns McDonnell Engineering Company. Inc. Bums & McDonnell is a fully integrated engineering, architecture, construction, environmental and consulting firm with multidisciplinary staff of more than 5300 professionals worldwide. Bums & McDonnell is a 100% employee-owned consulting firm that offers vast knowledge of security and life safety planning, assessment, design and implementation projects and has Page 530 of 2277 direct experience on similar projects, including multi-campus environments. Elert&Associates Networking Division. Inc. Elert and Associates is a security, technology, training and consulting firm established in 1984. Their firm employs over 25 full-time consultants, operating out of multiple offices, and has served public entities throughout the United States. The clients of Elert and Associates are provided experience in security planning that includes assessing existing systems, providing option, designing, acquisition of systems, and implementing physical security systems such as video surveillance and access control. TLC Engineering for Architecture. Inc. TLC has over 60 years of experience and eight offices in the State of Florida, including their headquarters in Orlando and large regional office located in Miami. Their staff currently exceeds 304 high quality professionals including 20 communications technology and security staff. Drawing on a team approach of expertise across the firm, they provide responsive service, tailored to meet the needs of their design and construction partners. Jensen Hughes, Inc. Jensen Hughes was formed in January 2015 after the merger of two of the most experienced and respected specialty engineering and consulting firms, Hughes Associates and Rolf Jensen &Associates. Headquartered in Baltimore, MD, Jensen Hughes serves their customers globally through office locations strategically located in major metropolitan areas. Their team of nearly 900 professionals has the capacity to assist from any location on a variety of projects in order to satisfy the needs of their clients. They are a company of engineers, consultants, and scientists focused on evaluating risks and diligently developing the best, most cost effective protection and safety solutions. • CONCLUSION CITY MANAGER'S RECOMMENDATION After reviewing all the submissions, the results of the evaluation process and the factors to be considered in the award of contracts as referenced in Section 2-369 of the City Code, the City Manager finds as follows. Kimley-Horn and Associates is a well qualified firm that has been awarded a substantial amount of work by the City, primarily in connection with the light rail and intelligent transportation projects. However, in the case of the access control and security systems consultant project scope, Kimley-Horn's experience and the experience of its own key personnel, as noted in its proposal and in its presentation to the Evaluation Committee, appears to have been significantly supplemented by the experience of some of the proposed sub- consultants on its team. As such, the City would not be in contractual privity with the firms that are actually doing the work. In contrast, both the second-ranked firm, Bums McDonnell, and the third-ranked firm, Elert and Associates, as well as the respective key staff members of each firm, appear to have a greater amount direct experience with similar projects and appear to rely less on sub-consultants. Given the amount of work already awarded to Kimley-Horn and the fact that the second and third ranked firms appear to have more direct experience with similar projects, the City Manager recommends that the Mayor and City Commission approve the resolution authorizing the Administration to enter into negotiations with Burns McDonnell Engineering; further, should the Administration not be successful in negotiating an agreement with Bums McDonnell Page 531 of 2277 Engineering, authorize the Administration to enter into negotiations with Elert and Associates; and further authorize the Mayor and City Clerk to execute an agreement, upon conclusion of successful negotiations by the Administration. KEY INTENDED OUTCOMES SUPPORTED Enhance Public Safety and Emergency Preparedness FINANCIAL INFORMATION FUNDING The cost of the related services, determined upon successful negotiations, are subject to funds availability approved through the City's budgeting process. Legislative Tracking Emergency Management/Procurement ATTACHMENTS: Description ❑ Attachment A Evaluation Scoring and Ranking ❑ Resolution • Page 532 of 2277 • N 1+) N r < S1V101 31V93219911 MO1 w o) N U) 'r a) CN N N cc C 'ea l s©pe43 rn o ) C) n C c CN N n r C sa3ueJj Ines m m O°, rn o, rn c y N) IA r ccC N u UOAa2S a°, °m a C N N) CC m N- N- N N eue)uinp lue.0 m m ° C) m o ch M O d m C 0 O.. C C y Ct V mq Y y d ECO O 10 U C O O w N U uNJ O C y O 0)6 a N C N C C C C U 't 7 O O U OI N C EO N N C-, =7 C f H U � C Q C C �U 3 N 0 a N N y w O g o m_ c E J ¢ mo wO - SZ F� 1 RFQ AND ADDENDUMS • • ■ • • . . . . • . . 20 • 1Vt I Al`A l B EACH City of Miami Beach, 1755 Meridian Avenue,3rd Floor, Miami Beach,Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel:305-673-7490. ADDENDUM NO. 1 RFQ 2016-139-WG Access Control and Security System Consultant June 15, 2016 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only. I. REVISIONS RFQ DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 P.M., on Friday, June 24, 2016, at the following location. City of Miami Beach Procurement Department 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. • II. ANSWERS TO QUESTIONS RECEIVED Q1) Will the Proposer be required to use a SF 330? Al) The GSA SF-330 form titled Architect-Engineer Qualifications will not be required as part of the RFQ submittal. Q2) Please clarify C2 on Appendix C. Are there any specifics required for this section, other than an approach? A2) The City of Miami Beach is requesting statements of qualifications from experienced consulting firms for services related to the design of an access control, security camera and video surveillance system, for nine parking garages, to include a video wall and video management system for centralized monitoring. Q3) On page 12: the last paragraph titled "Financial Capacity" initially it appears as if the SQR is only required if and when requested by the city, but then reading further, the paragraph states that "No proposal will be considered without receipt by the city of the SQR". These two statements appear contradictory. A3) A Supplier Qualification Report from Dun & Bradstreet will be supplied only upon request of the City, each proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the Procurement Contact named herein. The cost of the preparation of the SQR shall be the responsibility of the Proposer. 1 Any questions regarding this Addendum should be submitted in writing to the Procurement Management Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a�miamibeachfl.gov. Procurement Contact: Telephone: Email: William Garviso 305-673-7000, ext. 6650 WilliamGarviso @miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your ITN submission. Ale • Proc rement Director . I • 2 • REQUEST FOR QUALIFICATIONS ( RFQ) ACCESS CONTROL AND SECURITY SYSTEM CONSULTANT 2016-139-WG RFQ ISSUANCE DATE: MAY 18, 2016 STATEMENTS OF QUALIFICATIONS DUE: JUNE 17, 2016 @ 3:00 PM ISSUED BY: Pekaw MIAMIBEACH William Garviso, Procurement Contracting Officer II PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139 305.673.7000 x66501 www.miamibeachfl.gov ® MIAMI BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 NOT UTILIZED N/A 0200 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT 12 0400 EVALUATION PROCESS 14 APPENDICES: PAGE APPENDIX A RESPONSE CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 16 APPENDIX B "NO BID" FORM 23 APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 25 APPENDIX D INSURANCE REQUIREMENTS 28 RFQ 2016-139-WG 2 r V [I! it Y SI BEACH SECTION 0200 INSTRUCTIONS TO RESPONDENTS&GENERAL CONDITIONS 1. GENERAL.This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida (the "City"), as the means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of Qualifications (the "proposal") to the City for the City's consideration as an option in achieving the required scope of services and requirements as noted herein. All documents released in connection with this solicitation, including all appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and are complementary to one another and together establish the complete terms, conditions and obligations of the Proposer and, subsequently, the successful proposer(s) (the "contractor[s]") if this RFQ results in an award. The City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective proposer who has received this RFQ by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. The City of Miami Beach seeks statements of qualifications from experienced consulting firms for services related to access control and security systems city-wide, including (but not limited to): • Facility Access Control • Video Surveillance • Intrusion Detection • Fire & Life Safety The selected consultant shall act in the capacity of owner's representative in the evaluation of systems, solicitation process and installation of new systems. The selected consultant shall not have ties to any system manufacturers and shall be barred from responding to subsequent solicitations for any system in which it has had input into the specifications. 3. SOLICITATION TIMETABLE.The tentative schedule for this solicitation is as follows: Solicitation Issued May 18, 2016 Pre-Submittal Meeting May 31, 2016 @ 10:00AM Deadline for Receipt of Questions June 8, 2016 @ 3:00PM Responses Due June 17, 2016 @ 3:00PM Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations Contract Negotiations Following Commission Approval RFQ 2016-139-WG 3 MIAMI BE CH. 4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact: Telephone: Email: William Garviso, CPPB 305 673-7000#6650 williamgarviso a(�.miamibeachfl.gov Additionally, the City Clerk is to be copied on all communications v_is e-mail at RafaelGranado(@.miamibeachfl.gov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10)calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFQ Timetable section above at the following address: City of Miami Beach Procurement Department—3rd Floor Conference Room 1755 Meridian Avenue Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps: (1) Dial the TELEPHONE NUMBER: 1-888-270-9936 (Toll-free North America) (2) Enter the MEETING NUMBER: 9415468 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFQ by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of RFQ 2016-1 39-WG 4 MIAMI BEACH such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: http://web.miamibeachfl.qov/procurement/scroll.aspx?id=23510 • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR DOMESTIC PARTNERS CITY CODE SECTION 2-37 • PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY VETERANS AND TO STATE-CERTIFIED SERVICE- DISABLED VETERAN BUSINESS ENTERPRISES CITY CODE SECTION 2-374 • FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300 • ACCEPTANCE OF GIFTS,FAVORS&SERVICES CITY CODE SECTION 2-449 9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 10. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 11. DEBARMENT ORDINANCE: This RFQ is subject to, and all proposers are expected to be or become familiar with,the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. 14. AMERICAN WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters (five (5)days in advance when possible), or information on access for persons with disabilities. RFQ 2016-139-WG 5 MIAMI BEACH For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2- 370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 17. INTENTIONALLY OMITTED. 18.VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFQ, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFQ or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2) Whether the Proposer can perform the contract within the time specified, without delay or interference. (3)The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. 20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; approved by the City; and executed by the parties. RFQ 2016-139-WG 6 MIAMBECH 21. Postponement)Cancellation/Acceptance!Reiection. The City may, at its sole and absolute discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty(120) calendar days after proposal opening date. A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals, • or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense)of the Proposer, and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer. 25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 26.TAXES.The City of Miami Beach is exempt from all Federal Excise and State taxes. 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. RFQ 2016-139-WG 7 ® MIAMI BEACH 29. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 30. DEFAULT: Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the Proposer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit(and cause hotel operator to prohibit) discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, and age or disability in the sale, lease, use or occupancy of the Hotel Project or any portion thereof. 34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. RFQ 2016-139-WG 8 ® . MIAMI BEACH D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance(experience), in making an award that is in the best interest of the City. F.The City may require Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 37. OPTIONAL CONTRACT USAGE. When the successful Proposer(s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation, with the latest Addendum taking precedence; then C. The solicitation; then D. The Proposer's proposal in response to the solicitation. 40. INDEMNIFICATION. The Proposer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. RFQ 2016-139-WG 9 MIAMIBEACH 41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded. Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 42. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 43. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 44. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member(spouse, parent, sibling, and child)who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. 45. MODIFICATION/WITHDRAWALS OF PROPOSALS.A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFQ, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFQ to which Proposer took exception to (as said term and/or condition was originally set forth on the RFQ). RFQ 2016-1 39-WG 10 MIAMI BEACH 48. ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 49. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFQ solicitation process. 50. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than $50,000), may require additional items to be added to the Contract which are required to complete the work. When additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract vendor(s) that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a Purchase Order(or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary to add additional items through a formal amendment to the Contract, to be approved by the City Manager. The City may determine to obtain price quotes for the additional items from other vendors in the event that fair and reasonable pricing is not obtained from the current contract vendors, or for other reasons at the City's discretion. Balance of Page Intentionally Left Blank RFQ 2016-139-WG 11 MIAMI BEACH SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Statement of Qualifications (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, proposer name, proposer return address. Statement of Qualifications received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Statement of Qualifications are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of Statement of Qualifications will be considered late and not be accepted or will be returned to proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. STATEMENTS OF QUALIFICATIONS FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of Statement of Qualifications, it is strongly recommended that Statement of Qualifications be organized and tabbed in accordance with the sections and manner specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. Statement of Qualifications that do not include the required information will be deemed non-responsive and will not be considered. TAB 1 Cover Letter& Minimum Qualifications Requirements 1.1 Cover Letter and Table of Contents. The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. 1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance with the minimum qualifications requirements established in Appendix C, Minimum Requirements and Specifications. TAB 2 Experience&Qualifications 2.1 Qualifications of Proposing Firm. Submit detailed information regarding the firm's history and relevant experience and proven track record of providing the scope of services similar as identified in this solicitation, including experience in providing similar scope of services to public sector agencies. 2.2 References. Submit at least three (3) references as evidence of similar experience. For each reference, the following is required: project/scope of work description, agency name, agency contact, contact telephone & email, and year(s)and term of engagement. 2.3 Qualifications of Proposer Team. Provide an organizational chart of all personnel and consultants to be used for this project if awarded, the role that each team member will play in providing the services detailed herein and each team members' qualifications. A brief biography of each key member of the Consultant's team, to include sub-contractors, should be included. Be sure to list publications authored and professional speaking engagements. A resume of each key individual, including licensure, education, experience, and any other pertinent information, shall be included for each respondent team member to be assigned to this contract. Financial Capacity. Upon request of the City, each proposer shall arrange for Dun & Bradstreet to submit a Supplier Qualification Report (SQR) directly to the Procurement Contact named herein. No proposal will be considered without receipt, by the City, of the SQR directly from Dun & Bradstreet. The cost of the preparation of the SQR shall be the responsibility of the Proposer. The Proposer shall request the SQR report from D&B at: RFQ 2016-139-WG 12 MIAMBEACH https://supplierportal.dnb.comlwebapp/wcs/stores/servlet/SupplierPortal?storeld=11696 Proposals are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun &Bradstreet at 800-424-2495. Note: After proposal submittal, the City reserves the right to require additional information from Proposer (or proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). 1RFQ 2016-139-WG 13 ® MIARAI BEACH SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the requirements set forth in the solicitation. If further information is desired, Proposals may be requested to make additional written submissions of a clarifying nature or oral presentations to the Evaluation Committee. The evaluation of Statement of Qualifications will proceed in a two-step process as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the Statement of Qualifications only. The Evaluation Committee does not make an award recommendation to the City Manager. The results of Step 1 & Step 2 Evaluations will be forwarded to the City Manager who will utilize the results to make a recommendation to the City Commission. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. 2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the Evaluation Committee results by the Department of Procurement Management. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications criteria established below for Step 1, Qualitative Criteria. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. Step 1 -Qualitative Criteria Proposals shall be evaluated in accordance with the following evaluation criteria(in no particular order or weight): • Similar project experience • References • Team member qualifications • or Other Factors or Information Res uested under this RFQ TOTAL AVAILABLE STEP 1 POINTS 100 3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive additional quantitative criteria points to be added by the Department of Procurement Management to those points earned in Step 1, as follows. Step 2-Quantitative Criteria • Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS 5 RFQ 2016-139-WG 14 ® MIAMIBEACH 4. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points will be added to each evaluation committee member's scores by the Department of Procurement Management. Step 1 and 2 scores will be converted to rankings in accordance with the example below: Proposer Proposer Proposer A B C Step 1 Points 82 76 80 Step 2 Points 22 15 12 Committee Total 104 91 92 Member 1 Rank 1 3 2 Step 1 Points 79 85 72 Step 2 Points 22 15 12 Committee Total 101 100 84 Member 2 Rank 1 2 3 Step 1 Points 80 74 66 Step 2 Points 22 15 12 Committee Total 102 89 78 Member 2 Rank 1 2 3 Low Aggregate Score 3 7 8 Final Ranking* 1 2 3 * Final Ranking is presented to the City Manager for further due diligence and recommendation to the City Commission. Final Ranking does not constitute an award recommendation until such time as the City Manager has made his recommendation to the City Commission, which may be different than final ranking results. RFQ 2016-139-WG 15 APPENDIX A MIAMIJIEACEH Response Certification , Questionnaire & Requirements Affidavit RFQ 2016- 139-WG Access Control and Security System Consultant PROCUREMENT DEPARTMENT 1755 Meridian Avenue Miami Beach, Florida 33139 RFQ 2016-1 39-WG 16 Solicitation No: Solicitation Title: RFQ 2016-139-WG Access Control and Security System Consultant Procurement Contact: Tel: Email: William Garviso, CPPB 305 673-7000#6650 williamgarviso @miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE& REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: No of Years in Business: No of Years in Business Locally: No of Employees OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: • FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals,client information,financial information,or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2016-139-WG 17 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose, in their Proposal,the name(s)of any officer,director,agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non- erformance by an ublic sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics. Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5)days upon receipt of request. The Code shall, at a minimum, require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. RFQ 2016-1 39-WG 18 7. Living Wage. Pursuant to Section 2'108 of the Miami Beach City Code, as same may be amended from time to time, Proposers $13.31/hourly without health benefits or$11.62/hourly with health benefits with an effective date of January 1,2015. using the Consumer Price Index for all Urban Consumers(CPI U)Miami/Ft. Lauderdale,issued by the U.S. Department of Labor's €ame(in a particular year). and fines, as provided in the City's Living Wage Ordinance,as amended. Further information on the Living Wage requirement is to the li.i rement. 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.miamibeachfl.gov/procurement/. RFQ 2016-139-WG 19 9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor,or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133, Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. 11. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin, religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required.By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 12. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi.Pursuant to Resolution 2016-29375,the City of Miami Beach,Florida,prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. RFQ 2016-139-WG 20 DISCLOSURE,AND'DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in failing or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications,and may accept Statement of Qualifications which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied, as to its content,its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors, omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes,until the date and time selected for opening the responses. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2016-139-WG 21 PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any, and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed,or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: State of ) On this_day of ,20_,personally appeared before me who County of ) stated that (s)he is the of , a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: Notary Public for the State of My Commission Expires: FQ 2016-139-WG 22 APPENDIX B ,MIAM1 BEACH " No Bid " Form RFQ 2016- 139-WG Access Control and Security System Consultant PROCUREMENT DEPARTMENT 1755 Meridian Avenue Miami Beach, Florida 33139 Note: It is important for those vendors who have received notification of this solicitation but have decided not to respond, to complete and submit the attached "Statement of No Bid." The "Statement of No Bid" provides the City with information on how to improve the solicitation process. Failure to submit a "Statement of No Bid" may result in not being notified of future solicitations by the City._ R _ RFQ 2016-139-WG 23 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: Workload does not allow us to proposal _Insufficient time to respond _ Specifications unclear or too restrictive _ Unable to meet specifications _Unable to meet service requirements Unable to meet insurance requirements Do not offer this product/service _OTHER. (Please specify) We do_do not_want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: WILLIAM GARVISO, CPPB STATEMENTS OF QUALIFICATIONS#2016-139-WG 1755 MERIDIAN AVENUE MIAMI BEACH, FL 33139 RFQ 2016-139-WG 24 APPENDIX C MIAMI • E Minimum Requirements & Specifications RFQ 2016- 139-WG Access Control and Security System Consultant PROCUREMENT DEPARTMENT 1755 Meridian Avenue Miami Beach, Florida 33139 RFQ 2016-139-WG 25 Cl. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation are listed below. Proposer shall submit, with its proposal, the required submittal(s) documenting compliance with each minimum requirement. Proposers that fail to include the required submittals with its proposal or fail to comply with minimum requirements shall be deemed non-responsive and shall not have its proposal considered. Experience: The Consultant must have successfully completed a minimum three (3) projects that demonstrate expertise in the planning, design, integration, implementation and project management of access control and physical security systems for multi-facility companies and/or government agencies within the last ten (10) years. Submittal Requirement: The Consultant should provide at a minimum three (3) references of similar completed projects completed within the last ten (10) years. References should include a summary of project, name, address, and phone number of the person responsible for overseeing the project. C2. Statement of Work Required. The City of Miami Beach is requesting statements of qualifications from experienced consulting firms for services related to the design of an access control, security camera and video surveillance system, for nine parking garages, to include a video wall and video management system for centralized monitoring. The Consultant shall be independent, not affiliated with any manufacturer or vendor of security equipment, nor are they to profit in any way from the City's selection of vendors or contractors. The services to be provided by the successful firm will include but not be limited to the following: Evaluate current systems at all participating department locations. (Existing systems review and analysis.) • Assess existing camera systems, access control systems and any other physical security systems subject to integration. • Assess City's existing microwave system to determine its suitability for use • Coordinate and consult with IT Department regarding 1. Current and suggested networking design 2. Centralized storage design 3. Server hardware requirements 4. Centralized Role Based access strategy leveraging Active Directory Conduct site surveys and interviews to determine specific needs of the various departments within the City. Define the requirements(scope of work)for a Citywide physical security master plan incorporating: • Video surveillance cameras and video management systems • Advanced video analytics • Access control systems RFQ 2016-139-WG 26 • Alarm and intrusion detection systems • Systems integration incorporating Physical Security Information Management (PSIM)software • Mass notifications • Central monitoring location(s) • Parking revenue management system incorporating license plate readers. • Traffic control • LPR—License Plate Reader Technology • Open architecture Development of performance standards and functional requirements for each component of the plan. Technical specifications and drawing preparation to include strategic camera placement and consolidation to higher mega pixel cameras where feasible. Technology review and product selection Procurement assistance. (Bid document preparation and bid analysis) Project management(Owners representative) Final acceptance testing and closeout assistance Assist in the development of policies and procedures Training Maintenance program RFQ 2016-139-WG 27 APPENDIX D 0 MIAMI EACH Insurance Requirements RFQ 2016- 139-WG Access Control and Security System Consultant PROCUREMENT DEPARTMENT 1755 Meridian Avenue Miami Beach, Florida 33139 RFQ 2016-139-WG 28 folAmi " R EACH INSURANCE REQUIREMENTS PROFESSIONAL SERVICES Before beginning any work, and throughout the term of the contract (including renewal periods), the Provider shall indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation for all employees of the provider as required by Florida Statute 440, and Employer's Liability Insurance in an amount not less than $1,000,000. B. Commercial General Liability on a comprehensive basis in an amount not less than $1,000,000 combined single limit per occurrence, for bodily injury and property damage. City of Miami Beach must be shown as an additional insured with respect to this coverage. C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance in an amount not less than $1,000,000. The insurance coverage required above must include a waiver of subrogation in favor of the City. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the provider. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications: The company must be rated no less than "B+" as to management, and no less than "Class VI" as to financial strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the approval of the City Risk Management Division. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE 3rd FLOOR • MIAMI BEACH, FL 33139 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. RFQ 2016-139-WG 29 CONSULTANT'S RESPONSE TO RFQ(PROPOSAL) 21 1111111r- - . ' ... :;' s..:•-•,--..,-;._ .- _ - .• A= _,.".„. ': ','.0 :■ffr - C.,..! . , . '...%4 - . _. .,... _ ,._.. • i7":J:,1).■;.--,'. .. 4--. -.IV' ■41 - S C .., .., Alf f , BURNS '•#1_DONNELL.. 1 1111' r■-• . , •ii . . "•`'' .-- ,'. 4i, . - .-.-- QUALIFICATIONS FOR ACCESS CONTROL AND SECURITY SYSTEM CONSULTANT SUBMITTED TO Miami Beach, Florida RFQ 2016-139-WG June 2016 _., . ..__. _ ---'•- ■111111.11%• - . O' ■1111M.I. Ye , = - , • 44(- .. ,... „p . -z. .._ig....m., '....”. -I • :t-'olp■smals -1 -rytTv '''' ' 1 1 : -* - ...- 11■•••• -- ' :17,1"1 . ..,,v' ' ' : "I — 'tit . _ .i...; ., . ;*"-- - -, .1,,,. I., 1 7•.__ ,.,c i A I 1 114 . . r L V' 1 IIIIIm''1:..-- 206.,..‘1,-4.1 ? 411,-, • . 1,.„..„....',,,..,. _.,... . 7- • ..".....0.0%ar.....,,,,,,_ ,„,, ..__. ,,.......,,, , . _..:. ...._-_•••-.-, ---T, - - .T.... - ' ":. .- . ,-- _ . _ _ -— _ --,. -— - - _... - ...T. - - -- ,.... ".. .. ._...... _ . - _ . . ,—._•-- _.... ....-- } COVER LETTER & MINIMUM QUALIFICATIONS REQUIREMENTS l f • r_ . • _ r_ . . Cover Letter and Table of Contents • • • • • • BURNS MSDO 1NELL June 15,2016 William Garviso Procurement Contracting Officer II Miami Beach 1755 Meridian Avenue,3'Floor Miami Beach,FL 33139 RE: Request for Qualifications#2016-139-WG—Access Control and Security System Consultant Mr. Garviso: Burns&McDonnell is pleased to provide our request for qualifications for the Access Control and Security System Consultant project for the City of Miami Beach.Our core team of board certified security consultants and system specialists possess a vast knowledge of security planning,system design,and security management experience,and have direct experience on similar projects for other clients. We have reviewed the requirements contained in the RFQ and have established a team of industry specialists to provide Miami Beach with independent,responsible and prudent recommendations focused on the goal of planning for a safe,secure,and cost-effective security technology program. We welcome this opportunity to assist Miami Beach with this most important engagement. As you review our qualifications,please consider the following strengths of Burns&McDonnell: ► Burns&McDonnell has certified and published security and design professionals on staff ► Burns&McDonnell has the depth of resources available to overcome project challenges ► Burns&McDonnell has diverse experience in physical security projects and applications ► Burns&McDonnell has significant experience in the management of projects large and small ► Burns&McDonnell is 100 percent employee-owned,financially strong,and without debt We are excited about the opportunity to assist with this important project.We truly want to serve as your consultant. If you should have any questions concerning our request for qualifications,please contact me at office: 816.349.6754, fax: 816.822.3027 or email: rjhope @burnsmcd.com. We look forward to your favorable review of our qualifications. Sincerely, BURNS&McDONNELL Jeffrey J.Greig Robert J."R.J."Hope,CPP,ABCP Senior Vice President Project Manager 9400 Ward Parkway\Kansas City. MO 64114 1 0 816-333-9400\F 816-333-3690\burnsmcd.com 1.1 TABLE OF CONTENTS COVER LETTER & MINIMUM QUALIFICATION REQUIREMENTS TAB 1 1.1 COVER LETTER AND TABLE OF CONTENTS 1-2 1.2 RESPONSE CERTIFICATION, QUESTIONNAIRE & REQUIREMENTS AFFIDAVIT 3-8 1.3 MINIMUM QUALIFICATIONS REQUIREMENTS 9-17 EXPERIENCE & QUALIFICATIONS TAB 2 2.1 QUALIFICIATIONS OF FIRM 18-25 2.2 REFERENCES 26-29 2.3 QUALIFICATIONS OF TEAM 30-68 2.4 FINANCIAL CAPACITY 69-78 BURNS&I_DONNELL_ 1.1 Table of Contents Response Certification, Questionnaire & Requirements Affidavit Solicitation No: Solicitation Title: RFQ 2016-139-WG Access Control and Security System Consultant Procurement Contact Tel: Email: William Garviso, CPPB 305 673-7000#6650 williamgarviso @miamibeachfl.gov STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE& REQUIREMENTS.AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: Burns & McDonnell Engineering Company, Inc. No of Years in Business: 118 years No of Years in Business Locally: No of Employees 46 5,300 OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): 9400 Ward Parkway CITY: Kansas City STATE: MO ZIP CODE: 64114 TELEPHONE NO.: 816-333-9400 TOLL FREE NO.: FAX NO.: 816-822-3027 • FIRM LOCAL ADDRESS: Same as above CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Robert J. Hope ACCOUNT REP TELEPHONE NO.: 816-349-6754 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: rjhope @burnsmcd.com FEDERAL TAX IDENTIFICATION NO.: 43-0956142 The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals,client information,financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2016-139-WG 317 1. Veteran Owned Business.Is Pro oser claiming a ve ran owned business status? YES II NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose, in their Proposal,the name(s)of any officer,director,agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse,parent,sibling, and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title, 3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non- erformance by an blic sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics. Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5)days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. RFQ 2016-139-WG 41 8 7. • .. 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer a ess to any benefits to employees with spouses or to spouses of employees? ® YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners'or to domestic partners of employees? YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave;other benefits are provided directly to the spouse or domestic partner,such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses' Domestic artners Health �� Sick Leave J Family Medical Leave 1 Neff Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.miamibeachfl.gov/procurement/. 1RFQ 2016-139-WG 519 9. Public Entity Crimes.Section 287.133(2)(a),Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals, proposals,or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor,or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133,Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receip Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. 11. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code,including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT:No additional submittal is required. By virtue of executing this affidavit document,Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 12. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi.Pursuant to Resolution 2016-29375,the City of Miami Beach,Florida,prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi,nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT:No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. RFQ 2016-139-WG 620 DISCLOSURE AND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in failing • or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications,and may accept Statement of Qualifications which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors, omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties. Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes,until the date and time selected for opening the responses. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2016-139-WG 72 1 • • PROPOSER CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation,all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed,or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses,data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Jeffrey J. Grei• senior Vice President Signature of i'ropo 1 r' utho 4.Ri..resentative: Date: 1 , 6/15/2016 State of MO ) On this 15 day of June , 2016 personally appeared before me June ! ho County of Jackson ) stated that (s)he is the of3,.,6-ns0Acto,nnett, a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Bef re me: i No ary Public for the State of MO My Commission Expires: 3'u..i ..Q 2 ,7On' SAMANTHA M. VIDAL Notary Public - Notary Seal STATE OF MISSOURI Jackson County My Commission Expires June 29, 2019 Commission # 15636450 RFQ 20 •- 9-� G �' 2—2 • 8 • i • • • I • • • .. .. - Minimum:' Qualifications Requirements .,, - • • • • • • 1.3 MINIMUM QUALIFICATIONS REQUIREMENTS The Consultant must have successfully completed a minimum of three(3)projects that demonstrate expertise in the planning, design, integration, implementation, and project management of access control and physical security systems for multi facility companies and/or government agencies within the last ten (10)years. Project Experience As a full service engineering,architectural and consulting firm, Burns& McDonnell exceeds the minimum qualifications requirements as listed in Appendix C of the RFQ. The Burns& McDonnell team has substantial experience specifically in security consulting projects that include the services included in the Statement of Work. A discussion of our project experience is detailed in Section 2.1 of this submission. At the conclusion of this section,you will find several project descriptions that identify examples of our capabilities and project experience. Independence Bums&McDonnell is a 100%independent consulting firm and is not affiliated with any provider,manufacturer,distributor, installer,or integrator of security equipment,technology,or services. Additionally, Burns& McDonnell is 100%solution agnostic when providing assessment services. Our team seeks to understand the operating environment,culture and needs of each client and project location,the risks and threats at each,and to develop recommendations that meet the best needs for each specific set of circumstances.This allows maximized efficiencies that allows us to provide our clients with customized cost effective solutions to meet their individual needs,rather than looking solely for technological solutions. Services to be Provided Burns& McDonnell has successfully completed many security assessments and provided our clients with fully customized solutions to meet their security needs. Each of these assessments have included the evaluation and recommended solutions for enterprise wide security systems that include: ► Video Surveillance Cameras ► Video Management Systems ► Video Analytics ► Access Control Systems ► Alarm& Intrusion Detection Systems ► Central Monitoring ► Physical Security Information Management(PSIM)Software Burns& McDonnell regularly provides services that make sure our clients are successful through the entire process.These services include but are not limited to: ► Development of performance standards and functional requirements for each component of the security plan ► Providing technical specifications and design schematics o including equipment locations ► Procurement • Complete project management ► Final system commissioning ► Development of policies and procedures 1.3 Minimum Qualifications Requirements BURNS&MSDONNELL 1.3 MINIMUM QUALIFICATIONS REQUIREMENTS (continued) Training and maintenance Burns&McDonnell has a vast team of professionals with subject matter experience in security and other disciplines that apply to a wide variety of industries,each committed to providing our clients the best solutions for their security needs. 1.3 Minimum Qualifications Requirements BURNS`McDONNELL_ COUNTYWIDE SECURITY MASTER PLAN Berks County,Pennsylvania PROJECT SUMMARY .�aTV*IAJ ��♦� Burns&McDonnell is performing a county-wide security master l� 1 1 { plan project for the County of Berks,Pennsylvania.The project , ♦, includes several sites,including the County Service Center and • -X � Courthouse,Water and Wastewater facilities,the County Sheriffs Air Department Courthouse Jail facilities,Parks and Recreation Center / 1111 WIN areas and the Berks County Health Offices. `' � Burns&McDonnell is performing assessments of the Berks `►�—�. *. County facilities,incorporating previous studies and programs,the needs and assets of each facility,and conducting stakeholder +� '` • v,. interviews to identify appropriate security strategies for the ,�� County.Phase 1 of this project includes the development of the master plan,including evaluating the overall security program, ♦♦ C� C #,security staffing strategy,incident response protocols,and , * © #�� electronic security systems in an effort to determine the best �� methods of effectively leveraging the County's security budget CLIENT across the various facilities. ► Berks County, Pennsylvania Phase 2 includes the implementation of those measures determined KEY DATES in Phase 1,including electronic security system design and specification drafting,system and security staffing bid assistance, ► Phase 1 Start: March 2015 construction and implementation management,the development of • Phase 1 Complete: August 2015 (est) ► Phase 2 Start: August 2015(est) security related minimum design standards for future improvements, Phase 2 Complete: December 2016 internal training of County staff,and ongoing consulting services. COST ► Phase 1: > $200k ► Design: TBD PROJECT TEAM ► Project Manager: Brandon Kehl, CPP ► Physical Security Lead: Terry Harless ► Design Lead: Shawn M. Whalen, PE SERVICES ► Security Assessment ► Security Master Plan ► Security System Design ► Construction Management ► Implementation Oversight ► Security Consulting BURNS`MSDONNELL GLOBAL SECURITY OPERATIONS CENTER Huntsville,Alabama Summary Description Burns&McDonnell was engaged to assess,design and implement a global security operations center. This new security operations center is capable of monitoring cameras,access control and emirs tOJj intrusion detection devices for all Remington properties OUTDOOR COMPANY globally. This project was executed at the new main operations headquarters located in Huntsville,Alabama. Esc.1816 Burns&McDonnell performed the detailed design of a new security system including access control,intrusion detection and CLIENT video surveillance(including mobile video for security staff)for a new Remington facility. Additionally, Burns&McDonnell acted as ► Remington Outdoor Company the Owners' Engineer for the bid and vendor management,system KEY DATES installation management,and final system commissioning. ► Project Completion. 2013 SERVICES I. Facility Audit ► BIM As-Buillting ► Laser Scanning & Measurement ► Data Management S. Condition Assessment BURNStiSDONNELL_ ADVANCED EMERGENCY RESPONSE INTEGRATED ENVIRONMENT (AERIE) Arlington,Virginia PROJECT SUMMARY When a DISA team evaluated the newly constructed Integrated Emergency Operations Center(IEOC)when it opened in 2009,their assessment was that it was only , integrated in name.The organizations that occupied the center had no visibility into each other's view of building status or security posture.Burns&McDonnell was asked '` � F ` A • to integrate the security and building automation systems at - i ' the Pentagon into an Advanced Emergency Response Integration Environment(AERIE),which the IEOC uses ___. on a daily basis to respond to emergencies and provide situational awareness to first responders.At the end of the project,the completed system,documentation, . configuration guides,source code,and support information was provided to the support groups. CLIENT At its foundation,AERIE is a geospatial visualization system built ► Pentagon Force Protection Agency on Google Earth Enterprise that integrates Pentagon,Reservation, and National Capital Region(NCR)static and dynamic data.The SERVICES high-resolution Reservation and NCR maps are combined with ► Legacy system integration building floor plans to provide the IEOC with a unique external ► New system implementation and internal view of the Pentagon. Dynamic data from the building ► System security and hardening automation,fire detection,swipe access,security systems,and Business Process Re engineering ► Web application development chemical,biological,radiological and nuclear sensors is integrated ► Google Earth Enterprise with static data from the various Pentagon Force Protection ► Data visualization Agency and Washington Headquarters Services directorates and public data sets from the NCR.This integration provides the Emergency Operations Center with real-time information about the building and the Reservation.Sensors,alarms,and CCTV cameras are located on the appropriate floors of this in-building mapping system allowing the IEOC to overlay evacuation routes,emergency exits,and standpipe locations near a fire alarm and activate the closest camera to the alarm.The public data and CCTV feeds from the leased facilities in the NCR give the IEOC a broad view of the region. In addition to integrating the legacy systems,the AERIE project has brought new technologies to the IEOC.A mass notification system allows the IEOC to send a notification to all Pentagon employees and track how many users receive the message. It also allows key team members to automatically connect to a conference bridge after receiving the notification message. A Visual CONOPS system allows the IEOC to track the tasks and resources for responding to an incident or emergency.The system is integrated with the AERIE Common Operational Picture(COP)so the location of the incident and its current status can be correlated to alarms and overlays.In order to integrate new technology with legacy systems,the new systems had to be certified and accredited to receive an Authority to Operate(ATO)and the ATOs of the legacy systems had to be amended.To meet this requirement,Burns&McDonnell identified the vulnerabilities of the systems through scans and mitigated the identified vulnerabilities.The team further hardened the systems using the Secure Technical Information Guides and worked with the technical directorates to complete the accreditation process. BURNS&ISIDONNELL. ADVANCED EMERGENCY RESPONSE INTEGRATED ENVIRONMENT (AERIE) (continued) While the data integration on the COP allows for a single frame of reference view,the data from some systems cannot be integrated.To bring those systems into the context of the COP,the IEOC's audio-visual system was updated with Activu's software-based system.The Activu system allows force protection and building operations and maintenance operators and analysts to share views of their systems and visually integrate data and systems from secure networks with the AERIE COP into a comprehensive operational picture without bridging networks. BURNS'MSDONNELL. QATAR NATIONAL CONVENTION CENTER Doha,Qatar l' 44, ,., - . . , :1, it. ......... 4, Aiii.o. • , . .: L. ........_ .. PROJECT SUMMARY Burns&McDonnell is performing security design services '.-' ,j-l' for the Qatar National Convention Center located in Doha, 5 '` Qatar.This facility is approximately 1 million square feet of floor area and 4 levels. Security features being designed at ', .k r Is this location include an integrated command and control 5'k, •��'�I 1 E '' . --�24,j - , Ali• center,housing the security operations center, fire r1 I.— i command center,and building management center. The ---- ''` security system at this location requires full network convergence of the access control,CCTV,RFID,and CLIENT building management system and monitoring of the fire Qatar Foundation detection system within a single operations console. The KEY DATES operations console consist of dedicated workstations,a video display wall, monitoring of over 500 CCTV cameras, ► Design: 2008-2009 monitoring of over 1100 access points,and provisions for 0. Construction: 2010 (EST) high security and multi threat level operations. SERVICES 1. Perimeter access control includes a two lane vehicle Integrated Security Services checkpoint utilizing License Plate Readers,bollards, Under Vehicle Scanning,and Cargo Scanning. BURNS&MSDONNELL. OWNER'S REPRESENTATIVE- NEW DOHA INTERNATIONAL AIRPORT Doha,Qatar PROJECT SUMMARY Burns&McDonnell is serving as an Owner's representative during - -- the design and construction of the New Doha International Airport `; _ (NDIA)in Doha,Qatar. This airport will be capable of serving 24 million passengers and 750,000 Tons of air cargo annually when it opens in 2012. Burns&McDonnell's initial involvement in the program began by providing multi-discipline Peer Review services in the early design CLIENT phases for the New Passenger Terminal to provide the Owner, Civil Aviation Authority tenants and operators with assurance that programmatic and . Government of Qatar operational needs would be met. COMPLETION DATE As the project progressed,Burns&McDonnell's role increased to ► 2012 provide seconded staff to act as Field Inspectors,Design COST Reviewers,Project Coordinators,Project Managers and Head of the Technical Engineering Team. Seconded staff disciplines $12 Billion US Dollars include Architects,Landside and Roadways Civil Engineers, Airside Civil Engineers,Electrical Engineers,Mechanical Engineers,Fueling Engineers,Structural Steel Inspectors and Piping and Welding Inspectors. Burns&McDonnell's service to this project is on-going and is anticipated to continue until the facility is operational. Projects included in the effort are the New Emiri Terminal,New Airport Engineering Facility,New General Aviation Facility,New 3-bay A380 Maintenance Hangar,New Cargo Warehouse,New Catering Facility,New Emiri Guard and Ramp Facility,New ATCT Facilities,Meteorological Facilities,New Emiri Hangar,New Hydrant Fueling System,New GSE Fuel Dispensing Facility, New GSE and Vehicle Maintenance Facility,New Central Utility Plants,New Sea Rescue Stations, New Fire Fighting Facility,New Livestock Receiving and Quarantine Facility,New Employee Mosque,New Employee Canteen,New Employee Hospital,New Consolidated RAC Center,New Sewage Treatment Facility,New Electrical Sub- stations,Landscaping and Irrigation Program,Free Trade Zone Facilities and the 5,500 SM Terminal Lounge Program. BURNS&1SDONNELL_ SECURITY AND VUNERABILITY ASSESSMENT AND MASTER PLANNING Kansas City,Missouri PROJECT SUMMARY Burns&McDonnell was engaged to conduct an all-inclusive physical security vulnerability assessment for the corporate H&R BLOCK® headquarters of l-[&R Block. The beginning of this project was the identification process of critical areas within the facility and current physical layout. This project included a review of the current surveillance strategy for the organization to determine if they were complimentary and identify areas of improvement. Attention was CLIENT given to the officer utilization rate of the technology as well as overall H&R Block serviceability. The Burns&McDonnell team also assessed the PROJECT DATES current access control strategy. This assessment also included a review of current policies and procedures governing access to the ► January 2013-October 2013 facility as well as observing general operational practice. COST At the conclusion of the project,the Burns&McDonnell team ► Design Fee: $100,000 delivered a comprehensive report to El&R Block leadership Construction Cost: $900,000 (est.) identifying areas in need of attention to support their current PROJECT TEAM strategies for access control and surveillance and the operational policies and procedures. The report included ways in which H&R PM: Robert J. "RJ" Hope, CPP ► Team: Vince Aragon, Brandon Kehl Block could increase the security posture of the organization and that provided minimal operational impact. Improvements recommended SERVICES included updating and adding surveillance devices,access control Electronic Security Measures turnstiles and additional access control points throughout the facility assessment and at critical areas. ► CCTV assessment, testing, function audit Burns&McDonnell completed this project on time,on budget and ► Policies & Procedures Review the quality of deliverables exceeded our client's expectations. Security Master Planning PROJECT FEATURES ► Vulnerability Assessment ► Stakeholder Workshops and Review ► Integration Planning ► Five Year Security Master Plan ► Security Design Standard Development ▪ Security Assessment of buildings and grounds ► Physical Security Electronic systems ► Security Policy and Procedure Recommendations ► Security officer staffing review BURNS&MSDONNELL- EXPERIENCE & QUALIFICATIONS Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM BACKGROUND Burns & McDonnell is a fully integrated engineering, . FOUNDED IN MORE THAN architecture, construction, environmental and STABILITY 1898 STRENGTH 59000 consulting firm with a multidisciplinary staff of more PRO FESSIORA(S than 5,300 professionals worldwide. With annual revenues of $2.5 billion, we have large-firm 1000/0 TOP resources but small-firm responsiveness. Because SERVICE EMPLOYEE- EXCELLENCE 0 we are relationship-focused and dedicated to OWNED 0 creating amazing success for our clients, we have a fOP5000BGIInRNS 90 percent repeat-business rate and client partnerships that span multiple decades. Clients appreciate the entrepreneurial ambition at Burns & McDonnell. Being 100 percent employee-owned means that everyone has an ownership stake in the success of our clients, and all team members are driven to find remarkable solutions.'�-•. Far-Reaching ril, MINNEAPOIIS•St.PAM ( :, Presence '1.-- MD= POIWAIREI -� °0R11AXD i Based in Kansas City,Missouri, 1� oNAX, ( A60 -I- " WAWNGFOND Bums&McDonnell has more than suEUaan ), .WroRN PxluonPXi► 35 offices nationwide,allowing us DEM , NANSAS(Irr `. . BAHINODEwa(. /'�1 S1.IOII6 O'FAIIQN - •- R�(XNDND to provide innovative,timely and - --- -CM, Pr iv to • i - - :� - D0AN0"l NDP(olN•XAN ONAOIDS cost-effect' a services t clients. NO 01111U OKLAHOMA an SP9U1,6. u (XAT1AX006A ♦� We also have international project PASADENA MANGE(OUR ,,' -- - woENL( . offices,enabling us to provide you fr SAN DIM DALLAS _ )7 a �; For I •: __ _ 01ms8 McDonnell lntematfonal with our full range of services col : "0„'n"" wherever you need us. ,. •FNmmai,India *World Headquarters Corporate Structure & Services Bums&McDonnell provides comprehensive services that cover the full life cycle of a project,which means we find unique and cost- effective solutions to meet our clients'needs.Our corporate structure includes I I practices that integrate seamlessly,bringing our clients the breadth and depth of knowledge and skills they need: ► Aviation&Federal ► Environmental . Process&Industrial . Business&Technology Services . Environmental . Transmission&Distribution ► Construction/Design-Build Studies&Permitting ► Transportation ► Energy ► Global Facilities ► Water BURNS`1cDONNELL- 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) Mailman and CEO • Greg Graves Exec VP and GP President Ray Kowalik Chief Administrative Officer General Counsel Aviation S federal Environmental Studies 8 Permitting Melissa Wood Bill Duatman David Yeamans Mark Van Dyne Chief Financial Officer International Business 8 Technology Services Global Faciliues Dennis Scott Mike Brown Jeff Greig Mike Fenske Chief technical Officer President Regional Offices Consbuclian/Design-Build Process 8 Industrial Greg Gould Paul Fischer Don Greenwood Bob Reymond Energy lranvmsdon 8 Distribution Rick Halil John Olander Environmental Transtortabon Steve linnemann Ben Biller Water Ron Coker Commitment to Health & Safety At Bums&McDonnell,safety is the highest priority.For us,safety is not a slogan.It is a value ingrained in our corporate culture.Our Corporate Safety& Health Program is integrated with our project process and requires pre-planning work activities to support implementation of safe work measures. We have integrated the Safety& Health Department as a function of the safety process and recognize it as a key factor in completing jobs on time and within budget.The Safety&Health Department conducts Occupational Safety&Health Administration(OSHA), 10-Hour Construction/General Industry Safety Training,40-Hour Hazardous Waste Operations and Emergency Response(HAZWOPER)training,first aid/CPR,as well as other hazard-specific safety training courses. DART TRIR Every project at Burns&McDonnell operates r - - - - - with the safety philosophy that zero recordable 2.0 - - - • — incidents can be accomplished with proper planning,resources and follow-through.Our project safety records demonstrate the success of this approach. Burns&McDonnell's Days 03 '- Away,Restricted or Transferred(DART)and 4)-0 ■c• o - Q O ° Total Recordable In Rate((TRIR safety 1009 0010 1011 201/ 2015 20If toll 2009 2010 200 2012 2011 10Ia 2015 Injury ) •toms°McDonnell •aunts&McDonnell statistics are considerably better than industry •(ans°uclian anuoon institute •eureau at last Slalluics •(ant1unwn Monis Institute •Bureau or USa'SratUllcs standards set by the Construction Industry Institute and the Bureau of Labor Statistics.Although it is not an OSHA requirement,Bums&McDonnell is one of the few firms to include subcontractors in our safety statistics.We choose to do this because our safety commitment goes beyond reporting the numbers. It is our intrinsic expectation that everyone working on a project goes home safely to their families every night—our people as well as those who work with our partners. BURNS `P1cDONNELL_ 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) Commitment to Quality Q� Burns&McDonnell has a tradition of providing complete,consistent and high-quality Peer review of preliminary Project services to our clients.Our project teams accomplish this through skill and dedication and by following our Quality Assurance/Quality Check(QA/QC)Program. 01 Peer review of intermediate project activities Providing instructions as well as checks and balances,our QA/QC program is based on lessons learned from more than 100 years of successful projects and elements of Q3 Checking of design and industry recognized quality assurance standards and best practices.Our team performs construction documents by multidisciplinary project team risk reviews to identify,assess and develop plans to mitigate risks and create project instructions,which include scope and responsibilities,schedule and budgets,and Q4 Peer review of final submittals project-specific requirements. We build six-step internal quality reviews into project schedules that involve regular coordination meetings and evaluations by experienced professionals at strategic milestones throughout the design and construction processes. Q 5 Project manager review of commercial front-ends roprocurement and contract packages Burns&McDonnell projects often contract externally for supplementary professional services,suppliers of materials and equipment,and construction services.The quality Q6 procurement Flnal review , of contract,and control measures taken for subcontractors typically include prequalifying potential project packages suppliers before bid and award;reviewing shop drawings and other submittal documents;prequalifying potential suppliers for major equipment and shop inspections; conducting a three-phase method of construction quality control;and reviewing and verifying testing records and other records of fabrication and construction. These methods allow Burns& McDonnell to maximize design,specification and drafting efforts;to comply with codes, standards,laws and regulations;and to help our clients achieve their project goals within the constraints of time,budget and technical feasibility. Depth of Staff OUR MISSION: With more than 5,300 employee-owners,Burns&McDonnell has professionals Make Our Clients Successful with extensive experience in a wide range of scientific,architectural and engineering disciplines.This means that if unexpected issues arise at critical stages OUR VISION: of your project,we have people with the knowledge and background to address your project's challenges in a timely,integrated and efficient manner.This Improve the Quality of Life translates to project consistency,lower costs and the ability to maintain your project schedule. OUR VALUES: Safety First Rankings Quality ty Driven Industry g Integrity Honored with numerous awards for excellence by professional organizations, Can-Do Attitude government agencies and the armed forces, Burns&McDonnell has a reputation Reward Performance for providing high-quality service and innovative solutions to clients.Engineering Profitable Growth News-Record ranks Burns&McDonnell in the top 4 percent of the leading 500 U.S.design firms and the top one-third of the leading program management firms,design-build firms,construction management-for-fee firms,green design firms,and construction management-at-risk firms.ENR Midwest(2013)and ENR Texas&Louisiana(2014)named Burns& BURNS`MSDONNELL. 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) BURNS&McDONNELL McDonnell Designer of the Year. In 2014,27 of our specific industry services INDUSTRY earned spots in the top 40 in their field in ENR's industry-specific rankings,and 13 RANKINGS earned spots in the top 10 in their field on Building Design +Construction's Giants Emin..d og N.ws•R.cgd 300 list. • Power For the fifth consecutive year,the Professional ,^ Services Management Journal(PSMJ)has O Transmission and Distribution presented Burns&McDonnell with the Premier � Award for Client Satisfaction for receiving award- Top 100 Design-Build Arms winning ratings in key client service categories. 1,17. • Top 500 Design Fims PSMJ,the leading publisher,trainer and PREMIER AWARD g P FOR CLIENT SATISFACTION consultancy to the A/E/C industry,annually 2010*2011•2012•2013•2014 ® Top 50 Program Management Firms conducts an independent survey of A/E/C service provider clients to determine overall satisfaction levels in seven categories:helpfulness,responsiveness,quality, accuracy,schedule adherence,budget adherence and scope and fees. BURNS`MSDONNELL- 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) SECURITY CONSULTING EXPERIENCE Independent Security Consultant Burns&McDonnell is not a manufacturer,distributor,seller,or installer of security related products,and does not financially benefit from the recommendations it makes on physical security consulting assessment projects.Our approach is a vendor and solution agnostic one,and this approach allows us to truly serve the best needs of each client.Burns&McDonnell is a member of the International Association of Professional Security Consultants among other industry associations.As such, our consultants support and maintain adherence to the Code of Ethics for Security Consultants. With more than 5,300 employee-owners, Burns&McDonnell has professionals with extensive experience in a wide range of consulting,architectural and engineering disciplines.This means that if unexpected issues arise at critical stages of your project,we have people with the knowledge and background to address your project's challenges in a timely and efficient manner.This translates to project consistency,lower costs and the ability to maintain your project schedule. The Burns&McDonnell team brings a vast knowledge of security and life safety planning,assessment,design,and implementation projects and has direct experience on similar projects,including multi-campus environments. We welcome this opportunity to assist the City with this project.Our team of board certified and experienced security and security technology consultants includes the following training and certifications: ► Certified Protection Professional(ASIS International) ► Physical Security Professional(ASIS International) ▪ Professional Engineer(Various State Licensing Boards) ▪ Licensed Architect(Various State Licensing Boards) ► Certified Security Supervisor(International Foundation of Protection Officers) ► Associate Business Continuity Professional(DRI International) ▪ Advanced CPTED Practitioner(International CPTED Association) We are pleased to present a sample of work performed similar to this project. In each of the examples presented,the cost was based on a firm fixed, lump sum fee that did not change during the course of the project. RELATED PROJECTS As a full service engineering,architectural and consulting firm, Burns&McDonnell has a wide array of experience directly and indirectly related to this project,and we are pleased to provide several project descriptions that detail examples of equivalent projects completed by our team. Burns&McDonnell has carefully evaluated the scope of work detailed in the RFP. As you will see,many of the projects we have listed match specific tasks that make up the functional parts of this project. In this submittal,you will see just a few examples of Burns&McDonnell's relevant project experience.From power plants to a large county with multiple facilities,our team of professionals has the direct and relevant experience to complete this project.The members of the project team were chosen for their expertise in each subject area:security and threat assessments,security system design,collaboration with law enforcement,developing security plans and protocols,and the BURNS. 1SDONNELL. 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) application of best practices just to name a few. We boast a diverse range of government(federal,state,and local),non-profit, and commercial clients. Burns&McDonnell's proposed team of consultants have broad backgrounds in public and private security and have functioned in leadership roles in developing physical security and compliance strategies.Our team includes members with vast experience in security integration,lighting surveys,vulnerability assessments,system design, architectural design,law enforcement agency administration,policies and procedures,stakeholder collaboration,and other facets that apply directly to this project.Many team members have authored technical writings or instructed others on topics relevant to this project.Each member of our proposed team is a Burns&McDonnell employee- owner,so has a vested interest in the success of the overall project. As you will see from the following experience matrix, Burns&McDonnell's Security Consulting Department is capable of scaling up and down for a project as circumstances require and budget allows. BURNS`MSDONNELL_ 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) Burns & McDonnell Engineering Company BURNS kMGDONNELL 111111 Experience Matrix Security Services Projects Client Name Project Name Services Provided ity of Naperville.Illinois It infrastructute ■! o i o o ■■U Northwest Suburban Municipal Joint Action Water Agency Infrastructure U i o U o ° M I■ Knoxville Utilities Board-Knoxville,Tennessee t Infrastructure 1111 1111 o U o o U U "ity of Springfield,Illinois-City Water,Light and Power fnfresttucture ®U o ®' o o ■!i .ity of Rolling Meadows.Illinois i Infrastructure II• o U o o U U City of Addison.Illinois Itylnfrrastructure ®® o ® o o M EI III 'icy of Elmhurst Illinois t' Infrastructure ■® o ® o o I®E ity of Oak Brook.Illinois i; InfrasuucU re ■! ° ■ o ° M■M /illageof Downers Grove.Illinois ft Jnfrastrutttae o ® o ° .®R icy of Villa Park,Illinois lnIrastrucnie U U'o ■ o o I i■ illage of Northf iekl Illinois i InfrasOudtre U U D® o o ■■El ity of Liber ty,Missouri i Infrastructure U U o 11 o o ■U U ity of Olathe,Kansas Infra ructue o U ° o U U I. ity of Boonville,Missouri Infrastrutture ®U ° ■ o o !U U Rend Lake Conservancy District it Infrastructure ME ° N o ° E■E 'ity of Chattanooga,Tennessee "tyln rastutture o o o 0 0 0 ®U o ERCO! ,'owerGeneralionWDeliv. U o o i U o 11 o U NUSCO i' : GenerationIneh.. ° ° ■■ ° ° MidAmencan I'swerGeneration/Delivery ■ ° o ■i ° ® O . eren •• = Generation/Ddiv• ■ ° O ■■ O ■ O ■ NextEra Energy '' : GeneratiordDei'" o o U! ° ° ° U FPL 'i erGenerrttioru/Del o ° ° U o ° ° ° U EEI I owerGeneratian/Deliv. ® o o U U o U o U Brazos 'lox GemaralioniDdivery ■ o o ■® o U o U 4luscatine Power and Water i° erGeneratioNDei• U o o U o U o U NYSEG ''my Geneobrial ° ° ■■ ° ■ ° ■ Westar Powers eneratienJDelnre U o ° U■ ° U ° i Kansas City Power and Light ''!rum eratfon/Del ® o o ° o o o U Burbank Water and+Power : Gerteratlon/Deee" ` o 0 o o U o 0 o ■ BURNS`MSDONNELL_ 2.1 Qualifications of Firm 2.1 QUALIFICATIONS OF FIRM (continued) • Burns & McDonnell Engineering Company BURNS 1SDONNELL I 111111111 Experience Matrix Security Services Projects Client Name Project Name Services Provided PEPCO ;+.,:: .,r:...,+.r.r.a,� ` U o o ■■ o 0 0 U Midland Cogeneration Venture '+ :.f,eneratiortID : U o 011111111011110111 Tacoma Water F,Power .,,,: ::r:r..+,:n-.,,,:, 1 o o U U o U o U $ntario Power Generation =11111111111111110 ° N■ o U o U Black Hills Corporation + •6etlaration/Dd' o 0 0 0 0 0 ity of Jamestown.New York Board of Public Utilities o U o U U 0 0 0 0 S.Robins and Company it Service. - o 0 o ■ o o ■■ o ralarge.North America ritaar Service, • ■ 0 0 o o 0 Roquette North America 0 0 0 0 0 0 0 U o S Pentagon itic i SenriO3 0 0 U U US Army Corps of Engineeers .. Sevices ■E o ■n ,o o Es Ileardand Regional Medical Center aidd Serviot, 0 0 0 0 0 0 0 U o ity of Olathe,Kansas 'aid Servic5 U o 0 0 0 ° 0 U U atar National Convention Center Abroad 11111110111110 o U U U Qatar Student life and Housing .: Abroad o o ° ■■M Mandarin Dental Hotel-Doha,Qatar .:tri Abroad 11111101110 ° M E M ab Museum of Au Abroad U U o U o ° U U U College of Media and Communications,Qatar iri' Abroad ■ o ■ o o ■■■ mates Airline,Dubai . ■® o ■ o ° M■M BURNS`McDONNELL. 2.1 Qualifications of Firm References 2.2 REFERENCES CLIENT REFERENCES DuPage County, Illinois Keith Briggs Chief of Security 630.407.5225 Keith.Briggs @dupageco.org Dates:January 2015-May 2015 Portland General Electric (PGE) Wayne Svilar Security Manager 503.464.8604 Wayne.Svilar@pge.com Dates: Multiple-Most recent completed May 2016. NPTU Nuclear Power Training Facilities Jason Hubert Security Engineering 843.764.7606,ext.2 Jason.Hubert.ctr @navy.mil Dates:July 2012-July 2014 Project descriptions for the above references can be found on the following pages. BURNS`McDONNELL_ 2.2 References SECURITY TECHNOLOGY ASSESSMENT DuPage County,Illinois PROJECT SUMMARY Burns&McDonnell performed a security technology assessment t��r v 1 O� for the DuPage County Office of Homeland Security,Security .V �........... •• Division.The project includes 20 buildings on the DuPage County O• ••.•• Wheaton campus,as well as multiple off-site County facilities, •; � 4y `c • including the County Courthouse,Jack T.Knuepfer Admin ,-1"y� . `Pt Building,Convalescent Center,and State's Attorney Judicial W �� - x . l . Center Annex. 2 ^ Phase I included the review of County-captured security feature • . :• data regarding device placement.Facility as-built drawings as well j ••� I I'I I I I I I I I I I I I S.' as the current utilization rate of the system were also reviewed to •....••••..••••� ti develop an understanding of the current operational security strategy at a macro level,any future construction/expansions that 1 rON, ILS'1 can affect future design,and capacity and limitations of the current Vt`lk% network infrastructure. Phase 2 included tours of each facility,validation of County- CLIENT captured device location data,and detailed external serviceability ► DuPage County, Illinois ► Keith Briggs, Chief, Security Division and functionality notes of each camera location.The assessment also Office of Homeland Security and included a tour of all cameras using the current video management Emergency Management system in use to determine device viewing quality and functionality, ► 418 N. County Farm Road including low light capabilities and qualities of each device. Wheaton. IL 60187 Additionally,Phase 2 included a qualitative light assessment of 630.407.5225 Keith.Briggs(odupageco.org exterior parking lots,garages,facility entrances and exits as necessary to determine available lighting levels for installed KEY DATES cameras. ► Start: January 2015 ► Complete: May 2015 Phase 3 involved developments of findings and recommendations, COST including a rough order of magnitude cost model for review and comment by County project team members.This Phase detailed the ► Phases 1-3. $49k ► Phases 4-5: TBD, Pending current findings of the cameras on site,identified a draft replacement strategy,and provided an impact analysis in regards to IT PROJECT TEAM infrastructure. ► Project Manager: Brandon Kehl, CPP ► Physical Security Lead: Terry Harless Phase 4 involves creation of detailed design drawings and ► Physical Security Support: Mike specifications.These documents were vendor agnostic,performance Monahan based and"bid ready",leading to a final design package to the SERVICES County. ► Security Assessment ► Security Master Plan Phase 5 includes County Bid Support through the request for ► Security System Design proposal process for the implementation of the recommendations ► Construction Management provided. ► Implementation Oversight ► Security Consulting BURNS .■1• DONNELL_ NPTU NUCLEAR POWER TRAINING FACILITIES- SECURITY SYSTEMS DESIGN AND INTEGRATION NPTU-Joint Base Charleston,SC PROJECT SUMMARY CLIENT Bums&McDonnell was engaged to provide physical and ► Naval Facilities Engineering Com electronic security systems design associated with MILCON NPTU Red, NAVFAC SE ► NPTU Recapitalization & Training Projects P099/P 100—Nuclear Power Training Facilities at the Integration Nuclear Power Training Unit,Joint Base Charleston, SC. The ► Contact: overall MILCON project included the design of multiple training Jason Hubert buildings and related facilities,a marine pier extension and 843.7 4.760 .ctr @navy.mil 843.764.7606, Ext.2 extensive site expansion and reconfiguration. The security systems design was coordinated closely with the Space and Naval Warfare KEY DATES Systems Center(SPAWAR)and NPTU Security Engineering to ► Project Start:July 2012 prevent land-and water-based intrusion and access to operating ► Project Complete: February 2014 nuclear submarines and support systems. SPAWAR provided PROJECT TEAM system requirements for site intrusion detection,video monitoring and assessment,and access control for the site and new facilities ► PM: Jerry Shirley, PE Lead which were being designed by Bums&McDonnell. ► Coordinator ina or for Security Design:signt Coordinator for Security Design: Craig Koenig Site security design included extensive modifications to the secure ► Security Systems Lead: Robert Hope perimeter including multiple vehicle entry control points. The ► Security Design: Vince Aragon perimeter security systems included primary fence-based intrusion SERVICES detection,secondary intrusion detection and CCTV assessment. Burns&McDonnell also designed the Security Access Entry Point Physical Security Design ► Electronic Security Design (SAEP)for processing personnel and visitors into and out of the Command and Control Centers secure site. The SAEP included multiple checkpoint levels, turnstiles,video monitoring and metal detection equipment. Access control systems design beyond the SAEP entry point included interior card reader/biometric reader access control,pier entry vehicle access control and personnel turnstiles. Site monitoring and perimeter assessment was provided through the design of an extensive site CCTV system. Site monitoring and overall security systems monitoring and control are available from primary and secondary command and control centers. PROJECT FEATURES ► Multi-level Site Intrusion Detection ► Automatic Under Vehicle Inspection System ► Security Communications including Duress and SEAS ► Mobile Security Communications System ► Site and Pier Access Control System ► Defensive Fighting Positions ► Validation effort to align functional security requirements with site and facility design ► Provisions for phased site and building security systems implementation to accommodate 24/7 NPTU operations during a planned 4 year construction period ► Lead coordination role in multi-stakeholder effort to support extension of existing security systems BURNS&MSDONNELL AA Qualifications of Team 2.3 PROJECT TEAM PROJECT ORGANIZATIONAL CHART CA MIAMI BEACH I Lead Security Systems Project lead Security Designer Manager Assessor Terry Harless RJ Hope Brandon Kehl Security Systems Security Designer Assessor Shawn Whalen Reed Galli Additional Resources Kevin Whaley-Security Specialist Victor Elazegui-Secuirty Specialist Mike Monahan-Security Specialist Vince Aragon Security Systems Design Craig Koenig-Lead Electrical Engineer Jim Trimble-GIS Services Chrissy Carr-Communications Robynn Andracsek-Environmental BURNS`1 DONNELL_ 2.3 Project Team 2.3 PROJECT TEAM (continued) KEY PERSONNEL Robert Hope "RJ", CPP, ABCP I Project Manager RJ leads the physical security consulting practice as project manager at Burns&McDonnell. RJ is a sought after speaker for topics such as force protection,foreign business travel security and physical security. RJ develops security strategies for clients inclusive of threat and risk identification and evaluation,consequence assessment,security design,developing policy, processes,procedures,training programs,and security teams,all customized and tailored towards the business and regulatory needs of our clients. RJ has many years of experience in conducting security and vulnerability assessments,developing policies,standards,and guidelines to mitigate risks,developing organizational buy-in through collaborative team activities and focused workshops,and managing overall security operations. RJ has considerable experience in analyzing and recommending video surveillance,access control,and intrusion detection systems,all applicable to client's needs.RJ also has an operational knowledge of Eavesdropping and Countermeasures,Executive Protection,and Terrorism along with the ability to develop prevention strategies,team training and implementation,and awareness programs. RJ has authored publications, white papers and similar security guidance documents and presented at regional,national and international conferences for industry professionals. RJ is a member of several security industry association groups.A sample list of some of RJ's presentations,publications and papers can be found at the end of his resume. Brandon Kehl, CCP, CSS, LEO I Lead Security Assessor Brandon serves as a project manager and senior physical security consultant for Burns&McDonnell. Brandon brings over 16 years of experience providing strategic leadership and counsel in all areas of Physical Security and Safety for public and private organizations. Brandon specializes in comprehensive security strategies,including policies,procedures,and security awareness programs,all customized towards the business and regulatory needs specific to his clients. Brandon is very experienced in the designing,developing,and implementing of physical security initiatives to mitigate risks for public, private,and government sector clients. Brandon has authored many physical security policies,procedures,and security manuals throughout his professional career. Brandon is based out of Kansas City and may perform work on this project from regional offices throughout this project's execution. Brandon has authored publications,white papers and other similar security documents.He has presented at regional,national and international conferences for industry professionals. Brandon is a member of multiple security industry association groups. A sample list of some of Brandon's presentations,publications and papers can be found at the end of his resume. Reed Galli, CPP I Security Assessor Reed is a senior physical security specialist and assessor for Burns&McDonnell. Reed brings over 14 years of experience in physical security consulting in both the public and public sectors. Reed has extensive experience in electronic security deployments including access control, IDS,and video surveillance.Reed has project management experience for security installations in a variety of facilities including higher education,athletic stadiums, libraries,research labs,electrical substations,call centers,Class A office buildings,data centers and electric utility substations. Terry D. Harless I Lead Security Systems Designer Terry is a physical security specialist and security designer at Burns&McDonnell.Terry has extensive experience in analyzing,recommending,and designing electronic security systems,which include video surveillance,access control,PLC and touch screen control,duress alarm and intrusion detection systems. 2.3 Project Team BURNS&MSDONNELL_ 2.3 PROJECT TEAM (continued) Shawn M. Whalen, PE, RCDD/NTS, PSP, LEED AP BD+C I Security Systems Designer Shawn currently serves Burns&McDonnell as an associate electrical engineer in the Minneapolis Office.He is proficient in the design of lighting,power distribution,and specialty building systems for aviation,commercial,educational,and institutional clients;extensive expertise in the design of Structured Cabling Systems,Building Automation Systems,Mass Notification Systems,Fire Alarm Systems,Security Systems,Audio/Video Systems,and Nurse Call Systems.Shawn is a Registered Communications Distribution Designer(RCDD)with expertise in the design of telecommunications technology solutions for a broad range of facilities. RCDD registration also includes a specialty certification in Network Transport Systems(NTS),with advanced design expertise in telecommunications system networks. Shawn has authored publications, white papers and similar security direction documents and presented at regional,national and international conferences for industry professionals.A sample list of Shawn's presentations and papers can be found at the end of his resume. ADDITIONAL RESOURCES AVAILABLE Kevin Whaley I Security Specialist Kevin,an ASIS member and veteran of the U.S.military,currently serves as a Physical Security Specialist with Burns& McDonnell. Kevin brings with him 9+years of experience and knowledge in physical security operations and management in the public,private and governmental industries. Mr.Whaley specializes in conducting threat and vulnerability assessments and in matters of security management operations.He also has first-hand extensive experience in planning,designing and implementing new security standard operating procedures for both public and private clients to include corporate and regulatory compliance.Kevin has a thorough understanding of a variety of security technologies including digital video surveillance, intrusion detection systems and access controls and how to best deploy those systems in a wide variety of environments such as commercial,industrial,corporate,educational and other various settings. Victor Elazegui I Security Specialist Victor currently serves as a physical security specialist with Bums&McDonnell.Victor has extensive,first-hand experience in physical security operations and management within both the public and private industries.Victor specializes in all matters of security management including the development and implementation of security standard operating procedures,security planning&design,corporate&regulatory compliance,and threat and vulnerability assessments.Through his experiences, Victor has gained a thorough understanding of physical security technologies to include video surveillance,access control, and intrusion detection systems,and the effectiveness of those technologies in`real-world'applications.Victor's ability to analyze and interpret regulations impacting physical security combined with his tenure in security operations allows him to properly and accurately assess his client's needs from both efficiency and cost-benefit standpoints.Victor is based out of Kansas City and may perform work on this project from regional offices throughout this project's execution. Michael Monahan I Security Specialist Michael currently serves as a physical security specialist with Burns&McDonnell.Michael has experience in physical security operations and management within both public and private industries. Michael specializes in security management programs including the implementation of security standard operating procedures,security planning&design,and threat and 2.3 Project Team BURNS`MSDONNELL- 2.3 PROJECT TEAM (continued) vulnerability assessments.Through his experiences,Michael has gained a thorough understanding of the integration of physical security technologies with policies and procedures. Vince Aragon, CPP, PSP I Security Consultant Vince Aragon is a security consultant responsible for providing leadership and expert counsel in all areas of Physical Security for public and private sector organizations(Industrial,Critical Infrastructure,and DOD government agencies),he is an ASIS Board Certified Protection Professional®(CPP)and Physical Security Professional®(PSP).Mr.Aragon develops all- encompassing security strategies for clients inclusive of developing policy,processes,procedures,security awareness programs,and security teams all customized towards the business and regulatory needs of client industries. Mr.Aragon is a subject matter expert in physical security design and in performing detail security assessments,and implementing business continuity solutions. He has experience in various industries,but has specific expertise in the energy and government services areas. Mr.Aragon has 23 years'experience in conducting vulnerability assessments and developing policies,standards,and guidelines. Mr. Aragon has working knowledge of the state-of-art technologies of video surveillance,access control,and intrusion detections systems and their application,and in-depth experience in developing both conceptual and final designs of those systems. Craig Koenig I Lead Electrical Engineer Craig serves a lead electrical engineer for projects which include the planning,detailed design and construction of municipal water and wastewater,commercial,and industrial facilities.Craig has provided all aspects of electrical systems design from concept development through start up for new facilities as well as upgrades and expansions to existing facilities. His project management experience includes multi-discipline studies and design projects for municipal utilities and government agencies as well as contracts with multiple task orders. He has completed multiple assignments involving upgrades to medium-and low-voltage power distribution systems at major water facilities Jim Trimble I GIS Services Jim manages the GIS section of Burns& McDonnell.Jim's project experience is largely focused on public works related projects for municipal and county government clients.He has worked on all facets of the public works information management lifecycle including; information system analysis and planning,information system design,information system implementation,field data collection,engineering modeling integration,geographic information systems,and asset management system implementation.Jim also serves as a technical expert in ESRI's ArcGIS software. Chrissy Carr I Communications Chrissy is an electrical engineer specializing in the design of telecommunications systems and utility automation. She presently serves as project manager in Burns&McDonnell's Telecommunications and Network Engineering Department. She has 25 years of engineering and project management. Chrissy's experience in telecommunications includes fiber optic systems,microwave radio(analog and digital—900 MHz through 18 GHz),land mobile radio(UHFNHF), Hybrid Fiber/Coax(HFC),local area networks(LANs)and wide area networks(WANs).She has responsibilities in planning and design of wired and wireless infrastructure for a wide variety of clients in the municipal utilities, investor-owned utilities,rural electric cooperatives,industrial companies,and state and 2.3 Project Team BURNS`MSDONNELL_ 2.3 PROJECT TEAM (continued) federal governments.Chrissy has experience in SONET systems as while as Multiprotocol Labeling Switching(MPLS). Chrissy has understanding of Smart Grid applications for electric utilities Robynn Andracsek I Environmental Engineer Robynn is an associate environmental engineer at Burns&McDonnell and is a licensed engineer in Florida.She specializes in air quality permitting and serves industrial and utility clients.She helps these clients acquire operating and construction air permits for their projects. Robynn also conducts regulatory interpretations,historical and compliance audits,emission calculations,and other critical air permitting issues.She has worked closely with state agencies,including multiple face-to- face meetings and extensive phone and e-mail communication.Robynn has a well-developed reputation for providing quality applications and being able to constructively work through the draft application negotiations process at the state agencies with which she's worked.Robynn has a BS in mechanical engineering and an MS in environmental engineering with 19 years of experience(15 of those at Burns&McDonnell). A frequent author and speaker,she is a contributing editor to both Power Engineering magazine and Enginering360 magazine. She serves on the advisory board at the University of Kansas, Department of Civil,Environmental,and Architectural Engineering. RESUMES Resumes for the key personnel can be found on the following pages. 2.3 Project Team BURNS`1cDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP Project Manager RJ is a project manager at Burns& McDonnell. RJ is a sought after speaker for topics such as Chemical Facility Anti-Terrorism Standards, EDUCATION Food Safety Modernization Act, force protection, foreign business travel • BA, Business Management and security and physical security. RJ develops all-encompassing security Administration strategies for clients inclusive of threat and risk identification and REGISTRATIONS evaluation,consequence assessment,security design,developing policy, processes, procedures,training programs,and security teams,all • CPP-ASIS customized and tailored towards the business and regulatory needs of our ► ABCP- DRII • CPS - ES1 clients. RJ has many years of experience in conducting security and ► Certified Food Defense vulnerability assessments,developing policies,standards,and guidelines to Coordinator-AIB mitigate risks,developing organizational buy-in through collaborative team • TWIC • activities and focused workshops,and managing overall security operations. RJ has considerable experience in analyzing and 6 YEARS.WITH BURNS&MCDONNELL recommending video surveillance,access control,and intrusion detection C systems,all applicable to client's needs. RJ also has an operational 15 YEARS OF EXPERIENCE knowledge of Eavesdropping and Countermeasures, Executive Protection, and Terrorism along with the ability to develop prevention strategies,team training and implementation,and awareness programs. RJ is directly responsible for the Burns&McDonnell personal safety and foreign travel security program and is a veteran of the United States Marine Corps. • XCEL Energy Defensive Strategy Maximization Michigan 1 2014-Ongoing. RJ is the security project lead,supporting the Burns& McDonnell Nuclear Practice for the evaluation of the physical, electronic,security officer force,and overall security posture of the Monticello Nuclear Generating Plant.This assessment includes a review of all current policies,procedures,site response plans, force on force drill findings,and prior assessments. The goals of the project is to help XCEL Energy determine if the current security posture is congruent with NRC requirements and to seek ways in which improvements can be undertaken to maximize the effectiveness of existing security assets. In the course of this project, RJ and his team have all completed the necessary background and testing requirements, Safeguards qualifications and received unescorted critical access badges to the site. Security Assessment I PGE Portland,Oregon 1 2014-Ongoing RJ is the project manager for the security assessment and improvement plan of the Beaver and Port Westward Plants.This project included an in-depth threat assessment of a radical environmental group in order to assist PGE in developing an appropriate security strategy for the sites. Workshops were held with Corporate Security to walk through threat assessment findings,site specifics and develop mitigation options congruent with the improved security posture desired. Substation Protection Assessment CIP-014 I SD6&E San Diego,California I 2014-Ongoing RJ is the project manager in an assessment of the security features,controls,and technology at critical gas and electrical substations located in both rural and urban areas in California in advance of the effective date of CIP-014. Phase I consists of one pilot site and Phase 2 is to consist of 10 additional substations,grid operations,corporate facilities,and 2 gas facilities. BURNS tMcDONNELL 11' ROBERT J. HOPE "RJ", CPP, ABCP (continued) This project seeks to identify whether the existing security program is sufficient to protect critical equipment against ten pre- defined types of attack(shooting,sabotage,etc.), based on recent events in other areas of the nation.The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Substation Protection Assessment CIP-014 I PEPCO Maryland 1 2014 RJ is a support member of the security team for the assessment of the security features,controls,and technology at critical substations located in both rural and urban areas in advance of the effective date of CIP-014. The Assessment focuses on perimeter enhancements,established clear zones,security technology,and sound security procedures. Substation Improvement implementation CIP-014 I ITC Holdings Michigan 1 2014 RJ is the project manager for physical and electronic implementation program at ITC identified critical stations. RJ's team has created a beta test environment where different detection technologies will be evaluated over a period of months to determine which devices will best meet the needs of ITC. At the conclusion of the testing the Burns& McDonnell team will be responsible for the detail design and implementation of electronic security measures at the identified stations. This phased project also includes the site determination,design, and implementation management of new ballistic barriers, fencing,and protective gates. Substation Protection Assessment CIP-014 I ITC Holdings Novi, Michigan 1 2014 RJ was the project manager for the assessment of the security features,controls,and technology at critical substations located in both rural and urban areas in Michigan in advance of the effective date of CIP-014.This project seeks to identify whether the existing security program is sufficient to protect critical equipment against nine pre-defined types of attack(shooting, sabotage,etc.),based on recent events in other areas of the nation. The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Substation Protection Assessment CIP-014 I Oncor Electric Delivery Dallas/Ft. Worth,Texas 1 2014-Ongoing RJ was the project manager for the assessment of the security features,controls,and technology at critical substations located in both rural and urban areas in Texas in advance of the effective date of CIP-014. This project seeks to identify whether the existing security program is sufficient to protect critical equipment against five pre-defined types of attack(shooting, sabotage,etc.), based on recent events in other areas of the nation.The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Security System Design and Implementation I Freedom Group Huntsville,Alabama 1 2014 RJ is the security lead of a multi-disciplinary team tasked with recommissioning a site for future Remington Arms operations. The security specific recommissioning effort includes the development of a new site specific security strategy,the detailed BURNS`I iSDONNELL. ROBERT J. HOPE i6RJ", CPP, ABCP (continued) design of the security system,acting as the owners engineer for the bid and vendor management,and system installation management and final system commissioning. Utilizing this location as the basis for design,phase 2 of the project is planned to include the rollup of all Freedom Group facilities globally, into one Master Security Operations Center in the Huntsville, Alabama facility. RJ's team continues their service in the development of post orders to execute the daily security activities of the facility once fully operational. Security Implementation Management I Dominion Virginia Power Woodbridge,Virginia 1 2013 RJ is the Burns&McDonnell security lead for the implementation of security upgrades at 1 I critical substations throughout the Dominion Virginia Power organization. Security initiatives include cameras,access control,intrusion detection lighting, fencing, vegetation and draining control and clear zones. Burns&McDonnell's primary role is to act as Dominion's representative during the project execution for the following responsibilities: ► Serve as the single point of contact ► Manage Project Execution Plan ► Manage and coordinate project reporting ► Manage the development and maintaining of schedules ► Assist with monitoring and reporting of project expenditures and cash flow ► Manage the coordination of engineering activities ► Perform transmission and substation engineering ► Prioritize and sequence the work ► Manage documents and files for the project ► Assist with material procurement ► Manage permitting applications ► Assist with public outreach and community relations Threat and Risk Assessment I The Penn State University State College, Pennsylvania 1 2013-2014 RJ is the project manager for the threat and risk assessment of the West Campus and East Campus Steam Plant as this site undertakes a transition from coal fired turbans to gas for power generation. This project included interviews with local,state and federal law enforcement as well as Campus Safety and Security to develop an accurate,regional threat picture. RJ and his team also toured the existing facility,reviewed the construction phasing,and reviewed proposed new facility architecture and features. This project concluded with a detailed report identifying the current threat environment of State College, Pennsylvania and recommended security initiatives to be implemented while the site is under renovation and during final operations. Threat, Risk, and Security Assessment I UIL Orange,Connecticut 1 2013 RJ is the project manager for the threat, risk,and security assessment of the administrative offices and operations center of large electrical and gas utility in the Northeast part of the USA. As Project manager,he coordinated a threat and risk assessment and vetted mitigation recommendations for several security concerns that were noted.This project includes the evaluation of policies and procedures,current practices,and the security structure for adherence to industry standards and BURNS`MSDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP (continued) regulatory bodies,the recommendation of mitigation methods,and evaluation of the compliance of the constructed facility to design and security standards. Substation Protection Benchmarking I UIL Orange, Connecticut 1 2013 RJ is the project manager for a project that includes security technology benchmarking survey of several critical substations in a metropolitan area in the Northeast part of the USA. This project seeks to identify whether existing security technologies are sufficient to protect the infrastructure of specific equipment against a specific type of attack,based on recent events in other areas of the nation.This project will conclude with a report of findings on how the substation security protections compare and contrast against industry standards and similar sites from previous studies,and whether the technologies in place will protect the specific substations against direct or gunfire based vandalism,as well as recommendations to close any gaps between the assessed needs and the evaluation of emerging and current technologies in place. Security Consulting Service I Kiewit Omaha, Nebraska 1 2013 RJ was the project manager for the security operational review for Kiewit.This project was an evaluation to determine the viability of the organizations current security posture as well as evaluate the applicability of centralizing security operations at the corporate headquarters.A sampling of representative facilities where assessed in the Omaha area to provide a general benchmark of the local security posture,technology in use, and organizational methodology for device placement.The Burns & McDonnell team provided Kiewit a recommendations report highlighting security related findings and observations.The report detailed alternatives for an improvement plan to address Kiewit security needs from organizational,policy and procedural,and a technological perspective. Security Consulting Service I HKR Block Kansas City, Missouri 1 2013 RJ was the project manager for the corporate security review and assessment of H&R Block World Headquarters.This assessment included the physical security assets of surveillance and access control devices and strategies supporting their operation at the World Headquarters facility. Additionally,the project team evaluated the H&R Block overseas operations and travel safety and security plans in relation to risk associated with regional operations. This project concluded with the development of a phased improvement plan that included policy and procedure improvements as well as technological. Security Consulting and Design Service I City of Raleigh Raleigh, North Carolina 1 2012-Ongoing RJ was the project manager for the threat assessment and subsequent security design criteria development for the proposed Critical Public Safety Facility. RJ led his team and members of the City of Raleigh Project team in detailed workshops defining building stacks,consequence evaluation,and final level of protection determination. The Burns& McDonnell project team then drafted security standards to be incorporated into final design by the facility design team. This project continues with the evaluation of design drafts for compliance with design criteria and security standards,the recommendation of mitigation methods,and evaluation of the compliance of the constructed facility to design and security standards. BURNS tMSDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP (continued) Security Consulting Services I Kansas City (Kansas) Board of Public Utilities Kansas City, Kansas 1 2012 RJ was the project manager to conduct a review of the mission and goals,organizational structure,assigned tasks and contract security providers for the Board of Public Utilities. RJ's team conducted interviews of senior staff and presented findings related to security management,policies,and practices. This project continued with a security and vulnerability assessment,the coordination of security measures across the utility,and a gap analysis and the development of policies, procedures,and practices. Security Master Planning Services I University of Utah Salt Lake City, Utah 1 2012-Ongoing RJ is the project manager for Burns&McDonnell's participation in a security Master Planning project for the University of Utah. This project includes the facilities that make up the University's main campus as well as the hospitals and research arms of the University's organization. Phase 1 of this project includes the development of a structured methodology and approach to a security master plan project with the intent of developing an organization wide security master plan for use moving forward in Phase 2. While this project is just beginning,once findings and recommendations are identified, RJ and his team will develop a 1,2, 5,and 10 year draft Master Security Plan to guide improvements and security decision making in the future. This project involves the hosting of workshops, fostering organizational buy-in,development of recommendations based on an on-the-ground assessment of current conditions and prioritization as well as a defined implementation schedule. Burns& McDonnell is providing services in this engagement in team with Communa Technologies. NERC Feasibility Study I Constellation Energy Baltimore, Maryland 1 2012 RJ is the project manager for the NERC Feasibility Study conducted for Constellation Energy's"West Valley" facility consisting of 5 LM-6000 Spring gas turbine black start units. RJ led a team from the Compliance and Critical Infrastructure Protection group in support of this project.The goal of the project was to determine if Constellation Energy were to add full black start capability at the"West Valley" facility and the 5 LM-6000 Sprint gas turbines become part of the PacifiCorp's restoration plan,would those assets then fall under NERC compliance standards and what would be the security ramifications,both physical and cyber, from a cost perspective. Threat and Risk Assessment I City of Chattanooga Wastewater Chattanooga,Tennessee 1 2012 RJ is the security project manager for the Risk and Threat Assessment of the City of Chattanooga's wastewater infrastructure. This assessment included the utilization of the RAM-W Sandia Labs methodology that was tailored to the wastewater industry. RJ created a standardized methodology worksheet to be utilized by his team when they assessed over 80 pump and lift stations,4 supplemental treatment facilities,and 1 large facility consisting of both administrative offices and wastewater treatment. In support of threat refinement, RJ met with local,state,and federal law enforcement to understand the potential threat posed to the utility both locally and regionally. RJ and his team worked with City Wastewater employees to identify critical facilities,single points of failure,and development of a consequence table to be utilized in developing and prioritizing mitigation methods and in the creation of security design standards.This project will conclude with the development and delivery of a 10 year Master Security Plan identifying future security improvements and costs to the organization. BURNS&1SDONNELL. ROBERT Jo HOPE "RJ", CPP, ABCP (continued) Emirates Airlines, Security Consulting Services I General Electric Int. Dubai, United Arab Emirates 1 2012 RJ worked with designers and architects in preparation of the Emirates Airlines Engine Maintenance Center located in Dubai. RJ was directly responsible for development of alternatives related to guest,employee,and contractor screening that was to be conducted upon both exit and entrance to the facility. RJ developed alternatives that were to efficiently operate during high volume periods during the day while not sacrificing overall facility security and keeping with overall standard security practices. Threat and Risk Assessment I City of Jamestown Jamestown, New York 1 2011 RJ is the security project manager for the Risk and Threat Assessment of the City of Jamestown,NY Board of Public Utilities' (JBPU)energy generation and supporting facilities. The Risk and Threat assessment was part of a larger Integrated Resource Plan that laid the path for the utility going forward. This assessment included 18 substations, the generation facility, 2 laydown yards,and the administrative offices. RJ and his team worked with JBPU personnel to identify critical facilities and assets and developed methods to mitigate risks specific to those assets. RJ and his team then identified mitigation strategies for the remaining JBPU assets prioritized by criticality. In support of threat refinement, RJ met with local,state, and federal law enforcement to understand the potential threat posed to the utility both locally and regionally.This project will conclude with the development and delivery of a 10 year Master Security Plan identifying future security improvements and cost to the organization and an Integrated Resource Plan. Threat and Risk Assessment I Mandarin Oriental Hotel and Spa Doha, Qatar 1 2011 RJ completed a comprehensive Threat and Risk Assessment(TARA) for the Mandarin Oriental Hotel and Spa in Doha, Qatar.This TARA included threats ranging from civil disorder and nuisance crime to violent crime and terrorism that could affect hotel operations and overall guest and employee safety. RJ developed information from local Qatari, US State Department,and previous efforts to update and refine the TARA in light of current events both in the Middle East theater and Qatar. RJ then presented the findings of the effort, rating each threat based on the risk it posed to the organization from the metrics of facility damage, loss of life,personal injury,brand damage,and service interruption.These criteria were then measured to the potential effects of a low, mid,and high level event occurring. Lastly, RJ identified mitigation options that were in line with both master development security protocols and Mandarin Oriental security practices to be discussed at a workshop in Doha,Qatar.The result of this workshop was an understanding of the threat and the potential risk associated should an event materialize, with a list of mitigation options, to be approved and implemented into the hotel's final design. Physical Security Design and Consulting I Msheireb Properties Doha, Qatar 1 2011 RJ was the physical security consultant on the Burns&McDonnell team that created the security design of the Mandarin Oriental Hotel and Spa in Doha,Qatar. RJ was responsible for design review and advisement to ensure facility design was compliant with Government of Qatar, Msheireb Property,and Mandarin Hotel security guidelines. He advised hotel owners on mitigation methods that were both technology and procedural driven. RJs services included; risk management,application of blast analysis reporting, physical hardening of building structures to include chemical,explosive and ballistic protection, external protection of hotel,screening technologies for vehicles and personnel, location and utilization procedures of screening devices,and security systems. Security systems examined include license plate scanning,X-rays, metal detection, BURNS`McDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP (continued) mobile trace and vapor detection,blast containment devices and traditional CCTV, IDS,and alarms. RJ also took part in workshops in Qatar with hotel owners,property,and government representatives to address design issues to develop solutions that were suitable to all parties and maintained the security of the facility. Foreign Travel Security I BrightSource Jerusalem, Israel 1 2011 RJ was part of the Burns& McDonnell team that successfully completed a detailed audit of the Quality Programs of BrightSource. RJ was responsible for all pre-project threat analysis of the designated areas of operation and the overall safety and security of the project team.Through contacts he had within the US State Department,RJ was able to create a country and city specific security briefs and a detailed safety and security plan for the project team. He was then tasked with escorting the team to Jerusalem to act as a security escort and a direct liaison between the Project Team Leader and the US State Department, Regional Security Officer(RSO). RJ utilized updated security data from the RSO to tailor team activities and current security protocols to ensure team safety while meeting the goals of the project. Chemical Facility Anti-Terrorism I Covidien Pharmaceuticals St. Louis, Missouri 1 2011 RJ is the project manager for Burns&McDonnell for the identification and development of company policies and procedures in support of CFATS compliance at Covidien Pharmaceuticals. RJ was directly responsible for the detailed review and assessment of the CFATS Site Security Plan prior to submittal.This review was initiated to ensure submittal accuracy and to serve as a starting point in assessing the overall policy and procedure need. RJ's team next conducted interviews of all staff whose work disciplines put them under CFATS requirements,audited the findings,and made recommendations to required policy and procedure development. RJ and his team then created the policies and procedures in a draft form for review and comment, incorporated requested additions and changes,and presented the new protocols to aid in implementation. Foreign Travel Security I Confidential Client Mexicali, Mexico 1 2011 RJ was part of the Burns& McDonnell team designing and installing a new food preparation line at a confidential food processor. RJ was responsible for all pre-project threat analysis of the designated areas of operation and the overall safety and security of the project team.Through contacts he had within the US State Department, RJ was able to create country and city specific security briefs and a detailed safety and security plan for the project team. His project supporting activities include being a direct liaison between the Project Team Leader and the US State Department, Regional Security Officer(RSO). RJ utilized updated security data from the RSO to tailor team activities and current security protocols to ensure team safety while meeting the goals of the project. Security Consulting Services I Ft. Calhoun Nuclear Station Ft. Calhoun, Nebraska 1 2011 RJ was part of the Burns& McDonnell team that successfully completed a detailed benchmarking assessment of Nuclear Regulatory Commission(NRC) identified"Unattended Openings"for the Ft. Calhoun Nuclear Power Station, Ft.Calhoun, Nebraska. The multidiscipline team of security professionals and nuclear engineers conducted an assessment that included a detailed walk down of the Protected Area(PA),site tours of adjacent areas,and a detailed review of all drawings concerning the PA. Items identified through engineering drawings were physically inspected to ensure security force inspection BURNS aMcDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP (continued) procedures and/or physical security barriers meet NRC specifications. Findings were presented to Ft.Calhoun management illustrating discrepancies found and methods of mitigation that would meet NRC guidelines. Security Consulting Services I Heartland Regional Medical Center St.Joseph, Missouri 1 2010 RJ was the project manager for Burns& McDonnell for the Security Assessment and Joint Commission benchmarking of Heartland Regional Medical Center(HRMC). This assessment project included 20+offsite facilities and the 4 facilities that made up the HRMC main campus.This project included assessments and recommendations based on sound security policy and industry benchmarking for physical security, integrated security systems,security operations center layout,design,and function,security officer staffing,exterior lighting surveys,cash handling, visitor access and processing,officer escalation of force, workplace violence,and training.Once findings and recommendations were identified,RJ and his team developed a 5 year draft Master Security Plan to guide improvements in the future. This project concluded with a presentation to senior leadership to discuss report findings,develop and finalize budgets,and prioritize implementation. Chemical Facility Anti-Terrorism I Lafarge North America, Inc. Sugar Creek, Missouri 1 2010 RJ was the project manager for Burns&McDonnell for the evaluation of Lafarge North America, Inc. during their CFATS compliance initiatives. RJ was directly responsible for the assessment of the physical security of the several hundred acre facility and the complete evaluation of all security policies and procedures in relation to CFATS requirements.This project included a complete assessment of access and asset storage for a 750 foot below ground aggregate mine. RJ conducted interviews of all staff whose work disciplines put them under CFATS requirements,audited the findings,and made recommendations to future compliance. Physical Security Audit I Roquette America, Inc. Keokuk, Iowa 1 2010 RJ was the project manager for Burns&McDonnell for the evaluation of Roquette America, Inc.current physical security posture. RJ is directly responsible for the assessment of the physical security of the facility,assessment of the overall operations of the existing guard force,and for creating bid specifications and job requirements for the upcoming contract guards bid period. The initiatives identified during all phases of the project are being utilized to create a blue print for future security programs. RJ continues to be a part of facility auditing and penetration testing to determine the adherence to created policies and company expectation. Chemical Facility Anti-Terrorism I Roquette America, Inc. Keokuk, Iowa 1 2009 RJ was the project manager for Burns& McDonnell during the evaluation of Roquette America, Inc. during their CFATS compliance initiatives. RJ was directly responsible for the assessment of the physical security of the several hundred acre facility and the complete evaluation of all security policies and procedures.The findings from RJs evaluation became the Genesis for Roquette America, Inc.to proceed forward to Department of Homeland Security compliance and to improve overall operational security. BURNS\\McDONNELL. ROBERT J. HOPE "RJ", CPP, ABCP (continued) Chemical Facility Anti-Terrorism 16.S. Robins&Co. St. Louis, Missouri 1 2009 RJ was critical to the development and implementation of a CFATS information collection tool used in CFATS compliance. RJ visited 6 G.S. Robins and Company facilities,conducted CFATS security assessments,collected required Site Security Plan data,and presented collected data to members of management. These meetings were vital to the determination of planned and proposed security initiatives required to both obtain CFATS compliance and maintain company profitability. RJ finalized his work with this client by the creation and implementation of security policies and procedures and managed the - implementation of an integrated security solution at tiered facilities. ATFP Procedures I United States Corps of Engineers North Riverside&Normal, Illinois 1 2009 RJ worked with designers and architects in preparation of the United States Reserve Readiness Center in North Riverside, Illinois,subsequently moved to Normal, Illinois. RJ was directly responsible for compliance to the Department of Defense, Anti-terrorism Force Protection guidelines governing all new federal construction. RJ ensured specifically guidelines regarding standoff distance for the structure met all DoD requirements and suited the operational requirements of the facility. Security Operations Center Program I Black Hills Corp. Lincoln, Nebraska 1 2009 RJ was instrumental in the development and startup of the Black Hills Corporation new Security Operations Center(SOC) in support of NERC/CIP initiatives. RJ developed,presented,and implemented a complete training program to all Security Officers and the Security Management Team. This training included presentation of Black Hills Corporation policies and procedures,security protocols,workplace violence,behavior identification,civil disturbances,and terrorism. RJ finalized his work with this client in the development and implementation of a complete Corporate Security Plan that was adopted companywide across several Midwestern states. Qatar National Convention Center, Qatar Foundation Doha, Qatar 1 2009 RJ assisted the security team lead in the development specifications and physical security design for this 45,000 sqm keyless facility that will include new exhibit halls,pre-function areas, food preparation,staging,docks,parking,and support spaces. This global venue will include over 9 halls with the capacity to seat 10,000 guests for gala events,a large 4,000 seat conference hall,a 2,300 seat lyric theatre,a three tiered auditoria,and 52 meeting rooms. All design criteria will ensure design compliance with FEMA 426 and 427, UFC 4-010-01,4-022-0I,4-020-04,and 4-024-01. NERC/CIP — 006 Physical Security Assessment I Kansas City Power and Light Kansas City, Missouri 1 2009 RJ was the project manager responsible for NERC CIP-006 Physical Security GAP Analysis. This analysis included the general security of the facility as well a NERC CIP-006 provisions. His recommendations included integrated access control and alarm management as per the NERC CIP standard along with credential readers, locking devices,and alarm contacts to protect CCAs area with a rigorous and auditable process for granting, revoking, monitoring access and also retaining a computerized log for an extended period of time. BURNS tMSDONNELL. A ROBERT J. HOPE "RJ", CPP, ABCP (continued) Publications and Papers: Protecting the Grid from Emerging Threats—A Comprehensive Approach to Improving Substation Security, May 2014, White Paper CFATS—A Regulatory Overview for the Insurance Industry, presented at Berkley AG/May 2013 Threat and Risk Assessment iLlethodology and Mass Notification, presented at PSA Tech,May 2013 FSMA—From Food Safely to Food Defense, white paper published/April 2013. FSMA— Threats to the US Food Supply presentation. 1SC West Conference/March 2013 FS/vIA and Food Defense,presentation at Food Automation and Manufacturing, Presented/March 2013. CF.4TS—Gap Analysis and Budgeting, article published in Chemical Distributor Magazine, March/April 2011. Compliance Alert—Becoming Compliant to CFATS, published in TECHBriefs, 2010 No. 3,Burns&McDonnell's quarterly technical publication. CFATS and Workplace Violence, article published in Chemical Distributor Magazine, May/June,2010. CFATS—Homeland Security Regulations and Its Impact,presented to the National Association of Surface Finishers, September 2010. CFATS—Compliance Options, presented to the National Association of Chemical Distributors—Central Region,June 2010 and Corn Refiners of America, May 2010. CFATS—Compliance Options, presented to the National Association of Chemical Distributors—Central Region,June 2010. CFATS and NASCAR,presented to NASCAR Security and Track Services Summit,January 2009. Understanding Physical Security for CFATS,article published in Chemical Distributor Magazine,November/December 2009. Security at U.S. Nuclear Facilities, published in TECHBriefs,2011 No. 3,Burns&McDonnell's quarterly technical publication. Power Engineering: Security in an Emergent Threat Environment: Reading the Tea Leaves of Change, article published September 2014. Power Engineering:Security in an Emergent Threat Environment: Industry Reaction,article published August 2014. Power Engineering:Security in an Emergent Threat Environment: Motivating Factors,article published July 2014. BURNS O1SDONNELL. BRANDON R. KEHL, CCP, CSS, LEO Lead Assessor EDUCATION Brandon serves as a senior physical security consultant and assessor for ► BS, Criminal Justice Burns& McDonnell. Brandon brings over 14 years of experience providing REGISTRATIONS strategic leadership and counsel in all areas of physical security and safety for public and private organizations. Brandon specializes in comprehensive ► CCP-.ASIS security strategies, including policies,procedures,and security awareness ► CS- !FPO programs,all customized towards the business and regulatory needs ► Commissioned Law ► Enforcement Executive specific to his clients. Brandon is very experienced in the designing, P. Instructor-Trainer, Various developing,and implementing of physical security initiatives to mitigate Disciplines risks for public,private,and government sector clients. Brandon has ► Adjunct Instructor- Midwest Law authored many physical security policies,procedures,and security manuals Enfoieement`Training Solutions throughout his professional career. Brandon provides excellent counsel in the following areas: 4 YEARS WITH,BURNS&MCDONNELL 14 YEARS OF EXPERIENCE Threat, Risk,Vulnerability, and Security Assessments Brandon has successfully facilitated threat, risk,and vulnerability assessments for many clients. Brandon will identify specific local, regional,or nationwide threats to your business,and then determine the risk of these threats to your operations. Once the risk is determined, Brandon will assess your vulnerabilities to these risks and provide mitigation strategies to protect your business from such risks. Security Protocol &Procedure Documentation Brandon has extensive experience in writing guidelines and procedures applicable to facility security. He has authored master policy and procedure manuals for police departments, lesson plans for a number of courses,as well as security guard site instructions for numerous clients in a variety of industries. Emergency Planning&Management Brandon's emergency management background includes many years of sworn law enforcement, including chief executive positions with two agencies. He has successfully developed emergency response plans,emergency operations manuals,crisis management plans,and incident command plans for multiple agencies. Physical Protection Principal Integration Brandon has incorporated security practices of protection in-depth strategies,crime prevention through environmental design(CPTED),CCTV surveillance systems, intrusion detection systems,access control systems, lock& key control programs,communication systems,and backup power systems in his physical security design work. Protective and Response Force Operations Brandon has personally managed armed and unarmed protective force operations,central monitoring operations,and first responder programs. He is a proven facilitator of classroom training for protective force officers and certified police and security instructor in several disciplines. As the chief executive of a law enforcement agency, Brandon has established and evaluated protective force agencies from both a security and police response perspective. Procurement Management Brandon has been responsible for leading and managing time sensitive deliverable-based projects that help customers address strategic goals within the security procurement process. He has crafted and deployed optimal transactional BURNS&MSDONNELL. BRANDON R. KEHL, CCP, CSS, LEO (continued) procurement processes, including process re-engineering and implementation,technology deployment and change management. Security Master Plan I County of Berks, Pennsylvania Reading, Pennsylvania 1 2015-Ongoing Brandon is the project manager for a county-wide security assessment and Security Master Plan project for Berks County, Pennsylvania.This project includes the County's main courthouse facilities as well as dozens of buildings that are a part of the County's organization. Brandon will develop a Security Master Plan that guides security decision making in the future for the County. This project involves the hosting workshops, fostering organizational buy-in,development of improvements based on an on-the-ground assessment of current conditions and prioritization as well as a defined implementation schedule. Security Assessment, Co-located Data Center Facility I Confidential Client Columbia, Missouri 1 2015 Brandon is conducting a security assessment of a colocation facility in Columbia, Missouri.This project includes the evaluation of security systems,alarms,and vulnerabilities to the overall operability at the center. Due to the need for varied client access to this co-located facility,security recommendations were developed to assist the owner in protecting the site from internal as well as external threats. Substation Protection Assessment CIP-014 I Oncor Electric Delivery Dallas/Ft.Worth, Texas 1 2014-Ongoing Brandon is conducting assessments of the security features,controls,and technology at critical substations located in both rural and urban areas in Texas in advance of the effective date of CIP-014-01.This project seeks to identify whether the existing security program is sufficient to protect critical equipment against attack based on recent events in other areas of the nation. The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Security and Threat Assessments I Confidential Client Northwest USA 1 2014-Ongoing Brandon conducted an assessment of three generation plants in the northwest part of the USA.This project included an in- depth threat assessment of a radical environmental group in order to assist the client in developing an appropriate security strategy for the sites. Workshops were held with Corporate Security to walk through threat assessment findings,site specifics and develop mitigation options congruent with the improved security posture desired. Substation Protection Assessment I ITC Holdings Michigan 1 2014- Ongoing Brandon participated as a senior physical security consultant in an assessment of the security features,controls,and technology at critical substations located in both rural and urban areas in Michigan in advance of the effective date of CIP- 014.This project seeks to identify whether the existing security program is sufficient to protect critical equipment against nine pre-defined types of attack(shooting,sabotage,etc.),based on recent events in other areas of the nation.The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. BURNS`MSDONNELL. BRANDON R. KEHL, CCP, CSS, LEO (continued) Security Master Plan I University of Utah Salt lake City, Utah 1 2013-Ongoing Brandon is engaged in a security Master Planning project for the University of Utah.This project includes the facilities that make up the University's main campus as well as the hospitals,research arms,and data center of the University's organization. Phase I of this project included the development of a structured methodology to a security master plan project with the intent of developing an organization wide security master plan for use moving forward in Phase 2. Brandon will next develop a 1-2-5-10 year draft Master Security Plan to guide security decision making in the future for the University. This project involves the hosting workshops, fostering organizational buy-in,development of improvements based on an on-the- ground assessment of current conditions and prioritization as well as a defined implementation schedule. Burns&McDonnell is providing services in this engagement in team with Communa Technologies. Substation Protection Benchmarking I Confidential Client Northeast USA 1 2013-Ongoing Brandon is participating in a project that includes security technology benchmarking survey of several critical substations in a metropolitan area in the Northeast part of the USA.This project seeks to identify whether existing security technologies are sufficient to protect the infrastructure of specific equipment against a specific type of attack,based on recent events in other areas of the nation. This project will conclude with a report of findings on how the substation security protections compare and contrast against industry standards and similar sites from previous studies,and whether the technologies in place will protect the specific substations against direct or gunfire based vandalism,as well as recommendations to close any gaps between the assessed needs and the evaluation of current and emerging technologies in place. Threat, Risk, and Security Assessment I Confidential Client Northeast USA 1 2013-Ongoing Brandon is participating in a threat,risk,and security assessment of the administrative offices and operations center of large electrical and gas utility in the Northeast part of the USA. As part of a team of consultants, he conducted a threat and risk assessment and is identifying mitigation recommendations for several security concerns that were noted. This project includes the evaluation of policies and procedures,current practices,and the security structure for adherence to industry standards and regulatory requirements, the recommendation of mitigation methods,and evaluation of the compliance of the constructed facility to design and security standards. Threat Assessment&Design Standards I City of Raleigh CPSF Raleigh, North Carolina 1 2012-Ongoing Brandon participated in a security and threat assessment of the site and proposed new Critical Public Safety Facility in Raleigh,North Carolina. He conducted interviews with public safety officials,assisted in coordinating a risk/consequence workshop,conducted a threat and vulnerability assessment,and is drafting security design criteria for the proposed facility. This project continues with the evaluation of design drafts for compliance with design criteria and security standards,the recommendation of mitigation methods,and evaluation of the compliance of the constructed facility to design and security standards. BURNS M DONNELL- BRANDON R. KEHL, CCP, CSS, LEO (continued) Security Assessment I Security Benefit Corporation Topeka, Kansas 1 2013- Ongoing Brandon is conducting a security assessment of the corporate headquarters of Security Benefit in Topeka,Kansas. This project includes the evaluation of security systems,policies and procedures,current practices,and the organizational structure for compliance with security standards,as well as the development of recommendations to close any gaps identified. Security Assessment, (Healthcare) Data Center I Confidential Client Salina, Kansas 1 2013 Brandon is conducted a security assessment of the offsite data center of a healthcare client in Salina, Kansas in response to unauthorized access to the facility.This project involved the evaluation of security technology, policies,procedures and practices,as well as the development of recommendations to assist the organization in reducing the likelihood or impact of similar incidents. Security Assessment, Co-located Data Center Facility I Confidential Client Topeka, Kansas 1 2013 Brandon conducted a security assessment of a colocation facility being developed in Topeka,Kansas.This project included the evaluation of security systems,alarms,and vulnerabilities to the overall operability at the center. Due to the need for varied client access to this co-located facility,security recommendations were developed to assist the owner in protecting the site from internal as well as external threats. Security Assessment I Kiewit HQ,Administration&Data Center Omaha, Nebraska 1 2013 Brandon conducted a security assessment of the Kiewit corporate headquarters and associated facilities located in Omaha, NE. This project was an evaluation of the current security posture and deployed security measures. A sampling of representative facilities where assessed in the Omaha area to provide a general benchmark of the local security posture,technology in use, and organizational methodology for device placement. Brandon provided Kiewit a recommendations report highlighting security related findings and observations.The report detailed alternatives for an improvement plan to address Kiewit security needs from organizational,policy and procedural,and a technological perspective. Security Organizational Assessment I KC Board of Public Utilities Kansas City, Kansas 1 2012-Ongoing Brandon is conducting a review of the mission and goals,organizational structure,assigned tasks and contract security providers for the Board of Public Utilities. He conducted interviews of senior staff and presented findings related to security management,policies,and practices.This project continues with a security and vulnerability assessment,the coordination of security measures across the utility,and a gap analysis and the development of policies, procedures,and practices. Professional Services: 2012-Ongoing Physical Security Regulatory Compliance I Florida Power and Light Florida Locations 1 2012 Brandon participated in a team based inventory of physical security measures and the analysis and walk down of multiple facilities related to the regulatory compliance mandated for this industry by the North American Electric Reliability • BURNS%\MSDONNELL. BRANDON R. KEHL, CCP, CSS, LEO (continued) Corporation(NERC). Brandon updated and provided draft layouts and diagrams, identified security measures in place, interfaced with clients and reported on findings.The information gathered in this project will be later used to develop compliance procedures and controls for upcoming NERC regulatory changes and updates. Physical Security Compliance Inventory I Florida Power and Light Florida Locations 1 2012 Brandon participated in a team based inventory of physical security measures and the analysis and walk down of multiple facilities related to the regulatory compliance mandated for this industry by the North American Electric Reliability Corporation(NERC). Brandon updated and provided draft layouts and diagrams, identified security measures in place, interfaced with clients and reported on findings.The information gathered in this project will be later used to develop compliance procedures and controls for upcoming NERC regulatory changes and updates. Security Consulting Services I Defense Logistics Agency Harrisburg, Pennsylvania 1 2012 Brandon participated in a value engineering project,evaluating security infrastructure,hazard mitigation,and project efficiency for the Defense Logistics Agency's"Access Control Points"project. He conducted a review of relevant policies and procedures and authored recommendations where gaps occurred or where efficiencies could be obtained and provided alternate recommendations for specialized circumstances. Brandon provided valued input and presented to stakeholders ranging from the Defense Logistics Agency Police to the engineering design team for the project. Chemical Security Regulatory Compliance I Covidien St. Louis, Missouri 1 2011- Ongoing Brandon conducted a review of relevant security policies and procedures to identify where gaps in compliance or security were likely to occur. He developed policies and procedures and specifically authored security policies to ensure compliance with CFATS and security guidelines. Brandon coordinated draft reviews and policy implementation with security managers and developed a training program to be deployed on the new procedures. Security Assessment and Master Plan I Chattanooga Water/Wastewater Chattanooga,Tennessee 1 2012 Brandon worked on a team assigned to evaluate and identify risk and vulnerability information for the Chattanooga Water and Wastewater systems. Brandon developed an automated priority analysis tool used to determine the priority of various facility locations based on criticality and potential impact. Threat&Risk Assessment I Mandarin Hotel Qatar Doha,Qatar 1 2012 Brandon conducted a quality review of threat and risk analyses conducted by Burns& McDonnell's Global Security Services team. Brandon evaluated the draft and final TaRA reports for completeness,accuracy,and consistency with recorded information,provided feedback on topics discussed,and coordinated with the project manager. As a part of the quality review, Brandon ensured that the presented recommendations were consistent with applicable security standards and guidelines. BURNS$MSDONNELL. /lc?) BRANDON R. KEHL, CCP, CSS, LEO (continued) Security Assessment and Mitigation I Jamestown Board of Public Utilities Jamestown, New York 1 2012 Brandon conducted a quality review of threat, risk,vulnerability,and security analyses conducted by Burns& McDonnell's Global Security Services team as a part of a larger Integrated Resources Project. Brandon evaluated the draft and final Threat, Risk, Vulnerability,and Security portions of the report for completeness,accuracy,and consistency with recorded information.As a part of the quality review, Brandon ensured that the presented recommendations were consistent with applicable security standards and guidelines. Security Consulting Services I United States Pentagon Arlington,Virginia 1 2011 Brandon participated in a value engineering project,evaluating security infrastructure,hazard mitigation,and project efficiency for the Pentagon's"4 Access Control Points"project. He conducted a review of relevant policies and procedures and authored recommendations where gaps occurred or where efficiencies could be obtained. Brandon provided valued input and presented to stakeholders ranging from the Pentagon Force Protection Agency to the engineering design team for the project. Chemical Security Regulatory Compliance I GS Robins St. Louis, Missouri 1 2011 Brandon conducted a review of relevant security policies and procedures to identify where gaps in compliance or security were likely to occur. He developed a policy and procedure manual specifically authoring security policies to ensure compliance with CFATS and security guidelines. Brandon coordinated draft reviews and policy implementation with department managers and conducted training on the new procedures. Security Assessment I Johnson County Motor Vehicle Johnson County, Kansas 1 2011 Brandon conducted a security and vulnerability assessment of the properties and evaluated security infrastructure and hazard mitigation. He conducted a review of relevant policies and procedures and authored procedures where gaps occurred. Brandon evaluated overall security awareness and the Johnson County Motor Vehicles Workplace Violence plan. He conducted training on Security Awareness and How to Respond to an Active Shooter. Security Analysis I Ft. Calhoun Nuclear Station Ft. Calhoun,Nebraska 1 2011 Brandon worked with to locate potential vulnerabilities at Unattended Openings, both above ground and subterranean,that provided access into the facility. Brandon also worked to ensure that mitigation measures were congruent with the Nuclear Regulatory Commission(NRC)standards. All work on this project was subject to NRC Safeguards. BURNS&McDONNELL. BRANDON R. KEHL, CCP, CSS, LEO (continued) Publications and Papers: The Value of Independent Security Assessments. presented at ASIS International Security Technology Conference in Kansas City,June 2015 A Real World Guide to Mass Notification Requirements, presented at Business Security Conference in Green Bay, WI,2014 Security Offsite—Protecting Workers, presented at IAHSS Annual Conference in Myrtle Beach, FL,2013 Developing a Security Awareness Program,presented at IAHSS Annual Conference in San Diego,CA,2014 New Security Manager's Toolkit,presented at IAHSS Council on Education project,2013-2016 Basic Security Officer's Manual, presented at IAHSS Council on Education project,2013-2016 Advanced Security Officer's Manual, presented at IAHSS Council on Education project,2013-2016 Security Supervisor's Manual, presented at IAHSS Council on Education project,2013-2016 Developing a Response Plan for Armed Violent Intruder Incidents,presented at various venues,e.g. Missouri Society of Professional Engineers,2013-2016 BURNS 1SDONNELL. REED D. GALLI, CPP Assessor Reed is a senior physical security specialist and assessor for Burns& McDonnell. Reed brings over 14 years of experience in physical security EDUCATION consulting in both the public and public sectors. Reed has extensive AAS, Electronics experience in electronic security deployments including access control, ► BS, Hotel Administration IDS.and video surveillance. Reed has project management experience for ► MA, Business& Security security installations in a variety of facilities including higher education, Administration athletic stadiums, libraries,research labs,electrical substations,call REGISTRATIONS centers,Class A office buildings,data centers and electric utility CPP- ASIS substations. ► Certified Peace Officer(Georgia) ► FLETC- Physical Security Training NERC LIP-014-2 Third Party Review (R6) I Florida Power& Light Company 1 YEARS WITH BURNS&MCDONNELL Juno Beach, Florida 1 2016-Ongoing 14 YEARS OF EXPERIENCE Reed was contracted by Florida Power& Light(FPL)to provide a third party review of FPL's security assessments and security plans in accordance with Requirement R6 of the NERC CIP-014-2 regulation. After site visits, Reed assisted in writing a comprehensive report which included additional recommendations in physical security in regards to policy,access control and electronic security Substation Protection Assessment CIP-014 I SDG&E San Diego, California 1 2016-Ongoing Reed is currently serving on the physical security assessment team evaluating the security features,controls,and technology at critical gas and electrical sites located in California in advance for CIP-0l4.This project includes the physical security evaluation of substations,natural gas sites,grid operations,and corporate facilities. The security evaluation of these critical sites will also consist of a comprehensive threat and vulnerability assessment that provides appropriate physical security protection measures to assist in the mitigation of identified threat vectors. Substation Protection Assessment&Implementation CIP-014 Pilot Project°I Southern Company Atlanta, Georgia 1 2014-2015 Reed served as the physical security project manager where he recommended and designed the security systems for CIP-014 qualified substations. These systems integrated ground base radar IDS into the existing video surveillance system and the fence perimeter protection system into existing IDS system. These systems were monitored in a central location based upon testing and evaluation these systems were deployed at CIP-014 substations throughout Southern Company. CIP-006 Physical Security Deployment° I Georgia Power Atlanta, Georgia 1 2012-2014 Reed served as the physical security project manager for installing electronic access control, IDS and video surveillance in CIP-006 control houses at thirty substations in Georgia. Reed was instrumental in training security officers in monitoring alarm systems. Reed worked closely with Transmission, IT,and Facilities in finding cost effective physical security solutions which met NERC requirements and Georgia Power standards of operation. BURNS�1N5DONNELL. REED D. GALLI, CPP (continued) (lough Undergraduate Learning Commons° I Georgia Institute of Technology Atlanta, Georgia 1 2010-2012 The Clough Commons is an academic building on the campus of the Georgia Institute of Technology. The five-story, 220,000 sq. ft. building houses classrooms,science laboratories,academic services,commons areas,and is managed by and connected to the Georgia Tech Library. Reed served as the physical security project manager from design, installation,testing and training of all necessary security systems. Bobby Dodd Football Stadium Video Surveillance* I Georgia Institute of Technology Atlanta, Georgia 1 2009-2010 Reed applied for and received a DHS Homeland Security Grant for installing video surveillance for the 55,000 capacity stadium located in Atlanta. Reed was responsible for the entire$250,000 project and successfully met all DHS requirements. Other college football stadiums used Reed's security plan for game day video surveillance operations. Georgia Tech North Ave Dining Hall° I Georgia Institute of Technology Atlanta, Georgia 1 2009-2011 Reed served as the physical security project manager on the construction of a 20,000 square-foot dining facility,part of a$10 million renovation the dining hall could seat 300 students including late night operation. Reed worked with facilities and student dining services to ensure the dining hall was secure but also easily accessible to students. Reed was involved in the design of the lighting,door construction,cashier location,access points,parking,electronic access control and panic alarm systems Georgia Tech Security&Safety Committee Members I Georgia institute of Technology Atlanta, Georgia 1 2008-2011 Reed sat on the security&safety committee with faculty,staff members,and students to address a variety of safety and security concerns. Reed investigated all crime prevention issues and when needed changed policies or installed additional security systems. Reed presented to the committee cost effective solutions with input from all committee members. Reed was recognized on his efforts in receiving a letter of commendation from the President of Georgia Tech. Delta Air Lines New Bulging Office Project* I Delta Air Lines Atlanta, Georgia 1 2002-2003 Reed assisted in designing the new badging office for Delta Air Lines which served nearly 80,000 employees. Reed was instrumental in choosing all hardware associated with printing ID badges in compliance with FAA regulations. At the same time Reed assisted in upgrading the electronic access control system and video surveillance system at Delta's main corporate campus in Atlanta.This upgrade was in response to hardening the corporate headquarters in response to 911. *denotes experience prior to joining Burns&McDonnell BURNS&MSDONNELL. TERRY D. HARLESS Lead Designer Terry is a physical security specialist and security designer at Burns& McDonnell.Terry has extensive experience in analyzing, recommending, EDUCATION and designing electronic security systems,which include Video Surveillance,Access Control, PLC and Touch Screen Control, Duress ► AAS,Architectural Engineering Alarm and Intrusion Detection Systems. REGISTRATIONS ► ASIS International MIXED DEVELOPMENT Threat and Risk Assessment I The Penn State University ] YEARS WITH BURNS &MCDONNELL State College, Pennsylvania 1 2014 18 YEARS OF EXPERIENCE Terry is the physical security specialist for the threat and risk assessment of the East Campus Steam Plant as this site undertakes a transition from a backup plant to a redundant plant.Terry and the project manager toured the existing facility,reviewed the new exterior electronic security installation,and reviewed proposed new facility architecture and features.This project concluded with a detailed report identifying the current threat environment of State College, Pennsylvania and recommended security initiatives to be implemented at the site. Physical Security Design and Consulting I Msheireb Properties Doha, Qatar 1 2011 Terry was the lead physical security designer on the Burns& McDonnell team that created the security design of the School, Townhomes, Apartments and Office Buildings in Doha,Qatar.Terry was responsible for the design and advisement to ensure facility design was compliant with Government of Qatar and Msheireb Property electronic security guidelines.Terry's services included;access control of select doors and gates,video surveillance of public spaces within the buildings,and intrusion detection and video intercoms for the private residences.Terry also took part in workshops in Kansas City with property and government representatives to address design issues to develop solutions that were suitable to all parties and maintained the security of the facility. Video Surveillance Upgrade I Country Club Plaza Kansas City, Missouri 1 2013-2014 Terry was the lead physical security designer for the video surveillance assessment and design for the Highwoods buildings on the Country Club Plaza in Kansas City,MO.Terry conducted site visits at all locations with video surveillance head-end equipment and developed a report to the owner which included a list of antiquated analog equipment along with new non- proprietary IP head-end replacement equipment and software. Once the suggestions were approved by the owner,Terry designed the head-end video surveillance system,optical fiber connections and new security control center.Terry also attended all design meetings,constructions meetings and site observation visits. EDUCATION St. Michaels High School Lee's Summit, Missouri 1 2014 Terry was the lead security designer responsible for the design of the new St. Michaels High School in Lee's Summit, Missouri.The$30 million facility will replace O'Hara and St. Mary's high schools.The facility required access control and video surveillance viewing and recording. Terry attended design meetings with the Architects,Owners Reps and Owners. Terry was responsible for the initial design of the camera placements,controlled door locations,and panic button locations. BURNS&MSDONNELL- TERRY D. HARLESS (continued) Lansing High School Lansing, Kansas 2012-2013 Terry was the lead security designer responsible for the design of the new Lansing High School in Lansing,Kansas.The new 220,000 square foot high school will replace the existing high school. The new high school complex will include athletic fields,a swimming pool and have capacity for 1,600 students. Terry attended design and coordination meetings with the design team and also presented the security system design concept to the Superintendent and the school's security team. Terry was responsible for the design of the video surveillance,access control and duress systems. Terry assisted the owner and architect in designing a concept that only allows staff and students through certain doors that unlock between periods and re-lock in an owner selectable time after the bell sounds.This involved coordinating controlled door locations with the architect so it is more difficult for intruders to enter classroom hallways to harm students and staff. University of Arkansas Parking Garage and Bookstore Fayetteville, Arkansas 1 2009 Terry was the lead security designer for the University of Arkansas Parking Garage and Bookstore.The new two story bookstore and parking garage is located on the north side of campus. The facility required video surveillance of books and merchandise,anti-shoplifting asset tagging,and emergency phone system in the parking garage and parking areas around the bookstore. Terry was responsible for the design of the Video Surveillance System, Intrusion Detection System,Asset Tagging System and Emergency Phone System. Grand Canyon University Classroom Building Phoenix, Arizona 1 2011 Terry was the lead security designer for the security device layout for typical classroom buildings located on the Grand Canyon University Campus in Phoenix, Arizona.Terry was responsible for designing the layout of cameras and card readers to keep the buildings secure from intruders. A local engineering firm was then responsible for taking the design and creating bid documents. GOVERNMENT Security Master Plan I County of Berks, PA Reading, Pennsylvania 1 2015-Ongoing Terry is conducting a county-wide security assessment and Security Master Plan for Berks County, Pennsylvania.This project includes the County's main courthouse facilities, Waste Water Treatment Plan,County Jail as well as dozens of buildings that are a part of the County's organization. Terry will assist in developing a Security Master Plan that guides security decision making in the future for the County. Arkansas City Water Treatment Plant I Arkansas City, KS Arkansas City, Kansas 1 2014-2015 Terry was the lead security designer for the new water treatment plant located in Arkansas City, Kansas.The new facility included offices,control room, process area as well as a large storage tank.Terry was responsible for the design of the access control, video surveillance,and video intercom systems for the facility. All the electronic security systems were integrated and controlled in the control room. BURNS&MSDONNELL- TERRY D. HARLESS (continued) WaterOne I Johnson County, KS Lenexa, Kansas 1 2014-2015 Terry assisted WaterOne in creating a Request for Proposal for the design and implementation of a video surveillance system for 20 facilities. Terry created drawings with camera placements as well as areas that lack video coverage.Terry also assisted WaterOne with selecting the security integrator by utilizing owner provided criteria. Combined DHS, EOIR, ICE,and HHS Facility West Valley City, Utah 1 2010 Terry was the lead security designer for the multiple department federal facility. The new facility included offices for DHS, HHS, ICE and EOIR along with courthouse facilities for EOIR.The facility also included a detention area and covered parking for judges and other federal employees.The facility was surrounded by an anti-ram fence and gates along with non- lethal net grabber at each employee vehicle entrance. Terry was responsible for the design of the access control,video surveillance, intrusion detection and duress alarm system for all departments. All the electronic security systems were integrated and controlled at an on-site security operations center. Terry also designed the package scanners for the main entrance and mail room, metal detectors at the main entrance,and optical turnstiles at the employee entrance. HEALTH CARE Security Assessment I Confidential Client Indiana 1 2015 Terry assisted in conducting a physical security assessment of multiple hospitals in the state of Indiana.This assessment project included three facilities located in several miles apart.This project included assessment and recommendations for physical security, integrated security systems,security operations center layout,design,and function,security officer staffing, cash handling,and visitor access. Tucson VA Hospital Lab and Clinic Tucson,Arizona 1 2014 Terry was the lead security designer for the addition to a Lab Building and remodel of a Clinic Building. Terry was responsible for designing the layout of access control, intrusion detection and video surveillance devices.Terry attended design meetings with the owner and Architect to develop the design strategies at both facilities. Marshalltown Outpatient Clinic Marshalltown, Iowa 1 2014 Terry was the lead security designer for Video Surveillance,Access Control and Duress. Montgomery VA Clinic Montgomery,Alabama 1 2013-2014 Terry was the lead security designer for Video Surveillance,Access Control,Duress,and Intrusion Detection. Fort Bliss Medical Clinic El Paso,Texas 1 2008 Terry was the lead security designer for Access Control and Duress. BURNS'McDONNELL. TERRY D HARLESS (continued) Shawnee Mission Medical (enter Birth(enter Shawnee Mission, Kansas 1 2013 Terry was the lead security designer for Video Surveillance, Access Control and Video Intercom. (enter for Behavioral Medicine, Formerly Western Missouri Mental Health Center Kansas City, Missouri 1 2003-2004 Terry was the lead security designer responsible for the design of the Center for Behavioral Medicine. The facility is located on Hospital Hill in the heart of Kansas City and provides comprehensive psychiatric care to approximately 120 patients from Kansas City and the seven surrounding counties. The facility required video surveillance and recording of the interior and exterior of the building along with several access controlled doors. Video surveillance and access control workstation along with video recording devices are located in the central control room.Terry attended design meetings with the design team and city,coordinated door hardware with door hardware consultant and provide construction administration duties. Terry was responsible for the design of the Video Surveillance System and Access Control System. POLICE AND FIRE Olathe Public Safety Olathe,Kansas 1 2009 Terry was the lead security designer for Video Surveillance,Access Control,and Duress. Leawood Public Safety Leawood, Kansas 1 2012 Terry was the lead security designer for Video Surveillance,Access Control,and Duress. Belton Police Station Belton,Missouri 1 2007 Terry was the lead security designer for Video Surveillance,Access Control,and Duress. Alton Law Enforcement(enter Alton, Illinois Terry was the lead security designer for Video Surveillance,Access Control and Duress. Raytown Fire Stations Al and Ht Raytown, Missouri 1 2008 Terry was the lead security designer responsible for the electronics security design for two fire stations in Raytown, Missouri. The design included laying out the access control system including card readers, scramble pads,access control panels,and Video Surveillance, Access Control Panels and the Access Control Server.The design also included designing the locations for video surveillance cameras and video server/storage.Terry was also responsible for security construction administration and the final observation site visit. BURNS'MSDONNELL_ TERRY D. HARLESS (continued) SPORTS Matthew Knight Arena and Parking Garage, University of Oregon Eugene, Oregon 1 2009-2010 Terry was the assistant security designer responsible for the electronics security design of the new basketball arena and parking garage for the University of Oregon. Bill Snyder Family Football Stadium, Kansas State University Manhattan, Kansas 1 2013 Terry was the lead Electronic Security Designer responsible for the video surveillance design of the new West Stadium Addition for Kansas State University. Spring Training Home of the Chicago Cubs Mesa, Arizona 1 2012 Terry was the assistant security designer responsible for assisting in the security design of the new minor spring training facility for the Chicago Cubs. The complex included several practice fields,office building,training and locker rooms,and a stadium. Terry assisted in designing the access control, video surveillance,and intrusion detection system for the training complex. COMMERCIAL Remington - Electronic Security Design Alabama 1 2014 Terry was the assistant security designer responsible for the electronics security detailing and design of a new security system including access control, intrusion detection,and video surveillance for the new Remington facility. Terry also assisted the security project manager in the bid and vendor management. Utilizing this location as the basis for design, Phase 2 of the project is planned to include the rollup of all Freedom Group facilities globally, into one Master Security Operations Center in the Huntsville,Alabama facility. TRANSMISSION &DISTRIBUTION Ridgecrest Service Center, Southern California Edison - Electronic Security Design California 1 2016 Terry participated as the senior physical security specialist responsible for the design of the Ridgecrest Service Center in Ridgecrest, California. The project included a remodeled administration building as well as new garages for maintaining SCE trucks and equipment. Terry attended the kick off meeting as well as participated in security review conference calls with the owner throughout the project design.Terry was responsible for the design of the video surveillance and access control systems.Terry also led the internal coordination effort with QA/QC,design,and drafting personnel. Bishop Service Center, Southern California Edison - Electronic Security Design California 1 2016 Terry participated as the senior physical security specialist responsible for the design of the Bishop Service Center in Bishop, California.The project included a new administration building as well as new garages for maintaining SCE trucks and equipment.Terry participated in the kickoff meeting and security review conference calls with the owner throughout the BURNS`McDONNELL. TERRY D. HARLESS (continued) project design.Terry was responsible for the design of the video surveillance and access control systems.Terry also led the internal coordination effort with QA/QC,design,and drafting personnel. ITC - Proof of Concept Design Michigan 1 2014 Terry was the lead physical security designer on the Burns& McDonnell team that created the exterior video surveillance Proof of Concept design for an ITC substation.Terry was responsible for the research and design of the temporary test system that included day/night PTZ cameras,thermal PTZ cameras and ground based radar.Terry also reviewed and commented on security site assessment reports for several ITC substations. ITC - Quality Review Michigan 1 2014 Terry quality reviewed the security site assessment for several ITC substations.Terry also assisted the lead electronic security engineer research existing technology installed at the sites. Terry also assisted in researching new security technology for recommendations. ITC -Security Plan Michigan 1 2014 Terry participated as a physical security specialist in the design of the Security Plan for multiple substations throughout the state of Michigan. . SDG&E - Quality Review California 1 2014 Terry quality reviewed the security site assessment for a SDG&E substation. Terry also assisted the lead electronic security engineer research existing technology installed at the site.Terry also assisted in researching new security technology for recommendation. SDG&E - Order of Magnitude Costs California 1 2014 Terry created Order of Magnitude Costs for physical and electronic security components for a SDG&E substation. Terry researched several security technologies requested by the owner and recommended by Burns& McDonnell. Pricing was acquired by several electronic and physical security manufacturers and summarized in a worksheet. SDG&E - Gas and Electrical Substation Assessment California 1 2015-2016 Terry participated as a senior physical security consultant in an assessment of the security features,controls,and technology at critical gas and electrical substations located in both rural and urban areas in California in advance of the effective date of CIP-014. This project seeks to identify whether the existing security program is sufficient to protect critical equipment against ten pre-defined types of attack(shooting,sabotage,etc.),based on recent events in other areas of the nation. The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. BURNS kticDONNELL.■ AA TERRY D. HARLESS (continued) Oncor - Electrical Substation Assessment California 1 2014-2015 Terry participated as a senior physical security consultant in an assessment of the security features,controls,and technology at critical electrical substations located in both rural and urban areas in Texas in advance of the effective date of CIP-014. This project seeks to identify whether the existing security program is sufficient to protect critical equipment against ten pre- defined types of attack(shooting,sabotage,etc.),based on recent events in other areas of the nation. The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Dominion - Substation Security Program Virginia/West Virginia 1 2014 Terry participated as a physical security specialist in design and QC of the electronic as well as physical security systems installed at multiple substations throughout Virginia and West Virginia. BURNS'MSDONNELL. `3( SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C Security Systems Designer Shawn currently serves Burns& McDonnell as an associate electrical engineer in the Minneapolis Office. He is proficient in the design of EDUCATION lighting, power distribution,and specialty building systems for aviation, B.S. Electrical Engineering commercial,educational,and institutional clients;extensive expertise in the design of Structured Cabling Systems, Building Automation Systems, REGISTRATIONS Mass Notification Systems,Fire Alarm Systems, Security Systems, ► Professional Engineer: Audio/Video Systems,and Nurse Call Systems. Shawn is a Registered AL,AZ, CO, IA, ID, IL, IN, KS, MI, Communications Distribution Designer(RCDD)with expertise in the MN, MT,NC, ND, NM, SC, SD,TN, TX, UT; WA, WI design of telecommunications technology solutions for a broad range of facilities. RCDD registration also includes a specialty certification in 1 YEARS WITH BURNS&MCDONNELL Network Transport Systems(NTS),with advanced design expertise in telecommunications system networks. 23 YEARS OF EXPERIENCE His experience also includes security,surveillance,and access control consulting and design for clients in aviation, commercial,governmental,and healthcare markets. Registered Physical Security Professional(PSP)with the American Society of Industrial Security(ASIS)with an extensive background in healthcare facility security including Infant Protection Systems and Access Control Systems including lockdown solutions for Emergency Departments and hospital perimeters. COMMERCIAL Security System Design and implementation, Freedom Group Huntsville, Alabama Shawn performed the detailed design of a new security system including access control, intrusion detection,video surveillance(including mobile video for security staff)for a new Remington facility. Shawn acted as the Owners' Engineer for the bid and vendor management,system installation management,and final system commissioning. Utilizing this location as the basis for design, phase 2 of the project is planned to include the rollup of all Freedom Group facilities globally, into one Master Security Operations Center in the Huntsville,Alabama facility. Burnsville Performing Arts Center Burnsville, Minnesota Telecommunications, Security,and Audio/Video systems design for large public theater complex. Crow Wing County Government Campus Brainerd, Minnesota Building Automation System Design and Integration Campus Surveillance and Access Control System design Telecommunications Backbone Design. Fairview Data Center Minneapolis, Minnesota Design of Structured Cabling system for large medical system data center. BURNStMcDONNELL. • SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) Federal Reserve Bank of Minneapolis Minneapolis, Minnesota Fire Alarm System Upgrades,Parking Ramp and Dock Lighting Upgrades and River Room and Directors Room Audio/Video System upgrades. Hennepin County Minneapolis, Minnesota District Courts Sound System upgrades,Family Courts Sound System upgrades,Government Center Fire Alarm System Study and Upgrades. ING Security Design Quincy, Massachusetts Design of Access Control and Surveillance Camera system for corporate office building. ING Security Design Hartford, Connecticut Design of Access Control and Surveillance Camera system for corporate office building. Orchestra Hall Renovation and Addition Minneapolis, Minnesota Structured Cabling, Fire Alarm,Access Control,and Surveillance Camera system design for 2,000 seat public auditorium venue and lobby addition. Ramsey County St. Paul, Minnesota Department of Records Renovation,Disaster Recovery Data Center Design,Metro Square Office Building Renovation, Suburban Courts Facility Design, Public Work Facility Design,Public Works Facility Sheriff's Addition, Ramsey County Combined 911 Center and Ramsey County Backup 911 Center—Arden Hills,Minnesota. Shops at West End, Truck Monitoring&Surveillance St. Louis Park, Minnesota Design of Access Control,Surveillance Camera,and delivery truck monitoring system for large multi-tenant shopping center. Washington County Stillwater/Woodbury, Minnesota Law Enforcement Center Telecommunications, Backbone and Data Center-Stillwater,MN.Courtroom and Boardroom Audio/Video Systems- Stillwater,MN. Disaster Recovery Data Center-Woodbury, MN BURNS tMSDONNELL_ SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) Welistone Center Neighborhood House St. Paul, Minnesota Structured Cabling, Access Control,and Surveillance Camera system design for large inner city community center. Wilder Foundation St. Paul, Minnesota Structured Cabling,Access Control,and Surveillance Camera system design for not-for-profit foundation office building. HEALTHCARE Abbott Northwestern Hospital Security Dispatch Center Minneapolis, Minnesota Structured Cabling,Access Control, Surveillance Camera system, Fire Alarm,and Audio/Video system design for large inner city hospital campus Security Dispatch Center. Fairview Southdale Hospital Emergency Department Expansion Edina, Minnesota Structured Cabling,Access Control,Surveillance Camera system, Fire Alarm,and Nurse Call System design for large inner city hospital campus Emergency Department Expansion project. Jamestown Hospital Jamestown, North Dakota Structured Cabling, Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System, Fire Alarm, and Audio/Video system design for new Critical Access Hospital. Maple Grove Hospital Maple Grove, Minnesota Structured Cabling, Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System, Fire Alarm, and Audio/Video system design for new suburban metro area hospital. Mayo E-ICU Project(7 sites) Southern Minnesota Design of telecommunications system allowing ICU specialists from the Mayo campus in Rochester, MN to assist in care of ICU patients at remote Mayo hospital facilities in southern Minnesota and Western Wisconsin. System allows the ICU doctor to view the patient via high-definition video camera and view all physiological monitoring data for each patient from the central monitoring station. Mayo Cannon Falls Hospital Cannon Falls, Minnesota Structured Cabling,Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System, Fire Alarm, and Audio/Video system design for new Critical Access Hospital. BURNS&McDONNELL. SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) Meeker county Memorial Hospital Litchfield, Minnesota Structured Cabling,Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System,and Fire Alarm design for addition to an existing hospital. Mercy Hospital Security Dispatch Center Coon Rapids, Minnesota Pre-design and site selection report for new Security Dispatch Center. Mercy Hospital Expansion and Renovations Moose Lake, Minnesota Structured Cabling,Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System,and Fire Alarm design for addition to an existing hospital. Methodist Hospital Heart&Vascular Center St. Louis Park, Minnesota Structured Cabling, Access Control,Surveillance Camera system,Nurse Call System, Fire Alarm,and Audio/Video system design for addition to an existing suburban metro area hospital. Renville County Replacement Hospital Olivia,Minnesota Structured Cabling,Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System,and Fire Alarm system design for new Critical Access Hospital. St. Cloud Hospital Expansion St. Cloud, Minnesota Structured Cabling, Access Control, Surveillance Camera system, Infant Protection System,Nurse Call System, Fire Alarm, and Audio/Video system design for new addition to a metro area hospital. St. Mary's Hospital Century Project Grand Junction, Colorado Electrical design on a high-rise, I3-story, patient tower addition to an existing hospital. VA Medical Center (multiple projects) Minneapolis, Minnesota (VISN 23) Electrical,Telecommunications,and Security projects including: ► Fire Alarm and Mass Notification System Upgrade ► Building Automation System Infrastructure Upgrade ► Design Generator Load Bank System BURNS&MSDONNELL. SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) ► Design of Electrophysiology Lab ► Mechanical Deficiencies Upgrades(2012,2013) ► Electrical Deficiencies Upgrades(201 I,2012,2013) ► Emergency Department Remodel ► Mohs Clinic Remodel ► Electrical Coordination and Arc Flash Study ► Life-Safety Code Study ► Automatic Transfer Switch Upgrades VA VISN 23 Tele-ICU Project VA Medical Centers I MN,SD, ND, NE, IA Design of telecommunications system allowing ICU specialists from the Minneapolis VA Medical Center campus in to assist in care of ICU patients at remote VA hospital facilities in five states. System allows the ICU doctor to view the patient via high-definition video camera and view all physiological monitoring data for each patient from the central monitoring station. VA Sheridan Campus Panic Alarm System Upgrade VA Medical Center Campus, Sheridan, Wyoming Design of a new Panic Alarm system utilizing computer-based,wireless, wired,and man-down type panic alarms and integration of system with existing security and paging systems. • HOSPITALITY Target Center Communications System Upgrades Minneapolis, Minnesota Communications Backbone and Structured Cabling system upgrade to NBA arena to support modern voice,data,point-of- sale,and wireless systems prior to major arena renovations. Grand Casino Hinckley Hotel and Event Center Hinckley, Minnesota Structured cabling system design for a large hotel, Event Center,and Casino expansion to the existing facility. Jumers Casino Rock Island, Illinois Structured cabling system design for a new Casino. Northern Lights Casino Carter, Wisconsin Structured cabling system design for a new Casino. BURNS '1SDONNELL. SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) Riverside Casino and Golf Resort Riverside, Iowa Structured cabling system design for a new Casino. Running Aces Harness Park Columbus, Minnesota Structured Cabling and Audio/Video systems design for a new harness horse racing facility including track,grandstands,and restaurant/bar areas. JUSTICE/CORRECTIONAL Clay County Jail Renovation and Improvements Moorhead, Minnesota Electrical design for renovation and upgrades to the existing County Jail facility. Clay County Work Release Facility Moorhead, Minnesota Renovation of an existing residential home to a secured County Work Release Facility. Dakota County Law Enforcement Center Renovation Hastings, Minnesota Electrical design for renovation and upgrades to the existing County Jail facility. CCA Prairie Correctional Facility Expansion • Appleton, Wisconsin Electrical design on a new 1,300 bed addition to the existing correctional facility. CCA Idaho State Correctional Facility Boise, Idaho Electrical design on a new 1,500 bed correctional facility. (CA Montana Correctional Facility Shelby, Montana Electrical design on a new 600 bed correctional facility. CCA FBOP Addition - East Mesa Facility San Diego, California Design of upgrades to the existing exterior security lighting system. BURNS`MSDONNELL. r�'f SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) General Services Administration (GSA), B.H. Whipple Federal Building Minneapolis, Minnesota Design of a new fire alarm system for the entire building and electrical design of multiple tenant improvement projects within the existing Federal Building. Scott County Courtroom#6 Shakopee, Minnesota Electrical design of a new Courtroom within an existing shell space within the existing Government Center. EDUCATIONAL Annandale Elementary School Surveillance Camera System Annandale, Minnesota Design of a new surveillance camera system for a new elementary school. Bagley High School Bagley, Minnesota Electrical and Structured Cabling system design fora new 150,000 square foot high school. Bemidji High School Bagley, Minnesota Electrical and Structured Cabling System design for a new 400,000 square foot high school. Crookston High School Crookston, Minnesota Electrical and Structured Cabling System design for a new 200,000 square foot high school. Hamline University Low Voltage Master Plan St. Paul, Minnesota Master planning of new outside plant redundant fiber optic cabling system serving the entire campus. Lake Harriet Lower School Addition and Renovation Minneapolis, Minnesota Structured Cabling,Access Control,Surveillance Camera system,and Fire Alarm system design for new addition to a metro area elementary school. St. Cloud State University Shoemaker Hall Renovations St. Cloud,Minnesota Structured cabling, Access Control, Surveillance Camera,and Fire Alarm system design for the remodel of an existing residence hall. BURNS JMcDONNELL. SHAWN M. WHALEN, PE, RCDD/NTS, PSP, LEED AP BD+C (continued) Thief River Falls High School Renovation Thief River Falls, Minnesota Electrical design for renovations to an existing high school. University of Minnesota Duluth Motion Capture Studio Duluth, Minnesota Electrical design and design of Theatrical Lighting Dimming and Control System and Structured Cabling System for a new Motion Capture and Engineering Force Plate Studio. CRITICAL INFRASTRUCTURE SECURITY Substation Protection Assessment, ITC Holdings Michigan Shawn participated as a Senior Physical Security Consultant in an assessment of the security features,controls,and technology at critical substations located in both rural and urban areas in Michigan in advance of the effective date of CIP- 014.This project seeks to identify whether the existing security program is sufficient to protect critical equipment against nine pre-defined types of attack(shooting,sabotage,etc.), based on recent events in other areas of the nation.The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Shawn is currently conducting an Electronic Security Proof of Concept project at an ITC site to evaluate the performance of various electronic security recommendations detailed in the study prior to system-wide implementation. SDG&E, (a Sempra Energy Utility), 6as& Electrical Substation Protection Assessment California Shawn participated as a Senior Physical Security Consultant in an assessment of the security features,controls,and technology at critical gas and electrical substations located in both rural and urban areas in California in advance of the effective date of CIP-014.This project seeks to identify whether the existing security program is sufficient to protect critical equipment against ten pre-defined types of attack(shooting,sabotage,etc.),based on recent events in other areas of the nation.The project concludes with a report of findings on what substation security protections would be necessary to protect against these threats,as well as recommendations to close any general physical security issues that were identified during the study. Publications and Papers: Trends in Security Technology, presented to the North Central Electrical League in Minneapolis,March 2016. Trends in Security Technology, presented to the Minnesota State of Department of Labor and Industry in Minneapolis,June 2016. The 5 Layers of Security for Healthcare Facilities, article published in the ASIS Security Management Magazine,2015. The 5 Layers ofSecuritvfor Healthcare Facilities, online article published in Healthcare Facilities Today,2015. BURNS`McDONNELL- Financial Capacity • 2.4 FINANCIAL CAPACITY The company's strong financial performance reflects its historical growth and stability. Annual revenues for 2015,2014,and 2013 were$2.428 billion,$2.418 billion,and$1.887 billion,respectively. Burns& McDonnell maintains cash and investment balances of nine figures and has no current or long-term bank borrowings.The company maintains positive net income,current backlog levels approximating$1.9 billion;'and an aggregate bonding program of$I billion, with a current available capacity of$750 million. Please see the SQR from Dun& Bradstreet on the following pages. Per the RFQ Insructions,the SQR was submitted to the Procurement contact, William Garviso. - As a 100%employee-owned private firm,we do not release or maintain financial information with business credit reporting agencies or firms that rate financial performance based on public information such as Dun and Bradstreet. If you should have any questions or concerns about our financial position,please contact Jeffrey J.Greig,Senior Vice President. • • • • • • • • • • • • BURNS&McDONNELL. • • 2.4 Financial Capacity • D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 1 of 9 dun & bradstreet Supplier Qualifier Report To save report(s)to your PC, click here for instructions. f print this Report Copyright 2016 Dun &Bradstreet- Provided under contract for the exclusive use of subscriber 100150009 ATTN: BURNS&MCDONNELL ENGINEERING COMPANY,INC.Report Printed: JUN 06 2016 In Date BUSINESS INFORMATION BURNS &MCDONNELL ENGINEERING COMPANY, INC. (SUBSIDIARY OF BURNS &MCDONNELL, INC., KANSAS CITY, MO) BURNS &MCDONNELL BURNS &MCDONNELL ENGINEERING 9400 Ward Pkwy Kansas City, MO 64114 This is a headquarters (subsidiary) location. D-U-N-S® Number: 05-545-1405 Branch(es) or division(s) exist. Parent D-U-N-S®: 17-369-5917 Mailing address:PO Box 419173 Kansas City, MO 64141 D&B Rating: 1R3 Telephone: 816 333-9400 Number of employees: 1R is 10 or more employees. Composite credit appraisal: 3 is fair. Chief GREGORY M. GRAVES P.E, D&B Supplier Risk: 3 executive: CEO SUPPLIER EVALUATION RISK(SER) RATING FOR THIS Year started: 1986 FIRM : 3 0 Employs: 1,800 (1,350 here) 9 8 7 6 5 4 3 2 1 History: CLEAR High Medium Low D&B PAYDEX® D&B PAYDEX: 73 When weighted by dollar amount, payments to suppliers average 11 days beyond terms. 0 100 120 days slow 30 days slow Prompt Anticipales Based on up to 24 months of trade. SUMMARY ANALYSIS D&B Rating: 1R3 Number of employees: 1R indicates 10 or more employees. 70 https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SQRReportDisplay?reportFormat... 6/6/2016 D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 2 of 9 Composite credit appraisal: 3 is fair. The 1R and 2R ratings categories reflect company size based on the total number of employees for the business.They are assigned to business files that do not contain a current financial statement. In 1R and 2R Ratings, the 2, 3, or 4 credit worthiness indicator is based on analysis by D&B of public filings, trade payments, business age and other important factors. 2 is the highest Composite Credit Appraisal a company not supplying D&B with current financial information can receive. For more information, see the D&B Rating Key. Below is an overview of the company's rating history since 11/24/94: D&B Rating Date Applied 1R3 05/23/11 1R2 08/16/10 1R3 07/12/10 1R2 05/17/10 1R3 12/24/07 1R2 03/24/05 1R3 04/13/99 4A2 08/23/95 4A1 03/30/95 4A2 11/24/94 The Summary Analysis section reflects information in D&B's file as of June 6, 2016. RISK SCORE ANALYSIS SER COMMENTARY: - Proportion of past due balances to total amount owing. - Higher risk industry based on inactive rate for this industry. - Proportion of slow payment experiences to total number of payment experiences reported. - Evidence of open liens. - Variable Paydex over last 12 months. PROBABILITY OF CEASED OPERATIONS/BECOMING INACTIVE SUPPLIER EVALUATION RISK RATING: 3 The probability of ceased operations/becoming inactive indicates what percent of U.S. businesses is expected to cease operations or become inactive over next 12 months. Probability of Supplier Ceased 3.1% (310 PER 10,000) Operations/Becoming Inactive : Percentage of US business with same SER 12% (1,200 PER 10,000) score : Average Probability of Supplier Ceased 0.48% (48 PER 10,000) Operations/Becoming Inactive : -Average of Businesses in D&B's Supplier Database CREDIT DELINQUENCY SCORE: 476 DIVERSITY Minority-Owned Business: N/A Historically Underutilized Business: N/A Women-Owned Business: N/A Veteran-Owned Business: N/A Disadvantaged Business Enterprise: N/A Vietnam Veteran Business: N/A Small Disadvantaged Business: N/A Disabled-Owned Business: N/A HUB-Zoned Certified Business: N/A Historical College Classification: N/A 71 https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SQRReportDisplay?reportFormat... 6/6/2016 D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 3 of 9 SBA 8(a) Certified: , N/A Labor surplus area: YES (2016) Small Business: N/A CUSTOMER SERVICE If you have questions about this report, please call our Customer Resource Center at 1.800.234.3867 from anywhere within the U.S. If you are outside the U.S. contact your local D&B office. ***Additional Decision Support Available *** Additional D&B products, monitoring services and specialized investigations are available to help you evaluate this company or its industry. Call Dun &Bradstreet's Customer Resource Center at 1.800.234.3867 from anywhere within the U.S. or visit our website at www.dnb.com. HISTORY The following information was reported 12/10/2015: Officer(s): GREGORY M. GRAVES P.E, CEO MARK TAYLOR, CFO DON GREENWOOD, SR V PRES JOHN NOBLES, SR V PRES WALT WOMACK, SR V PRES DIRECTOR(S): The officers identified by (+) The Missouri Secretary of State's business registrations file showed that Burns&Mcdonnell Engineering Company, Inc. was registered as a Corporation on September 1, 1970, under the file registration number 00143749. Business started 1986 by Robert E Mc Donnell and Clinton S Burns. Present control succeeded 1989. 100% of capital stock is owned by the parent company. GREGORY M GRAVES. 1986-present active here. MARK TAYLOR. Antecedents are unknown. DON GREENWOOD. Antecedents are unknown. JOHN NOBLES. Antecedents are unknown. WALT WOMACK. Antecedents are unknown. BUSINESS REGISTRATION CORPORATE AND BUSINESS REGISTRATIONS REPORTED BY THE SECRETARY OF STATE OR OTHER OFFICIAL SOURCE AS OF MAY 30 2016: Registered Name: BURNS &MCDONNELL ENGINEERING COMPANY, INC. Business type: CORPORATION Corporation type: PROFIT Date incorporated: SEP 01 1970 State of incorporation: MISSOURI Filing date: SEP 01 1970 Registration ID: 00143749 Duration: PERPETUAL Status: GOOD STANDING 72 https://supplierportal.dnb.com/webapp/wcs/stores/servlet/S QRReportDisplay?reportFormat... 6/6/2016 D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 4 of 9 Where filed: ' SECRETARY OF STATE/CORPORATIONS DIVISION,JEFFERSON CITY, MO Registered agent: INCORP SERVICES, INC., 2847 S. INGRAM MILL ROAD SUITE A-100, SPRINGFIELD, MO, 658040000 OPERATIONS 12/10/2015 Description: Subsidiary of BURNS &MCDONNELL, INC., KANSAS CITY, MO started 1986 which operates as engineering and architectural firm. Parent company owns 100% of capital stock. Intercompany relations: include sharing of principals and office space only. No loans, guarantees or endorsements. As noted, this company is a subsidiary of Bums&McDonnell, Inc, D-U-N-S number 17-369-5917, and reference is made to that report for background information on the parent company and its management. Provides oil and gas field exploration. Provides engineering services, specializing in mechanical engineering and consulting. ADDITIONAL TELEPHONE NUMBER(S): Facsimile (Fax) 816 822-3028. Terms are cash and Net 30 days. Sells to commercial concerns.Territory : International. Nonseasonal. Employees: 1,800 which includes officer(s). 1,350 employed here. Facilities: Leases 270,000 sq. ft. in a four story steel building. Location: Central business section on well traveled street. Branches: Detailed branch information is available in D&B's linkage or family tree products. Subsidiaries: listed below. Detailed subsidiary information is available in D&B's linkage or family tree products. FAMILY LINKAGE Parent Information: Domestic Ultimate Parent Information: D-U-N-SO #: 17-369-5917 D-U-N-S® #: 17-369-5917 Name: BURNS &MCDONNELL, INC. Name: BURNS &MCDONNELL, INC. Country: US Country: US Revenue: N/A Revenue: N/A Global Ultimate Parent Information: D-U-N-S® #: 17-369-5917 Name: BURNS&MCDONNELL, INC. Country: US Revenue: N/A UNSPSC UNSPSC (United Nations Standard Product and Services Code) is a globally accepted commodity (Product and Services) classification system. BURNS&MCDONNELL ENGINEERING COMPANY, INC. offers the following product(s) and service(s): 71110000 Oil and gas exploration services 81100000 Professional engineering services 81101600 Mechanical engineering 73 https://supplierportal.dnb.com/webapp/wcs/stores/servletlSQRReportDisplay?reportFormat... 6/6/2016 D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 5 of 9 NAICS Beginning in 1997, the Standard Industrial Classification (SIC)was replaced by the North American Industry Classification System (NAICS).This six digit code is a major revision that not only provides for newer industries, but also reorganizes the categories on a production/process-oriented basis. This new, uniform, industry-wide classification system has been designed as the index for statistical reporting of all economic activities of the U.S., Canada, and Mexico. 213112 Support Activities for Oil and Gas Operations 541330 Engineering Services SIC Based on information in our file, D&B has assigned this company an extended 8-digit SIC. D&B's use of 8-digit SICs enables us to be more specific to a company's operations than if we use the standard 4-digit code. 13820000 Oil and gas exploration services 87110202 Mechanical engineering 87119903 Consulting engineer D8c8 PAYDEX The D&B PAYDEX is a unique, dollar weighted indicator of payment performance based on up to 209 payment experiences as reported to D&B by trade references. 3-Month D&B PAYDEX: 73 D&B PAYDEX: 73 When weighted by dollar amount, payments to When weighted by dollar amount, payments to suppliers average 11 days beyond terms. suppliers average 11 days beyond terms. 0 D 100 0 100 120 days slow 30 days slow Prompt Anticipates 120 days slow 30 days slow Prompt Anticipates Based on trade collected over last 3 months. Based on up to 24 months of trade. When dollar amounts are not considered, then approximately 62%of the company's payments are within terms. PAYMENT SUMMARY The Payment Summary section reflects payment information in D&B's file as of the date of this report. Below is an overview of the company's dollar-weighted payments, segmented by its suppliers' primary industries: Total Total Dollar Largest High!: Within ! Days Slow Rcv'd Amts Credit Terms <31 31-60 61-90 90> (#) (5) (5) (%) (%) Top industries: Whol electrical equip 6 1,010,300 i 1,000,000 99 - - 1 Whol industrial suppl 5 960,100 700,000 I 50 13 1 36 - Short-trm busn credit 4 545,350: 500,000 ' 54 - 46 - - Whol electronic parts 2 .: 6,007,5001 6,000,000 1 100 - - - - Mfg relays/controls 2 501,0001 500,000 I 50 50 - - - Mfg valve/pipe fittng 2 ! 450,0001 250,000 50 , - 22 28 - 74 https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SQRReportDisplay?reportFormat... 6/6/2016 r D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 6 of 9 Mfg switchgear-boards 1 1,000,000 1,000,000 100 ! - - - - Misc personal svcs 1 1,000,000 1,000,000 50 - 50 - - Mfg misc light equip 1 700,000 700,000 100 - - - Mfg power transformer 1 300,000 300,000 100 - - - - OTHER INDUSTRIES 108 2,646,750 300,000 56 21 16 7 - Other payment categories: Cash experiences 74 14,300 5,000 ' Payment record unknown 2 300 250 Unfavorable comments 0 0 0 Placed for collections: With D&B 0 0 Other 0 N/A Total in D&B's file 209 15,135,600 6,000,000 The highest Now Owes on file is$300,000 The highest Past Due on file is$250,000 Dun &Bradstreet has 209 payment experiences in its file for this company. For your convenience, we have displayed 80 representative experiences in the PAYMENTS section. PAYMENT DETAILS Detailed payment history Date Reported Paying Record High Credit Now Owes Past Due Selling Terms 1 Last Sale (mm/yy) ($) ($) ($) Within (months) 7 05/16 Ppt 100,000 100,000 0 1 mo Ppt 100,000 0 0 6-12 mos Ppt 25,000 ! 0 0 4-5 mos Ppt 25,000 0 0 4-5 mos Ppt 10,000 5,000 0 N30 1 mo Ppt 7,500 0 0 1 mo Ppt 5,000 ! 5,000 0 1 mo Ppt 1,000 " 0 0 1 mo Ppt 250 ! 250 0 1 mo Ppt 250 250 0 1 mo Ppt 100 0 0 1 mo Ppt 50 0 0 N30 1 mo Ppt 0 ' 0 0 1 mo Ppt 0 0 0 N30 6-12 mos Ppt-Slow 30 250,000 5,000 0 1 mo Ppt-Slow 30 200,000 200,000 100,000 1 mo Ppt-Slow 30 7,500 0 0 6-12 mos Ppt-Slow 30 1,000 500 500 6-12 mos Ppt-Slow 30 500 250 100 1 mo Ppt-Slow 60 500,000 300,000 250,000 1 mo Ppt-Slow 60 2,500 . 1,000 750 Lease Agreemnt 1 1 mo 75 https://supplierportal.dnb.com/webapp/wes/stores/servletlSQRReportDisplay?reportFormat... 6/6/2016 r D&B Supplier Qualifier Report: BURNS &MCDONNELL ENGINEERING COMPAN... Page 7 of 9 Ppt-Slow 60 1,000 0 0 6-12 mos Ppt-Slow 90 85,000 80,000 65,000 1 mo Ppt-Slow 90 5,000 0 0 2-3 mos Ppt-Slow 90 2,500 1,000 750 1 mo Slow 30 10,000. 1,000 0 1 mo Slow 30 5,000 5,000 5,000 1 mo Slow 30 1,000 0 0 2-3 mos Slow 30 500 0 0 2-3 mos Slow 60 2,500 I 0 0 6-12 mos (031) 250 : 0 0 1 mo 04/16 Ppt 95,000 ; 90,000 0 1 mo Ppt 20,000 15,000 1,000 1 mo Ppt 10,000 0 0 6-12 mos Ppt 7,500 ` 0 0 2-3 mos 3 Ppt 1,000 1 250 Lease Agreemnt Ppt 750 ? 250 0 1 mo Ppt 750 250 0 1 mo Ppt 500 0 0 4-5 mos Ppt 250 i 0 0 1 mo 1 Ppt-Slow 30 500 i 250 0 1 mo Ppt-Slow 30 i 250 100 0 1 mo Slow 30 100 0 0 1 10 N30 6-12 mos Slow 45 5,000 0 0 N30 6-12 mos Slow 60 90,000 40,000 40,000 1 mo Slow 60 50,000 0 0 6-12 mos Slow 60 25,000 0 0 2-3 mos Slow 60 1,000 1,000 1,000 2-3 mos Slow 60 750 0 0 6-12 mos (050) 100 Cash account 1 mo (051) 50 Cash account 1 mo 03/16 Ppt 6,000,000 300,000 0 1 mo Ppt 2,500 0 0 i mo Ppt 750 750 0 1 mo Ppt 250 0 0 ' 6-12 mos 02/16 Ppt 1,000 1 mo Ppt 500 500 250 1 mo 12/15 (058) 50 Cash account 6-12 mos (059) 50 Cash account 1 mo 11/15 Ppt i 50 1 mo (061) 50 Cash account 1 mo (062) 50 1 mo 10/15 Ppt 100 1 mo Ppt 100 0 0 6-12 mos Ppt 50 50 50 N30 • Slow 90+ 7,500 7,500 7,500 09/15 1 (067) 100 Cash account 1 mo 44.. i $ Cash own option. 08/15 Ppt 1,000 0 0 6-12 mos 07/15 !Slow 90-240 250 250 250 04/15 Ppt 50 0 0 6-12 mos 03/15 Ppt j 2,500 1 mo 76 https://supplierportal.dnb.com/webapp/wcs/stores/servletl SQRReportDisplay?reportFormat... 6/6/2016 r D&B Supplier Qualifier Report: BURNS & MCDONNELL ENGINEERING COMPAN... Page 8 of 9 Ppt 2,500 , 1 mo (073) 250 I 1 mo 4444 ....Cash own option. 02/15 Ppt 2,500 I 1 mo Slow 90 15,000 ' 0 0 6-12 mos 01/15 Ppt 2,500 0 0 6-12 mos Ppt 250 0 0 N30 6-12 mos (078) 50 Cash account 1 mo 4444 •..♦Cash own option. 12/14 Ppt 1,000 1,000 0 1 mo 11/14 Ppt 250 0 0 2-3 mos Payment experiences reflect how bills are met in relation to the terms granted. In some instances payment beyond terms can be the result of disputes over merchandise, skipped invoices etc. Each experience shown is from a separate supplier. Updated trade experiences replace those previously reported. PAYMENT TRENDS SUPPLIER VERSUS INDUSTRY PAYDEX -> PRIOR 4 QTRS CURRENT 12 MONTH TREND i 20141 --- i 2015 --- --- ! --- I--- 1 --- --- 2016 --- --- SEP • DECI MAR JUN JUL AUGI SEP OCTI NOV DEC JAN FEB MAR APR MAY JUN Supplier 62 66 67 66 71 173 ' 73 73 72 71 74 74 73 73 73 73 PAYDEX Industry PAYDEX (Based on 21 establishments in SIC 138X) UP QRT 78 78 77 77 77 N 77 77 MEDIA 72 72 ' 72 71 1 171 71 71 LO QRT 65 65 • 65 164 165 64 64 PAYDEX scores are updated daily and are based on upto 13 months of trade experiences from the Dun&Bradstreet trade file. All amounts displayed within this report are in local currency. FINANCE 12/10/2015 As of December 10, 2015, attempts to contact the management of this business have been unsuccessful. Inside and outside sources confirmed operation and location. PUBLIC FILINGS The following Public Filing data is for information purposes only and is not the official record. Certified copies can only be obtained from the official source. LIENS 77 https://supplierportal.dnb.c om/webapp/wc s/stores/servlet/S QRReportDisplay?reportFormat... 6/6/2016 I D&B Supplier Qualifier Report: BURNS & MCDONNELL ENGINEERING COMPAN... Page 9 of 9 A lienholder can file the same lien in more than one filing location.The appearance of multiple liens filed by the same lienholder against a debtor may be indicative of such an occurrence. Amount: $2,432 Withholding Status: Open BOOK/PAGE: 1809/3069 Type: State Tax Filed by: ST OF SOUTH CAROLINA Against: BURNS &MCDONNELL ENGINEERING CO INC Where filed: RICHLAND COUNTY REGISTER OF DEEDS, COLUMBIA, SC Date status attained: 11/05/2012 Date filed: 11/05/2012 Latest Info Received: 12/04/2012 Status: Open FILING NO.: 1120/2412 Type: State Tax Filed by: STATE OF TENNESSEE DEPARTMENT OF REVENUE Against: 3 BOYER ENTERPRISES, INC. AND OTHERS Where filed: RUTHERFORD COUNTY RECORDER OF DEEDS, MURFREESBORO, TN Date status attained: 03/29/2012 Date filed: 03/29/2012 Latest Info Received: 04/18/2012 UCC FILINGS Type: Original Sec. party: OCE NORTH AMERICA, INC., CHICAGO, IL Debtor: BURNS&MCDONNELL ENGINEERING COMPANY, INC. Filing number: 20100121169E Filed with: SECRETARY OF STATE/UCC DIVISION, JEFFERSON CITY, MO Date filed: 11/30/2010 Latest Info Received: 12/06/2010 Type: Original Sec. party: OCE NORTH AMERICA, INC., CHICAGO, IL Debtor: BURNS &MCDONNELL ENGINEERING COMPANY, INC. Filing number: 20060121331M Filed with: SECRETARY OF STATE/UCC DIVISION, JEFFERSON CITY, MO Date filed: 11/09/2006 Latest Info Received: 11/17/2006 The public record items contained in this report may have been paid, terminated, vacated or released prior to the date this report was printed. GOVERNMENT ACTIVITY Activity summary Borrower(Dir/Guar): NO Administrative debt: YES Contractor: YES Grantee: NO Party excluded from federal program(s): NO Congressional District: 05 The details provided in the Government Activity section are as reported to Dun &Bradstreet by the federal government and other sources. Copyright 2016 Dun &Bradstreet - Provided under contract for the exclusive use of subscriber 100150009 78 https://supplierportal.dnb.com/webapp/wcs/stores/servlet/SQRReportDisplay?reportFormat... 6/6/2016 I 1 CREATE AMAZING. 9400 Ward Parkway Kansas City.Missouri 64114 burnsmcd.com I INSURANCE REQUIREMENTS 22 r MIAMI B INSURANCE REQUIREMENTS PROFESSIONAL SERVICES Before beginning any work, and throughout the term of the contract (including renewal periods), the Provider shall indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation for all employees of the provider as required by Florida Statute 440, and Employer's Liability Insurance in an amount not less than $1,000,000. B. Commercial General Liability on a comprehensive basis in an amount not less than $1,000,000 combined single limit per occurrence, for bodily injury and property damage. City of Miami Beach must be shown as an additional insured with respect to this coverage. C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. D. Professional Liability Insurance in an amount not less than $1,000,000. The insurance coverage required above must include a waiver of subrogation in favor of the City. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the provider. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications: The company must be rated no less than "B+" as to management, and no less than "Class VI" as to financial strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the approval of the City Risk Management Division. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE 3rd FLOOR MIAMI BEACH, FL 33139 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. RFQ 2016-139-WG 29