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AEC Solutions, Inc. (Builterra)IAN �i RFP CLQ07232024 Project Management Software Submitted to: City of La Quinta Attn: Carley Escarrega 78495 Calle Tampico La Quinta, CA 92253 Tel: (760) 777 - 7096 Email: cescarrega@LaQuintaCA.gov Email Subject: RFP - Project Management Software RFP Reference: CLQ07232024 SUBMITTED BY: Jeff Lyons, Partner and Director of Sales AEC Solutions Inc. 17 Keble Court, Richmond Hill, Ontario, L4E 5E5, Canada Toll Free: 1.833.289.8600 Direct: 1.289.928.8676 Email: jlyons@builterra.com Web: www.builterra.com DATED: AUGUST 14, 2024 INTERNAL REF NO: 240719 www.builterra.com sales@builterra.com ` 1.833.289.8600 City of La Quinta RFP CLQ07232024 - Project Management Software Table of Contents 1. Cover letter 3 2. Background, qualifications and experience 4 2.1. Profile 4 2.2. Company 4 2.2 Leadership 5 2.3 Platform 7 2.4 Products 9 3. References 10 4. Scope of Services (Section II Response) 18 4.1. Technical Features 18 4.1.1. Introduction 18 4.1.2 Budget Tracking 22 4.1.3 Scheduling 31 4.1.4 Task Tracking 33 4.1.5 Workflow 34 4.1.6 Document Control 36 4.2 Integration with other software 61 4.2.1 Syncfusion PDF Document Viewer 61 4.2.2 Autodesk Forge Drawing and Model Viewer 62 4.3 Training City Staff 63 4.4 Software setup and customization 63 4.4.1 Project Schedule (Draft) 63 4.5 Business Features 66 5. Fee Schedule 71 5.1 Services 71 5.2 Travel 71 5.3 1st Year Subscription 71 5.4 Total Costs 72 6. Complementary Services 73 7. Setup and Training Options 74 7.1 Delivery Model 75 7.2 Planning&Analysis 78 11Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 7.3 Configuration and Development 78 7.4 Testing and Pilot User Acceptance 79 7.5 Training 79 7.6 Final User Acceptance 82 7.7 Go Live! 82 7.8 Maintain and Support 82 8. Integration Services/Options 83 8.1 Custom Project Dashboards 83 8.2 Custom Reports 84 8.3 Custom PowerBI Reports 87 8.4 AutoCAD Civil 3D Automation 89 8.5 ESRI GIS Integration using FME Safesoftware 91 8.6 External Systems Integration using Builterra API 93 9. Disclosures 94 10. Acknowledgement of Insurance Requirements 94 11. Non -Collusion Affidavit 94 12. Acknowledgement of Addenda 94 Appendix A— Project Team and Resumes 95 Chris Stebbing, P.Eng 96 Jeff Lyons, CET 100 Ajay Mundi, P.Eng., B.Sc. 103 Aziz Yousif, B.Sc 105 Jordan Shortt 107 Tim Baal 109 Chi Baal, P.Eng. 111 Appendix B — Service Level. Agreement 113 2 AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 1. Cover letter We are pleased to submit a formal proposal in response to the City for a cloud based: • Project Management Information System • Construction Contract Administration System You will see in this detailed response that Builterra is an innovative platform used by many stakeholders in the municipal public sector design and construction industry as well as their consulting engineers and architects contracted to help with Municipal Transportation, Infrastructure and Buildings Project Delivery. In summary, this RFP response covers in detail: 1. Background Experience 2. References 3. Technical Requirements 4. Business Requirements 5. Development and Implementation Plan 6. Financial Estimate 7. Supporting Attachments, Appendices and Exhibits We look forward to continuing our discussions with the City of La Quinta regarding this RFP and any subsequent demonstrations and sandbox testing to determine value of Builterra for your organization. Regards Jeff Lyons AEC SOLUTIONS INC. / Builterra.com Partner, Director of Sales and Marketing, Builterra.com 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 Cell: 289-928-8676 Email: jlyons@builterra.com 3IPage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 2. Background, qualifications and experience 2.1. Profile Name of firm AEC Solutions Inc. Mailing address of firm 17 Keble Court, Richmond Hill, ON, Canada, L4E 5E5 Physical address of firm 17 Keble Court, Richmond Hill, ON, Canada, L4E 5E5 Name of contact person Jeff Lyons Phone number 1-833-289-8600 Cell phone number 1-289-928-8676 E-mail addresses jlyons@builterra.com Number of Years in Business 10 (Incorporated in Canada — Sept 2014) EIN Number 87-1809487 Number of Years Performing Software Management 30 Years (See Team Resumes) Business structure Corporation (Canadian) Parent Company Not Applicable Proof of liability insurance Cyber $5M - CGL $5M (Appendix X — Insurance) Total number of staff — Management, Clerical, Field 15 2.2. Company History Builterra is the brainchild of founders Jeff Lyons, Eng. Technologist, and Chris Stebbing, P. Eng., who came together over a shared desire to extend the data lifecycle beyond design and into contract administration and project delivery. Frustrated by the inability to connect project bids and tenders to accurate CAD design models and the industry's heavy reliance on cut & paste across dozens of spreadsheets, they knew there had to be a better way, so they joined forces to build "Builterra" it from the ground up. AEC Solutions, Inc. was incorporated in 2014 and its contract administration platform "Builterra" was launched in 2015. Since its launch, over $5 billion in payment approvals and over 4M+ photos have been processed and managed using Builterra by over 120+ organizations across Canada and the USA. Company Mission Builterra's mission is to provide a best -in -class software platform that solves contract administration challenges faced by civil engineering professionals in the public and private sector. We are dedicated to continuing our innovative, client -centric approach to platform development for maximum productivity, efficiency and transparency. Our skilled and passionate team is inspired to 41 AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software make decisions that ultimately serve to improve the work lives of our users, in the field and in the office. Company Vision Builterra's vision is to become synonymous with construction contract administration for civil engineering professionals. We want to make every contract administration workflow better so that every user can be the best they can be at their job and every client sees bottom-line results. Values The following encompass our 7 Core Values: 1. Client -centric: We seek out, listen well and react quickly to our client's feedback. 2. Team matters: We appreciate, recognize and empower our people. 3. Accountability: We take pride, ownership and responsibility for our tasks. 4. Passion: We do everything with drive, enthusiasm and empathy. 5. Collaboration: We leverage tools, colleagues and processes to ideate. 6. Respect: We value everyone, equally, always. 7. Innovation: We think, plan and act to disrupt. 2.2 Leadership Jeff Lyons, Founding Partner & Director of Platform Innovation With over 30 years of experience in the municipal and land development sector, Jeff Lyons is dedicated to creating innovative software solutions for the civil engineering industry. As founding partner of Builterra, Jeff and his team have reinvented the traditional contract administration process for private engineering clients including WSP, AECOM, GHD, R.V. Anderson, T2 Utility Engineering and many more. Our public sector clients include Defense Construction Canada, City of Ottawa, Region of Waterloo, Region of Durham and many more in Ontario. Before Builterra, Jeff was the resource manager for Land Development and the business unit manager for the Building Information Modeling (BIM) Solutions Team at Cole Engineering Group in Markham, Ontario (2010-2013). Prior to this, he was with Autodesk Canada as the AutoCAD Civil 3D software territory manager, working with the Autodesk channel and clients to increase AutoCAD Civil 3D product adoption across Ontario. Jeff received his diploma in mining engineering technology from the Haileybury School of Mines (Northern College), and his diploma in geological technology (geophysics) from Sir Sandford Fleming College. 5IPa ge AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Chris Stebbing, P. Eng., Founding Partner & Director of Platform Development As the lead developer of the Builterra platform, Chris leverages industrial engineering training and civil engineering experience to bring distinctive, market-driven solutions to Builterra's clients. He has served as the lead developer and designer for software solutions including a remote data acquisition system (DataCurrent), a water balance analysis system, a stormwater management tool (SWMSoft) as well as a hydrologic modelling tool (Visual OTTHYMO) used widely across Ontario. Chris has over 20 years of experience as a civil engineering consultant. Prior to Builterra, he managed a team of 40+ as service sector leader for Cole Engineering Group (2009-2014) to deliver civil engineering projects ranging from inflow and infiltration to stormwater flood remediation for City of Markham, City of Toronto and the regional municipalities of Peel and York, to name a few. Chris received his Bachelor of Applied Science - Industrial Engineering from the University of Toronto. All Supporting Staff Resources Our current staff include programmers, technical support, account management and accounting to run our growing Software -as -a -Service business headquartered within the Greater Toronto Area. 6IPa8u AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 2.3 Platform Over the last few years, we have perfected the Builterra Core Platform features like: • Cost Estimating • Bid Preparation • Attached Bid Item Specifications & Details • Item Cost Sharing • Mobile Data Collection for literally any situation in the field • Direct Mobile Data Collection of Item Quantities from the Awarded Bid • Progress Payment Dashboards • Progress Payment Certificates • Forecasting vs Actual Payments Our product is user -driven, which means we listen to the daily users and add feature functionality into the product as required to help deliver data collection and reporting for projects, sometimes within hours of the initial request. Growing the Builterra Platform This document will introduce enhanced features that expand the platform beyond core functionality and into features that users can use to get even more value from our product. The expanded features can be listed as follows: • Approval Workflows • Ad -Hoc Reporting • Enhanced Project and Item Schedule • Document Repository • Tasks, RFIs, Submittals, Calendar • PowerBI Integrated Dashboard Analytics • Online Training • SOC 2 Type 2 Security Status • External Penetration Testing • Microsoft 365 Single Sign On • Microsoft Azure Maps As we grow as a cloud based software provider, so must our technology and security. IT professionals will be happy to know that AEC Solutions Inc. and Builterra have implemented the following features to meet the requirements of some of the largest engineering firms and public sector organizations in North America. SOC 2 Type 11 Security Status Since the very beginning, AEC Solutions Inc. and the Builterra Platform brand has recognized that security must always be a top priority for our users throughout Canada and the United States. 7 I a 8 c SOC 2 TYPE II CERTIFIED AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software As we've grown to support more and more mission -critical workflows for companies and public sector organizations of all sizes, we are pleased to announce that we've formalized our commitment to user security by obtaining the industry's most important compliance certification: Service Organization Controls (SOC 2 Type 11). The certification process for SOC2 standards is intentionally comprehensive and lengthy, but our path was significantly hastened by our partnership with Kirkpatrickprice Inc. , a USA based CPA firm specializing in IT related Audits and Security Consulting (https://kirkpatrickprice.com). They assisted us with all the Audit components and helped manage the process from end-to-end. External Penetration Testing As part of the SOC2 Type 11, we also hired an outside IT security firm, Cyberhunter Solutions, based in Ottawa, Canada to perform the required security penetration testing. This critical part of the security audit required by SOC 2 Type II compliance. (https://cyberhunter.solutions) Microsoft 365 Single Sign On (SSO) As we grow in larger, multi -national or global firms with their own network IT security in place using Microsoft 365 single sign on, we also have had to meet SSO compliance for our SOC2 Type II login process. Azure Marketplace Deployment Stand up an end to end solution reliably within a few minutes. At Azure marketplace, we work with each of the enterprise level subscriber to ensure your experience installing and using the Builterra software on Azure is as seamless as possible. Microsoft Azure Maps This upgrade from Microsoft Azure retires the Microsoft Bing Mapping interface and opens up Builterra to new opportunities in displaying Builterra inspection datasets and external non- Builterra datasets all within the Builterra portal. Now Builterra can access open -source and other map controls, including OpenLayers, Leaflet and Cesium, as well as Open Geospatial Consortium standards, such as GeoJSON, GeoTIFF and KML. N ▪ i Microsoft Sign in builterrauser@yourcompany.corri Microsoft ` Azure Marketplace Azure Maps BIPage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 2.4 Products This is the Builterra product platform. BUILTERRA DESIGN CAD/BIM Preparation Real -Time Cost Estimate Processing BID/ TENDER Award PROJECT CONTROL Tasks, RF Is, Submittals Transmittals, Meetings PlatformAlso Includes: 0 • Analysis INSPECT (App v2) Mobile Forms Inspection END-TO-END A Digital Pathway for Civil Engineers Contract Progress Reporting Progress Payment Certification PAY Change Management CAD/ BIM Updates As -Built GIS Asset Management Integration Ad -Hoc Summary Reports Document Repository Azure Maps Approval Workflows Project/Power BI Analytics PDF/DWG/BIM Model Viewer From design to final asset management, we integrate CA processes using one database with many benefits to the project team, both internal and external. Our only KPI we watch closely is "Attachment = Successful User Adoption" We have a 98% subscription attachment...this means that Year after year 98% of our client base renews or grows their subscription. When reviewing the competition, this is a KPI that needs to be understood. Why so high? 1. Our superior support... 2. Our extensive domain experience that our leadership and delivery team has within the Civil Engineering technology industry in Canada. 3. Our Clients...based on our client list, we serve not only the public sector, but the private consulting engineers. These subscribers advise us and use Builterra for projects without an Owner mandate. This means, they prefer it over Excel and Paper or any perceived competition. 9IPage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 3. References We are happy to provide subscriber references that vary in profile to show the flexibility of the Builterra Platform in the Construction Management and in the greater "Civil Engineering Eco - System" that touches almost every construction project from conceptual design cost estimating to final payment approval and as -built asset management. Our clients and their use of the platform may vary but the overall database framework and it's underlying configuration methods are common. This common framework leads to complete digital standardization in all aspects of design and construction project delivery for both internal and external teams. Our typical scope for these use cases are the following deliverables: 1. Complete Digital transformation of the Design and Construction Management workflows for the Public Owner from design cost estimating to final as -built GIS data integration. 2. Replacement of existing Excel/Word and Paper Inspection and Progress Quantity Reporting. 3. Expansion of the Builterra Bid Preparation solution for standardized bid item cost estimating and bid management 4. Expansion of the Builterra Inspection Data (pre -construction, construction, post - construction) reports, data, and photos 5. Contractor quantity approvals of Daily Work Inspections incl quantities recorded by the Owner Rep Inspector. 6. Complete data driven mobile inspection solution for field staff and project managers overseeing construction progress. 7. Integrated Daily Reporting, Change Orders, Deficiency Lists, Contract Quantities for project construction oversight by both internal inspection team and external consultants. 8. Complete Progress Quantity Report custom programmed for project managers and financial teams. 9. Digital standardization and automation improving all record keeping, accuracy of quantity reporting, contractor approvals throughout the process to ensure prompt payment at end of month 10. 24/7 Cloud access for external consultant participation and collaboration (Bid Preparation, Cost Estimating and all field Inspections, Payment Approvals). 101 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Reference #1 - Region of Durham, Design and Construction Project Property Jib Name Regional Municipality of Durham Implementation Year 2018 Population 646,000+ Annual Capital Budget (Infrastructure) $183M Address Whitby, Ontario, Canada Departments Infrastructure, Capital Works Previous CMS CCMS Legacy Number of Internal Users 45 Inspectors Number of External Consult Firms 15+ Delivery Scope • Standardized Bid Item Catalog, Historic Project Bid Entry • Inspection Mobile Forms (Daily Diary and others) • Payment Certificate, Change Order Reports • Training for 45 Internal staff and 35 External Consultants over implementation period. • Webinars for Consultants. Extended Contracts • Pilot Project for RFI and Submittals Contact Name Tim Murphy, Construction Coordinator Contact Number 905-668-7711 Contact Email Tim.Murphy@durham.ca 111Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Reference #2 - Defense Construction Canada, Design & Construction, Real Property Project Property Name Defense Construction Canada (Federal Government Contract) Implementation Year 2020 Population 25+ Army and Airforce Bases and Airfields Annual Capital Budget (Infrastructure) N/A Address Ottawa, Ontario Departments Base Buildings, Infrastructure, Roadways and Asset Management Previous CMS Internal Number of Internal Users 400 Inspectors / Project Managers Number of External Consult Firms 0 Delivery Scope • National Implementation of Task Management and Inspection Solution for Federal Government (Military). • High Level Cyber Security and Staff Background checks via RCMP. • Full Bilingual Training delivery for 400 People virtually over 12 Month period. Extended Contracts • LaserFiche Integration for all Documents and Photos • PowerBI Support for Custom Dashboards Contact Name Chris Sturgeon, Project Manager, Construction Contract Management Contact Number 613-530-7995 Contact Email Chris.Sturgeon@dcc-cdc.gc.ca 121 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Reference #3 — City of Ottawa, Field Inspection and Construction Services Project Propert 1EM Name City of Ottawa Implementation Year 2019 Population 995,000+ Annual Capital Budget (Infrastructure) $427M Address Ottawa, Ontario Departments Infrastructure, Field Inspection and Construction Previous CMS CCMS Platform (Legacy) Number of Internal Users 35 Inspectors / 60 Project Managers View Access Only Number of External Consult Firms 15+ Delivery Scope • Standard Bid Item Catalog Review & Import, Historic Project Bid Entry • Mobile Forms (Daily Diary, Deficiency etc..) • Payment Quantity Certificates in Custom PQR format • Training Days for 35 People over implementation period. • Webinars for Consultants. Extended Contract • Expansion of Account into Ottawa Light Rail Transit group (Design Build) QA/QC Inspection and Reporting. Contact Name Kevin Lamer, Manager of Construction Contact Number 613-580-2400 Contact Email 131 Page Kevin.lamer@ottawa.ca AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Reference #4 — City of Vaughan, Design & Construction Profile Property ■ Name City of Vaughan - Design and Construction Inspection Implementation Year 2017 Population 324,000+ Annual Capital Budget (Infrastructure) $79M Address Vaughan, Ontario, Canada Department Design and Construction Services Previous CMS Internal Number of Internal Users 20 Inspectors and Project Managers Number of External Consult Firms 15+ Delivery Scope • Complete digital inspection solution for consulting field staff and internal City project managers overseeing construction in Vaughan. • Integrated Daily Reporting, Change Orders, Deficiency Lists, Contract Quantities for project construction oversight by both internal inspection team and external consultants. • Complete Progress Quantity Report custom programmed for City project managers and financial teams at the City. Extended Contract Contact Name Mohan Toor, Director of Construction Contact Number 905-832-2281 Contact Email 141Page mohan.toor@vaughan.ca AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Reference #5 — Region of Waterloo, Design and Construction Profile Propert 1 Name Region of Waterloo - Design and Construction Inspection Implementation Year 2017 Population 617,000+ Annual Capital Budget (Infrastructure) $165M Address Kitchener, Ontario, Canada Department Design and Construction Services Previous CMS Internal Number of Internal Users 35 Inspectors and Project Managers Number of External Consult Firms 15+ Delivery Scope • Standard Bid Item Catalog Review & Import, Historic Project Bid Entry • Mobile Forms (Daily Diary, Deficiency etc..) • Complete digital inspection solution for consulting field staff and internal Regional project managers overseeing construction in Vaughan. • Integrated Daily Reporting, Change Orders, Deficiency Lists, Contract Quantities for project construction oversight by both internal inspection team and external consultants. • Complete Progress Quantity Report custom programmed for Regional project managers and financial teams at the City. Extended Contract • Expanded Contract for Bridge Inspection and Reporting • Expanded Contract for PowerBI Implementation Contact Name Malcolm Lister, Manager of Technical Services Contact Number 519-575-4400 151 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Contact Email mlister@regionofwaterloo.ca Reference #6 — WSP Canada Inc —Transportation & Infrastructure Profile Property Name WSP Canada Inc. No of Users 200+ Over 20 Office Locations in Canada No of Projects 500+ Throughout Canada Main Use Case • Complete digital inspection solution for field staff and project managers overseeing Construction Contract Administration for Municipal Infrastructure and Utility, Land Development and Transportation Design -Build projects in Canada. • Daily Diary, Site Visit, Infrastructure Structures (Manholes for every utility type incl Water and Sewer), Daily Truck Reporting, Health and Safety Check Lists, Many Meta Data Reports for Project Summarization of Data Collected. • Extensive Custom reporting for City of Toronto Projects, Toronto Water, Toronto Basement Flooding projects • Water and Sewer Card Location Reports Automation from Inspection - Toronto Water CIPP projects Expanded Use Case • Expansion of the Builterra solution into Ministry of Transportation for Quality Assurance Reporting on large 427 Highway Expansion and other Metrolinx Projects. • Pilot project for Land Development design cost estimates and quantities using AutoCAD Civil 3D plugin. Contact Name Vijay Sole, P.Eng., Director of Construction Services Contact Phone 905-882-1100 Contact Email 16 Wage Vijay.sole@wsp.com AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Reference #7 - T2 Utility Engineers — North American Rollout Profile Property Client / Subscriber T2 Utility Engineering — Subsurface Utility Engineering and Mapping No of Users 200+ Over 40 Office Locations in Canada and USA No of Projects 500+ Throughout North America Main Use Case • Complete digital inspection solution for field staff and project managers overseeing Level A Subsurface Utility Investigations for pre -construction, construction and post -construction inspections. • Integrated Underground Utility Investigations for : Utility Testhole, Infrastructure Structures (Manholes for every utility type incl Water and Sewer), Daily Truck Reporting, Health and Safety Check Lists, Many Meta Data Reports for Project Summarization of Data Collected. • Integrated with GPS Survey Data Collection Practice and complete Mapping Projection Support • Custom AutoCAD Integration for As -Built Drafting and Design • GIS Asset Management Data Exports for Asset Management (Utility Owners, Consulting Engineers, Municipal Owners) Expanded Use Case • Expansion of the Builterra solution into Georgia Department of Transportation for Work Order Data Collection, Construction Deficiency tracking on State Highways. • Expanded data interoperability with Building Information Models showing data collected in 3D for site review along side of 3D utility models Contact Name Susan Port, PMP, Director of Digital Implementation Contact Phone 1-855-222-8283 Contact Email 171 Page susan.port@t2ue.com AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software 4. Scope of Services (Section 11 Response) 4.1. Technical Features 4.1.1. Introduction Builterra provides comprehensive solutions that significantly enhance Construction Management, Project Management, and Contract Management processes. For Construction Management, Builterra offers real-time data collection and reporting through its mobile and web apps, allowing field inspectors to capture observations, quantities, and photos instantly. This leads to accurate, up-to-date project information that can be accessed and acted upon immediately, reducing delays and improving on-site decision-making. In Project Management, Builterra's robust features such as dynamic forms, approval workflows, and progress dashboards ensure that project managers have a clear and current view of project status. The platform's ability to integrate with tools like AutoCAD, PowerBI, and Tableau means that project data can be visualized and analyzed in various ways, supporting strategic planning and resource allocation. Customizable reports and dashboards provide insights into project performance, helping managers to identify and address issues proactively. For Contract Management, Builterra streamlines processes with tools for bid preparation, change order management, and payment certificate generation. Standardized bid catalogs and integration with eProcurement solutions like "Bids and Tenders" ensure seamless bid management and accurate cost tracking. The platform's change order features allow for precise documentation and approval of contract modifications, maintaining financial control and compliance. Builterra's comprehensive approach to contract management ensures that all contractual elements are tracked, documented, and managed efficiently, reducing risk and enhancing accountability across all project phases. powerful filtering capabilities. This user-friendly interface allows users to quickly access and navigate through their projects with ease. Account Landing Page The project list serves as a centralized hub, displaying all the projects associated with the user's account. It provides essential information such as project names, descriptions, and key details. Users can easily scan through the list to identify specific projects they are interested in or need to work on. The integration of Azure map location brings a visual element to the landing page, allowing users to view the geographic distribution of their projects. The map provides an intuitive interface to explore project locations and gain a geographical perspective. Users can zoom in and out, pan across regions, and interact with project markers on the map for quick access to project details. 181 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Digital PathwaysrCmr 9 x 6.0 Pm,-eniltEne E 3 C o portai.builterra.wm/Home/Home BUILTERRA Adire 0 DEMOUSAMurnopal Return tot. old Pro,IPorta I Pmme, Account LoOCIf 00glad US JL DEFAULT PROJECTS MPP LOG BTG DO USERS ACTIVITY APPROVALS NU<ACTIONS 23091 - Road Rehab 2023019 Watermain Rehab Project Contract No, 2021-009 Contractor Address:395SE P.m Peek Suile100 Contr.. DBE Status:Yes Comranor name: Coffman 5pecraMiea Inn. PefleEal Pk! [1(249)0 PO Number Z10000020B00 Retention Yes 050,.11,50.100,E 596 Bids I TT0427 - Northern Parkway Overpass EI Mrrage Road 8 Dysart Road Overpasses AGOT No 52119.1C Dos No. 64zo-14,5-txi Contract No 2021-009 contractor oeE status YES contractor Name colimeaspecEolues In. STP -14141,0(249)0 NIP Date 2021.-62 PO Number 2100000208011 Rnenaon.Yea-O-So%®x, 50-100%5% 2309198 - Home Site Photos 1 MC23019 - Spring Valley IIS 13 Show rr,, D Upon user login with email password, assigned projects are listed. One of the standout features of the landing page is the ability to filter projects based on major group, minor group, or keyword search. This powerful filtering functionality enables users to narrow down their project selection based on specific criteria. Whether they want to focus on a particular project category or locate projects related to specific keywords, the filtering options make it effortless to find the desired projects. 191 Page e e = portal.latelteriaconifliumeiliome RUILTERR0 Rosner* welleme rl sxvx anew I® 9un.mosevoto I...1K. NAP L. s To De me. Aram Ammo. ressesneet — 0 x a 3 • war . A00 S 111orr -m111.t r O CM= o4Ea , Ammo nlian All projects are geolocated and can be selected in the Azure Map. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Project Landing Page Upon selection of a project, the project landing page provides users with convenient access to different "scopes" of the project information and functionality. Here's an overview of the main features and highlights of the Builterra Project Landing page: Project Information: Users can access essential project details, such as project name, description, location, and key contacts. This information provides a comprehensive overview of the project. Dashboards: The landing page offers access to project -specific dashboards that provide real-time insights and analytics. Users can visualize project performance, progress, and key metrics through interactive charts and graphs. Bids: Users can navigate to the Bids section, which enables them to manage and track the bidding process. They can view bid lists, add or remove bidders, track bid submissions, and monitor bid statuses. Inspections: The Inspections feature allows users to manage and track project inspections. They can create inspection forms, schedule inspections, record inspection results, and generate reports. This streamlines the inspection process and ensures compliance with project requirements. Progress Payments: Users can access the Progress Payments section to track and manage payment certifications. They can view payment details, review progress certificates, track payment statuses, and manage payment workflows. This feature streamlines the payment process and ensures accurate and timely payment administration. u 1W-euir.,,. 1 * Mtn -Ne,«nnPea, c. + 0 i Gortelbuihevr.comlhgecr2?4eojxt1C=23206 — o x R L ff * O= i f1 BIIILTERR♦ rt.ns Leg. emu.. wm na+o.r 3 a I 17. 30,440 00 0.wa 5.070.00 0.00 OM 1001.0 1■ Project Landing page showing "scopes" in the left panel which are dependant on the user role and permissions. In this case, the project dashboard is selected, displaying the progress panel. 2O !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Documents: The Documents section serves as a repository for all project -related documents. Users can upload, organize, and share project documents with team members and stakeholders. This centralizes document management and ensures easy access to critical project information. Tasks, RFIs, Submittals, and Transmittals: Users can access these sections to manage project tasks, track Requests for Information (RFIs), manage submittals, and handle transmittals. These features streamline communication and document exchange processes within the project. Meetings: The Meetings section allows users to schedule, manage, and document project meetings. They can create meeting agendas, invite attendees, track meeting minutes, and generate meeting reports. This ensures effective collaboration and communication among project stakeholders. Project Dashboards The Dashboard feature includes preset panel objects that users can easily display specific lists or chart graphics, allowing for personalized and tailored views. The benefits of internal dashboards are numerous. Firstly, they provide project managers with a centralized hub for accessing critical project data, facilitating quick assessments of project status and performance. By visualizing metrics such as budget utilization, schedule adherence, and change order trends, dashboards enable proactive decision-making and timely interventions. They also foster collaboration and communication within the project team by providing a shared platform for accessing and discussing project information. aContract Administration SofiaX a Duiaterra Home X Pro,. - Buaterm X 0 Trc421- Northern Parkwayaer X + ❑ X i po rtal.bui lterra.comg rojec12?Project)M=23286 BUILTERRA 170427 - Northern Parkway Overpass ® ■ ® Dashboard Proisal > ®9 s Progress Payments > ®In cernons > . Documents ® Tasks > ® A uem for lntonmanon 1:1 Mee., EaTransmittals Quick Links 81110012 WorkNorviasks ralrlra D _umenl ® ID e Map Reports Search aemm Managemsnc Pmgmm asquenafor lnlornstMn submittals Tasks Ela* *CIL i . Pro. Portal- Accoutt Leg Off Contact Us JL m'Pearinns ta MaP + aAdd 0 Excel Expan a Load An na.a nsaorce D AILY PROGRESS 1 Mancopakamin DAILY PROGRESS 26 Jeff Lyons D AILY PROGRESS 25 Jett Lyons D AILY PROGRESS 26 Jeff Lyons D AILY PROGRESS 23 Jeff Lyons ON, PROGRESS 22 Jeff Lyons DAILY PROGRESS 21 Jeff Lyons DAILY PROGRESS 20 Jeff Lyons DAILY PROGRESS "19 Jeff Lyons D AILY PROGRESS 1B Jett Lyons 4 Photos 3 Photos WEEKS InMEKS InMEKS WEEKS p essmn�wma 2023,1112 1613 2023-31-01 MOS 2023•02-0802 OS 2023•02-07 0,00 2023,12-03 02.0e 2023,12-0402 2023-02-021.08. 2023•02-01 02:03 2023.1.27 02106 2023-01-26 02. 211Page Out of Box Project Dashboard which can be customized for the Account. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 4.1.2 Budget Tracking Builterra offers robust budget tracking features that enhance financial management for construction projects. • For Progress Payments, it ensures accurate tracking and documentation of work completed, facilitating timely and precise payment processes. • Change Orders and Work Directives are managed with detailed records of modifications, keeping the budget updated with any contract adjustments. • Funding sources can be tracked to ensure that expenditures align with allocated budgets, providing transparency and control over project finances. • Invoice tracking is streamlined, with a complete audit trail of all payments and approvals, ensuring accountability and reducing the risk of financial discrepancies. Builterra's integrated approach to budget tracking helps maintain financial oversight and supports effective project management. 221 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Progress Payments Progress Dashboard The Builterra Progress Portal offers a comprehensive Progress Dashboard that provides project managers and contract administrators with a complete overview of the awarded bid contract's progress. This powerful feature allows users to track progress at various levels, including the entire contract, bid sections, bid tables, and individual bid items. With its intuitive interface and color - coded indicators, the Progress Dashboard enables quick and efficient monitoring of progress happening in the field. Real-time updates and dynamic visualizations ensure that stakeholders stay informed about project status and can make timely decisions to keep projects on track. Contract Adminidation SoRxar X Prject8-Builterra 00 gi 00424- Northern Parkway Ove X A- E - - Ca. 1 portal.budterra.com/Project2?Pr jectlC=23206 BU1LTERRA TT0427 - Northern Parkway Overpass ai Dashboard o Project 0 Bids v ® Progress Payments ® 2021-009-TT0427 Northern Parkway t ® Inspections ■ Documents ® Tasks ® Requests for Information > ® submittals o Meetings ▪ Transit -dials — ❑ X c A * % 0 L Z Profile v Portal v Account Log Off Contact Us P.sJact 110427 -Northern Parkway Overpass Tender. 2021-009-110427 Northern Parkway- No Addendum Created lay: Jeff Lyons Last Modified By: Maricopa Admin on June 12 2023 12:21 PM Closing Bate. 1110/2023 500:00 PM Summary Download Section Name Item Coffman Spnekaltise Inc inspected Wed 100: Site Preparation© 27 $3.508.53128 =MEM /1,539,05084 096 8000 200: Earthworks© 6 $16613.46400 izo 3383,67500 096 8000 300: Gran ulars 2 0447.213.00 2303,875.00 0 se 00.30 402:114100 Lighting 67 32.721.399.92 0 96 31,05300 0 se 30.00 500: Concrete 16 $2.98305140 k% 366,83950 096 8000 500: Steel 20 $3.503.727.90 k 96 854,26000 096 8000 600: Sewers© 18 02.807.339.00 31,665,500.00 0 se 00.00 700: Paving 9 34.651.473.50 0 31,706,527.50 096 30.00 C01 5,670.00 IOC W. Corn pole. $5,670.00 0% Complete W. 00111e0s 05,670.00 85.670.00 0% 10.00 Total 165 $22,0 670.00 LICE $3946,106.04 Osncm.... $0.00 Note: Totals do NOT include provisional items if applicable. Payment Cerdficetes Nam From To Amount P21 -JAN 2023 1/1/2023 1/31/2023 11,768,809.34 Download P02-FE02023 2/1/202322812023$302,445.50 Download PC3-MAR 2023 3/1/2023 3/31/2023 $3,545,182 00 Download Real-time progress from contract inspection is show upon selection of an awarded bid with progress. Warnings and color -coded bar charts show under -complete -over percentages. The Progress Dashboard displays the progress of each contract component, highlighting areas that are under, close to, or on target, as well as any overages. Color coding helps users quickly identify areas that require attention, enabling proactive management of project deliverables. The dashboard also provides a visual representation of the percentage complete, along with committed and paid amounts, giving stakeholders a clear understanding of project financials. Progress Payment Certificate Details Builterra's Progress Payment Management feature revolutionizes the process of generating payment certificates based on daily progress inspections and quantity bid item data. With the ability to define date ranges, such as weekly or monthly, and leveraging Builterra's Approval Workflows, this feature simplifies and expedites the approval and generation of progress payment certificates. 231 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software In just minutes, users can generate comprehensive payment summaries and detailed reports, providing transparency and accuracy in tracking project progress and payments. This feature is particularly valuable for resolving contractor disputes and complying with Prompt Payment legislation in applicable regions. Custom reports and approval workflows can be tailored to align with specific project requirements, ensuring seamless integration with existing processes. VW Contract Administration Sots-. x 0Projects- Budlerr, E ) 0 -e portal.builterra.com/PayCert2?Tenderly=6256 BUILTERRA Progress Payments PC3-MAR 2023 ISI® m ®®O ® General Settings ▪ Item Holdbacks ® Invoices MI 2021-009-TT0427 Northern Parkway ® 1-100: Site Preparation ® 2-200: Earthworks ® 3- 300: Granulers O 4-400:Tratfic Lighting O 5-500: Concrete 0 6-500: Steel 0 7-600 Sewers ® 8-700: Paving ® Change Orders 001 002 CO3 X yy 305427- Northern Parkway Gv X 01 Progress Payment - b it,,ra X + — ❑ X Return to the old Payment Certificates Page Progress Payment Summary Project: 110427- Northern Parkway Overpass Tender: 2021-009-TP0427 Northern Parkway Name PC3MAR 2023 1111 In,o _e 1t 0 y 0 Prole v Portal v Account Log OH Contact Us 0 Description Type Progress Payment Date 3/31/2023 Grouping Attribute LJ Deterrent 3/1/2023 Grouping Value Inspection Review Status Number of Inspections: 25 Reviewed Internally: 0 Missing Reviewed Internally_ 0 Missing Checked:0 Missing Inspected Items NOT included in PC.4 Missing oateTo 3/31/2023 Cost Sharer Material Stored 0 Holdback 1 Ovemde ($35550520) Holdback 1 Released (Amount$ O Percent% O) 000 Holdback 20verlid, (5177,79260) Holdback 2 Released (Amount$ O Percent % O) 0.00 Holdback 3 Override ($17779260) Holdback 3 Released (Amount$ O Percent% O) 0.00 Closed Unpaid Mark as Paid Update to Include all inspections from current time range UPDATE Item Contract Amount Previous Amount Amount this Period Payable To Date Forecast Remaining Forecast Total 100: Site Preparation 03508531.28 01,539,059.04 00.00 01,539,059.04 01,969,471.44 03,508,531.28 200: Earthworks 01,568,464.00 2350,075.00 033,500.00 0303,675.00 01,284,709.00 $1,668,464.00 300. Granulars 044721300 0120,25000 2183,62500 3303,87500 5143,33800 044721300 400. Tragic Lighting 02,72139592 81,05000 $000 81,00000 02,720,34992 $2,721,39992 500: Concrete 02,906,051.40 025,160.00 041,679.50 066,039.50 02,920,011.90 02,906,051.40 500: Steel $3,503,727 90 054,26000 8000 $54,26000 $3,449,467 90 83,503,727 90 600. Sewers 02,03733900 $71,400.00 31499,750.00 91571,15000 9120010900 82,837,03900 700: Paving 04,551,473.50 80.00 31,705,527.50 31,706,527.50 52,064,945.00 $4,551,473.50 Sub -Total 022,325,000.00 02,161,254.84 $3,545,182.00 $5,706,436.84 016,618,563.16 $22,325,000.00 Creation and management of progress payments is easy for any contract administrator. Holdbacks, releases, changes orders all under one portal. 241 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software .. 1 :ermOsOE9m4nnn0c SOW . w Rojo.,•6uiNme z io 0r04Z2. Ncnkr. 1 FlO3lele t et,,,-3ultena • + - ❑ x C0. -x C = 9,5011den-axonv,a,,eel2?renaen0=6x14 BUILTEPPA Ra,.::Ra,rnenr, PC341AR 2023 0®® -®®® ■ 0 meal Setlanua . demi-10403d5 II Invoices ® m2xa04TT0122Hmmem s ay e 1-10010.0,4 archon O 2-200 Ea0lw0r14 9 3 300 010301819 O a Agfa LaMar; O 5.5010, CORP. O 6 YM reel O 7-603 sewers O 0-700. Paving change Deem 101 062 100 ROY ITEMS FORECASTS + AEtl 11 Edit t] Delete 0 Duplicate • Clew O Petite 6 4 Review Holdback Index Geecripmn • x 0334340,45000T50004510 e 9 Type• 9,1 concrete aA a Amer MOT 33 05 101 -pan C CO le=3 49 vox 00101.95.13Tpe3 Tenanion 3..011 Curbmd GNtervarlablewlr5N 90 Omer ROOTS -11 Can.nlypeC 340.121 COnerele Medan Rating x In 60 Ilvale MOT STD CAS 40 342012 Concrete parDG r stone CSTO 02 505.051 12 in Portable Concrete Doris, D 0391101 770 LF 5393 LF UnlRest Price 91650 219,70550 11000 610604.00 165L0 36400 46110 330.00 013.020.00 5920 604.44 04212,00 2116 sr 910.00 201.660.00 21010 30500 0000.400.00 914721 00 i1 0 ± O 0I,: Profile . Petal _ 0ut-0106 Log OH 1000 e EsporI 0008 0 Import Knees Prem. Oly TIva Value This Payable 04 la 0uamrtv value rood rood Date 154 LP 92,42500 37511 9415230 51511 150 LF 54,400.04 155511 625.0x0.00 1715 LF ASF 81,4122 12911 9712.00 11515 100LF 33.000.00 0 L 30.00 10000 205E 3131000 39 OF 22,55200 591 65099 94.50090 091 8000 ••^9e MOLT 30,500.00 OLE 30.00 VOLT Pattel.le Catlin Detatis Cate 05,109,04 relate 227,14000 QRLL 91E72500 DeLlls $3.000.00 PUUO& 89,01200 Plat 9450001 QSL9x 5E5500.00 Dalai Detailed bid section items showing contract quantity totals and period totals. Access to inspection data using the details link make tracking actual contract quantities easy to find and review with contractors is needed. File Home X Paste - clipboard y Insert Page Layout Formulas A A- ICallbn 118 -I 3 I ll - - G - A - Font Data Rev1ew View Automate Help PDFelement 7- PO Alignment 1E2 -I (General - $ - % 7 Number 1,1 Conditional Formatting - �' Format as Table IP Cell Styl¢ - Styles Insert - 5EDelete - Ii Format lls - "4 P sore& Find r. 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Investigate 50.20 51,30020 moors m.. 0.70 STA.,. 70.0016 50.00 0.60 51,336,25636 50.20 513,00020 20 50. 551,50420 m.. 51,192. 50.01 200.00 52-,26000 39.0352 m.. 59,0601,00 100../6 50.. Pomo,. 91.9516 50.. 52060.. 200.00/6 m.. 53,730,01 100.0016 50.01 300.00 51,a0s.m 50.01 093.7516 50.03 2,301.. 511 1, 01 1.50000.00 7450/6 5000 5000 0.0016 Sam 5020 Moo IT. 512601 Sam s,4m.m 51,760.. 10,00 - snm 001% 50.. 50.. 30.01 5000 5610 50.00 6.001 ❑- I 0 ® a M - 1 + 3S Generic or Custom progress payment certificates approved and downloaded in Excel format. 251 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Change Orders/Work Directives Builterra's Progress Payment and Change Order Management feature provides a seamless solution for managing change orders as projects progress. Inevitably, project requirements may deviate from the original bid, and Builterra simplifies the process of rectifying these discrepancies. Change Directives using the Inspection Scope In Builterra, Change Directives are essentially Inspection Forms that are specifically configured to collect and document changes occurring in the field. Field inspectors and contractors use these forms to quantify changes, capturing all necessary details, including photos, quantities, and descriptions of the modifications. Once a Change Directive is completed, an approval workflow is triggered to notify the contract administrator. This ensures that all stakeholders are aware of the change and can review the details promptly. The contract administrator can then incorporate the Change Directive into the formal monthly progress payment cycle, where it can be reviewed and approved as a formal Change Order. This streamlined process ensures that all changes are accurately tracked, quantified, and approved, enhancing transparency and accountability in project management. New Tab 0 0 Digital Pathways for Civil Engin X 0 TT0427 - Nodhern Parkways], X I- E E 4 Ci -o portal.builterra.con/Project2?ProjectlD=23286 BUILTERRA TT0427 - Norlhern Parkway Overpass Oat©® e Dashboard 0 Project r gids v ®=rogress Payments ® 7021-003TT0427 Northern Parkway v ® Inspections > r Construction > • Geotechn0al > In Issues .. • Reglan of Durham ® Change Drective -Durham Daily Work Report -Durham > r Subsurface lltillly ® Documents ® Tasks Quick Links 1211/300 Workflow Tasks Training Document Photo Ad hoc Inspect Approvals Map Reports Search DATA MAP + Add 1 Edit Excel Export v Load All ® Group T. Clear Filters O Apply lo Map nun,. Request for Additional Granular Inspector Marlcopa Admin Prates Internal Notes ❑ X 0 Purple v Portal v Account Log Oft Contact Us �k Search 4 Columns Status _ Inspection Date Open GENERAL GENERAL SCHEDULE IMPACT ISSUED BY CONTRACTOR ACNNOWLE0EMENT AFFECTED ITEMS PHOTOS Item Number Item Desroiption Item Quantity Cast (0) Unit Increase or Decrease? Tani (0) Inspector 303.0122 Granular A 100.00 3400 souk Increase 3400.00 MA 2023-01-11 1800 13 26 Wage Sample of a Change Directive as seen in the Inspection portal. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software IZI .rkoPi C II Cossetting REGIONAL MUNICIPALITY OF DURHAM WORKS DEPARTMENT CHANGE DIRECTIVE TT04427 CD1 Dom. No Northemem F way awe Granulate Do AomPondoi Moon to Cooname Imo*, ON. famiro O.,. o To ammo. Mo afoomon lo CoorterPom arul J. ca,..,,,....emsnnimxeranumLW nmw:ar.eet. Gerd. Con.--. ercon.x n,.me h NeSurghenarcaty al., DoN1 box at Comm AdLirolml GlEmols A Mr read Lax rnmoo ammo. mart N. Nomrq AmMotlOm ew MMO tion. Norm. Is :0.4.01. • Gnniler A Iroto.ne 100.00 aq5. 536.00 =33100.00 Total Cool. CNaeye lo norm =83100 To bepal ly. ZION Pr. -6 O.lWAO r SCHEDULE IPACT Ha loom, Hwy Dap L430 ED SY. COHSE LTANT,COHTRACT.ININ MONAD. KirovSum .Ln 10. 2023 H.ShORR w,. o...m..�.r..=.. ow ACKNOWLEDGED EY CONTRACTOR Faun n.anand .renN.Fr...,.ran. lo. Hao way—.-- a. Cuomo m Nm.e1odor NNW. comma Sample of Custom Change Directive Report which is approved before a change order can be created. Change Orders Change orders can be created based on information gathered from field inspections, capturing details such as item codes, descriptions, unit types, unit costs, and extended item costs. Using Builterra's mobile forms, contractors, designers, and field inspectors can easily submit change order requests or directives, ensuring accurate documentation and streamlined communication. Approval workflows can be configured to accumulate change order information, enabling a structured and efficient review process. Within the framework of the Progress Payment, the contract administrator can create formal change orders that are seamlessly integrated into the payment process. Contemplated change orders are added to the system and subjected to the same approval workflow as normal awarded items. Once approved, these change orders are automatically released to the field, allowing for progress tracking and quantity updates. 271 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Cwwxr nam marewe0SMh = Q Prej l0-pamaa = w Frog.. 01.100-1,,I _ -F C = Pnttal.huittar0mm7PavrertnrendedO=6255 RUILTERRA Pea -m, 20:0 ISIMIE115 ▪ General Settings . Item 4OId6Me ▪ !mobil ® 3031.009a70437NorthlFPakrry ▪ 1-100 919 emporia, 8 3-300 Eertlwtl 8 a atm Dmar11a ▪ 4 -400 -Traffic ugMing ® 1-104:Com.. ▪ 6-550:4111 15 7-101.5ewera 1 0-700. Paving • Change..is Sedan 1 13191111311111E1- Lade B®0801Lade Oesnnmimr 100 1.1 SOl Perormance(min 2 Wang . 100.17 1l0nrar9e 10813 50%1,110nt9nwce(min3 Uwe) 1091 3 50% tabour/mm..4AI Parmenl 100 3.1 5141 Trader (EACH) (each) log as NhrehonNmrtaing{DAYS(days) Return lo EgagilL.a.20141,211g. PAr ITEMS CON F IG LIFLaTION IMPORT PROGRESS PAYMENT COST MIMING Profile.. Portal . Account 11140 Lynam 0 ( 4. 6.10 ? Edit [ Delete © Duplicate ? Cle01 O Bulk Edit Ig Enable Special a Enable Specs =1 00,174 • kilo -Fill e. Undelete Inas Ilemnode oesniphor Wart. onus On...st 1 60.1.1 0ranula A 450.0 m3 935.00 3 4.1 7 granula Pr 910 o m1 MOO S 999.99 ADOFO LABOUR 1200 HRS 5100,09 Change Orders are integrated with the monthly progress payment structure. Auto5ave • Oft) C CO3.docx p Jeff Lyons IL Rio Home Insert Draw Desigr Layout Refere Mailinn Revlon View Help PDFeIe Markepa Design consulting Coffman Spectators 100 May 14, 2024 Description of Change Re4ueste3: 1T0027 Northern Parkway- CO3 'CHANGE ORDER Editing - 301 Wesllefferaon Street Phoenix, Arillnla 85UD3 642-516-3011 1T0427 Northern Parkway Overpass c03 Est. Item No. 5 60i!3. Description Unit 0,00i13 Price Amount 1 Granular'A' m3 450 535.00 515,750.00 2 Granular '11. m3 560 53400 514,04000 3 ADDED LABOUR HRS 120 5100.00 512,000.00 Tcta1: 546,790.00 THIS CHANGE 090E Ft BECOMES PART OF AND IN COIIFONLIANCE WNTI THE EM511N6 COPNRACF. 160 hereby agreetc m ase change is) specified above The prices and 4e -dilutions of this charge order artd at the price lr dicated per this Change Order- satisfactory and are hereby accepted- All work is to he performed under the estadisheel terms and conditions specified in the original contract unless otherwise specified. Aurho•izec Contra a0r Sigr azure Owner/Au-horizec Represertarive Slgnarure Date cfAcceptance Date cfAcceptance Page ▪ 1 of 1 130 words 51 English (linked States) ,1, Focus LEI 0 [® 8016 Sample of formal Change Order document generated within the progress payment portal. 28 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Funding sources Builterra's Project Funding Ledger is an essential tool for tracking project budget totals and managing financial data efficiently. This feature provides comprehensive oversight of project finances, ensuring accurate and up-to-date information is readily available for decision-making and reporting. Budget Tracking: The funding ledger allows project managers to monitor the overall budget, track expenditures, and manage funding sources. It provides a clear and detailed view of the financial status of each project, helping to ensure that budgets are adhered to and financial goals are met. Custom Progress Payment Certificates: The ledger integrates seamlessly with Builterra's progress payment solutions, enabling the generation of custom payment certificates. These certificates can include detailed breakdowns of funding totals, amounts expended, and remaining balances, offering a transparent and precise accounting of financial transactions. Funding Source Management: The ledger tracks multiple funding sources, ensuring that all contributions are accounted for and allocated correctly. This feature supports complex funding arrangements and provides a detailed audit trail for financial management. Real -Time Updates: Financial data is updated in real-time, allowing for accurate and timely reporting. Project managers can quickly generate reports and certificates that reflect the current financial status of the project. Customizable Reports: Users can create customized financial reports that meet the specific needs of their project or organization. These reports can include various financial metrics, such as budget vs. actuals, funding source contributions, and expenditure details. In summary, Builterra's Project Funding Ledger provides robust tools for managing project budgets and financial data. It enhances the accuracy and transparency of financial reporting through custom progress payment certificates, real-time updates, and comprehensive tracking of funding sources. 29 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Invoice tracking Builterra's Progress Payment Invoice Management feature simplifies the process of tracking and managing invoices within the monthly progress payment. It provides a centralized platform for adding invoices, tracking payments, and generating comprehensive reports for budget analysis and reporting purposes. By integrating invoices into the progress payment system, users can efficiently monitor totals for invoices received, paid amounts, and outstanding balances. The feature also allows for the allocation of payments based on holdbacks and releases, providing an accurate representation of the current period's financial status. Contact Administration Sofb X proofs - BuilLerra 0 64. 170427- Nortdem Pa rkway Or. X 44 Progress Payment - Budterra X + — ❑ X - 2 C portalbuilterra.com/PsyCertrTenderlD=62554- * 0 BUILTERRA Progress Payments PC3JAAR 2023 0® ®®® ® General settings n Item Holdbacks hfotces zo21-009-11-04z7 Northern Parkway ® 1-100_ S. Preparation iJ 2-200:Earthworks iJ 3-300_Granui ars D 4-400'Traflc Lighting s_snn r,nrroto Return to the old Paymelt Cedifirates Parte .1. Add J Edit 1] Delete Number = Vendor = 0escripdon = Amount Jim's Contracting Profile v Portal v Account Log Off Contract Us $) 609uired Payment Date Status = Paitl Amount = ARions Work Order Nu tuber $2,35191 2024-01-06 Approved $2,10000 MEM 30 Wage Invoices are added and payments tracked within the progress payment portal. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software 4.1.3 Scheduling The Builterra Scheduling portal is an exciting addition to our platform, currently slated for release in the 2024-Q4 roadmap. This robust feature will support essential project management capabilities including: • Work Breakdown Structure (WBS) Creation, enabling users to define and organize project tasks and deliverables hierarchically. • WBS Scenario Comparisons to evaluate different project plans and select the most efficient approach. • WBS Baseline Management will allow for the tracking and management of project baselines to monitor progress against the original plan. • MS Project Import to WBS, facilitating the integration of existing schedules into Builterra's platform. • Integration of WBS task items with Bid Item Contract items, ensuring that project scheduling aligns with contract requirements. • Incorporation of Critical Path Method (CPM) calculations to identify key tasks and ensure project timelines are met. These features collectively aim to enhance project scheduling efficiency and accuracy, providing a comprehensive tool for project managers. s"W Contract Administration Sodwan 0 Resource Manager - Builterra 0 } F C 1 portel.bullterra.com/resource BUILTERRA 0 MD WWTP r H .slog Liquid Waste Services 1.1 F Sanitary Sewer `WW P r Northwest Langley WR4TP ▪ WPS1 ▪ WB12 ▪ Weser ▪ Wa03 Parks and Environment > ■ Project 0,111011 > • Solid Waste Services > r Water Services s Gantt Contract Items * AEE d Expand all [j Collapse all Critical Path a Excel export B Baseline NNE A muaa0n 2/282022 Hee P01612 Delmer, Im61201... 28282022 a Hlre owners Englneer FFD 2/282022 Internal review y Proiect De.. 6122022 HIM owners Englneer aFP 612/2022 Preliminary design 9125(2322 Ground improvement prelw 1211682022 3B21 contractor selection (12 121161.2022 Ground improvement 4 pyelo— 12116/2022 Dao contractor 0.110000 /0 11250023 9B9days E0 days 6a days 123 day, 122 days 134 days 241daya 240 days 271 days Permitting 1 approvals 782982023 447 days Design 10(22(2023 ase days — ❑ X Q A k * 0 L i 0101110 201®1 Account Lag art 02218CILIS ,L 1 Ot. 2022 Details Documents Name: WBS1 Description. Created By: MetroVan Admin Created Date: Apr 24, 2023 Active: Yes Pregress Type: Manual Last Modified: MetroVan Admim Apr 30, 2023 Example of current Builterra Scheduling portal showing multiple WBS with easy to use WBS Task Management and GANTT chart display. 311Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software The current Builterra WBS supports the creation of baselines, enabling the acceptance of actual start and end dates for accurate schedule comparison reports. Project managers can easily duplicate and modify complete WBS scenarios to conduct schedule and budget comparisons, facilitating effective decision-making and performance evaluation. To streamline collaboration and ensure proper approvals, WBS scenarios can be included in approval workflows, allowing for comments and approvals from internal and external stakeholders. Ca Contract Administration 5oftwar. x IP Resource Manager -Builterra 5 } F C O portal.builterra.com/resource BUILTERRA r DEMO • WWTP > • Sousing 0 In Liquid Waste Servioss IIWWTP 1 3 maty Sewer v WWTP r Northwest Langley WWTP G west ▪ W052 ▪ WB52 rev ▪ 5153 > In Parks and Environment > r Protect Delivery > r 4519 Waste Services > In Water Services Phase 2+0ONSTRUCTION Phase 2 4 CONSTRUCTION Phase 2+CONSTRUCTION Phase 2+CONSTRUCTION Phase 2+CONSTRUCTION Phase 2+CONSTRUCTION — ❑ X L,' Prarle v 70,1a1 v nccouv Log Oft Cont.,. Us C Gantt + Add p Ede 0 Delete c 014012111 Q Collapse all - utdent Critical Path Q Excel export n Baseline WASID NAME Preliminary design 2/2512022 136 days • Ground improvement B prelo.. 12/1812022 261 days ., 7 060 contractor selection 19_ 12/1012022 260 days 11 9 Ground improvement B prelo.. 12/1812022 260 days • C.0 contractor selection {R— 1125/2023 271 0041 :; ID Permitting B approvals 712912025 447daysl— ., 15 0 Design 18122/2023 352 days 1 ii 11 Detailed design 1312222023 352days ll 0 ..Cnnetmmmn 18112/2024 780 days I II jp 12 Construction 1011712024 780 days 0 , Closeout 12/5/2026 151 days 13 Test. endmmmissioning 12/5/2026 151 days 1 a • Details Tasks Contract Items Labor Equipment Material Documents Procurement aucue uuu c.onsrrucnon rvnase-� Excel Export 2.15.4:108.270.5.50.4.940 • Fabrication and Supply Pilot Equipment 255'.ICON 270.570000000• Construction Phase- 151 Construction 2.95 C270.520446008 • ConstruttlonPhase- Construction 26.7:1019270 5 70_4.450 • Construction/Installation - MAXIMS Mechanical- Equipment 2.59 e. 595 000 908 ConstructlonPhaee- Conlingancy 2 09 EON 270 5. 000.000 • Construction Phase - 1 1_5_3 ION 270_5_00 000000 - CONSTRUCTION BCLOSE•OUTS 1 L PHASE Construction Cctionn Phase • Procurement l LS 1.1270950 445 CPO • Construction Phase • Procurement 1 LS 1.1270.5.50.446.340 • Fabrication and Supply Pilot Equipment l LS ION 270570000000 1L$ ct � cost 01590100000 0L5 1000 112, 00 O LS ELLo0 $129009.0.00 0 LS 8090 $12900900.00 0 LS 1000 42,000,000.00 OLS 10.00 4 The current WBS supports non -bid item contract items and quantities, people and equipment attached to WBS Task Items. 32 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 4.1.4 Task Tracking Builterra's Task Management solution empowers project teams to efficiently assign, track, and manage tasks at both the project and inspection levels. With the ability to assign single or multiple templated tasks, the solution ensures that critical requests from the field, such as deficiencies, issues, or change order directives, undergo a formal review and approval process. The mobile app integration allows for seamless task assignment and provides inspectors with the necessary tools to capture and document tasks in the field. The key features, benefits, and highlights of Builterra's Task Management solution are outlined below. 0 Contract Administration Soflwzr.% Prjxtz- Bwlterra E 4 C O portakbullterra.com/Projod2?Pr rectID=24850 ® New chat BUILTERRA Northwest Langley W WTP 10. ® 0ash2oard Q Project > 0 Tenders 111 Payment certificates > ® Inspections > . Documents ® Tasks ® Requests kr Information > ® Submdtals > ® Meetings Transco mals Quick Links Workflow Tasks Training Document O Photo Ad hoc Inspect Map Reports Search Northwest Langley WWTP-Ruth X + — ❑ X metrovancouver Profile v Portal v Account logon Contact Us G Drag a column header hereto group its column + Add a Delete E. Excel Export C PDF Export C Calendar Columns Task Name Description - Status Assignetl ip = Due Dae ? Completed By ? elutes CO3 Get approval for this extra work. Closed AzaBuilterra 202306-290017 MelroVan Admin Approval sent via Change Order Inspection New Task under Project Non Inspection Task. Gel safety checklists from sub contractor 1=1 NealthSalely0emo Admin asap. 20.2304-273520 MetroVan Admin Create New Change Order ln the Add the x0310 the PC for Manch ® Chos Robbing (0) PC 2023. DETAILS DOCUMENTS PHOTOS Name Create a New Change Order In the PC D escription, Addthe CO3 tothe PC for March 2023. Assigned To: Chris Ste0bing (B) Create, Date: April 27, 2023 Status, Achve Active: Yes Private: Na D ue Date: ApriI30. 2023 12 00 PM Reminder: 1 Day (2023-0429) CCTask Creator. No Last Modified, MetroVan Admin: April 27,2023 20210.30 15:00 Task Management portal showing assigned tasks and their status. Calendar view also supported. 33 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 4.1.5 Workflow Builterra's Approval Workflows streamline the process of managing inspections, progress payments, change orders, and other project documents posted in the repository. The system enables sequential email notifications to ensure that each required stakeholder is promptly notified when their review or approval is needed. This efficient workflow reduces delays and maintains clear communication among all parties involved. Additionally, Builterra allows users to add signatures to their approvals using their profile signature image, providing a formal and legally binding method of sign -off. This comprehensive approach ensures that all approvals are tracked and documented systematically, enhancing transparency and accountability throughout the project lifecycle. One of the key features of Builterra's Approval Workflow solution is its seamless digital approval capability. By digitizing the approval process, project stakeholders can review and approve inspections, bids, progress payments, change orders, invoices, and other project -related documents with ease. Customizable approval flows allow users to define specific approval steps and assign roles to ensure the right individuals are involved in the process. 0 Contract Administration Softwa• X R. Workflow Manager - Builterra X - 0 1 portal.builterra.com/Client/Workflows?Clientne1447 New chat BUILTERRA ADD TEMPLATE ADD GROUP DELETE Metro Vancouver v Design Drawing Approval Model Review v Construction Workflows Invoice Reviews Progress Payment Approval WBS Schedule Approval Inspection Approvals Change Directive from Field Change Request from Field Change Order from Progress Daily Progress Inspection Change Directive from Field Ratification Complete SAVE AS TEMPLATE ❑ X a. L # * 0 S i Pratte v Portal v Account Log Ott Contact Us C) + Add a Delete Title Email address Pdodty Contract Administrator jeff@dendprojecleoro 1 Project Coordinator tbaal@buillen-a can 2 Project Manager mvedmin@builterra.com 3 Sequential approval workflow configuration. Real-time collaboration is another highlight of the solution. Project teams can collaborate and communicate effectively, discussing approvals and resolving any issues in a timely manner. 341 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com DAILY INSPECTION REPORT City of La Quinta RFP CLQ07232024 - Project Management Software Automated notifications keep everyone informed about pending approvals, ensuring a smooth and efficient process. Oigdal Patnways (or Civil Engin X a pruieets-Beinera / L' po rta Lb uiIterra.com/Workfl 03) BUILTERRA Default DELETE Mywmmgwa❑ Open O0Ig Date From Date To Protect DEMO -USA ManICI901:TF042]-NO... ii= C[FAn + Add ? Ed/ Q Delete Protect TL041]-NOd01e01 Parkway Overpass X WorkFlow-Builterra X O Approvals-Builterra X } ❑ X Profile v Portal v Account Jog On Contact Us JE 0 Apply Template 041101 - Name a status a comments Dotty Request Marimpa Admin Earthwork May 2021.p22 MEM Review this Calculation Individual 01343812/2023 + Add ? Edit d Delete EcemstFF Jeff 230PS Chris Stan. Jordan Wessel Priority L' Reminder C Save asTemplate Status Comments 000103 / Looks goad Pmue. Status 0312/2314:30 03/1/231444 0312/231430 03/1/2322: SO OW/231432 Rama 134a Review current workflows and their approval status. Project managers and administrators can easily monitor the progress of approvals, access historical records, and track any changes or updates made during the process. 03 Barnard BUILTERRA Outstanding Apptunab II EI...D.re Ndm192Admin Ilwwm O..eo.mo l.Ftay.reemm IMYnP Pmka DXge INAdm Auttln evnoe Pro,.Immo meirove sorron X+ alxv23lA.1 2eep4 . McDeelte dnardeOrner- 0212131403 0100.0 cr., 1r3. intern 22o10 0,22131E21 A{TIg20113 llrvWn nape 5...o -rd. tar WEv1. IS Pmxreviewlnisvn®ue Nonnwesnam•A YMTP Nnrovp Annelle MANIAS, 0612v22 le 20 ▪ D. O 0■ 00■ 00. O 0■ v — ❑ X %cdle Purelnawm lmon wn/rtL ■ 6 !31 Approvals dashboard showing list of pending approvals and a preview of the document. 35 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software By leveraging the Builterra Approval Workflow solution, construction companies can significantly improve their efficiency, reduce approval time, and enhance overall project management. With streamlined approvals, enhanced collaboration, and automated processes, projects can move forward smoothly, ensuring prompt payment and reducing administrative burden. 4.1.6 Document Control The Builterra project centralizes the management of all project documents, RFIs, submittals, bids, and inspections in one unified platform. This comprehensive approach ensures that all project - related information is easily accessible and organized. By consolidating these critical components, Builterra enhances collaboration and communication among stakeholders, streamlines document tracking, and reduces the risk of lost or misplaced information. The platform's intuitive interface allows users to quickly find and manage documents, monitor RFI and submittal statuses, track bid progress, and oversee inspections, resulting in a more efficient and effective project management process. One of the standout features of Builterra's document management system is the enabled approval workflows. By automating the approval process, you can streamline collaboration and eliminate the hassle of individually sending out documents for review. With real-time updates on approval status and the ability to receive comments from reviewers directly within the platform, you can ensure efficient and transparent collaboration. 13 Contact Administration 5600,ar M W 60:126,,. Home X I Project[ - Bunter X QI U0422 - Northern Pare. 0 i portal.b1iIterra.con,/Project2?ProjectID=23286 H UI LTER RA TT0427 - Northern Parkway Overpass ap 0 Project > 0 Eels > ® Progress P97111e105 > ® 1ns6202ions ® Documents > `64s IN Contract 04cpment0 > r DESIGN Inspections r Borehole Log > in Change Directive • 2urham > ` Compressive Strength > r 00:2 concrete Load in Daily Duty > r Granular Density Compaction Quick Links 0®®0 •.ckkllow-asks -reining Doane -Am Il 0 ❑ X 4 A {7 0 L .� Profile Y Portal m Account Log art contact Us 0 Delete l Download a Pename (, ono Tom o am O+ Snow All Files 1Item selectee x ._ p rldily Di, M. PROGRESS Search DAILY PPDGP... p - nr wlk 0 STATUS DATE MDDrreD near ® 25nv 1300,551400,, Open Jan It 20231255 a j lina'n-Normem Parkway anettess-20230111PNG en 11,20211250 0066.8 In TTOa21-norinarn Parkway 0rerpass-20230111PNG 20,1,2023129 058 Mn In iina2l-norinarn Parkway warpass-20230n1LNG Jan11, 2023029 006 ME In nla21-Normern Parkway 0rerpa56-20230111 MG 2111,2023129 0736.0 d n1a21-Normem Parkway 0uarp9M-20230112jrg .1 231009 082 MB in T70427-1kD1mem ParkwayM.40049s-20230111j20 22112,20291019 1.02 ME Project Northern Parkway Overpass Form. Daily Diary Inspection: DAILY PPOGPESS 1 Inspector: Llencopa : Date: MOO. E:5T.24 24 PM Caption: Temperature Pange [•01:35 -as Wlntl 12 The key benefits of Builterra's document management system include centralized document storage, improved efficiency in document organization and retrieval, enhanced collaboration 36IPage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software through automated workflows, robust version control, and a detailed audit trail for compliance purposes. Experience the convenience and productivity that comes with a centralized and streamlined document management solution. Bid Documentation Builterra Bid Documentation streamlines the preparation and management of bid tabs and associated specifications and PDFs. It provides a standardized approach to creating bid documentation, ensuring consistency and accuracy across all projects. Builterra enables the easy integration of bid item tables, detailed specifications, and relevant PDFs, making it simple for consultants and contractors to prepare comprehensive bid packages. This feature improves efficiency, reduces errors, and enhances collaboration, ensuring that all stakeholders have access to accurate and up-to-date bid information throughout the bidding process. Bid Package Preparation The Builterra Bid Package workflow streamlines the creation and management of bid documents, integrating seamlessly with procurement and progress inspection processes. Here is a detailed summary of the workflow: 1. Standard Bid Catalog Integration: Users can leverage a Standard Bid Catalog, which includes predefined bid items and attached specifications, to create a new Bid Tab from a standard Bid Tab Template. This ensures consistency and accuracy in bid item definitions across projects. 2. Bid Tab Template Setup: The Bid Tab Template is pre -configured with bid section groups and tables, ready for bid item entry. Users, whether internal city staff or external consultants with project access, can easily build the bid tab based on design quantities by either manually entering data or importing from Excel. 3. Real -Time Cost Estimating: As users build the bid tab, cost estimating occurs in real-time using historic bid tab unit pricing that has been previously uploaded. This provides an immediate and accurate estimate of project costs based on past data, enhancing budget accuracy and reliability. 4. Addition of Bid Documents: Users can supplement the bid package with additional documents such as reports, drawings (PDF), and contracts. This ensures that all necessary documentation is included and ready for handoff to procurement. 5. Bid Tab Export and Submission: The completed Bid Tab is saved to an Excel file, facilitating easy import into the eProcurement solution. This same Excel file can be shared with contractors for unit price entry and submission back to the owner. 6. Cost Estimating Feedback Loop: The submitted contractor pricing feeds back into the bid cost estimating solution, enriching the data pool for future projects. This continuous feedback loop enhances the accuracy and relevance of cost estimates over time. 7. Progress Inspection Integration: Once the bid is awarded, the project is ready for progress inspection using the Builterra mobile app. The app is configured with a typical daily diary form, enabling efficient field data collection and integration with the bid items and contract quantities. 371 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 9. IR Digital Pathways for Civil Engin 0 Projects - !Midterm 0 Igt 1110427- Northern Parkway U 0 -I- e e portal.builterra.corn/Projeot2?ProjectID=23286 BUILTERRA 1170427 - Northern Parkway Overpass ©® 0 Dashboard iJ Project 0 BIOS ® 2021-009-TT0427 Northern Parkway Q 2021-009TT3422 Northern Parkway Estimate Only > ® Progress Payments > 0 Inspections > ® Documents 5 ® Tasks 03 Requests for Information 5 ® Snbrnrtala o Meetings O Transmntals Quick Links 121006 Workflow Tasks Training Document 813121CI Photo Adhoo Inspect Approvals Project: TT0427 - Nortnem Partway Overpass Tender: 2021-009-T70427 Northern Parkway Addendum No.:1 Created By: Jell Lyons Last Modified By: Jeff Lyons on July 31, 20247.00 AM Closing Date: 6/16/2023 5:00:00 PM — D x 0. * 0 Profile Portal sr Account Log ON Contact Us (.2) Summary Section Name Nems Cost Estimate Coffman Specialties Inc Jirrrs Contracting Infraworks Inc. 100: Site Preparation 27 33,578,53128 02508,531 28 3000 $0.00 200: Earthworks 7 01,664,114.00 81,667,489.00 56,000.00 84,500.00 300:Granulars 5 5447213.00 0447,213.03 8000 50.00 400: Traffic lighting 67 82,721,399.92 02,721,399.92 30.00 50.00 500:Concrete 18 02989251.40 52,984851.40 30.03 50.00 500:Steel 20 03,499,892.90 53503,727.90 30.03 50.00 600: Sewers 18 $2,789,639 00 82,837,339 00 30 03 50.00 700: Paving 9 34,65147350 $4,651,473.50 $003 50.00 Sub -Total Contingency 122271.515.00 022,429,435.00 06,000.00 $4.500.00 52,227,151.50 005-10101 524,498,666.50 024,672,378.50 06,800.00 04,950.00 Col 80.00 50.00 $0.00 50.00 001 Items 3 3500 88,09500 3003 SO CC CO3 30.00 00.00 .-- 00.00 80.00 TITLE STANDARD DOCUMENTS CONTRACTS DRAWINGS REPORTS Document Description IFC Design Package. pdf Preview ® Dill di 111 m Edit Drawings This comprehensive workflow not only streamlines bid preparation and procurement processes but also ensures accurate cost estimating and seamless transition to progress inspection and project management. 381 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Bid Item Catalog Builterra revolutionizes the bidding process by offering a standardized catalog and a centralized database that ensures consistency and efficiency. With Builterra, unique items in your master list are standardized with the most up-to-date cost estimates, enabling you to maintain consistent item codes, descriptions, and enhanced properties across all bids, regardless of the creator. Gone are the days of manually compiling unit costs from multiple Excel and Word documents. Builterra provides the quickest and easiest way to create a standardized schedule of unit prices. You can effortlessly drag and drop items from the standardized catalog within Builterra or import them from Excel, CSV, or CAD files. Another valuable feature is the ability to attach specifications and details to contract items within the platform. By including relevant specifications and details, you can ensure that they are included in your bid package, providing contractors with all the necessary information for accurate bidding. G Digital Pathways for Civil Englr Projects- Builterra 11 Amnio - Dudt_rra 4- 3 0 0a portal.huilterra.coin/tlserManagement?Client) D=1397&StartPage=Edit BUILTERRA DEMO - USA Municipal © users External Users O Groupe ▪ Roles ® Pro01e ® Images/Files Backup El Training Status > ® General Settings > ® Inspection settings Bid Settings lb Catalog Manager Contad Management C Documents Manager mi Lookup Lists Ci Progress Payment Templates C Pay Item Manager MI Quick Template Create Speuncations Manager 1 Standards Catalog Manager ® p❑ EITIE1111 s > r Arizona DOT Ele Catalog > r 0101130 Design Takeoff Catalog v r Maricopa Count/Bid Catalog tl 100:Site Preparation 200: Earthworks MI 300. Granulars MI 400:Traffic Lighting 500:Concrete Ili 600:Sewers C 700_Paving > In Mesa Master Bid Catalog + ❑ X lar 0 0 ill v Portal v account Lanett Contact Us ITEMS CONFIGURATION SPECIFICATIONS DOCUMENTS + Add 01` Edd n Delete _ - - - Lookup uses Duplicate O Clear Index 111000de Qesmprion units 301.01000 Subgrade Preparation SY Ebbgmd0 Preparation for 2 301_02000 Full Depth Pavement SY Rehabilitation 301.02010 9rbgraee Repair Allowance (Contingent) Subgrade Preparation, 4 30110011 Shoulder Butte -up, CY Contingent Item 305.00010 Geogrid Reinforcement, SY MA0 306 fi 306.01004 Lime Slurry with Fly AshSY stabilization, 4 in Depth 306.01009 Lime Slurry with Fly Ash �, Stabilization, 9 in Depth 30B_02000 Fly Ash, Class 0, AASHTO Ton M-295 309.01004 Lime Sl urn.Stabilization, 4 SY In Depth 10 309,01000 Lime Slurry Stabilization, 6 SY In Depth 30902000 Lime Hydrated Ton Quantity 1.010 1 The standard bid item catalog is created to streamline bid item entry for both internal and external users building bid packages. 391 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Bid Item Specifications and Details Builterra empowers you to create comprehensive bid packages by allowing you to attach written specifications and drawing details to individual contract items. These attachments are crucial for providing contractors with the necessary information to accurately bid on the project. With Builterra, you have the flexibility to add, modify, and update specifications as needed, ensuring that your bid package is always up to date. One of the key features of Builterra is the ability to include pre-set specifications for your contract items. By adding specifications to the contract items before including them in the bid package, the specifications are automatically included in the bid package alongside the contract item. This streamlines the process and ensures that all relevant information is readily available to the contractors. Builterra also allows you to modify specifications even after the contract item has been added to the bid package. This means that if any changes or updates are required, you can easily add or update the specifications accordingly, ensuring accuracy and flexibility in the bidding process. ra F 01BUILTERRA Contract Administration Softwar: x 11 Bui.terra Home x IRI Specification Manager - 6llterra x + 0 1 portal.bullterra.cont/SpecDoc/Index2?ClientID=1397 Q L * * `jam Profile Portals Account Log Off 0 S , Contact Us 1L Lode rams Tea Add Spec Add Group Delete In DEMO • USA Municipal J In City of Mesa 2021 In MAG Uniform Standard 2021 6 615 -SANITARY SEWER LINE CONST G 615 SANITARY SEWER LINE CONSTRUCTION el Internal Notc External Special in + e •i i-, E ® r, a 0 O CC B Q Save New Open Jndo Redo Image Table Link Comments Header Footer Page Page Find Local Preview Setup Number Clipboard SANITARY SEWER LINE CONSTRUCTION 615.1 DESCRIPTION: The construction or extension of sanitary sewer lines shall conform to the applicable standard specifications and details, except as otherwise required on the plans oras modified in dse special provisions. 615.2 MATERIALS: Pipe used for sewer line construction, including specials, joints, and gaskets, shall be according to the following Sections, or as modified by the special provisions. • Reinforced Concrete Pipe (RCP), see Section 735 • High Density Polyethylene (HT)PE) Pipe, see Section 733 • Steel Reinforced Polyethylene ISRPES Pipe, see Section 739 • Polypropylene Pipe IPPI. see Section 740 • Vitrified Clay Pipe IVCP), see Section 743 • Polyvinylchloride Pipe (PVC), see Section 745 • Ductile Iron Pipe (DIP), see Section 750 615.3 TRENCHING: Trench excavation shah be accomplished in accordance with Section 601. except as specified below. or as modified , ... . ...... ..... • • 1 [Tma 16 [ • [ So . l Parag1 I Ioai >_ • _ Page 1 of 0 1 Optional Feature: Design and Construction Standards (Word or PDF) can be attached to the specific bid catalog items to streamline the content of the bid package to only include specifications which apply to the items included in the bid contract. 40 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Bid Section / Pay Item Table Editing Builterra offers a user-friendly bid section editing feature that simplifies the process of creating a schedule of unit prices. With the ability to review imported tables from the bid template, select catalog items, and drag and drop them into the pay item bid table, users can quickly and easily build their bid sections. The section editing feature follows a standardized approach, ensuring consistency and efficiency in the creation of bid schedules. As items are added to the pay item table, a cost estimate is automatically generated, providing users with real-time cost calculations for the added bid items. Builterra's section editor also includes additional features to enhance the bid section creation process. Users can import data from Excel, allowing for seamless integration and the ability to leverage existing data sources. The item cost sharing or splitting functionality enables public owners to allocate bid item costs among different accounts or project numbers, facilitating accurate cost management. h. 0 Lone. +Enistanal55m,: 0 0 Projects - Eukaga b Q Trw27-1.ormu0Panw150, 68100 Ba kern-10erra 9 + 5- 1 O di. laortal5uiltaracorn/renderltemsi,eMedU=6256 BUILTERRA I2800®00 11 ®®UU 1 ® 2021-310-TT0427 Northern Parkway 8 1 W.90e Preperakim rks ▪ TrNRcwll�ning o 5-E00: Genese B 1-1033WN B 2-300:3e9f9 ▪ 1-900:11005 oom:ot the 0010 le. M Profile v Portal v PAT ITFrAS CONFIGUPAT101e IAlPa1T STANDARD FUD 000016Fn ES C091 Fara. PancunC cosi EXARuwC sen MULE ( +Add ! Eat ] 09I419 ei Duplicate a Clear 0 Bulk Edlt ■ Enable Special G Enable Spens Frerlew V Aide -1111 r` Undelete secgm SOO.Cmcrem -©®®®11111® T 101.0101 Portable Concrete EarM PCB ,r c s Account Lag Gtr Cont.. �G InLea hea 340 01165 309 01103 Angle Curh ADOT STO COS.10 Type Grb6Gutter emaT[- GSlo..Type c or G, 0,1 in ouami0 Unix 1 Concrete Cub 6 Goner Transition a 3E0.01100 16000 ALE" t-0513T,peg a Sap 0119 cu. end STD GtOk wld[II G er 77 TypeC 6 �1.6 Con,. rim garnT, k Concrete Paver Stme COO ETD b 6 3E2 01202 323 [ode pex�6on B .1.W. Portable,masts eaFw lblocalbn E 102 0,105 Oleft Fauna., ■ 9 50501335 clue s cmcrete Fc=3500 SPL.OIW Dulled ShaftFomdrtlon,3h Dlanerer 10 50501335 Blas sconamo Fc3500 502.0100 onkel shah Femmtlon, as X Dame. 12 505.013E5 ClausCorucrete W54500 104 CWIlk Shaft Fandrtlon,A X Diameter 13 50.5.051.01 NaN earner won .,5°''' LF g F. -mg 2, 1 Bumf Aoor c r o s2 502.0 t04 called shaft Ronda -non, asfl name. SOS C5H2 421n Portable Carraeln Banff 24500 LF 0 105 000. Eh. Pemartlan,SX glmehr t5 50.505195 Folpng a s fl curter Oetalk Al +�6Ep L 50 To ;WS 12060] LF SF SF LF LF CV CV CY Concrete Sarned Transillon /.055 C- 16 505 0.55 Bid items can be selected in the lower panel showing bid catalog sections and items, ready for drag n drop into the bid table. Keywork search of bid catalog and/or historic bids is possible to filter this list. With Builterra's bid section editing, users can streamline the creation of bid schedules, reduce manual effort, and improve accuracy in cost estimation. The intuitive interface, drag and drop functionality, and integrated cost calculations make the process efficient and user-friendly. 411Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 - Project Management Software Bid Item Cost Estimating Builterra's cost estimating feature goes beyond simple item code or description matching by utilizing a centralized database of historic bid unit pricing. Unlike other systems, Builterra's estimates are based on a wide range of factors, including enhanced attributes and design properties of items, allowing for more accurate and comprehensive cost estimation. The central database stores historic bid data from past projects, providing a valuable resource for cost estimating. By leveraging this database, users can access a vast pool of unit pricing information, enabling them to make informed decisions and generate more accurate cost estimates. Builterra's pay item tables offer enhanced attributes that can be utilized to improve the estimating process. These attributes, including design properties, enable users to apply principles of Building Information Modeling (BIM) to their cost estimation, resulting in more precise and detailed estimates. w Cantua-t.rnmstraton3e, n as 054=424.424404 n a 172427.R0r6,0P.a,a,m.7. a 100 20.041. - 0 00 EH C 53 portal. builtOm.conljend.Ilems1Ten0er0D=6256 BUILTER RA 800®00 ®®®1110E1®0 - ® 26va0a1T24271umrern P12«ay ▪ 1 100ma Pr,enrhol ®7 222 9artmma ® a 200. Branders ®4 430. Traffic ug21149 In 5-50609v010 In2.430 5104 B 7.600 50.158 In 4.204 024.73 Swtbn: 122: Come. Gout 523 0102 5 511109 302.0101 5 11104 502.0105 111116. 4.11.0.0 11,10£580 PAY IT E. f [211 1104 0001114102 On800 tl4RF0MaIbn 2.51t 01am0154 On441110 Fo4da0on, 3 fl 0441.1.1 00e935h10F4.e4920n 3611037,131. onled shalt Rn2dalun a fl memo. OnIe01Shalt Fomdaaon 5 fl0amn.el 1 12 13 14 15 16 * 0 • 9r0M11e . P.141 . 6 ,0451 100 off CONFIGURATION IMPORT STANDARD 6ID DOCUMENTS COST ESTIAIKRE PRICING COST SH.ING SCHEDULE C Ras. 0000.00i07 0041120 Mil Coal &cMMP7k! 00035 510,941.0400T5R100510 777•P 770 516,90 012705.00 001.110 Compete Curb. 0.IMP00TC65.10 Type or 7-10=3 in 5443 916.00 0105.458.00 .0,019II6 eolraee curb a gutter Transit. MOT 041.10 Type 3 165 425.58 1141520 0;,480 0206 rd 21mrvr4dewtlm almrm0T010 o14n Type.0 420 890.00 61310.02 4M011 COP.. Median Paving .1. inT 114.ADM STO C8910 59 949.00 9¢01200 Petals Conc.. POMP 3104410005707195 3166 510.20 57366000 pet i3 Portable Cono4H Barrer POB 65080 90.03 21.976.10 0913011 Portable 0010010 Beton B630m01 704 910.20 9724.00 r0;t0119 Clan 0 concrete 70.2100 2395 2520.58 21,197,520.22 090414 Class Concrete FCa500 557 9100.00 92935MM 141090 Class 014.04010 11,4500 1541 417509 41,07900 2012112 pap 00/22/10 F0.2500 1298 5315.00 1036750,00 gala 32 in Concrete N.R6amm #4l routing 2.50002m 40050.10.52 1153 940.00 9.46.120.02 0etailh 22 In portable 501058e1111e1 440 495.22 272822.22 25101 34 i222.41300 22e5201 .401 11220110 9.541200420161151 4946 244so 6'25,2¢000 251305 Con.em Barrer Trensroon P0OTC-10n 4 9!00000 914000.00 Petals 52,10901180 Cost estimating is real-time as bid items are added to the bid table. Builterra's cost estimating query (CEQ) functionality leverages project properties to further enhance estimates. By considering project -specific factors, such as location, materials, and labor rates, the CEQ feature ensures that estimates are tailored to the unique characteristics of each project. With Builterra's cost estimating capabilities, users can benefit from a comprehensive and data - driven approach to cost estimation. By tapping into the centralized database, utilizing enhanced attributes, and leveraging project properties, users can generate more accurate estimates, improve project budgeting, and make informed decisions throughout the project lifecycle. 421 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Inspection Logs and Photos and Reports Mobile App Mobile App The Builterra Mobile app is available for both iOS and Android platforms, providing field inspectors with a user-friendly interface for conducting inspections online or offline. The app offers the convenience of capturing geolocated data and photos directly from the field, enabling inspectors to instantly generate detailed PDF reports, Excel spreadsheets, or Word documents using the secure Builterra Web Portal. Using the Builterra Mobile app can lead to significant time savings for inspectors. For example, if each inspector saves an hour on each inspection throughout a three-month project, it can amount to approximately 60 hours saved per inspector on that project alone. This newfound time can be utilized for various purposes, such as administrative tasks or taking on additional projects. 0 423/®®• 0+10=5. 44%4. C7 BUILTERRA Sign In to Continue > � . 4'241.t . 0204:. 44%e 4 Account/Project Selection $ . t t . o 4:268U 0 . 04:.0 ,J. 44%1 f Project Map 1.,:, _ Morthern Perkwry Overpass — --- . e 6 A 424B.m' 0x10 'i44%. 4 Project Map - -• r' t ® ; Sca t CaY - i' \ ' , ; . aV{( ! ' U a - • ENA R V-1"..1 r l /� t.. Cicme i ,.,e�S� ., ^., c is,-, • +.'(/�� .-"'"- -3*aj . !' A.c .. 4:^ •'' ..C, er,`•.-7`' -3 R '',fit.. -B''Y' timJ� • .' i !' _ -. B ¶ 0:-• ,)4 •. 7 arm ..r.', ° yr'r*r.:;:091 A!. Select Account DEMO-OSAMuniti9al • Current Project Commercial Core MC-20230916124 East Linda Lane Rehab Higley Road Improvements MC -2022.1930128 Home Site 809198133 Mesa Drive MC -2021-3029125 Northern Parkway Overpass trann129 Oakwood Creative Care MC.2021 2229122 Road Rehab 2O23Ot9� Email Address Password C..2., ER tel a`Coginmay. Microsoft Login 111 p { 1 it A# Builterra App showing Login, Account Selection, Project selection by list or map. Key Features: 1. General Field Inspection: Capture geolocated data and photos from the field, and generate detailed reports using PDF, Excel, or Word formats. 2. Contract Progress Inspection: Conduct inspections based on daily progress, specifically focusing on awarded bid items. The collected quantity data can be utilized to generate payment certificates within a specified date range, such as weekly or monthly. 431 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Contract Progress 3. Inspection Dashboard: Submit inspection data and photos in real-time using mobile devices, allowing project members with access to view and edit the information using the Builterra web inspection portal. 4. Inspection Review: Completed inspections can be reviewed and edited through the Builterra web browser, ensuring accuracy and addressing any errors or mistakes discovered during the project. 5. Inspection Approval: The mobile field inspection process generates comprehensive PDF documentation incorporating project data, field -collected data, on-site photos, and attached documents. These inspection reports can be easily accessed, viewed, and approved via the web portal by both internal staff and external stakeholders. By leveraging the Builterra Mobile app, field inspectors can streamline their inspection processes, improve efficiency, and enhance collaboration among project team members. The app's integration with the Builterra web portal ensures seamless data management and facilitates timely approvals from relevant stakeholders. Contract Progress Inspection Builterra's Contract Progress Inspection feature simplifies the tracking of installed contract items and streamlines the generation of payment certificates based on collected quantity data. With direct access to awarded bid items during inspections, you can accurately monitor progress and generate payment certificates efficiently. The intuitive progress dashboard provides real-time gauges to indicate actual bid item completion percentages, enabling you to stay updated on project progress. Additionally, Builterra offers customizable attributes to enhance reporting and dashboards, allowing you to create tailored weekly progress or quantity reports that align with your project requirements. 441 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com • City of La Quinta RFP CLQ07232024 - Project Management Software 407 B.m. Farm Northe,r, Parkway°rerpas: aaoew4¢w Ali Forms: Contractor Dally Report - MTO C545 -Precast Concrete Culvert Daily Concrete Load Dally Diary Dally Work Report - Durham Dally Work Report - Mesa Daily Work Report - MTO Dally Work Report - Sample Deficiency List - Durham Document Submittal 438E00 • •- Form B • 401,a CZ Search Reporn.. DAILY PROGRESS 1 By me e99aadrronpbuilia.. cool 912923-0,01 DAILY PROGRESS 2 By Ih9na@hallern.cam 00 2323-01-08 DAILY PROGRES53 E Y Ihm ^4Cerniemesam nn209191-15 DAILY PROGRESS Ey Ihd, Irerreoso en 2023-0,-22 DAILY PROGRESS 5 Ey. IholIlerre.con, on x02131.29 DAILY PROGRESS 6 er:IhoeustailIore.c0measen32.05 DAILY PROGRESS 7 E Y' Ihonc@Grillxra.com on 2323-02.12 DAILY PROGRESS 8 Ey. ihmrsgwillof a.eam on2D23-02-19 DAILY PROGRESS 9 EY IhnnsWbunierreoarrr on 2023-0226 DAILY PROGRESS 9.1 ey_ maricopammin@a.4lrem cwn on Yon -cam .40 a o Open nrof, Closed Map O 411 • a.to B®l1• E Form 0 DAILY PROGRESS 1 Edit Parent Form view PDF Report 511b-inspeetons 1 Please select a table .2 • E Form B K O •1 41 i, Update OENEBAL METAit3 PHOTOS inspection Time Stamp o w New River 8032 1.1111302 33.7113422 ..6n29urle • ".2 101245 Weather 830/0483 clouds Wind. 7 kin,ilr -3 ° Report Name DA LYE000RESSl Internal Notes WEEK 1 Builterra App showing all Forms in List View and Daily Progress "Parent" Forms open for editing. 45 Wage • 449 B•® - E Form e.9"'. 41%a update GENERAL MEWLS Temperature Range (° F) OS to 95 PHOTOS Wind 12 the be get 1 2 3 4 5 6 7 E. 9 E} g w e r t y u lop a s d f o h j k I !R1 x x c n b n m C1 Etpholnimj i2 4:52 BIM • eK9=--. 41 DEMO - LISA Municipal Narthem Parkway O pose JII� III El= 11®�I P801001 Form Tasks Demi-nem Settings Help 0 0 My Recent Actions Name: DAILY PROGRESS Fenn: Pally Dory Elided on 2023-00-14 Builterra Parent Form Details and Photos. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Builterra App Form showing Data Entry Templates used to enhance data entry for repetitive entries. .? sal mown• ■rG a398.,_ mora .a rh ... m m a...,..o.r. X Mum Albums 0 f — d'.59 Gtu- 949z,n 39%. E Form Doo .Or- Y oo.. 3ooi E Form Ii DAILY PROGRESS 3 aAA{'®- E Add Template ID DAILY PROGRESS 1 0 DAILY PROGRESS 1 El DAILY PROGRESS 1 Paving Crew Dozer B HourslEqulprrrenq 2 wndSplours Paver B HoursiEqulpmerel 2 Send Betimes Foreman Hoursµaearl Paver Operator 10 Hoursltaborl D0EelOperatGr 10 cams Ireton Edo Parent Form Edit Parent Form ' View PDF Report rW ..i -op d MillINIMMIE Sub -Inspections Edd Parent Form View PDF Report Please select a table All Drafts Oaity OVaMnies Equipment10 Labe Materials Survey Paw Control work Performed / Inspections Templates Cancel Sub•Inspections Please select a ta:,, Sub. Inspect ions Templates Select a Table Above { o - - Selo Tempore Paving Crew Sewer Crew 0 DRAFT (0) SEDe(01 O�y Caption: Curb and Goiter 18 1 l Ill Builterra App Form showing Data Entry Templates used to enhance data entry for repetitive entries. 46IPage Remarks sub -Table entry with photos can be added throughout the day. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com .? sal mown• ■rG a398.,_ mora .a rh ... m m a...,..o.r. X Mum Albums 0 f 5':00 MOM• 049K13et4 E Form iI 50l 0ilm- 149••4139,4 E- Form sumo ea, Ego! di. ■.L9 -..... 3ak1 E Farm a,arrrle , Ii DAILY PROGRESS 3 DETAILS PHOTOS DETAILS PHOTOS Description* Added concrete sidewalk m road widening at Station 100 to 35CI Edo Parent Form rW ..i -op d MillINIMMIE Sub -Inspections View PDF Report Work Performed, Inspections _ .— - i -� q 350 3.0 330pm ••• 1 2 3 4 5 6 7 8 9 0 g w e r t y u i op a s d E g h j k I 0. z x c V 6 n m Q" till �.,M1(u.r y,l Add Work Performed f DRAFT (0) SEDe(01 O�y Caption: Curb and Goiter 18 1 l g VIew treeMed A. (2) 111 46IPage Remarks sub -Table entry with photos can be added throughout the day. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software T. s 5078Ee{r• Ot0".J3o8o <- Formq T . . 1 5:078514 40OT}. MR E Form ...TatE T t . 5.c7'311,6• 140 K - 38%a E Form sawn 5076414• Form submit , I:1 DAILY PROGRESS 1 IJ DAILY PROGRESS 1 Edit Parent Form View PDF Report Take Photo Add From Gallery Craw alp DETAILS PHOTOS 010 DETAILS PHOTOS Bio DETAILS PHOTOS Select Bid 2021-009:70427 Northern Parkway Select Table 60 .: 900: Site Preparation .. 200: Earthworks .: 300, G ranulars .: 400: Traffic Lighting .1500: Concrete .: 500: Steel .: GOO: Sewers .: 700: Paving C01 Pay Items Near Me Select Pay Item Single Curb ADOT STD C35.10 TypeA Total: 776, Built. 525 Concrete Curb &Gutter ADOT C-05.10 Type C orC-1 1-1.51n Total: 6845, Huilt:1715 Concrete curb &Gutter Transition ADOT C.05.12 Type 3 Total: 165,011110 165 Curb and Gutter Variable Width Gutter ADOT STD C-10.77 Type C Total: 464. Built 100 COnCrete Median Paving 4 In Th Ick. ADOT STD C.05.40 Total: 59, 611:11: 59 Concrete Paver Stone COG STD G-328 Tota): 2106, 130.15 400 Portable Concrete Barrier PCB Total: 05680, 0015:0 Portable Concrete Barrier Relocation Total: 704, Bui1C 0 Class A Concrete FC=3500 Total: 2155, 30111-0 0.......0. Cnnerern 11=;Snn IIIO soh -inspections Daily Quantities Add Da :y quantities 5R1FT (o) SERVER (n) O Contract Items from Awarded Bid available in the sub -table. • 508 B0a4• 4 4. 9 .e., 369.1 E Form ...Mt r P . . 513Be4• 6693..33%. 1.6111: ,,. T if • 5130514- 1049=•.33%6 t- Form ,• 00811[:4• ■49'41136.2 E Add Photo 019 90511155 090023 .01190 Curb and Gutter Variable :. 6 Cutter 41107 3T5 C-10.77 Type C 'COmracl Qty 464Lf Built Quantity:100LF Mew History Buih this inspec[ion:OLF Quantity Inspected (LF):35 I:1 DAILY PROGRESS 1 819 9E06112 0119505 Take Photo Add From Gallery Craw 340.01190 Curb and Gutter Variable 113 Width Gutter ADOT STD C-10.77 Type C Contract Qty464LF Built Quarlity:100LF Yew History Built this lnspeetioroOLF Quantity Inspected (LF): Edit Parent Form View PDF Report f - - - -' '-- ._ `--: - - y. .. _ Sub -inspections Daily Quantities Add Dolly Quantities OP1eTt11 SERVER (118 Quantities previously submitted 103LF by Maricopa Admin on Mar 5,2023 35LF by Jeff Lyons on Jan 1. 2023m Coment.Added curb end Ouner' Close Field IV ores: Added curb and gutter. 3qp-0119a Curb and Gutter Variable Width Gutter 11381 Sig olanrypec 0,y 35 Ll 111 0 ( ,..3ptipn 11010 0 C] Quantity can be added with details, photos and access to historical log and any attached specifications. 471 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Builterra's Contract Progress Inspection feature empowers project managers and civil engineers to track progress, generate payment certificates accurately, and streamline reporting processes. With key features like direct access to awarded bid items, real-time progress dashboard, customizable attributes, and adaptable reports, Builterra simplifies progress tracking, enhances visibility, and improves project management efficiency, ultimately leading to successful project outcomes. Mobile Inspection Reports and Approvals The Builterra Mobile App revolutionizes the field inspection process by streamlining inspections, generating comprehensive PDF reports, and simplifying approvals. By leveraging preset project data, field -collected information, on-site photos, and attached documents, the app automates the report generation, saving time and enhancing accuracy. Users can conveniently access, view, and download inspection reports through the mobile app and web portal, facilitating collaboration and real-time decision-making. The app also offers a digital approval workflow, eliminating manual paperwork and reducing delays by collecting approvals from managers, contractors, and consultants in a streamlined manner. In conclusion, the Builterra Mobile App's Mobile Reports and Approvals feature empowers users to streamline field inspections, generate comprehensive reports, and simplify the approval process. With key features like comprehensive report generation, mobile and web access, digital approval workflow, and efficient documentation management, Builterra Mobile App enhances productivity, accuracy, collaboration, and approval efficiency. Experience the convenience and efficiency of mobile reports and approvals with Builterra Mobile App, making inspections, reporting, and approvals a seamless part of your project workflow. 48 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Inspection Portal The Builterra Inspection Portal is a powerful platform designed to centralize field inspection data, streamline reporting, and provide valuable project insights. With its key features, including data visualization, API integration with Power BI, centralized geolocated photo storage, and attribute data source for CAD automation and BIM processes, the Inspection Portal empowers users to efficiently manage inspection data and enhance project workflows. From generating detailed reports to visualizing inspection data on Azure Maps, the Builterra Inspection Portal offers a comprehensive solution for maximizing efficiency and accuracy in field inspections. Contract Administration Soflwan X Projects -Ru ilterra X 1�s0 TT0427- Northern Parkway Ovs x + F j C Q porta Lbuilterra.com/Project2?ProjectID=23286 BUI LT ER RA T111427- Northern Parkway Overpass I® W ® Odelhoard P I Rea • P y a rm ala ® Inspectmne ® Tusks 3abmlaals Quick tlNn 0®O® al B e ADAIR, MANAGEMENT PROGRESS bequests for information Subminals Tasks nopettlons — ❑ X 0, A -4 * El 0 Profile >, Ronal Aceaum Ley Off Comac.0 G Forms DMA MAP }Add E. Excel Export ". Load All .me Inspector Photos DAILY PROGRESSI Mar pa admin 6Photos WEEK DAILY PROGRESS3 Jeff Lyons 3Photos WEEK DAILY PROGRESSd. Jeff[yenn 3Photos WEEK DAILY PROGRESS 5 Jeff [yens WEEK 2 DAILY PROGRESS 6 Jeff Lyons WEEK 2 DAILY PROGRESS, Jeff Lyons WEEK 2 DAILY PROGRESS8 Jeff Lyons <PFrrra WEEK DAILY PROGRESSO Jeff Lyons M=M MI= M=M MI= M=M M=M M=M M=M MEM 0. Columns Inspection DXe 2023-01.1 .0E1 21:12,01.H 0200. 21:123-01-15 0.20B 2023-01-220.00. 2023-01-29 B20E1 21:123-02-05 0.20B 21:123-02-1Z 0.20B 2023-0,19 B20E1 21:123-02-26 0.20B Project Dashboard showing Inspections by Form Name. Applied Digital Workflow Mobile Inspection in the Field 49 Wage Inspection Portal in the Office Dashboards Automatic Reports Design Integration AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com Documentation City of La Quinta RFP CLQ07232024 — Project Management Software Inspection Portal - Overview The Builterra Mobile App and Web Inspection Portal provide a comprehensive solution for efficient inspection data management. Inspectors can easily submit inspection data and photos in real-time using their mobile phones or tablets, which is instantly synced to the central Builterra cloud database. The web portal allows project members with access to view, edit, and analyze the inspection data, providing a collaborative platform for effective project management. With features like data entry, photo uploading, PDF attachments, task management, and contract item tracking, both the mobile app and web portal offer a unified experience for inspectors. The inspection data collected in the field is immediately available on the web portal, enabling quick review, reporting, and editing. The Azure map integration enhances data accessibility by geolocating inspections and providing map - based navigation for efficient data and photo retrieval. Furthermore, the platform enables the export of inspection data to custom or ad-hoc reports, ensuring flexibility in reporting requirements. mnfranndm.umaI salla.:. X P*d-Barer, K 3 MX127-Nrynnem P,* yOa X + ❑ X a portatbuitterra.coin/Projet12?Pro/ect10=23206 BUILTERRA MU) -NomrmPark ay Ov.. m W 13 E.dx Owdi arts if MP? raeN - sortw — nor Lop.' ■ taxi Sxnmurec Pmbox Inspection Portal showing all inspections in the Azure Map, themed by inspection form type. 50 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 - Project Management Software Contract Item Progress Inspection Builterra's Inspection Web Portal offers a powerful solution for reviewing and editing contract item progress during construction projects. With a focus on awarded projects, the Inspection Web Portal allows users to log progress on individual contract items within the centralized Daily Progress Report. This feature -rich tool enhances the management of project progress, providing a comprehensive registry of activities and generating customized reports to track and monitor progress overtime. C Y pabl,buenerruor, a,,aram<10.132C6 BUILTERRA M. IM.nhY9Y.�p� .W 0.3.1 EVA BOOR Leed. Iry a EQ c * LI L .. ems• .�. >w __. O SOIStstol 1 Inspection Portal showing selected Daily Diary entries in the grid view. Selected inspection showing data and photos captured in the daily diary form. gj c:nNxinaFX.Trewnsnn.e • £o,rgere •¢onrcxe x -• U. x + C p ebuinu remMaged12, oi&ruo.i3xa5 o ▪ Ask I. EA. Esuasod Lauda NOLIIPIVPRWI WHY ▪ 1.65•1111.1.1 T.�.n�. • Vsseenl Foy/As, IVO • xoff Lou. MISM MOM MEM MIZE 1 511Page Inspection Portal showing selected Daily Diary Contract Quantities. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com 0 IAa„ Hort Mississauga, ]nkvill: Il, 0 City of La Quinta RFP CLQ07232O24 — Project Management Software Photo Map Builterra Inspection Photo Map is a highly regarded feature that has been a favorite among users since the inception of Builterra in 2014. With every photo collected and stored in a central database, independently geolocated, Builterra Inspection Photo Map provides a dynamic and intuitive interface for visualizing and navigating inspection photos in the Azure Map environment. By leveraging geolocation data, photos are displayed as clusters on the map, indicating the number of photos in a specific area. This allows for quick and easy navigation and search for inspection data. The photo map offers various filters to refine the search, including project, form name, inspector, keywords, and user -defined attributes. Users can zoom in on the map to "de -cluster" the photo counts, revealing individual photo locations. The lower left panel displays the photos themselves, while selecting a photo provides metadata such as location, inspector, time, date, and attribute data from the associated form. Furthermore, convenient shortcuts are available to access the parent inspection or report, ensuring easy retrieval of related information. j :. .... x aa2rena Pholchlap-Builte•ia x + E 0 r [oita.r:::zna:om/PhotoMap r: Gm !i 0 e. 13111LTEn RA Filters Projects Forms Select Date Range Jan 1, 1906 In Apr 20 2027 Include Photos at (D, 0) [I l 1ppate i Photos 1.15 ,r61321 Hat Domload Inspectors PhotoCaptlon Photo Tag 1 1 0 co • 0 0 O, if .i. • 0 0411 awn 0 0 Lnely,h 0 0 • 0 Norwich Oassn [Fob C ryuga Grimsby Wes! Lineol Azure Map Navigation showing clustered points for every photo captured in the Builterra forms app. 52 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Configurable Forms with Custom Inspection Reports Builterra inspection forms are highly configurable and data -driven, allowing users to tailor forms to specific project requirements and client specifications without the need for programming. This flexibility ensures that the forms align perfectly with the unique needs of each project and stakeholder. Configurable Forms: Users can easily configure mobile inspection forms by selecting from a wide range of data fields, including text inputs, dropdown lists, checkboxes, and date pickers. This allows for the creation of forms that capture all necessary data points relevant to the project. a Contract Adminlrtraton 50108= X Adm0-Builterra X + E 4 C o portal.builterra.cora/UserManagement?ClientID=1020 01) BUILTERRA DEMO - Subsurface Utility ▪ Users External Users ▪ Groups ▪ Roles Profile ® Photos ® Backup ▪ Training Status > ® General Settings Inspection Settings G Lookup Lists ▪ E-mail Groups G Form Configuration , ® Bid Settings Inspection Form Configuration 0 8 > ® Catchbasin Condition > ® City Daily Work Report ® City Photo Report • City Structure Data ® City Testpit Data > ®Concrete Test > ® Contractor Dally Work Report El Daily Work Record o Additional Info ® Equipment o Labour ® Materials o Pay Items ® Subs and Services — ❑ X 4 La * % 0 s i IA All Bookmarks Profile - Portal • Account Log OH Contact Us fk General Details Advanced Mapping + Add 3 Edit a Update x Cancel In Delete Lookup Lists 0 Add Page IND. N.E DESCRIPTION INPUT TYPE REPO INTL THEME t EquipTypel Equipment Type List- Equipment Type 2 EquipID1 Equipment ID List- Equipment IDs 3 CastCade Cost Cade List - Cost Cede, 4 RentalStatus Rented or Owned List- Rental Status 5 Hours Hours Number (O Notes Read (Required) - Must have a value before a user is able to submit a form from the field. Int'I (internal) - Field Is not available on mobile devices (usually an equation or fixed value). Theme - Attribute is available for Morning on inspection map, best used fel- lookup lists or booleans Equation - When a form is submitted with an empty value, this v,11 input a calculated value. Historical Reports will use me first entry to determine uniqueness. For example, Lot Number would be a good, Street Name would not. Configurable Forms with Sub -Tables make daily Diary entry possible. Data -Driven Design: The forms are designed to be dynamic, meaning they can adapt based on the data entered. For example, certain fields can be made mandatory based on the type of inspection being conducted, ensuring that all critical information is captured accurately and completely. 53 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 54 Wage Li TORONTO Water INSPECTOR'S DAILY REPORT TYPE OF WORK: SHEET NO. 1 OF 2 Watermain Structural Lining REPORT NO. 2 CAPITnL WORKS pRI,IVCRY Contract No.: 14TW-CTS-02CWD Contractor. FER-PAL Location: Lakeshore East Hanson WO: Date: Sep 32, 2022 Weather: ClearSky, 90, Wind: 1km/h Working Day: YES [LI NO [ ] Check One) Hours of Work: 730 AM to5:30 PM WSW Equipment No. Classifications Hours Total Hours No. Make/Model Hours Total Hours 1 Foreman -Bypass 10,0 10.00 1 Cube truck with trailer 10.0 10,0 2 Skilled Llr-Bypass 10,0 20.02 1 Skid Steer 10.0 10,0 Contract Items Item # Description Unit Quantity No Contract Items Comments er I bypass crew completed installing bypass from H41353700 up until H521317(Nil Boardwalk), Bypass crossing excavated and backfilled with hot sticky asphalt for Northern Boulevard and Winners Circle Will pay out 37.6 of bypass pay item with this report and EOM of mobilization of traffic protection zone Cuts Made Within Street Allowance WE HEREBY CERTIFY THAT THE ITEMS AND AMOUNTS LISTED HEREON HAVE BEEN CHECKED AND ARE CORRECT. Not Reviewed Not Reviewed Not Reviewed YES[1 N0[X] : IF YES, DAILY REPORT FOR EXTRA WORK MUST BE COMPLETED Inspector: Contractor: Report Checked By: EXTRA WORK ORDER: Example of a Custom Public Owner Daily Progress report with sub -table data. -�'�N twtrl.sra T .4. 40 I+1 ( F toi h 1 1 oforio- Phmn PI1001L 100* reinp0'ary Bypass s14,W WntWatl 110rg P iekE.OwatGWir0 Ncrine.n 045(5 bwl.ward rql ;, :1._ 4000 ne it Mather. er BOuleaard- Oft 2322 1P 10 AM • cxu.e Ss.,3o ,..1334 At v35!I M'1[]T P100 50 Bypass prosper [peed 0,15 temporary hal Parry e'ldiall 158014. BYpd55 no ok.p to hvara 5 n 111 005,00 0 OHre HY.01 -Ori ;M22101140 at YAnnas ClrcieadiacentoLxlr¢h ore- CR z, X1221010AM Example of a Custom Public Owner report with Remarks and Photos. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software No Programming Required: The form configuration process is user-friendly and does not require any coding skills. Users can simply add attributes to design the form data collection requirements, making it accessible to the platform administrator looking to standardize form data collection. Custom Output: Once the data is collected, the output can be customized to match the project's specific requirements and client preferences. This includes programming the inspection reports to meet local or organizational standards, incorporating logos, headers, and footers, and organizing the data in a way that is most useful for stakeholders. Project -Specific: Each inspection form can be tailored to the specific needs of the project, ensuring that all relevant data is captured and reported. This includes the ability to add project -specific fields, adjust the layout, and modify the data validation rules. Highway401 Expansion IAAF - IQAF Ir rata-rTION CHECKLIST %% i)I CAITM - CS 5 - Concrete Sidewalk Location f Structure: Segment Numberfsl: Work 1ComponcMs) Siotexisl411 ,= NE on ram• 6 1 Product side-e®IL OPSS 1 SSP f Date: weather. Tasks CS 5.1 NSSP. OPSS COMM 351 (Nov 2015) I7ec 05 7027 OC broken clouds 11 11 Th aircaircrewtw Check lof proper alignment, grade, granular bare preparat on and extra :licitness A entrances Y c CheckeNid? VES Comment's1 Check for Proper alignment, grade. granola. baSe re argon CS62 Check for praperposlapning of construction pints ala ae•ancon olnt5. NO CS 0 Cneck lhaconcrete 51,[51 N, prpquctOtS and [55915 are In accordance CS n. ve5 Concrete tested by es SA COUP mat plxement. consoildadon ll0lsning and curing r graben are as s reclfied Intim Contract Documents. Ves 5566 Check that a chase is Installed on structures where a chase I5 5. 11lil1d In the Contract Documents, NA General Neter: Mlseiesaaga Rd - Segment B'. The C or5aclor w as plac log concrete far sidewalk' a the right ramp toiler/401 Concrete was from Hanson ant themb design fIC00MTO10SW_ on load 5-5500 BM.. Weft. The wound was heated pnorto place rnrcr6t5 tactile pines aid left side or me NE Mississauga on pieced atihe left & right oo top el side walk concrete The cr. covered the to ned titlenalk concrete surface with[ligan[-h€anket. Deviations from Contract Documents: None Camp l rag, Testing 'Won -inter NA Checklist See i5c Information: Plastic Concrete Testing Truck Load: Disc marg.-rime: Temperature: Am Content mumps Plaetic Concrete Notes FAIREINI ngcompleted by IOAF Impsctnr SPS01 6444AZA4 Re.leredby I OAF Manager Glen Buck Highway 401 Expansion IAAF - IQAF INSPECTION CHECKLIST Example of Project Specific Inspection Form and Report for client. In summary, Builterra's inspection forms and reports offer a powerful and flexible solution for capturing and reporting data in a way that is fully customizable and aligned with project and client requirements. 551 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Submittals The Submittals solution facilitates efficient communication and collaboration by including detailed information, attached supporting documents, and a list of formal deviations that require approvals or responses. The Submittals Manager ensures that the submittal is assigned to the most suitable approver, optimizing the approval process. The project Submittals scope provides a graphical interface for easy management of submittals, while the project dashboard offers an overview of the submittal status. Contract Admlmstratinn Sora., X IR Project.-Bullterm F 4 C 1 portaLbuilterra.com/Pr ject2?ProjectID=24800 New chat BUILT ERRA Northwest Langley WWTP Ise © Dashboard D Project > 1 Tenders > ® Payment Certificates x ® Inspections x . Documents ® Tasks > ® Requests ter Information 0 Submittals CI, Draft CL In Review 0. Responded Q Accepted Meetings > D Transmittals Quick Links O ®®® Workflow Tasks Training Documerd S OA Photo Ad hoc Inspect Map Reports Search X 0 Northwest Langley WWTP- Buil-. X + + Add Q Delete L. Excel Export Title 7 Number + Version _ Created By PUMP APPROVAL X O metrovanPouveerr Proflekt Portals Account Leg Ott Conran Us G tant 4 olumns — Suhmit By 001 0 Jam Bradshaw Jam Bradshaw DETAILS DOCUMENTS DEVIATIONS REVIEWS RESPONSE Name: PUMP APPROVAL Submittal Number, 001 Created By Jim Bradshaw Created Date: Apr1128, 20230:14:44AM 50,108_ Accepted with Comments Description Pump Spec approval required Drawings, BPEC101 Specifications: Location, Priority Low Due Date: May 11, 2023 Last Modified: Ape 28, 2020854:50 AM- Jeff Lyons - Status : Priority 9 Due -Date Accepted with Comments Low Mair 11,2023 Submittals scope showing submissions from external contractors. Each submittal has attached documents, list of deviations requested, formal review processing and final approval or rejection of the submission. 56 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software RFI's Request for Information (RFI) packages from external contractors are itemized for review by project managers or RFI managers. The solution facilitates efficient communication and collaboration by including detailed information, attached supporting documents, and a list of formal questions that require responses. The RFI Manager ensures that the RFI is assigned to the most suitable responder, optimizing the response process. The project RFI scope provides a graphical interface for easy management of RFIs, while the project dashboard offers an overview of the RFI status. GI Contract Administration SoRwar X 4 Projects - Bullterra C P portalbuilterra.com/Projert2?ProjectID=248 60 W New chat BUILTERRA Northwest Langley WWTP Il W ® Dashboard 0 Project rl Tenders ® Payment Certificates ® Inspections ▪ Documents ® Tasks ® Requests for Intatmati:n CL Draft R In Review CL Responded Q Accepted t ® Submittals t o Meetings 1 m Transmhtals Quick Link. El Workflow Tasks Training Document ID 0A Photo Ad hoc Inspect Map Reports Search + Add Settee, Earth Calc Confirmation % W Nortlnrest Langley WW1P-Buil-. % + E. Excel Export = Created By= Requester Jim Bradshaw Jim Bradshaw DETAILS QUESTIONS DOCUMENTS RESPONSE Subject: Earth Calc Confirmation Description: Questions about the srtecalc provided May 1,2023 Number: 0001 Created By: Jlm Bradshaw Create Date: April 28, 2023 7:25:4421,1 Status_ Closed Drawings, EW1 Specification: Location: Priority High Could there be a cost implication: yes Could there be a schedule implication: Ne Requested Date. May 11,2023 Last Modified: Jeff Lyons- April 28, 2023 7:51:13 AM X metro aanCouveerr Profile Portal v Account Log aft Contact Us G ' Columns Status _ Phomy IN' Request Due Date Apr 28, 2023 May 11, 2023 RFIs scope showing submissions from external contractors. Each RFI submittal has attached documents, list of questions, formal response listing and final document outlining the responses. 57 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com — 0 X Q L * 0 City of La Quinta RFP CLQ07232024 - Project Management Software Meetings Meetings are used to formalize the meeting minutes and actions for the specific meeting scheduled or already taken place. By utilizing this powerful feature, project teams can easily coordinate and share critical meeting dates, ensure consistent documentation of discussions, and track action items to drive project progress. The Meetings scope provides a comprehensive solution for efficient meeting management and fosters effective collaboration among project stakeholders. 9 Contract Administration Sottwar % IR Project, -3uilterm % Northwest LangleyWWTP- Buil X + F -* b New chat portaLbuuterre.con/Projere?ProgectID=24260 BUILTERRA Northwest Langley W WTP m ® Dashboard O Project > 1 Tenders > ® ?aymeot Certificates > ® Inspections > ■ Documents > ® Tasks ® Requests for Information > ® Submittals O Meetings q Bratt CI, Scheduled q Completed O Closed CI. Cancelled > 0 Transmltals Quick Links Workflow Tasks Training Document 1300 Photo Ad hoc Inspect Map Reports Search 7metrovancouver Nonev Portal v Account Log OO Contact Us xdm.nv c�nwrw.�wrwuw Drag a column header hereto group its column + Add C Excel Export Name Project Meet no Bes<rivtmn Weekly at9am Created By MetroVan Admin DETAILS AGENDA DOCUMENTS ATTENDEES ACTIONS Created Bate _ Meet:35914e _ urauon(Hrs) - No. Attendees - No. Tasks _ Status 202104-280942 2023-05-102000 3 0 MEM Name: Project Meeting Description: Weekly at 'Darn Created By: MetroVan Admin- Friday Apr 28, 20230942 AM Meeting Time: May 10, 2023 08:80 PM Duration (Firs): 0 Status: Closed Dohme Meeting https://teams. microsoft.com/I/meetup4oin/l9%sameeting ZONiNmOOZiciNTcz0800ZGVOLWJiM2D1V1E0MG110DAwVWIw%401hread.,2/0?contert-%Zb%22Tid%22%3a%2222f1I d04 -637t -4791 - Link: 0287-94933e7a610e%22°s2c%220id%22%3a%2285551/21-293&4790-0321-b22606430727%22%78 Location: Donne Last Modified, MelroVan Admin- Friday Apr 28, 20230942 AM ®m Meetings scope shows the formal agenda, attached documents, list of attendees and a formal action item list with available Task assignments. 58 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Document Repository Builterra's document management system revolutionizes the way you organize, access, and collaborate on project -related documents. With the ability to create customizable folder structures and an automated syncing feature, you can efficiently store and retrieve all your project data within the Builterra platform. The document folders template manager allows you to create pre-set folder templates, ensuring consistency and saving time when setting up new projects. The system seamlessly syncs with other Builterra modules such as bids, inspections, and progress reports, eliminating the need for manual uploads and keeping all project data in one place. One of the standout features of Builterra's document management system is the enabled approval workflows. By automating the approval process, you can streamline collaboration and eliminate the hassle of individually sending out documents for review. With real-time updates on approval status and the ability to receive comments from reviewers directly within the platform, you can ensure efficient and transparent collaboration. wW Contract Administration Soft.. X 140 Bullterre Home C 1 portal.builterra.con/Praject2?ProjectID=23286 x I IR projects - Enterra X GI TT042- Northern Parkway Ove x + — ❑ x 17 El (� BUILTERRA Profile sr Portal Account Log OP Contact Us 0 TT 0427 - Northern Parkway 12j Delete a Download ® Panama _ 0 Show All Hes 1 item selected x - 0 Overpass 0 y DAILY PPD.., Search GAILY PRDOP... DasM1boertl 0 ywaxT status pals nwar4p sus ▪ DAILY PROGRESS Icly• Open Jan 11, 20241955 D Project in tt0a22-NorthamPankwayfvarpass-202A3nr,wA Yan 11,202A1M57 039 Ae > ® Blas moan -Northern Parkway Overpay2023DniPNG wo», Ao2311as, 011 Me > ®Progress Payments ▪ Tr042r-Normem Parkway Ovarpass-2023DhiNTES tan »,2o231Rs, 046MD 17 0422-Normem 0tepa Parkway rss-20230.1. NES J »,2o231Rsp OTa > Me Inspections ▪ 1T0422-Normem Parkway Overpass-20230,jpg Jai 12,2023 PAS 082 Ma Documents Tn4n-NorMem Par vJ 261619 los Me Ouarpass-20230112jyg ) • Bars r Contract Documents DESIGN Inspections 81 Borehole Log ✓ change Directive -Durham r Compressive Strength 81 Dally Concrete Load ✓ Daily Diary ` Granular Density Compaction Quick Links 153 fa la fa .:oikl Ion a2,_ -raining Socuner 13 O El ehoho Ad hoc Inspect Nap Reports Search Project. TTD427 • Northern Pa Form: Dairy Diary nspectkm DAILY PPOGPE551 Inspector: 1:5 A4min Date: 11102021 1:57:24 PM Caption: Temperature flange I°F1: 3565 Wod:12 ay Overpass The key benefits of Builterra's document management system include centralized document storage, improved efficiency in document organization and retrieval, enhanced collaboration through automated workflows, robust version control, and a detailed audit trail for compliance purposes. Experience the convenience and productivity that comes with a centralized and streamlined document management solution. 591 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 0 Contract Administration SCftwar X I Builterra Home z I 0 P10000-9uilterm C Y portal.bullterra.com/Project2PPrjectID=23286 BUILTERRA TT0427 - Northern Parkway Overpass JN Dashboard DProject 0 Bids > ® Progress Payments > r Bds Contract Documents r DESIGN v Inspections in Borehole Log r Change Directive • Durham > r Compresstue Strength in Daily Concrete Lead r Daly Diary Snick Links 0®g® ',Matilda Pas. :raining Jooument m0® ahem Art Mc peat Wap Decors Search z q;•,, TT0427- Northern Parkway Over z + Delete " Download ® 01311.11113 0 Import-remain0 Shaw All 011. Borehole Log 1.101 O ILt NCI( 0 5 BH101*LOT.Ono 5 MAID, 5....rrL07paf 5 MA,minl STATUS Pen ❑ X 4 A tt * D i E Profile a Portal a Account Log Off Contact Ds 0 1 item selectee X = p Search B11101 DOTE Meal-. SEE Jai 12,2023 03. 1271013 Jan 12r 2023 16 00 CM MB Jan 12, 2023.. File Details Fib Name: 1.1101•PLOT Ewg Description: Size: 12] MB Created By: CAD Process Creme 1z131n900 5:00:00 PM Modified By: CAD Process Modify 0ate'.101212023 3:00:34 AM Modify Details Versions o previous versions Worktlows Aad No workflow requests have been mads for this file Sharing Add user II Shareable Link Send ek b access below to grant to anyone with the Ink AftpsY/portalbulttecracom/Document% Dred., Oa, id.b319Fft0480417b885209t4845016at5tl51d eee413849488de73d98rzaakd45938 Document metadata, sharing, approval workflows are all possible upon selection of the document. The following folders can be incorporated into the documents folder structure by the user or by using document folder templates. • Reviews • Plans and Specs • Correspondence • Council Reports • Contracts and Agreements • Utilities • Environmental • Maintenance Files • Public Outreach — Notices, Exhibits Folder Templates - Ability to have different file system templates is possible by the administrator and available to the user for import. Common Export File Format — Builterra export formats support formats readable by Microsoft Excel, text files, csv, and/or Portable Document Formats (PDF). 60 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 4.2 Integration with other software 4.2.1 Syncfusion PDF Document Viewer Builterra, a trusted cloud SaaS provider for the AEC industry, understands the importance of effective collaboration and communication when it comes to reviewing and marking up PDF documents. That's why Builterra integrates seamlessly with Syncfusion, a leading development partner, to provide users with a powerful online PDF viewer and redline tool. With this integrated solution, project stakeholders can easily view PDF documents within the Builterra platform and make annotations, such as text, shapes, stamps, and signatures, to communicate changes and comments effectively. Builterra's integration with Syncfusion enhances collaboration, streamlines document review processes, and promotes efficient communication between project teams. PDF View & Redline Contract Aaministra X Builterra Home X 47 Projects - !kiilter. X (M T1-0427 x 00427 -Northern View PDF - Builterra X + ❑ X 1 portal.6uilterra.com/Document/OpenFile?PlelD=D43552 Q A {r * El £ BUILTERRA PI 0 of 12 CO C* 42% 4 2J — 171 2' i P SLbmitform I lelvetica - 16ps A Profile v Portal Account Log Off Contact tis 0 4ISB saw / veuYnllr wANl.nY FA=I0 i4.11F. R1===3 00000 119.so Do SIVII.1110 ROM Online PDF View and Edit is available via the web browser control embedded into Builterra. 611Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 4.2.2 Autodesk Forge Drawing and Model Viewer Builterra, a leading software provider to the AEC industry, understands the importance of efficient collaboration and the ability to view and markup design files in real-time. That's why Builterra integrates seamlessly with Autodesk Forge, providing users with powerful tools to upload, view, and markup AutoCAD drawings, Revit models, and Navisworks files. This integration enhances collaboration and streamlines the communication process, allowing users to attach comments directly to the posted drawings or models. With Builterra's integration with Autodesk Forge, project stakeholders can benefit from advanced collaboration capabilities, improved productivity, and streamlined workflows. 621 Page .- cxat-mxxxxxxxsolexm . a x•a�nxa. x 4� Been seSewerSeer upyxx-s x p vevexoramxB-wmerr. x + - 4 x ma C Y porta_curve.raconxtbrumenllbperne*File10=DS8136.w(IuQnixc2sue2iyTwNOeryxry3rYmph306vINVOM.3BlY3QX0.Nr,Exa FAIZmaMOF I aMFtr * 0 R . BUILTERRA r.m • • [-xuOP-Bxp . CwOPBUBtl1q FmNpm [-AAUP Flir.Ping_EnveLerpes. 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AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 4.3 Training City Staff Please refer to Section 8 - Integration Services / Options for complete details 4.4 Software setup and customization Please refer to Section 7 -Setup and Training Options for complete details on services included with this RFP. Please refer to Section 8 - Integration Services / Options for more details on optional services 4.4.1 Project Schedule (Draft) This is a sixty (60) day implementation schedule assuming start date of Octoberl , 2024 with final Go Live! on Dec 6, 2024. Task Sub Task Milestone / Task Start Date End Date . uration ALL 01 -Oct -24 06 -Dec -24 66.5 1.00 1.0 Planning and Analysis 01 -Oct -24 11 -Oct -24 10.5 1.1 Contract Award Contract Award and Approval to Proceed (Mandatory Docs Approved) 01 -Oct -24 01 -Oct -24 0.0 1.2 Discovery and Data Collection Project Kickoff Meeting (Onsite) 01 -Oct -24 03 -Oct -24 2.0 1.3 Account and Project Setup Details 03 -Oct -24 03 -Oct -24 0.0 1.4 Bids and Procurement Packages 03 -Oct -24 03 -Oct -24 0.0 1.5 Inspection Forms and Reports Data 03 -Oct -24 03 -Oct -24 0.0 1.6 Progress Payments, Changes Orders, Invoices Data 03 -Oct -24 03 -Oct -24 0.0 1.7 RFIs, Submittals and Task Management Datasets 03 -Oct -24 03 -Oct -24 0.0 1.8 Current Workflows used for Projects 03 -Oct -24 03 -Oct -24 0.0 1.9 Current Dashboards and Reports 03 -Oct -24 03 -Oct -24 0.0 2.0 Fit Gap Items Discussed and Samples Provided 03 -Oct -24 03 -Oct -24 0.0 2.1 Finalize Technical Requirements DRAFT Functional Specification Document from Discovery 03 -Oct -24 10 -Oct -24 7.0 2.2 Finalize Project Schedule DRAFT Project Schedule Revisited 10 -Oct -24 11 -Oct -24 1.0 2.3 On Site Presentation and Approval (Pre -Development) 11 -Oct -24 11 -Oct -24 0.5 2.00 2.0 Development 11 -Oct -24 10 -Nov -24 30.0 2.1 Data Migration Historical Data Analysis and Mapping Process 11 -Oct -24 12 -Oct -24 1.0 2.2 Data conversion (Budget 3 days) 12 -Oct -24 15 -Oct -24 3.0 2.3 Base Platform Configuration User Roles and Permissions 11 -Oct -24 12 -Oct -24 1.0 63 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 64 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com 2.4 Bid Catalog, Pay Items and 12 -Oct -24 Template 19 -Oct -24 7.0 2.5 Inspection Form Configuration (Budget 3) 19 -Oct -24 26 -Oct -24 7.0 2.6 Document Repository Folder and Attribute Setup 26 -Oct -24 27 -Oct -24 1.0 2.7 Ad -Hoc Report Configurations 27 -Oct -24 29 -Oct -24 2.0 2.8 Approval Workflows 29 -Oct -24 31 -Oct -24 2.0 2.9 Base Platform Customization Custom Inspection Reports (Budget 3) 11 -Oct -24 16 -Oct -24 5.0 3.0 Inspection Metadata Reports (Budget 1) 16 -Oct -24 21 -Oct -24 5.0 3.1 Progress Payment Report (Budget 1) 16 -Oct -24 21 -Oct -24 5.0 3.2 Progress Payments Changes Order style (Budget 1) 21 -Oct -24 27 -Oct -24 6.0 3.3 RFI, Submittals, Task Cover Page style (Budget 3) 27 -Oct -24 30 -Oct -24 3.0 3.4 Custom Workflow Processes and Email Notifications Setup 30 -Oct -24 02 -Nov -24 3.0 3.5 Fit Gap Issue Development Fit Gap Development 02 -Nov -24 09 -Nov -24 7.0 3.6 Onsite Demonstrations of Development 09 -Nov -24 10 -Nov -24 1.0 3.00 3.0 Testing 11 -Oct -24 30 -Nov -24 50.0 3.1 Sandbox Account Sandbox Account Setup 11 -Oct -24 12 -Oct -24 0.5 3.2 Pilot Users Group Added 12 -Oct -24 12 -Oct -24 0.5 3.3 Test Data & Script Development Sample Datasets Added 12 -Oct -24 19 -Oct -24 7.0 3.4 Base Configurations Added 19 -Oct -24 20 -Oct -24 1.0 3.5 Base Customizations Added 20 -Oct -24 21 -Oct -24 1.0 3.6 Pilot Project Users Acceptance Pilot Users Group Training Scripts 21 -Oct -24 24 -Oct -24 3.0 3.7 Pilot Users Training 24 -Oct -24 27 -Oct -24 3.0 3.8 Weekly Virtual Meetimgs and Status Reports 11 -Oct -24 30 -Nov -24 50.0 3.9 Pilot Project Users Acceptance 30 -Nov -24 01 -Dec -24 1.0 4.00 4.0 Training 11 -Oct -24 25 -Nov -24 45.0 4.1 Training Modules Identification of the Roles and Materials Required 11 -Oct -24 12 -Oct -24 1.0 4.2 Training Materials Draft Training Materials - Videos, Powerpoints, Workbooks 11 -Oct -24 01 -Nov -24 21.0 4.3 Draft Training Schedule and Communications 01 -Nov -24 02 -Nov -24 1.0 4.4 Finalize Training Material and Schedule Approval 02 -Nov -24 23 -Nov -24 21.0 4.5 Training System Administration 23 -Nov -24 24 -Nov -24 0.5 4.6 Project Manager 24 -Nov -24 24 -Nov -24 0.5 64 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 4.7 4.8 5.00 5.0 5.1 5.2 5.3 6.00 6.0 6.1 7.00 7.0 7.1 8.00 8.0 8.1 8.2 8.3 Final User Acceptance Finalize Platform Finalize Online Training Content Final User Acceptance Approved Go Live! Maintain and Support Acceptance and Close Out 65 Wage Contract Administrator 24 -Nov -24 25 -Nov -24 0.5 'Field Inspector 25 -Nov -24 25 -Nov -24 0.5 25 -Nov -24 06 -Dec -24 11.0 Time and Materials to Finalize the Platform for Go Live! 25 -Nov -24 05 -Dec -24 10.0 Test and Debug Issues found during Training or Testing 25 -Nov -24 05 -Dec -24 10.0 Get Approval to Go Live! 05 -Dec -24 06 -Dec -24 1.0 06 -Dec -24 06 -Dec -24 0.0 Transition to Service 06 -Dec -24 06 -Dec -24 0.0 06 -Dec -24 16 -Dec -24 10.0 Email and Phone Support 07 -Dec -24 06 -Dec -25 365 16 -Dec -24 17 -Dec -24 1.0 Post Implementation Check In 16 -Dec -24 17 -Dec -24 1.0 Invoices Finalized 17 -Dec -24 17 -Dec -24 0.0 Future Enhancement Implementation Discussions 17 -Dec -24 17 -Dec -24 0.0 AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 4.5 Business Features 1. Describe the software, its platform and/or its delivery Builterra is a comprehensive construction management platform designed to streamline and optimize the process of project planning, execution, and management. It is particularly focused on civil engineering and infrastructure projects, offering tools for field inspection, contract administration, and construction data management. Builterra operates under a Software as a Service (SaaS) delivery model, where users subscribe to the service rather than purchasing a one-time license. This model allows for continuous updates, maintenance, and support directly from Builterra, ensuring users always have access to the latest features and security enhancements. Being a SaaS platform, Builterra is accessible through web browsers, requiring no complex installations or local servers. This facilitates seamless collaboration among stakeholders, including engineers, contractors, and project managers, who can all access the platform simultaneously and view real-time updates. 2. Is software desktop/local or cloud -based? Builterra is hosted on Microsoft Azure, a leading cloud computing service that provides a secure, scalable, and reliable infrastructure. This ensures that the platform is accessible from anywhere with an Internet connection, allowing for real-time data access and collaboration among team members across different locations. 3. How frequently is the software updated? Defects are fixed as required without notice. Updates such as new features and enhancements are delivered quarterly. Monthly newsletters provide users with updates and tips and tricks. 4. Describe the technology or system requirements including servers/memory/storage if applicable. For website access, any business capable laptop running a web browser. For the mobile application, any iOS or Android device. 5. If cloud-based/hosted, please list how many times over the past two years the system was unavailable to clients. We have a 99.9% up time typically based on the Azure platform performance and uptime. Product performance is 100% or zero downtime in the last 2 years. 6. Describe the back-up system in place, including disaster recovery or business continuity plans. Azure provides the Builterra platform with real-time backup of data up to the minute within the last 30 days. Builterra also provides the users with traditional data/document/photo synchronization to external cloud storage as an optional fee based service. 661 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 7. Describe all security measures and disclose any hosting partners if applicable. We are partnered with Microsoft azure for all hosting in the USA, Canada or the UK. Physical security is managed by Microsoft. Azure provides a comprehensive set of security features for databases hosted on its platform. These features are designed to protect data at all stages—from storage and processing to transmission—ensuring robust security for applications like Builterra. Here's how Azure handles database security: Data Encryption Encryption at Rest: Azure databases use Transparent Data Encryption (TDE) to encrypt data at rest automatically. This means that all the data stored in the database, including backups, is encrypted using industry -standard encryption algorithms, protecting it from unauthorized access. Encryption in Transit: Data moving between applications and Azure databases is encrypted using Transport Layer Security (TLS). This ensures that data is secure during transmission, protecting it from interception or tampering. Always Encrypted: Azure SQL Database supports Always Encrypted, a feature that allows for the encryption of sensitive data within client applications. The encryption keys are never revealed to the database engine, ensuring that even Azure operators cannot access the encrypted data. Access Control Role -Based Access Control (RBAC): Azure provides RBAC, enabling fine-grained control over who can access databases and what actions they can perform. This ensures that users only have the minimum permissions necessary for their roles, reducing the risk of unauthorized access. Single Sign -On (SSO) and Multi -Factor Authentication (MFA) Azure provides robust identity and access management features through Single Sign -On (SSO) and Multi -Factor Authentication (MFA), both of which are critical for enhancing database security. SSO allows users to access Azure databases and related services using a single set of credentials managed through Azure Active Directory (AAD). This simplifies the user experience by reducing the need to remember multiple passwords and strengthens security by centralizing authentication and authorization processes. MFA adds an additional layer of security by requiring users to provide two or more verification factors—such as a password and a mobile device confirmation—before accessing the database. This significantly reduces the risk of unauthorized access, even if user credentials are compromised. Together, SSO and MFA ensure that only authenticated and verified users can access sensitive data, enhancing overall security and reducing the likelihood of breaches. 671 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Compliance and Certifications Azure databases comply with a wide range of industry standards and regulations, including GDPR, HIPAA, ISO/IEC 27001, and SOC. This ensures that data stored in Azure databases is managed according to strict security and privacy standards. Audit Logs Azure databases maintain audit logs that track all access and changes to the database, providing a detailed record of activities for compliance and forensic analysis. These logs can be integrated with Azure Monitor for advanced analytics and alerting. Backup and Disaster Recovery Security Encrypted Backups: Azure ensures that backups of databases are encrypted and securely stored. Backup data is protected from unauthorized access, both during storage and transit. 8. Describe the historical data the software maintains. Builterra's storage and maintenance of historical data related to Bid Item cost data, inspection data and photos, progress payments and change orders, uploaded documents, RFIs, submittals, and tasks provide a comprehensive and detailed record of all key aspects of a construction project. This data is essential for effective project management, ensuring transparency, and supporting future planning and analysis. Here's a detailed look at each of these data types: 1. Bid Item Cost Data Historical Cost Estimates: Builterra maintains records of all bid item cost estimates, which are crucial for understanding how the costs of various project components were projected at different stages of the bidding process. This data can be used for future bid comparisons and to improve the accuracy of cost estimation. Actual vs. Estimated Costs: The platform stores data on the actual costs incurred for each bid item compared to the original estimates. This historical cost data helps in analyzing cost overruns, identifying trends, and improving budgeting for future projects. 2. Inspection Data and Photos Inspection Reports: Builterra archives detailed inspection reports, including notes on project quality, safety compliance, and adherence to specifications. These reports are critical for documenting the condition of work at various stages and for resolving any disputes that may arise. Photographic Evidence: Historical photos taken during inspections are stored alongside the reports. These images provide visual documentation of project progress, quality, and any issues encountered, offering an invaluable reference for project stakeholders and auditors. 68 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 3. Progress Payments and Change Orders Progress Payment Records: Builterra keeps detailed records of all progress payments made to contractors and subcontractors. These records include payment amounts, associated milestones, and the dates of payment, providing a clear financial trail throughout the project's duration. Change Order Documentation: The platform stores comprehensive data on all change orders, including the reasons for changes, the financial impact, and the approvals obtained. This historical data is essential for tracking how the project scope and costs evolved and for managing future change orders more effectively. 4. Uploaded Documents Project Documentation: Builterra archives all uploaded documents related to the project, including contracts, design drawings, permits, compliance certificates, and other critical documentation. Maintaining this historical record ensures that all necessary information is readily available for reference, audits, and legal purposes. Version History: The platform likely tracks version histories for uploaded documents, allowing users to see how documents have been revised over time, which is vital for maintaining an accurate project history. 5. Requests for Information (RFIs) RFI Logs: Builterra stores historical data on all RFIs submitted during the project, including the questions raised, the responses provided, and the time taken to resolve each inquiry. This data helps in assessing communication efficiency and resolving any ambiguities or disputes that might arise later. Resolution History: The platform likely maintains a detailed history of how each RFI was resolved, providing a clear audit trail for future reference. 6. Submittals Submittal Records: Builterra keeps records of all submittals, including shop drawings, material samples, and other project -specific documentation submitted by contractors. These records include approval statuses, dates, and any comments or conditions associated with the submittals. Approval Workflow: The platform likely tracks the workflow of each submittal, documenting who reviewed and approved the documents, providing a clear record of the approval process. 7. Tasks Task Management Data: Builterra stores historical data on all tasks assigned throughout the project, including task descriptions, deadlines, assignees, and completion statuses. This data is critical for tracking project progress and ensuring that all responsibilities were met within the set timelines. 69 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Completion Records: The platform likely keeps detailed records of when each task was completed and any issues or delays encountered, which helps in evaluating overall project performance and identifying areas for improvement. 9. Provide an estimated implementation timeline and describe how existing data will be imported into the software. Please refer to section 4.4.1 Project Schedule for a compete timeline for implementation. Data Migration Assumed Data Migration allocated in the fee schedule and implementation plan are: i) Standardized Bid Item catalog ii) 2 years of Historic Bid tabs with Unit Pricing iii) Project Document Uploads (as required) 10. What integrations are a part of the service, and which require additional fee? There are no integrations which are part of this fee proposal or implementation scope. 11. List resources provided for customer service, technical support and training, including business hours available and average response time for technology -related inquiries. Please refer to the Builterra Service Level Agreement for complete details. 7O !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 5. Fee Schedule 5.1 Services Based on the Draft Schedule and Task Items, we have assigned sub -totals for the complete implementation services from Oct 2024 to Feb 2025. Task Milestone / Task Sub -Totals 1.00 Planning and Analysis $ 4,200 2.00 Development $ 17,340 3.00 Testing $ 7,300 4.00 Training $ 11,500 5.00 Final User Acceptance $ 3,000 6.00 Go Live! $ 0 7.00 Maintain and Suppor $ 8.00 Acceptance and Close Out $ 0 5.2 Travel We have added 2 trips for 2 staff (Toronto to City Location) to the implementation budget for onsite services: 1. Contract Kickoff and Data gathering 2. Training Task Milestone / Task Sub -Totals 1.00 Planning and Analysis $ 2,885 4.00 Training 2,885 Total 5,475 5.3 1st Year Subscription Year Units Unit Cost Extended Total 1 20 $1,395.00 / user $ 27,900.00 711Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 5.4 Total Costs Item Description Cost 1 Services $43,340 Travel Total Subscription Terms and Conditions $ 5,475 $27,900 $76,715 i) All Fees and Subscriptions are USD$ ii) Net 30 days Payment Terms in Invoices iii) Payment via Electronic Fund Transfer iv) Services Invoiced Monthly or On Delivery v) Subscription Start Date is set at Go Live! date vi) Subscription Invoiced annually starting on Go Live! date vii) Approved Change Orders to scope are billed as Time and Material 721 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 6. Complementary Services Post Implementation Support Annual subscription provides the users with unlimited email and phone support between 9 am EST and 6pm EST each business day. Important Note: for clients on Pacific Coast (PST) accommodation can be made to provide on-call support till 5pm PST. Refer to the Attached Service Level Agreement for more information. Post Implementation Online Refresher Training Online 30min sessions to support users with post implementation adoption. Applied Project and Digital Implementation Consulting Attend any meetings to provide support and domain expertise for project or digital implementation workflow needs. 73 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 7. Setup and Training Options Since 2015, we have been developing, implementing and supporting the Builterra Platform for a variety of civil engineering, heavy civil contractors and public sector customers with ever changing use case scenarios. Our approach and process has been adjusted to meet the needs of the customer to ensure successful adoption of technology throughout the entire organization vs a small pocket(s) of power users and technical staff. Some of the implementation challenges we have had overcome: 1. Technology adoption success varies from person to person, department to department. 2. Technology value and perception of value also varies within the same organization. 3. Technology adoption success can be impacted where customer expectations are required to match old analog processes. As a SaaS product developer, we strive to ensure successful adoption to maintain our business and deliver on promises of better solutions year after year. For every implementation, we have a basic process that can be as simple or detailed as you need it based on Budget and Timelines. As per the Project Schedule Task and Sub -Tasks detail each deliverable with clear start and end delivery dates. Weekly meetings, daily scrums and onsite quarterly meetings prior to training will ensure we can meet the client expectations and ensure successful delivery of our technology. Planning Analysis Configuration and Development Testing and Pilot User Acceptance Training Final User Acceptance Go Live! Maintain Support Graphic showing Milestones and Tasks in a "Waterfall"process of implementing Builterra. Agile methodology is used for various sub -task Development customization activity. 741 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 7.1 Delivery Model We use Waterfall delivery for out of box configuration and training. We include Agile development for customization tasks and releases specific to the client. We have a 98% attachment based on our dedicated implementation and training delivered to clients. We have no official plan to change our methodology unless we get feedback from a client offering great suggestions to be even better. Client Staff Participation In addition to the AEC Solutions Project Team, we would need the following Client Staff for support: • Project Manager — Key Point of Contact • Project Coordinator—Administrative Contact (Scheduling, Invoices) • Internal Project Advisors from Design and Construction o Project Manager, Construction Manager, Construction Field Inspector o Materials Field Inspector, Lab Manager, Lab Tech o Digital Managers — CAD, GIS, BIM • External Advisors (optional) o Consulting Engineer looking to Test, Contractor looking to Test the solution o Utility Owner looking to Test, Contractor looking to Test the solution o Contractor looking to Test, Contractor looking to Test the solution • Pilot Project Team — 3 users o Testing and script development, User acceptance — Pilot and Final To deliver this project we will not require external partnerships or consultants. Should the project require detailed integration with other products, we would engage our current partnerships with Autodesk, Bentley, Trimble, ESRI and others. Critical success factors Critical success factors in implementing Builterra for Client engineers, contractors, consultants, and utility owners include: 1. User Training and Support: Providing comprehensive training and ongoing support to all stakeholders to ensure they can effectively utilize the platform's features and functionalities. 2. Customization and Integration: Tailoring Builterra to meet the specific needs and workflows of each user group, as well as integrating it seamlessly with existing systems and processes. 3. Data Accuracy and Integrity: Ensuring that the data entered into Builterra is accurate, consistent, and up-to-date, which requires establishing clear data management procedures and standards. 4. Collaboration and Communication: Fostering collaboration and communication among different stakeholders by enabling easy sharing of project information, documents, and updates within the platform. 75 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 5. Mobile Accessibility: Ensuring that Builterra is accessible via mobile devices, allowing users to collect data, access information, and complete tasks while in the field, even in offline environments. 6. Continuous Improvement: Implementing a process for gathering feedback from users and stakeholders and using this feedback to continuously improve the platform's features, usability, and performance. By focusing on these critical success factors, cities, contractors, consultants, and utility owners can maximize the benefits of implementing Builterra, including improved project management, efficiency, and collaboration. Challenges and/or risks in developing and implementing this project Developing and implementing software like Builterra can present several challenges and risks. Some of these include: 1. Complexity of Requirements: Construction and infrastructure projects involve a wide range of stakeholders, workflows, and data management needs. Ensuring that the software can accommodate these diverse requirements while maintaining usability can be challenging. 2. Integration with Existing Systems: Integrating Builterra with existing software systems and databases used by stakeholders such as Client governments, contractors, and utility owners can be complex. Ensuring seamless data exchange and interoperability is critical for successful implementation. 3. User Adoption and Training: Introducing new software requires users to adapt to new processes and workflows, which can sometimes meet resistance. Providing comprehensive training and support to ensure user adoption and proficiency is crucial for successful implementation. 4. Connectivity and Offline Access: Construction sites are often located in remote areas or environments with poor connectivity. Ensuring that Builterra provides reliable offline access and synchronization capabilities is essential to support users working in these environments. Addressing these challenges and risks requires careful planning, collaboration with stakeholders, and a flexible approach to software development and implementation. By proactively identifying and mitigating these challenges, organizations can increase the likelihood of successful implementation and adoption of Builterra. 76 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Lessons learned from previous implementations / transitions Some lessons learned from previous implementations or transitions from previous implementations of similar software solutions like Builterra include: 1. Comprehensive Stakeholder Engagement: Involving all relevant stakeholders from the beginning of the implementation process helps ensure that their needs and requirements are understood and addressed. This can lead to better buy -in and user adoption. 2. Clear Communication and Training: Providing clear and effective communication about the purpose, benefits, and use of the software is essential for successful implementation. Additionally, offering comprehensive training and support to users helps them feel confident and proficient in using the software. 3. Phased Approach to Implementation: Breaking down the implementation process into manageable phases allows for better control, testing, and adjustment along the way. This can help mitigate risks and ensure smoother transitions. 4. Data Migration and Integration Planning: Careful planning for data migration from existing systems and integration with other software solutions is crucial. Ensuring data accuracy, consistency, and integrity during the migration process is essential for the success of the implementation. 5. Continuous Improvement and Adaptation: Recognizing that the implementation process is iterative and ongoing helps organizations adapt to changing needs, requirements, and feedback from users. Continuous improvement allows for the software to evolve and better meet the needs of stakeholders over time. 6. Flexibility and Customization: Providing flexibility and customization options within the software allows users to tailor it to their specific workflows and preferences. This can enhance user satisfaction and adoption of the software. 7. Post -Implementation Support and Monitoring: Offering ongoing support and monitoring after the initial implementation helps address any issues or challenges that arise and ensures the software continues to meet the needs of users effectively. By considering these lessons learned from previous implementations, organizations can better plan and execute the transition to Builterra or similar software solutions, ultimately leading to more successful outcomes and user satisfaction. 77 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 7.2 Planning & Analysis 1. Contract Award - Upon award, required documents for contract execution will be provided. Project kickoff, resource requirements and reporting schedule will be developed. 2. Discovery and Data Collection - Data collection includes any background process information, project documents and datafiles that will be required for Base system configuration and customization. From this information, a DRAFT Functional, Technical and Schedule will be created for review and final approval. 3. Finalize Technical Requirements - A document will be provided from the Planning & Analysis stage. This is where we can begin to look at what is "out of the box" Base Configuration vs Base Customization and/or Integration. This document will be finalized and approved prior to development activity. 4. Finalize Project Schedule — A final implementation schedule will also be reviewed and re- submitted for approval. For the purposes of estimating costs for this RFP, we have a clear picture of the Tasks and Sub -Tasks, we don't have a clear expectation of Go Live! Date. 7.3 Configuration and Development 1. Data Migration - Historical Data Review and Import Strategy will be proposed. Limits to this would be based on budgeted time and method of import. Typically, we look for 2 Years of Bid Unit Pricing to at least get cost estimating accurately setup. 2. Base Platform Configuration — The sub -tasks listed here are typical "Out of Box" system configurations using Client specific reference datasets and libraries. These would include: o User Roles and Permissions ■ Add Internal Users / External Users ■ System Settings as per client requirements o Bid System ■ Standard Bid Catalog Sections and Items Upload / Entry ■ Bid Pay Item and Template Configuration ■ Historic Bid Imports for Testing and Training o Inspection Forms (3) ■ Owner Daily Diary ■ Contractor Daily Quantities ■ Change Order Directive o Document Repository Folder Template o Ad -Hoc Report Configurations as required o Approval Workflows (3) ■ Inspection Approvals ■ Payment Approvals & Change Order Approvals 3. Base Platform Customization — The sub -tasks listed here are custom, programmed reporting solutions to meet the need of the Client processes using the common Builterra platform for data collection and centralization. o Inspection Form reports (include 4 - see above) o Inspection Data Meta report (include 2 —Weekly Summary, Contractor Reconciliation) o Progress Payment Custom report 78 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 4. Fit Gap Issues and Requirements Budget (optional) — we see some features are "mandatory" and we can ensure our platform meets the needs. Also, we have limited understanding of the client and/or project reporting requirements. We are look forward to working with Client staff and deliver on expectations. 7.4 Testing and Pilot User Acceptance • Sandbox Account — Early in the implementation development stage, we will setup an account for Pilot Project Users for Training, Testing and Review. • Test Data and Script Development — We will rely on Pilot Project Users to help us build meaningful datasets and test scripts that mainstream users will recognize during training. • Pilot Project Users Acceptance —This stage will allow us to move to the more formal Training stage with confidence that we have all the processes and reporting expected for Training and Go Live!. 7.5 Training Approach Our method of training has been perfected over the last decade to be very user -centric and focused on early success with the product. Short, applied training sessions based on User Roles is the most successful type of training for staff that have variable technical knowledge and a narrow focus on what they actually need to use in the software. Typical Session Duration The half day sessions are generally 3hrs in length and done using PowerPoint and embedded video showing actual Client account samples and project data. The same video is posted to the Builterra Training Portal in <5 min segments for users access post -training. This means, users can get the initial training with the confidence that they can review any section of the training in detail afterwards, in their own time. Max People and Equipment Typically, with one (1) Trainer, we do no more than 8 staff, hands-on working through a specific topic workbook. For more people, 15 staff would require two (2) Trainers. One as the Instructor and the other as a Lab Assistant. It will be assume that any staff being trained will use their own laptop with internet access and mobile device pre -loaded with the Builterra Mobile app. Training Materials Applied "Role Based" Training Materials including Datasets, PowerPoints, Videos and a Workbook will be created for each session. These sessions are hands-on and typically only 3 hrs in length to limit the amount of information delivered and provide time for questions. Multiple sessions might be required for a single role. Onsite Training We are prepared to provide onsite training services to completely train Key Client personnel in the use and care of Builterra. This aspect is subject to the scope of work defined in the RFP. 791 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Role Based Training Programs Included with RFP: 1. System Administrator a. User Roles and Permissions b. Account Settings Review 2. Project Manager a. Overview of all the Project Scopes b. Creating New Projects and Managing Attributes c. Document Control- RFI, Submittals, Transmittals d. AdHoc Reporting and Data / Document Search e. Data Search and Photo Map f. WBS Schedule development 3. Contract Administrator a. Progress Portal Review b. Creating a Progress Certificate c. Holdbacks, Releases d. Managing Invoices e. Managing Change Orders f. Forecasting 4. Field Inspector a. Basics of the Mobile App b. General Field Inspection c. Daily Diary d. Change Order Directive e. Approvals and Reviews f. Tasks and Documents Review g. Inspection Portal Review Optional Training: 5. Project Coordinator a. Project settings and User Management b. Workflow Management c. Document Control- RFI, Submittals, Transmittals d. Task Management e. Meeting Minutes 6. Bid Manager a. Bid Catalog Configuration b. Pay Item and Cost Estimate Query review c. Creating Cost Estimates and Bids d. Bid Item Cost Sharing e. Bid Item Schedule 80 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 - Project Management Software f. Managing Bid Packages for Procurement g. Awarding the Bid 7. Field Manager a. Mobile Form Configuration b. Basics of the Mobile App c. Inspection Portal Review d. Document Repository e. Approvals and Reviews f. Data Search and Photo Map 8. External Consultants and Contractors a. Approvals b. Tasks, RFIs, Submittals c. Document Repository d. Mobile App for Contractor Quantity Inspection 9. Design and GIS Managers a. Integration with AutoCAD Civil 3D b. Integration with GIS using Safesoftware FME 811Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 7.6 Final User Acceptance Post -Training with end users may result in late -stage updates and additions to the solution. Final user acceptance will be critical to the decision to Go Live! On the scheduled date. 7.7 Go Live! Scheduled for the date when the solution is available for end users. This is typically scheduled very close to the end of end user training and final acceptance dates. 7.8 Maintain and Support Post -Training Online Resources Builterra has an Online Training Portal and Certification system already in place and part of the standard subscription. Based on extensive Client Test Script development, client specific Video Training will be provided as direct support for those looking to learn more post -training. Support Wiki The Builterra Integrated Wiki and Support Ticket solution is provided by Freshdesk.com. This integrated cloud -based solution provides a tool for reporting, tracking issues and resolution with status and is accessible by users as needed. ▪ 90.191105 How can we help you today? Lnrn ▪ a.rewwrinas1 ® clwcvn 1,71.Us B lane-ssaecw EM.1 Knowledge base er'a a P.F.Q. (1 4) ranlec.rrq rcacmw npq.. m 'n wn, I accm,.recna vPq.. nnnAl In.sl�e.clinn PnHal o ®r.®►os ; E euxnnr M.I, 1b ... Mead ti.y? UMW IrnpecHen Peella..roduction UJ nurIA 82 Wage o- — c Rx.,,mnnra,mrlra. ©MALTPRRA KLLarl t Gel insuman IW.I� rellInnn n0 ky1Lnrt.ltlrm LI rag* MITT9 • 1,XL- Purl, P..nnl Lou.. =»x. It SCnpt-mr LM. ImmslulPRIM In .11 naxiI ani nu tar dolt' cr.mgp>m.,ymr.x ni ul.0 naalxmmcrv,iib� M1tiinn wit! ru Pniimu i neUta..1.3 bp Jan!. itnn mom °:;caro b 91711 Use Mobile App to Create an Inspection DONT,. Cntlficata Training Mobile ► ;pectcr euesoms Lomm6ecwrl ram 0 rums., C rtant Ilarre Y, mP.I w,. ma Arn.wxnalmn.Ld •ra. nu..ia,..m wL n rr,a<na.v„r 0m n«' w0u.a. ala a,.:.u„K 0 ,., min ,vol Pian, an Lnp eokirJxma marl Jam: Pena la 14. Ml man AI, m m,,exn. True Rico N oW,G Mfur nm.d.a.rlori n1c.. nrloe Rgi.z Raul ,rae,niais, paw. sump, M. wetireper m.,a ton,. tazirt riga .0 na [HAW r„InI aennvr. Lr Imre I n..,,v x.ra m;eea,nne. Builterra Online Video Training and Support Wiki AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 8. Integration Services/Options 8.1 Custom Project Dashboards Builterra's Dashboard feature is a powerful tool that allows users to configure and display data from various aspects of their projects, providing comprehensive insights and supporting informed decision-making. With the ability to include data from projects, bids, progress payments, invoices, change orders, inspections, tasks, RFIs, submittals, meetings, and approvals, these dashboards offer a centralized and consolidated view of project metrics and performance. Ise F -> C i part elbuMoms m�p�o)e�2=_Pm�ea�o=z3ze6 EUILTERRA 0x,+ae nPe oa., .®sem; o El Tro.c, Norther., r . + sna S em PROWESS 2.5 DN. 21 G.LYPPEGRESS 20 PRXFESS 10 6 holm YFEER 1.E15 5 WEEK S - o x to O ft 0 E amu. —.0 00] 2020 01 0102. 2020 01-00 021:10 2020 01-0] 0600 2020 02-00 021:113 201,0294 SAE 201,0299 OME 201,02,2 02 202 01 28 02 Internal dashboards promote transparency and accountability. Stakeholders can easily track project performance, ensuring that all team members are aligned and informed. BUILT air. • . ..e..,«... a A it • o a • Real-time updates eliminate the need for manual data gathering and reporting, saving time and effort. 83 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 8.2 Custom Reports Programmed Builterra Custom meta data reports play a pivotal role in extracting invaluable insights and enhancing decision-making processes within the realm of project management. By seamlessly integrating data from multiple sources including projects, inspections, bid items, and payment certificates, these reports offer a holistic view of project performance and expenditure. The ability to customize meta data reports allows stakeholders to tailor their analysis to specific project requirements, enabling them to identify trends, patterns, and discrepancies with precision. This granular level of detail not only facilitates proactive decision-making but also empowers stakeholders to optimize resource allocation, streamline processes, and mitigate potential risks. I r VAUGHAN DAILY INSPECTION REPORT Ppm/ Hsa Pape.1 all Centred Het Pipped . 11.E117554 Met. MacKenzie ReconinumPn DMA Am 242020 Wane-. AM 12 mepmrer. dmxnsnmlt 11rre m MORA reneoue 5.9E PM Cennetten 7111•5 lie 117.13U5 Piped lead. Wotan, Dep (ar:mm.1 m nay Equipment 4M: sme,iaet. CATE156 E1151 AMR -JO 925 EMP.OX • CAT ME mimed man z. Operate, tee 13 Muni 9 . nepmm18n 2r I . opnatamr E [airs a ? . &211M.er-ter nam Eem Ee. ueanip52014015x[ Rem Ce01peue teem, WY I.A.e En9naer's Fewomm 1keep PM 21.1 HLa Aspnell 151 tae HLa 1,0011 221 9A9 521Dmm PVC WeLerna ppm.) x01 9.4.1 Fre Hydrant ata E2em2ary VOW 12221 woman sprout Cmva01er91gllxd. Photos Typical Custom Daily Progress Report for Public Sector Client Builterra Custom meta data reports foster transparency and accountability by providing a clear audit trail of project activities. Overall, the value of these reports lies in their capacity to drive efficiency, enhance visibility, and ultimately contribute to the successful execution of projects. Builterra's Custom Reporting feature empowers users to generate owner -specific reports with personalized style and content, adding a touch of customization to their project documentation. This powerful functionality allows users to incorporate logos, specific attributes, and calculated fields into their reports, ensuring that the generated documents align with their unique requirements. 84 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software - ❑ X t 2016120E-€irh 0rW-90219.01 1124 f. a R- IDI ITOaoiimI INSPECTOR'S DAILY REPORT NP1 d2 mole awa Amis a apprmm ume namrraln ..l: 0245-9i211 2 + D C O2..0 menR>uun/EEDaw'mwt42llt402Nio.-. O 990100 ■ m�ITORONII Mau. Repan 21161N1. Rub Ar 1V I6£CS-I.1.'.2021'. ILryd \m. I1 5202. TIL. City of Toronto Daily Report With Builterra's Custom Reports, users have the flexibility to create customized reports for various scope items, including Bid schedules of Unit prices, Progress Payments and Forecasting, Inspection reports, Tasks, RFIs, Submittals, Transmittals, Meeting Minutes, and more. This adaptability enables users to tailor their reports to the specific needs of their projects, providing comprehensive and relevant information. City of Ottawa Planning, Infrastructure and Economic Development Department DATE: January 2,2020 PROJECT. 1-Clly of Wawa PROJECT MANAGER: WEATHER: Moderate Rain 3C Wind: 15 km/h WORKING HOURS: to GENERAL CONTRACTOR: W... L►RODR HRS. mans e. Lem:. f,6+ Faahlus.eVaEs No Etaipmment or labour ...US 90 02 2 Su .Fam.xmr .....90+' I Paw DM rore 1,11041 I trsp'ffie I.e..' 2aerY 2222 T... lil6weR ay lbe x Our QV Sm�a 0 .14 IOL _ 10 100 Auatie*led oear Gr 334 10 WO 2 h>ab 10 21111 Orq Ta 2 NO W6Ia 0 101 rauei.-Doman riOG i 54 2 lahoer 10 22.0 1 Pm W,LNm 10 IOD B'r WPM TF TION fie raYIdTFO rWb ]am 0°.eex° as frafe Caen ,em. A'e Sm I, Yob lb Sans of, Lccalins. IIATERIAL4GHA4Nm TO IRMO Fly mbm WTE tOOAI.13TO Tlif AS Da:r{4e Qom* 14' de°Oig'Pay 14 mm uvan run law 90ne GiarA tilt mi N mvar dBw Adt110L. 15.400 I. Par WIGWAM bem Imrbairrr lwar Mega 061.0 j1P-'rm�e' 5� erre mr S..�rre Ms. cal,,, OMR,. MIS COIIREIRYTOTIAT Dan Poider SIGNATURE Paget D JIM oeeta. nSbbr rrswr Ayr T Or A Pmaxla cera a ion a.+•••+ harea. •• s8 aati.rrr.�me�a®mlm.m�nm7.mgIa. and anew Sal.. I + mole awa Amis a apprmm ume namrraln ..l: 0245-9i211 2 + D C O2..0 menR>uun/EEDaw'mwt42llt402Nio.-. O 990100 ■ m�ITORONII Mau. Repan 21161N1. Rub Ar 1V I6£CS-I.1.'.2021'. ILryd \m. I1 5202. TIL. City of Toronto Daily Report With Builterra's Custom Reports, users have the flexibility to create customized reports for various scope items, including Bid schedules of Unit prices, Progress Payments and Forecasting, Inspection reports, Tasks, RFIs, Submittals, Transmittals, Meeting Minutes, and more. This adaptability enables users to tailor their reports to the specific needs of their projects, providing comprehensive and relevant information. City of Ottawa Planning, Infrastructure and Economic Development Department DATE: January 2,2020 PROJECT. 1-Clly of Wawa PROJECT MANAGER: WEATHER: Moderate Rain 3C Wind: 15 km/h WORKING HOURS: to GENERAL CONTRACTOR: W... L►RODR HRS. ITEM 2 DIARY NOTES and PAYMENT DETAILS QUANTITY No Etaipmment or labour No Notes INSPECTOR Dan Poider SIGNATURE Paget 1 85 Wage City of Ottawa Daily Diary AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software P..!" 10 - gFo,m.t pace.. T Y ;m . L -Y Wrap Tett M Normal Baa Good 1M 1M a 88,..=0. 28288. $ - % • ',o -01 ,Mitbrml Farmb 5995.9.5.517 IOPo1 5 1 c 1 n 1 I 1 I o 5 1 a -OATbROMI022In«592aCanNHNr,lr.,p.. fent, t He.. 16EcS-LIl-O4411 Protect rrr¢Ineer: FUHb Hmarma Teleehene ILWwwk1y Rwport NS w Pettert .11 s.• Pey y �U eere0o,a 1 PROGRESS Q11AN•Pl•PY REPORT bee 16, ¢ole e, rm,dAaa.e.r 29 te 29 5 DATE, Feb 28. 2019 ,,I. Hem If Descrlptlon _Al Unk MI' mon Tue Alm Er. sat sun week Total prey. TOG. Total Data tooetl5 s 12Detdis P - laoe216 190E219 1908815 11 12 2 mens b, Benda Payment for Inturencyx Lump.. Lorna Sum 2 Tender Quantities 1 Tender Impact E Extension t 1 16 1 2 3 14 s mebilizatien Su may entl nNell nerd oflrce for the C:ty at, Lump Sum Lump gum 2 3 x ] , e ] 15 5 per untario TrafficmanuelloTPIIMok 7 Tomo -mew Cnntl tens L p um x 18 A-nnnl Field office. for Con1Factraror2034 m2 as per Spec. 15 s Projeetuetien Sian' ax. doe ument eeeM1 9 x a 2,36590 0 000 ¢ ¢Su b. 1T i v.place• relocate and real titan Portablrtract �alble Memate sans each 10 8.88 0.25 216267.81 6156695 61566.95 2.8002 1.00 216267.81 7 19 . a Prep•re hot mix types -Marshall mix M1des Ln •lt mix tmethod el K ray a I mix each a 0.00 0.00 0.00 212.10 0.00 0.00 2.0003 108.00 21014.80 19 9 Supply, install, meamin end remove xotllmcnt control fence m xe 21 A-0004 5 LS 0.25 5 0.25 761627 a 904.07 A-0009 20 20 ovldr pe<onanuctton and postcon strucUon structural and crack eondltlon sum, buildint/ itr1.1.1.11-• End submit TondtIon toner, reports each 102 1212.20 22 A-7775 Steel InterlockIng PedesnNn Banlerzas per5pec m 31 11 esnsbu dr n Ke ueted survey end esburle .umpSum 3 23 A-nnnF Granular A lo, Temporary Pedestuan Walkway as per Spec. --r 0 00 0 00 0.00 xx 1x me 02707 utiIltlescebackllll with comm crushed more.. es dire xed by the rt Adm for 1p. e❑ e.�k 15 100.00 e 0 000 -100 000 -6.299 00 54 24 A-7777 s ] xs 13 construct test aim to determine location and depth of utilities - directed Me Administrate, 4erev II a eeele 15 s 3 25 A-nnfR 9 24 29 ns capper tvthrnrroadwray lopeneutl trate, wrrc-L«el need, m se a 1 3 7 4 xs ]s maw ncludnscomer t ace wire- Local soul_ 11 col ra lop.n[uy m s 6,950.00 61532.50 1,209000 -5.246.000 City of Toronto Metadata Report - Quantity by Street Name OI AutoSave ® 0 9 - = City of Ottawa PQR Tracking... AA • Lart Modified: 17 May i Y Search Jeff Lyons 0 - ❑ X File Home Insert Page Layout Formulas Data Review View Automate Help P2Felement [P Comments] Al ., . ,f - - B C ❑ E F G H J K L M N ❑ P C a 1 PROGRESS Q11AN•Pl•PY REPORT z 34 � (0CONTRACT NO.: ISD15-5021 P.QFL 2 1 5 DATE, Feb 28. 2019 8 CONTRACTOR. PERIOD FROM, Feb1, 2019 7 Thorn. Cavanagh Construction Ltd. CONTRACT: Eamta 67885 Linc TO, Feb2, 2018 8 s 9 Ashton. ON VOA lee OMPLETION DATE 10 613-257-2918 LOCA110N: 11 12 P_D_ t: 45037572 13 QUANTITIES ACCEPTED FOR CALCULATIONS Remsed Difference IT 14 15 ITEM DESCRIPTION NI T s TO P - - RATE $ VALUE TO DATE TOTAL THIS PERIOD - em - Tender Extension t E Tender Quantities 4ea Tender Impact E Extension t 16 1 2 3 4 5(t) 6(C , SECTION A -GENERAL 18 A-nnnl Field office. for Con1Factraror2034 m2 as per Spec. 30.00 2,36590 0 000 .90 000 42.315 90 19 A-nnn2 LS 025 8.88 0.25 216267.81 6156695 61566.95 2.8002 1.00 216267.81 0250 -0.758 184.700.86 20 A-nnnl Police Assistance., Intersection as per Speo. 0.00 0.00 0.00 212.10 0.00 0.00 2.0003 108.00 21014.80 0.000 -108.000 21 A-0004 Construction 5. Pedestrian Control Plan s per Spec. LS 0.25 0.00 0.25 761627 409.07 904.07 A-0009 1.00 1,616.27 0.250 -0.750 1212.20 22 A-7775 Steel InterlockIng PedesnNn Banlerzas per5pec m 23 A-nnnF Granular A lo, Temporary Pedestuan Walkway as per Spec. 0 00 0 00 0.00 62 99 0 00 0 00 A-0006 100.00 6,230.00 0 000 -100 000 -6.299 00 24 A-7777 EFos,on and sediment control plan and monis g as per Spec. 25 A-nnfR Straw balec p ea 1,1 26 A-nna,Silt e m 727 6,950.00 61532.50 1,209000 -5.246.000 -5467110 27 A-nnln Environmental M2nmming es per spec. LS 0 20 0 00 020 15,712 72 30.712 59 30.742 28 A-7711 are(BI24di4's Turtles) as per Spec. LS 0 00 0 00 000 14000 00 0 00 0 00 2-0011 1.00 1000,00 0 000 -1 000 -10.000 00 29 A-nn12 Coondination and CoopeFation 12114 3111ilies as pe, Spec. LS 0 10 0 00 0.10 04350 02 3,33 333 94350.02 0 100 -0 900 821.17 .6515.47 30 A -n, si II p p LS 0.00 8.88 0.00 501.19 8.88 000 2.0013 13.00 6,515.17 8.008 13.000 31 A-0014 Pre -Construction 1nspectior, 17 per Spec LS 0.00 0.00 0.00 191161 0.00 0.00 2.0014 1.00 2917.61 0.000 32 A-nn1Fs Verify Location e1 Vital 6eaMan as per 33 A-mmn Contract Initiallon (should be no more than 27. of Total Tender Price)as per Spec. LS 00 0 00 1.00 351000353.00035 353 ,000.00 1000 0 000 0 00 34 A-nn17 e related to 227 QC submissions as per Spec. 35 A-nnlfl 36 A-nn19 ERS F-3130 Bonus as per Spec. LS 0.00 0.00 0.00 00 0.00 0.00 2.0015 100 100 0.000 37 A-nnan F-3130 Bid AC aPer 6782 38 A-nn21 22 Price IndexF3181as per Spec. 39 A-7722 Cost of Referee Testing F.3120 as pe, Spec. 40 A-7729 41 A-0924 Fuel Pnce AdEsunent as per Spec. LS 0.00 8.88 0.00 100 8.88 000 2.0024 100 100 8.008 1.000 42 A-1NF Demolition and Removal of Buidings as per Spec ea 0.00 0.00 0.00 14,609.88 0.00 0.00 2.0025 2.00 21379.76 0.000 43 A-7726 Handling Hauling 44 A -nn, ( DI,. of Contamnated Soil Material as per Spec. ea 0 00 0 00 0.00 0 00 0 00 2-0027 12,000.00 1200000 0 000 -12.000 000 -12.000 00 45 A-7728 Hot r.lis Asphalt loF Temporal, Roadway Reinstatement and Widening as pe, Spec. 48 A-7729 Temporary Roadm 0 00 0 00 0.00 22 00 0 00 0 00 2.0029 7,150.00 169,020.00 0 000 .7150 000 •161.020 00 47 A-nnsn Ternporary concrete ps 48 Spec 0.00 0.00 0.00 120.64 0.00 0.00 2.0030 450.00 54268.00 0.000 .450.000 4812-0031 Temporary concrete barrier end section ecdonpe06PD811 .223 as per Spee. 49133-0013 Banner For Tree Protec1lon and Temporary Exduslon Barrier as per Spec. Working POR I m 1.07100 000 107100 1807 17.210 97 17,21087 A0232 245000 38,37150 1071000 1378000 22.18053 • 1 > A-0001 A-0000 A-0003 A-0004 A-0005 A-0006 A-0007 A -I ••• + . 4 l• Ready tr Accesib7Tdy:lnvntigate ® 0 E - 1 + 7016 861 Page City of Ottawa Progress Quantity Report with Bid Item History AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 8.3 Custom Power6l Reports PowerBl is a powerful tool that revolutionizes project management and consulting in the design and construction industry. With its data visualization, real-time monitoring, data integration, collaboration, customization, scalability, and security features, PowerBl empowers project managers and civil engineering consultants to make better -informed decisions, optimize project performance, and ensure successful project outcomes. By leveraging the capabilities of PowerBl, public sector professionals can streamline their workflows, gain valuable insights, and enhance collaboration, ultimately driving efficiency and success in design and construction projects. PowerBl Integration using Builterra API PowerBl Report Viewing 1� Builterra.com (MicrosoftAzure) Published Reports shared via Cloud URL Automated Programming Interface (API) DWG/DGN Custom and Ad -Hoc Reports Microsoft PowerBl Cloud (Microsoft Azure) Configured PowerBl Reports using Microsoft PowerBl Pro Desktop PowerBl Integration allows for Custom Dashboards for user viewing and analysis. 871 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com 17 ijInspectio City of La Quinta RFP CLQ07232024 - Project Management Software Ch - 2t1 cu h C3 711, Uc dale. Wt..* menu., [dam EH Sex Now Now ®cI re J ®eel Y.rns voure an Manage VTre. dl A Orkt. languep. 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Tecner AumaT linappedrErratiWpFenre .mw Levu, ft Fields PowerBl Model connected to Builterra Platform Power BI Demo !Powered by Builterra BUI LTERRG Account Users FullName UserName User1D Ashlyn MacGillivray amacgilhvray@buiherra.com 8895 Jeffrey Lyons jeff@landprojecteem 7247 Power 81 Derno PowerBIDemo@boilterracom 9165 List of Projects ProjectNurrher ProjectName Project Manager ,. 21-103-7 21-106-1 23-107-1 Weber St Reconstruction Phase 2 Ontario Street Resurfacing North Oshawa Urban Rehab left Lyons left Lyons Jeff Lyons 21-101-2 New Hamburg to Baden Transmission Chris Stehbing Waterman project 23-108-3 Herrgott Road & Ament Line Bridge Tim Baal Rehabilitations 22-105-8 Courtland Avenue Reconstruction Jeff Lyons 22-104-1 Church Street East Reconstruction - Jordan Shortt From Arthur Street to Duke Street Projects by Type 1 (12.5%) r (25%) 25%) L 2(25%) 1 (125%) Type •Road Reconstruct... •Road Resurface •Waterma€n Repla... •Road and Sewer... 1 02.5%) (Blank( Summary Statistics for Selected Project(s): • 3 Users Project Map W8 11 t mets 6 Photos Palmerston Artnur Listowel Stratford pd . 0 Guelph W4111loo Kitr Q - Cambridge Woods o -k-=-- =-- Caledon Va ghats SQarbo Y Brampton Halton HIVs Mississauga. Mlltnn Oakville Burlington Hamilton Stoney Creek pt, Brantford fj A Nations 40.' a0A- absrn war sc B. j Nlagafa Falls' WelfB1[ynd 212211.eTem.®2122 Lecrpsol Corporation •Road and Sewer Rehabilitation •Road Reconstruction •Road Resurface •Watermain Replacement Account Pr Ject Bid Cost Estimate by Catalog Item Coo Estimate by Bid hem Tasks RFIs lemections Progress I Budget Invoices is 88 Wage Client defined Dashboards showing client specific data. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software auaer98,69e95.515b4S65- 7- -. 0 _, ep•pow.,lro 181198 yme/reporti919ee915-66b2.4887.994,-x611339 1251.97C1Osol05xst4746lalerperience-powen9i 92,899e808e61e5166621 Wteapde168 0282.1 81498 Element Fusks n HI, r+ E¢wrl a. Share 75Cala P GPI 5.21511IP11 Sulker. te1190l1 A set 245. 6'a: Builterra Bridge Management Solution 6uatene Ref tm and M6127071 oowerP5 &lmp(es 17 $8,070,194 — ssa3yrm (1 1 7 2, copilot ® 0 ❑ $5,855,558 Region I/ 0 •51978 County City or Town Nam, *St. II,. 10 •Atmel •Cenral Elgin 0rldge LSCat ol+s x • J I — L7 C 875851 Structure Type Structures by Year S s 1It9,6sw02.. Pi s 2 2 2 2 0 •Budge •011.811 1988 1961 1569 1966 1999 19.17 1955 1965 1962 Bridge Summary Number Name Year Built No Lanes No Spans AADT Last Rehab C-001 King Street Crossing 7947 1 9-002 Fairview Avenue Bridge 1955 1 C-002 Kerrie Creek Culvert 7965 2 0.7161 0aMvoad Road Crossing :967 2 6-005 Talbot Street KC Bridge 1967 1 2090 1985 2815 I 2022 1987 f987 C-008 Fingal Line KC Bridge 1969 2 1983 6-9647 John Wise Line 1565 2 7-70'' Talbot Street CA50Bddge 1982 1 2727 1973 1595 Expansion of solution into Asset Management like Bridge and Culvert management. 8.4 AutoCAD Civil 3D Automation d' Q e 06 Cr The implementation of custom AutoCAD Civil 3D Automation tailored to leverage the Builterra cloud database brings substantial value by revolutionizing various aspects of the Builterra cloud and existing design processes. By automating drafting tasks for inspection data, asset management, design quantity takeoffs, and other processes crucial for supporting Building Information Modeling (BIM) requirements, organizations can realize significant gains in efficiency and accuracy. This automation streamlines workflows, reducing manual errors and saving valuable time for design professionals and engineers. Leveraging the Builterra cloud database ensures seamless access to up-to-date project information, facilitating real-time collaboration and decision-making. Custom AutoCAD Automation not only enhances productivity but also enables greater precision in design and construction documentation, ultimately leading to improved project outcomes. 891 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software .333.1 Pprt P.35.3.35.Pik PP5FN:vie• M.ea9e Output 55r, Putoaesk3W A„to0esk 6h.WPke Ikip /wf ms Epp, loos 5..5.1405 AECOesi9n Estimrtw 1s91.m.PPPs,,A• V'q s PP.. - Parcel - • Ni9nment - + Im.,acewm - L1 Frefik We.i - / - r - . Mex 0 Rout. -i- TM, / en *.' C..101—PPE _ la •, 1 e C-1 ;" �• 550..- �' Rxrn 555 - u prop, - -. 4.s.mM' - J SanPk floc / - • - - - 'iz ca, 4 A9nee MM - 49 -, s t �o Mde ru,eez p tt ry I a '11 ,,..P.. - r c,.a��9 . M1e 30..:3153 7; P .. NVSPwevmn - .: - e - hl - svnm it 530 =A,ry - e Prep., P AFC 5010.PION5 34. xL OPE,. 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"Awn 61,9.5 51400 14122.11 1;6i1m I1ePIRPN1rt amel X Y aj 1 1� —!i I I I STREET A gcm6.xs.�. • . 3 ovum. France, .mar, cum,. '30.x013' 330.5013. T Integration of Builterra with AutoCAD Civil 3D leverages the value of data created and collected in the field. Many design and construction management processes are positively impacted with a connection between Builterra and AutoCAD. Furthermore, by aligning with BIM requirements, organizations can stay at the forefront of industry standards, enhance project coordination, and pave the way for more integrated and efficient project delivery. In essence, the value of custom AutoCAD Automation lies in its ability to drive efficiency, accuracy, and innovation across the project lifecycle, ultimately contributing to the success and sustainability of infrastructure projects. 90 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 8.5 ESRI GIS Integration using FME Safesoftware Builterra leverages its mapping scope to enhance asset management through various capabilities: ESRI Shape File and LandXML Data Builterra allows users to upload ESRI Shape File and FME LandXML data, which can be visualized and managed within the Azure Map environment. This integration provides spatial context and enhances visualization of assets across projects. Using Safesoftware FME is by Safe Software critical for integrating Builterra Azure and owner's Enterprise Solution due to its powerful data integration, transformation, and automation capabilities. Many of the responses in this section refer to FME as the tool used to connect the Builterra Platform to Enterprise Solution and/or ESRI ArcGIS. Asset Attribute Data: Users have the capability to review and edit asset attribute data directly within the Builterra platform. This functionality ensures that asset information remains accurate and up-to-date, supporting informed decision-making throughout the asset lifecycle. Inspection Forms Integration: Builterra's inspection forms are seamlessly integrated with asset management processes. Users can augment asset data with detailed information collected during pre -construction, construction, and post -construction inspections. This includes attaching photos and other relevant documentation directly to asset records. `er GI Digital Pathways for Civil Eng X IP Admin-Eulltarra s + - O -o porta 1.13u1 Mecca.corn/UserManagement?ClientlD=12765,51artPage==c'r_ BUILTERRA DEMO - Asset Management O Users ® External Users 9 Groups ▪ Roles ® Profile • Images/Files Backup in Training Status > ® General Settings ® Inspection Settings G Lockup Lists ▪ E-mail Groups C Form Configuration ▪ Attribute Template Manager mi Marketplace 9 9 Bid Settings 911Page Inspection Form Configuration m > IN GUIDE RAIL OSIM E l Feld Inspection Information ® CSIM Bridge Element Inspection > ® CSIM Bridge Inspection (FULL) ® 051M Meta r Services > r Structure ® Photo Report GENERAL ELEMENT QUANTITY CONDITION PERFORMANCE MAINTENANCE ADVANCED MAPPING !e Edit - .. = Lookup Lists Index Name Description lepIe Type 7 Length Length Number Bo 8 Width Width Number (0.0) 9 Height Height Number OM 10 Count Count Number (0) 11 Quantity Total Quantity Number Bo 12 Limitedlns Limited Inspection List-Ves-N0 13 ElementUnit Quantity units List-Qaanttycalcunits O Minimum number of fields to !Defiled In by user on this page 0 Show attributes in General Tab In Details and Edit Tabs iniche Portal ❑ Notes Req'd (Required) - Must have a value before a user Is able to submit a form from the held. Intl (Internal) - Field is not available on mobile devices (usually an equation or fixed value). Theme -Attribute is available for theming on Inspection map, best used for lookup lists or booleans Equation - When a form is submitted with an empty value, this will input a calculated value. Configurable Mobile Form Attributes for anyAsset Type. AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Integration with Safesoftware FME: Builterra supports batch import of data to ESRI systems using Safesoftware FME. This integration streamlines the process of transferring data between Builterra and ESRI environments, ensuring data consistency and efficiency in asset management operations. Azure Map Visualization: Assets and inspection data uploaded to Builterra can be visualized within Azure Map, providing a geospatial view of project assets and their associated information. This visualization enhances spatial awareness and facilitates better planning, monitoring, and management of assets. Aniabsu giew E. Image, Snre ». LU oa IT y. E:• hem„ FM.' B�rnO bn. . N beer romanxl NM* x r. m. /' :4... Cavin. UrCn esu • SA OUV uryrcrwLLe,oew� ,eaen ,wxwn Aarib,nez SNeaion LXr,z ,�vaele G.e , easchamne. 11) Culermcn 9711,7.917 Uwnve+0 ,AM6 imPemn IA lyw, hry,arl.nueh ERl �6ue NMprW, .]AZXb7I o peo min rom Mpcl:.r.tlrc..mrma.�rrc nn, nw�- roe •� seeR.rn ,ya yro� SwRB bv, 'nn9¢ff. � dfu .N4 GbhWO 4.. u�6'Trryar erw ren. i ,r4I-ed.elee AD .1 BRAWL... 041114WkfG[+vm tutiolteeLlui. MI .I we0,... VAreAM II .. [-+q - gearN. IA Safesoftware FME Workbench Configuration used to connect disparate cloud based solutions to on ESRI cloud or on -premise databases. Overall, Builterra's asset management options, including ESRI Shape File and LandXML data support, integration with Safesoftware FME, and Azure Map visualization capabilities, empower organizations to efficiently manage assets throughout their lifecycle. This comprehensive approach ensures data accuracy, enhances collaboration, and supports better decision-making in infrastructure and construction projects. 921 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software 8.6 External Systems Integration using Builterra API Utilizing the Builterra Application Programming Interface (API) in integration projects offers unparalleled value in enhancing collaboration, efficiency, and data management across various platforms and systems. 1. Document Synchronization: The Builterra API facilitates seamless synchronization between the Builterra Document repository and diverse cloud -based document management solutions such as OneDrive, SharePoint, Laserfiche, BIM 360, Dropbox, and FTP. This ensures that project documents and data are always up-to-date and easily accessible, streamlining workflows and improving document management processes. 2. Enterprise Business Systems: The Builterra API enables seamless integration with enterprise systems such as Maximo, Deltek, and BSD, ensuring comprehensive data management and operational efficiency across platforms. By leveraging the Builterra API, organizations can synchronize project data, streamline workflows, and eliminate data silos. This integration facilitates the automatic transfer of information such as asset details, financial data, and project status updates between Builterra and enterprise systems. Consequently, project managers can access real-time, accurate data for better decision- making, while ensuring that all stakeholders have consistent and up-to-date information. This interconnected ecosystem enhances overall productivity, reduces manual data entry, and improves the accuracy of reporting and analysis, supporting robust project and asset management. 931 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software 9. Disclosures We affirmatively state there is no negative history. 10. Acknowledgement of Insurance Requirements See Attachment 2 11. Non -Collusion Affidavit See Attachment 3 12. Acknowledgement of Addenda See Attachment 4 94 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 - Project Management Software Appendix A — Project Team and Resumes Our Project Team • Chris Stebbing, P.Eng. is our project manager and lead senior engineer responsible for delivery, training and maintenance. • Jeff Lyons, Cert Eng. Tech, will manage the coordination of project bid submission, contract award and invoicing. Also provided is 30 years domain experience with civil engineering, design software and data integration and automation. • All Technical staff and delivery are under Chris's guidance and instruction throughout the term of the implementation and ongoing subscription. Jeff Lyons, C.E.T. (Project Administration and Applied Project Consulting, Planning, Data Integration) Chris Stebbing, B.Sc., P.Eng. (Project Manager, Data Migration and Integration Lead) Jordan Shorn (Technical Training Delivery and Custom Development) Ajay Mundi, P.Eng, B.Sc, (Programming Lead and Project Customization Support) Tim Baal (Training, Materials, Technical Support and Security Compliance) Aziz Yousif, B.Sc (Training Delivery and Technical Support) Project Implementation, Development, Training and Support Staff for this Project 95 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com Chi Ezeamaku, B.Sc. (Custom Reports and CAD Programming) City of La Quinta RFP CLQ07232024 — Project Management Software Chris Stebbing, P.Eng. Role in This Contract: Project Manager, Senior Developer Years' Experience: 22 Years / 10 Years with AEC Solutions Inc. Location: Richmond Hill, Ontario, Canada Education: University of Toronto, Toronto, ON, Canada Industrial Engineer, Major Computer Science, Minor Professional Designation: Honors Bachelor's of Science, Consulting Engineer, P.Eng. Professional Qualifications: Member of Professional Engineers of Ontario Relevant Project #1: Scope of Project: for 400 Users References: Defense Construction Canada, Project Manager Implementation of Task management and Inspection Solution Integration of Builterra Documents and Laserfiche Chris Sturgeon, Project Manager Director of Real Property Chris.Sturgeon@dcc-cdc.gc.ca (613) 998-9548 Relevant Project #2: Regional Municipality of Waterloo, Project Manager Scope of Project: Implementation of Design and Construction Solution Standardization of Bid Catalog, Cost Estimating and Inspection Systems References: Microsoft PowerBI API Development Malcolm Lister, Director of Technical Services (519) 575-4400 mlister@regionofwaterloo.ca Availability: Initial Project Planning and Development - 30% 96 !Page User Acceptance and Go Live —15% AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Professional Resume (Summary) As the lead developer of AEC Solutions Inc.'s Builterra platform, Chris oversees and develops new and innovative solutions for the company. He has a unique set of skills and experiences that combines Industrial Engineering training with traditional Civil Engineering experience that allows AEC Solutions to bring distinctive solutions to its clients. Chris has trained hundreds of people involved in various stages of the contract administration process on how to effectively use the Builterra platform. He also manages a group of professional staff involved in the integration and implementation of technology-based systems and is a GIS specialist with many years of experience using ESRI's Arc product suite and AutoCAD Map. Chris has managed many projects including: SWM Facility Operations and Maintenance Master Planning, Field Survey Services, Environmental and Municipal Monitoring, Remote Data Acquisition (RDA) and Research Services. He has been involved in various hydrologic and hydraulic analysis projects including hydraulic analysis of storm and sanitary sewers using static and dynamic modelling tools. Chris has been involved in the collection of the environmental data including monitoring of sanitary and storm sewers, open channels and all weather parameters. EXPERIENCE Software Development -Builterra Contract Administration Platform. Lead developer and designer for the Builterra platform. Includes full stack Web development, iOS and Android App development and API creation. (2014 - Present) RDA Web Development Lead developer and designer for the development and enhancement of the Remote Data Acquisition (RDA) system. This includes the design of data acquisition, storage, analysis tools and visualization. (2005 - 2015) Water Balance Analysis System (WABAS) Lead developer of the Water Balance Analysis Software which allows for the rapid assessment of the water budget on basin wide basis. (2002 - 2010) SWMSoft Lead designer and developer of the Stormwater Management Software (SWMSoft) tool that allows for the detailed assessment of the operations and maintenance needs of Stormwater Management Facilities. It has been made available as an extension to AutoCAD and ArcGIS. (2001 - 2014) Visual OTTHYMO Lead designer and support specialist for Visual OTTHYMO, a hydrologic modelling tool used widely across Ontario. (2005 - 2011) 97IPage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Civil Engineering Town of Markham, Consulting Engineering Services for Automatic Rain Gauges. Project Manager for consulting services to automate 11 rain gauges and provide a reporting network which operates accurately across the town, providing direct access to real-time precipitation and rain events data. Regional Municipality of York, Inflow and Infiltration Reduction Study in the Town of Markham, City of Vaughan and Town of Aurora. Field Manager and Assistant Project Manager of a comprehensive I/I discovery and remediation program responsible for all aspects of field data collection including flow monitoring, smoke & dye testing, MH investigation and coordination with client, residents and municipalities. Regional Municipality of Peel, Inflow and Infiltration Studies, City of Mississauga. Assistant Project Manager of a Region wide assessment of the extent of inflow and infiltration entering the collection systems in the two (2) sewer sheds in the City of Mississauga and one (1) in the Town of Bolton through a comprehensive flow monitoring program and the evaluation of potential remediation options using advanced analysis tools from the RDA system and an InfoWorks model. City of Toronto, Investigation of Chronic Basement (Area 28). Field manager in charge of designing and implementing the data collection process which involved the installation and maintenance of 16 flow meters and two (2) rain gauges. This data was used as a part of a Class EA study to determine surcharging in the study area with a focus on identifying causes of basement flooding. City of Toronto, Investigation of Chronic Basement Flooding - 4 Areas, 2008. Performed site selection and investigations, monitoring equipment fabrication and installation, station maintenance, data collection and analysis of forty storm and sanitary monitoring stations which were calibrated and installed in various study areas in the City of Toronto to assess the I/I contribution and potential flood -prone areas. The monitoring stations were all telemetered and inspected daily via Remote Data Acquisition system. This data was then used in A Class EA study to model storm and sanitary sewer surcharging in study areas with a focus on identifying causes of basement flooding. Town of Markham, West Thornhill Stormwater Flood Remediation Class EA Study, Thornhill. This involved the assessment of the existing major and minor stormwater systems to identify the causes, mechanisms, and impacts of flooding. Enhanced GIS modeling tools were developed to analyze the current sewer system and to provide remediation alternatives in order to enhance the level of flood protection and to relieve the chronic basement flooding problem. (2008-2009) Town of Caledon, Stormwater Management Facility Inventory and Maintenance Plan. This project had a total of 32 facilities with approximately 15 bathymetric surveys. Project included a complete file and field inventory of all the facilities in the Town, an assessment of wet -pond sediment accumulation (32 facilities), a detailed facility component rating, planned the operation and maintenance requirements to keep the facilities in proper operating conditions, forecasted future maintenance requirements including tasks, resources, and costs; and implemented the operation and maintenance into a database management system (SWMSoftT'). (2007-2008) 98 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 — Project Management Software Sanitary Sewer Flow Monitoring and Capacity Analysis in the Don Collector. Project Manager for the installation, maintenance, and analysis of the sanitary flows within the Don Collector system. The purpose of this project was to assess existing and future capacity. (2003-2005) 99 Wage AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Jeff Lyons, CET Role in This Contract: Project Coordinator Years' Experience: 30 Years / 10 Years with AEC Solutions Inc. Location: Richmond Hill, Ontario, Canada Education: Haileybury School of Mines, Haileybury, ON 1984-1987 Mining Engineering Technologist Emphasis on Mining Engineering and Surveying Sir Sandford Fleming College, Lindsay, ON 1982-1984 Geological Exploration Technician Emphasis on Geophysical Exploration and Data Analysis Professional Training: Certified Engineering Technologist Professional Qualifications: Member of Ontario Assoc. Certified Technologists and Technicians Relevant Project #1: Scope of Project: for 400 Users References: Relevant Project #2: Scope of Project: users Inspection Systems References: 100 !Page Defense Construction Canada, Project Coordinator Implementation of Task management and Inspection Solution Integration of Builterra Documents and Laserfiche Chris Sturgeon, Project Manager Director of Real Property Chris.Sturgeon@dcc-cdc.gc.ca (613) 998-9548 City of Ottawa, Project Manager Implementation of Design and Construction Solution for 75 Standardization of Bid Catalog, Cost Estimating and Kevin Lamer, Director of Construction Field Services (613) 580-2400 kevin.lamer@ottawa.ca AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Availability: Initial Project Planning and Development - 25% User Acceptance and Go Live —15% Professional Resume (Summary) With over 30 years of experience in the municipal and land development sector, Jeff Lyons is dedicated to creating innovative software solutions for the civil engineering industry. As founding partner of AEC Solutions, Inc., Jeff and his team have reinvented the traditional contract administration process for over 100+ Canadian Civil Engineering clients and 30 Public Sector organizations. Before co-founding AEC Solutions Inc. and the Builterra Platform, Jeff was the resource manager for Land Development and the business unit manager for the Building Information Modeling (BIM) Solutions Team at Cole Engineering Group in Markham, Ontario (2010- 2013). Prior to this, he was with Autodesk Canada as the Autodesk AutoCAD Civil 3D software territory manager, working with the Autodesk sales channel and clients to increase Model based Civil Design and Construction technology awareness and adoption across Ontario. Highlights • Over 30 years of hands on "domain" experience in Survey / Land Development / Municipal Industry • Over 20 years as a programmer/developer creating add on tools for Autodesk products • Solid background in working with the CAD -GIS Technology firms throughout the USA and Canada • Very experienced working with highly technical people, both clients and colleagues, to develop process / technology related solutions for day to day challenges • Commitment to maximum return on investment in Design Technology - BIM Solutions • Former Autodesk Civil - GIS Product Territory Manager for Central Canada EXPERIENCE AEC Solutions Inc., Oshawa, ON, Partner and Director of Platform Innovation Conceived, built and selling Builterra, an Integrated Contract Administration Software for Infrastructure. Joint Partnership with Chris Stebbing, P.Eng. (2014 -present) Landproject Inc., Whitby, ON, President Offers BIM related analysis, simulation and visualization for any Infrastructure project which could benefit from BIM. Offers Data Preparation, Estimating and Modelling for Construction firms using BIM Processes. Industry Consultant to Autodesk InfraWorks Global Sales and Development Teams. Industry Consultant to SolidCAD Solutions Group (largest Autodesk AEC Channel Partner in Canada). Joint Partnership of AEC Solutions Inc., cloud -based solution to leverage BIM Datasets for Infrastructure (May 2013 — May 2016) Cole Engineering Group Ltd., Markham, ON, Resources Manager, Municipal & Transportation 101 1 AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Created an Internal Business Unit to Support Project Managers with BIM related analysis, simulation and visualization of current projects which could benefit from BIM. Marketing and Proposal support with all forms of visualization showing existing and concept design options during the proposal stages of any project. Expanding our AEC Solutions business directly to existing clients who want to extend the value of their data beyond the project design phase. (April 2012 — May 2013) Cole Engineering Group Ltd., Markham, ON, Resource Manager, Land Development Worked closely with Land Development team to build design and drafting processes using custom developed tools and process technology. Expanding the role to include other Business Units at CEG - development of an Integrated Design environment using common tools and practices. Development of a Corporate Technology Coordination role to support all Business Units within CEG using all design technology products from Autodesk, Bentley and ESRI. Implementation of online web- based Project Collaboration in Fall of 2010. Mentoring, training and supporting all staff using CAD based products on a daily basis. (Dec 2009 - April 2012) Autodesk Canada, Toronto, ON, AEC Territory Manager (Civil -Ontario) Worked closely with Channel Partners in Ontario to sell AutoCAD Civil 3D products. Extensive use of Salesforce.com to track sales opportunities and manage forecasts. Worked with Sales Execution and Channel Marketing to develop channel -based marketing programs within the territory. Developed strategy to open new markets in Survey, Landscape Arch and Planning. Developed Tele- marketing programs based on Value selling. Experienced in Value Selling and Target Account Sales training. (Apr 2007 -Dec 2009) Stantec Consulting Ltd., Markham, ON, Project Manager Practice Enhancement for Urban Land Development Group which includes actual project work combined with applied mentoring and tools development. Programming and Consulting for Planning/GIS Group. Development of the "Land Database" application using AutoCAD Map, Custom DWF Viewer with Database connectivity, Mapguide SDFLoader processing and Buzzsaw Collaboration with Clients in Calgary, Tucson and Phoenix. Completed in Summer 2006. Project Collaboration between Phoenix and Markham Urban Land Groups in Spring 2006. Civil 3D Implementation Consulting for CAD Services, Edmonton. Included a full technical review of Civil 3D 2006(Summer 2006) and Civil 3D 2007 (Fall 2006). Continued support for Implementation strategy corporate wide Civil 3D Pilot Project Coordination and Support for Markham (late 2006 till Feb 2007) 2003-2007 Experience between 1987 and 2005— Land Surveying, Underground Mine Surveyor, GIS and CAD Specialist, Autodesk Programmer, Geotechnical Slope Stability and Soil reporting projects. 1021 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Ajay Mundi, P.Eng., B.Sc. Role in This Contract: Platform and Mobile Developer Years' Experience: 3 Years / 3 Years with AEC Solutions Inc. Location: Richmond Hill, Ontario, Canada Education: University of Ottawa, 05/2020 - 04/2022 BASc in Computer Science Ottawa, Canada University of Ottawa, 09/2017 - 04/2022, BASc in Civil Engineering (Co-op) Ottawa, Canada Professional Training: BSc in Computer Science and Civil engineering, Engineering in Training Professional Qualifications: Relevant Project #1: Platform Development at Builterra.com Scope of Project: Design and Built the RFI and Submittals solution using Azure References: Chris Stebbing, Partner AEC Solutions Inc. Relevant Project #1: Mobile Development at Builterra.com Scope of Project: Design and Built the iOS Platfrom at Builterra.com Integration of Hardware Bluetooth for: o Vivax Metrotech Utility Locator o EOS Gold GNSS Antenna for iOS Precision (2mm) o Trimble Catalyst for Android/iOS Precision (2mm) References: Chris Stebbing, Partner AEC Solutions Inc. Availability: Development - 25% User Acceptance and Go Live —15% 1031P c AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software EXPERIENCE Jan 2021 to Current Technical Support and Programming - AEC Solutions Inc. (Builterra.com) Duties: Coding extensions for Bentley Microstation inspection importer. Learning and supporting the AutoCAD extensions for Builterra subscribers. Will be involved in the ESRI / Cartegraph integration for public sector clients. Sept 2020 to Dec 2020 Coop Student Field Coordinator - Light Rail Construction - City of Ottawa Duties: Monitored and documented construction sites to assess their conformance with quality assurance standards. Proposed and implemented technological solutions to automate manual tasks reducing processing time by a factor of 20. Jan 2020 to April 2020 Coop Student BIM Modeler & Project Coordinator- EllisDon Construction General Contractor, Ottawa, Canada Duties: Applied field knowledge to improve accuracy of project schedule. Implemented BIM models to find issues in the proposed design and interferences in the HVAC and plumbing layout. May 2019 to Aug 2019 Summer Employment Energy Systems Designer - Natural Resources Canada R&D Government Branch Specializing in Renewable Energy Systems, Ottawa, Canada Duties: Designed a steel ballasted variable -angle solar array rated to withstand wind gusts of 150 km/h. Developed an excel computational tool to estimate wind loads and required ballast for rooftop structures. 1041P c AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Aziz Yousif, B.Sc. Role in This Contract: Scripts Years' Experience: Location: Education: Professional Training: Professional Qualifications: Relevant Project #1: Implementation Scope of Project: References: Relevant Project #2: Scope of Project: users Inspection Systems References: Availability: 105IPage Web Developer, Major Account Training Materials and Test 14 Years / 2 Years with AEC Solutions Inc. Oshawa, Ontario, Canada York University, 05/2020 - 04/2022, BASc in Computer Science Toronto, Canada BSc Computer Science WSP Canada Transportation and Infrastructure National 275 Users across Canada User Training, Custom Video Support, Project Management of Regional Forms and Reports, User Roles and Permissions Support for IT Vijay Sole, P.Eng., Director of Field Services, Canada (905) 882-1100 Vijay.sole@wsp.com City of Ottawa, Support Manager Implementation of Design and Construction Solution for 75 Standardization of Bid Catalog, Cost Estimating and Custom Video and Training Content. Kevin Lamer, Director of Construction Field Services (613) 580-2400 kevi n.la mer@ottawa.ca Initial Project Planning and Development - 40% User Acceptance and Go Live —15% AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software EXPERIENCE AEC Solutions Inc. Major Account Technical Support Aug 2021 - Present - Supporting Builterra Major Account Users via phone, e-mail, and web within set timeframe. - Post -sales implementation & project management. - Designing, implementing, and maintaining Dynamic Templates using SendGrid API. - Manage portfolio of accounts to achieve long-term client growth and success. - Maintenance and update of Builterra's WordPress website (Copywriting, SEO, Design) - Microsoft Office, Freshdesk, Salesforce, Trello, Canva, Adobe, Camtasia, WordPress, - SendGrid, Mailchimp, C#, HTML, CSS, & other internet technologies. Johnson & Rountree Premium Inc. Manager, Analyst, Trainer Apr 2015 - Feb 2021 - Management and training of new employees on healthcare software and information. - Creating training manuals and presentations (Excel, Powerpoint, etc). - Extracting relevant call center data to analyze for improving efficiency and quality. - Database management of critical healthcare data; database maintenance per HIPAA. - Appeal's specialist; processing client appeals and disputes; research and inquiry. Home Junction Inc. Tech. Support/Web Designer Jun 2013- Nov 2014 - Responded to client tickets, emails, and phone calls in timely manner. - Troubleshooting flagship tools and products for the Real Estate industry. - Worked alongside Web Developers to improve responsive WordPress websites. - Trained employees/clients on WordPress platform and other Internet technologies. - WordPress, HTML, CSS, SEO, and a host of other computer/internet technologies. TRC Electric Ltd. Electrician Assistant Jun 2010 - Sept 2012 - Uninstallation/installation of industrial steel cutting machines. - Utilized a vast array of power tools to accomplish construction tasks at hand. - Supplied power to high voltage panels and wired main motors and switch boards. - Troubleshooting of commercial electrical systems; PLC wiring and termination. - Installing electrical equipment and material such as laser trigger safety systems. 1061P c AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Jordan Shortt Role in This Contract: Technical Services Manager / Platform Developer Years' Experience: 10 Years / 7 Years with AEC Solutions Inc. Location: Lindsay, Ontario, Canada Education: University of Guelph 05/2019 - 04/2020 Economics Major - Computer Science Minor Guelph, Ontario Professional Training: Certified Engineering Technologist Professional Qualifications: Member of Ontario Assoc. Certified Technologists and Technicians Relevant Project #1: Region of Durham Scope of Project: Implementation of Inspection, Tendering, Progress payment tracking with custom forms, payment outputs, cost sharing, etc. References: Tim Murphy, Project Supervisor Tim.Murphy@durham.ca, 905-668-7711 extension 2211 Relevant Project #2: Region of Waterloo Bridges Scope of Project: Implementation of Bridge reports and inspection, including automatic "BCI" calculations and photo compiling References: Malcolm Lister, C.Tech. Technical Services Manager 519-577-5542 mlister@regionofwaterloo.ca Availability: Initial Project Planning and Development - 30% User Acceptance and Go Live —15% 107 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 - Project Management Software EXPERIENCE AEC Solutions Inc. - May 2015 to Current Duties: Jr Programmer — Platform and Customization (2022 -Current) Technical Services Manager — 2020-2021 Technical Support and User Training — 2015-2020 Employee Number 1 —Jordan has learned the Builterra platform from ground up. Jordan has been involved in every aspect of the platform development and customer technical services since launch date in 2015. Landproject Inc. - May 2013 to Sept 2015 Duties: AutoCAD Civil 3D Model Designer Inspection Data Entry for Viva Next Rapid Link Design Build Project 3D Utility Modelling using AutoCAD 108 !Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Tim Baal Role in This Contract: Training Manager and SOC 2 Compliance Years' Experience: 5 Years / 3 Years with AEC Solutions Inc. Location: Richmond Hill, Ontario, Canada Education: Durham College 05/2017 - 04/2020, Marketing and Communications Oshawa, Canada Professional Training: Professional Qualifications: Relevant Project #1: Defense Construction Canada — New User Training Scope of Project: Trained 200-250 new Users for the Builterra platform and mobile app. References: Chris Sturgeon, Project Manager Director of Real Property Chris.Sturgeon@dcc-cdc.gc.ca (613) 998-9548 Relevant Project #2: Scope of Project: References: Availability: 109 !Page SOC 2 Type 2 Compliance Project lead to ensure the company and employees were compliant with SOC 2 Type 2 controls. Veryl White Information Security Auditor v.white@kirkpatrickprice.com (800) 977-3154 x391 Initial Project Planning and Development - 40% User Acceptance and Go Live —15% AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software EXPERIENCE 05/ 2020 to Present AEC Solutions Inc. (aka Builterra) Technical Support and Materials, SOC 2 Compliance Project Manager 1. Client technical support representative duties: • Answering client questions and ensuring client success with our platform via client e-mails and phone calls. 2. Compliance Officer: • Project manager to ensure compliance with a SOC 2 Audit and certificates. • As of November 2020, our SOC 2, GAP analysis, Type 1, and Type 2 reports are completed. • Created multiple company policies and procedures to be compliant with the SOC 2 Certification while also implementing the policy changes into the business. • Had the privilege to work directly with both Builterra partners for this project's completion, Jeff Lyons and Chris Stebbing. • Lead project manager for future SOC 2 Auditing preparation for continuous compliance in the years to come. • Lead the project for our second SOC 2 Type 2 Audit. As of January 2022, our second SOC 2 Type 2 Audit has been passed with ZERO exceptions! 3. Video/Screencasting Editing: • Editing raw audio and video into an informative and easy -to -understand training video. The videos are for many courses and potentially custom videos if requested by clients. • Officially launched our first batch of comprehensive training videos as of October 2020. 4. Quality Assurance Testing (QA Tester): • Product tester for IOS and Android updates. • Uses a checklist to ensure that our product is working as expected, and if there is something wrong, I notify our developer. • Product tester for our web portal when new 'Portals' (pages) are created. 04/ 2022 to 05/ 2020 AEC Solutions Inc. (aka Builterra) Sales Intern 1 One -Month Position • Strategically qualifying leads to expand the portfolio of the business. • Writing a script for phone calls and email templates. • Receiving all-around training for everything at Builterra, becoming a multi -divisional worker. • Attending weekly sales progress report meetings, and marketing strategy brainstorming sessions. 1101 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software Chi Baal, P.Eng. Role in This Contract: Developer, Customization Reports Years' Experience: 5 Years / 2 Years with AEC Solutions Inc. Location: Quebec City, Quebec, Canada Education: Jan 2021 — Ongoing Part Time York University (Toronto, ON) Postgraduate Degree, Business Administration Aug 2014 - May 2018 Purdue University (West Lafayette, IN, USA) Bachelor of Science in Chemical Engineering Professional Training: Chemical Engineering, B.Sc. Professional Qualifications: Relevant Project #1: GHD — YDSS Forcemain Twinning (approx. value $100 million) Link: https://www.ghd.com/en/projects/york-durham-sewage-system-forcemain-twinning- project-ydss.aspx Scope of Project: 24/7 reporting of large forcemain project for York region. Each day a daily report would be generated using information inputted by 2-3 inspectors simultaneously. End of project included photo wrapup and automatic organization by date and location of 11000+ photos. References: Hugh McDonald Senior Civil Engineer +1 519 340-4418 hugh.mcdonald@ghd.com Relevant Project #2: WSP Canada Transportation — IQAF Checklists for Highway 401 Link: https://401 expansion-mississauga-milton.ca Scope of Project: Quality Assurance for Ministry of Transportation Ontario Expansion of Highway401 with References: Availability: 111 !Page 30+ checklist variation types and photo taking Vijay Sole, P.Eng. Manager, Construction Administration — MTO vijay.sole@wsp.com Initial Project Planning and Development - 25% AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232024 — Project Management Software EXPERIENCE Professional with 2+ years of process engineering and project management experience. Driven lifelong learner with the demonstrated ability of leveraging systems thinking, data analysis, and creative problem -solving skills to improve productivity, processes, and the quality of deliverables. Competencies: Project Management, Process Engineering, Continuous Improvement, Data Analysis, Quality Systems Management & Auditing, Programming (Python, Javascript, SQL, Matlab, etc), Technical Communication, and Customers Service, among others. Languages: English, French. Feb 2022 - Current AEC Solutions Inc. (Builterra). Oshawa, ON. Software Developer & Bilingual Support Tech This position involves developing CAD tools and add-ons, as well as creating and updating custom customer reports. Duties also include customer support in French and English, both over the phone, and via email, and assisting with the translation of the web portal and mobile applications. TPG Plastics LLC. Willowbrook, IL. June 2018 - Nov 2020 Process & Project Engineer This position involved project management, and process improvement in a manufacturing environment. Some key task and accomplishments include: Successfully completed 50+ engineering projects of differing scopes and durations. Managed new product and raw material sampling projects to determine the quality of the material, the impact on the manufacturing process, and project feasibility. My reports contributed to the management's decisions. Ensured production conformance and quality by performing small scale testing projects simulating real life and extreme use cases of our products. The results helped guide our quality improvement decisions. • Improved data quality and operations productivity in multiple ways including revamping the legacy paper-based data collection and analysis process. I developed an app on the AppSheet platform for data collection and wrote python scripts to clean and report the data as desired. • Enhanced compliance with standards by auditing the quality management and environmental management processes as a certified internal auditor in a team of two. Undergraduate Researcher May 2017 - M May 2018 Purdue University: Dr. Beaudoin Research Group. West Lafayette, IN. This position involved the fabrication and characterization of micro -scale patterned polymer polypyrrole using photolithography and electro polymerization techniques, alongside other testing techniques, in a cleanroom. Recognized as a second author on resulting research paper "Impact of surface chemistry on the adhesion of an energetic small molecule to a conducting polymer surface" published in Colloids and Surfaces A: Physiochemical and Engineering Aspects. 1121 P a c AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com City of La Quinta RFP CLQ07232O24 - Project Management Software Appendix B - Service Level Agreement 1131 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 1. Agreement Overview This Agreement represents a Service Level Agreement ("SLA" or "Agreement") between AEC Solutions Inc. and the Subscriber for the provisioning of IT services required to support and sustain AEC Solutions Products. • This Agreement remains valid until superseded by a revised agreement mutually endorsed by the stakeholders. • Your access to and use of the service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the service. • This Agreement outlines the parameters of all IT services covered as they are mutually understood by the primary stakeholders. This Agreement does not supersede current processes and procedures unless explicitly stated herein. • By accessing or using the service, you agree to be bound by these Terms. If you disagree with any part of the terms, then you may not access the service. 2. Goals & Objectives The purpose of this Agreement is to ensure that the proper elements and commitments are in place to provide consistent IT service support and delivery to the Subscriber(s) by the AEC Solutions Inc. This includes: • Obtain mutual agreement for IT service provision between the AEC Solutions Inc. and Subscriber(s). • Provide clear reference to service ownership, accountability, roles and responsibilities. • Present a clear, concise and measurable description of service provision to the Subscriber. • Match perceptions of expected service provision with actual service support & delivery. 3. Stakeholders The following Service Provider(s) and Subscriber(s) will be used as the basis of the Agreement and represent the primary stakeholders associated with this SLA: • IT Service Provider(s): AEC Solutions Inc. ("Provider") • IT Subscriber(s): Subscriber ("Subscriber") 4. Periodic Review This Agreement is valid from the Effective Date outlined herein and is valid until further notice. This Agreement should be reviewed at a minimum once per fiscal year; however, in lieu of a review during any period specified, the current Agreement will remain in effect. The Document Owner is responsible for facilitating regular reviews of this document. Contents of this document may be amended as required, provided mutual agreement is obtained from the primary 11 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 stakeholders and communicated to all affected parties. The Document Owner will incorporate all subsequent revisions and obtain mutual agreements / approvals as required. 5. Service Agreement Service Scope The following Services are covered by this Agreement: • Live telephone support • Monitored e-mail support • Remote assistance using Microsoft Teams • Planned or Emergency Onsite assistance (extra costs apply) • Daily System Health check Health Monitoring Checklist from Microsoft Azure Subscriber Requirements Subscriber responsibilities and/or requirements in support of this Agreement include: • Payment for all platform and support costs at the agreed interval. • Reasonable availability of Subscriber representative(s) when resolving a service related incident or request. Subscribers Roles and Responsibilities The subscriber is responsible for maintaining, adding, and removing internal and external project - specific individuals' access to the Builterra platform. This includes but is not limited to the following: • Review all the users on the account monthly to ensure they are current employees and to review that their roles and permissions are up to date. • Adding new users to the Builterra platform and giving those users the necessary roles and permissions to use within the platform. • Removing former employees' access, as well as external project -specific individuals' access to the Builterra platform. • Registering user profiles and installing the Builterra mobile application. Service Provider Requirements Service Provider responsibilities and/or requirements in support of this Agreement include: • Meeting response times associated with service -related incidents. • 48 hours advanced notice to Subscriber for all scheduled maintenance. • If Scheduled Maintenance is required, time for updates will be between 2am ET and 5am ET or on Weekends. Service Assumptions Assumptions related to in -scope services and/or components include: 21 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 Changes to services will be communicated and documented to all stakeholders. Termination We may terminate or suspend access to our service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, indemnity and limitations of liability. Subscriptions The services are billed on a subscription basis ("Seat(s)"). You will be billed on an annually recurring basis. One "Seat" or Licence is for the use of one individual, user profile sharing is not allowed. If you have any questions about the subscriptions, please get in touch with our Sales team: sales@builterra.com AEC Solution Inc.'s Responsibilities Provide level 1 and 2 technical support for the Builterra platform (https://portal.builterra.com/) and the Builterra Mobile app • Developing Builterra platform and application updates and patches • The overall Builterra platform and application operation and architecture • The security, support, and storing of client's information • The Availability and Privacy of the platform and mobile App Code of Conduct Our platform and services allow you to upload, share, store, and otherwise make available certain information, text, documents, images, financial data, or other materials. You are responsible for only uploading the information you wish to have visible to other users on the account. Take caution in uploading any sensitive data onto the Builterra platform, as it may be visible for other users on the account. Expected Content The following content is examples of expected and allowed content: • Uploading a document(s) for inspection(s), project(s), tender(s), or other document(s) related to construction or field work. • Uploading an image(s) for inspection(s), project(s), tender(s), or other document(s) related to construction or field work. • Uploading data or information for inspection(s), project(s), tender(s), or other document(s) related to construction or field work. • Uploading a file(s) for inspection(s), project(s), tender(s), or other document(s) related to construction or field work. 31 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 Non -Allowed Content The following content is examples of expected and allowed content: • Do not upload anything to which you are not the legal owner or haven't been approved to do so by the legal owner. • Do not use the platform to perform any activity that exploits, harms, or threatens to any person or property. • Do not send spam or engage in phishing. Spam is unwanted or unsolicited bulk e-mail, system notifications, or similar electronic communications. Phishing is sending e-mails or other electronic communications to fraudulently or unlawfully induce recipients to reveal personal or sensitive information, such as passwords, dates of birth, financial information, or other sensitive information, or to gain access to accounts or records, exfiltration of documents or other sensitive information, payment and/or financial benefit. • Do not publicly display or use the Services to share inappropriate content or material (involving, for example, nudity, offensive language, graphic violence, or criminal activity) or Your Content or material that does not comply with local laws or regulations. • Do not engage in activity that is fraudulent, false or misleading (e.g., asking for money under false pretenses, impersonating someone else, manipulating the Services to increase play count, or affect rankings, ratings, or comments) or libellous or defamatory. • Do not circumvent any restrictions on access to or availability of the Services. • Do not engage in activity that is harmful to you, the Services or others (e.g., transmitting viruses, stalking, posting terrorist or violent extremist content, communicating hate speech, or advocating violence against others). • Do not infringe upon the rights of others (e.g., unauthorized sharing of copyrighted music or other copyrighted material, resale or other distribution of Azure maps, or photographs). • Do not engage in activity that violates the privacy or data protection rights of others. • Do not help others break these rules. Note: These are not exhaustive lists, and we have a right to make changes to these lists at any time. Changes At our sole discretion, we reserve the right to modify or replace these Terms at any time. If a revision is material, we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. Contact Us If you have any questions about these Terms, please get in touch with us with the following contact information: • E-mail: support@builterra.com • Phone: 1-833-289-8600 ext. 703 41 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 6. Service Management Effective support of in -scope services is a result of maintaining consistent service levels. The following sections provide relevant details on service availability, monitoring of in -scope services and related components. Service Availability Coverage parameters specific to the service(s) covered in this Agreement are as follows: • Telephone support: 8:00 A.M. to 8:00 P.M. Monday — Friday (ET) - Calls received out of office hours will be forwarded to a mobile phone and best efforts will be made to answer / action the call, however there will be a backup answer phone service. • E-mail support: Monitored 8:00 A.M. to 8:00 P.M. Monday — Friday (ET) - E-mails received outside of office hours will be collected, however no action can be guaranteed until the next working day. Service Requests In support of services outlined in this Agreement, the Service Provider will respond to servicerelated incidents and/or requests submitted by the Subscriber within the following time frames: • 0-8 hours (during business hours) for issues classified as high priority. o Error when submitting Data or Photos with App o Error when generating Reports with Web Portal o Mobile Data collected using App not appearing in Web Portal o Payment Reporting Calculations Incorrect o User Ul Support Onsite which results in stopping data collection or reporting • Within 48 hours for issues classified as medium priority. o Custom reporting formatting issues o User Ul Support in addition to formal training • Within 5 working days for issues classified as low priority. o User has defined issue as a low priority and provided us a timeline Remote assistance will be provided in-line with the above timescales dependent on the priority of the support request. 7. Cancellation and Termination You are responsible for properly cancelling Your account by emailing or contacting sales@builterra.com directly. If You are subscribed to the Paid Plan and You cancel the Service, Your cancellation will take effect immediately and You will not be charged again. AEC Solutions reserves the right to (i) modify or discontinue, temporarily or permanently, the Service (or any part thereof) and (ii) refuse any and all current and future use of the Service, suspend or terminate Your account (any part thereof) or use of the Service and remove and discard any of Your content in the Service, for any reason, including, if AEC Solutions believes that You have violated this TOS. AEC Solutions will use diligent efforts to publish on the Site or notify You about any planned downtime of the Service, and will use all reasonable efforts to contact You directly via email to warn You prior to 51 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 suspension or termination of Your account. Any suspected fraudulent, abusive, or illegal activity that may be grounds for termination of Your use of Service, may be referred to appropriate law enforcement authorities. AEC Solutions shall not be liable to You or any third party for any modification, suspension or discontinuation of the Service. 8. Disclaimer of Warranties The service, including the site and content, and all server and network components are provided on an "AS IS" and "AS AVAILABLE" basis without any warranties of any kind, to the fullest extent permitted by law and and AEC Solutions expressly disclaims any and all warranties, whether express or impliedany and all warranties, whether express or implied, including, but not limited to, the implied warranties of merchantability, title, fitness for a particular purpose, and non -infringement. you acknowledge that AEC Solutions does not warrant that the service will be uninterrupted, timely, secure, error -free or virus -free and no information or advice obtained by you from AEC Solutions or through the service shall create any warranty not expressly stated in this ToS. 9. Indemnity You will indemnify and hold harmless AEC Solutions and its officers, directors, employee and agents, from and against any claims, disputes, demands, liabilities, damages, losses, and costs and expenses, including, without limitation, reasonable legal and accounting fees arising out of or in any way connected with (i) Your access to or use of the Service or Content and (ii) Your violation of this TOS. 10. Limitation of Liability Under no circumstances and under no legal theory (whether in contract, tort, or otherwise) shall AEC Solutions be liable to you or any third party for any indirect, incidental, special, exemplary, consequential or punitive damages, including lost profits, lost sales or business, lost data or business interruption. In addition, aec solutions shall not be liable for any direct damages, costs, losses or liabilities in excess of the monthly service fee paid or payable by you for the one month preceding the time of any claim for monetary damages or one hundred ($100) Canadian dollars. The provisions of this section allocate the risks under this tos between the parties, and the parties have relied on these limitations in determining whether to enter into this TOS. Some Provinces/States do not allow the exclusion of implied warranties or limitation of liability for incidental or consequential damages, which means that some of the above limitations may not apply to You. In these Provinces/States, AEC Solutions's liability will be limited to the greatest extent permitted by law. 11. Assignment AEC Solutions may assign or transfer this ToS, in whole or in part, without restriction. 12. Export Compliance You are responsible for complying with any applicable laws, rules, or regulations governing the export of the Service or any of its components. 61 Page Terms of Service and Service Level Agreement for AEC Solutions Inc. Products and Services Last Updated: October 5, 2022 13. Governing Law This ToS shall be governed by the laws of the Province of Ontario without regard to the principles of conflict of laws. You hereby expressly agree to submit to the exclusive personal jurisdiction of the federal and state courts of the Province of Ontario for the purpose of resolving any dispute relating to Your access to or use of the Service. Contacting Us Any questions about this Terms of Service should be addressed to support@builterra.com or to 17 Keble Court, Richmond Hill, ON, L4E 5E5, Canada 71 Page City of La Quinta RFP CLQ07232O24 - Project Management Software Attachments 1141 Page AEC Solutions Inc / Builterra 17 Keble Court, Richmond Hill, Ontario, Canada, L4E 5E5 TF: 1-833-289-8600 E: sales@builterra.com W: www.builterra.com - CALIFORNIA - ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal JEFF LYONS (name) hereby acknowledge and confirm that AEC SOLUTIONS INC. (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. lam PARTNER (Title) of AEC SOLUTIONS INC. (Company) Page 9 of 13 Commercial General Liability (at least as broad as ISO CG 0001) $1,000,000 (per occurrence); $2,000,000 (general aggregate) Must include the following endorsements: General Liability Additional Insured General Liability Primary and Noncontributory Commercial Auto Liability (at least as broad as ISO CA 0001) $1,000,000 (per accident) Personal Auto Declaration Page if applicable Errors and Omissions Liability $1,000,000 (per claim and aggregate) Worker's Compensation (per statutory requirements) Must include the following endorsements: Worker's Compensation Waiver of Subrogation Worker's Compensation Declaration of Sole Proprietor if applicable Cyber Liability $1,000,000 (per occurrence) $2,000,000 (general aggregate) Page 9 of 13 4 dd& CA I} ORN1.1 ATTACHMENT 3 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal JEFF LYONS (name) hereby declare as follows: lam PARTNER of AEC SOLUTIONS INC. (Title) (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Proposer Signature: Proposer Name: Proposer Title: Company Name: Address: JEFF LYONS PARTNER AEC SOLUTIONS INC. 17 KEBLE COURT, RICHMOND HILL, ON, L4E 5E5 Page 10 of 13 40111'4ft CALIFORNIA ATTACHMENT 4 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark "N/A" under Addendum No. indicating Not Applicable and sign ADDENDUM NO. SIGNATURE INDICATING RECEIPT 1 3-c)---- 2 Page 11 of 13