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CMIS
PROPOSAL FOR Project Management Software August 16, 2024 BEM MIN etCM of RODESTO•FUBLCWORKS DEPTRITIEXT ASSISTANT RESIDENT ENGINEER'S REPORT LCCATOlt DESMIPTCA Of SAFEITIMURP MIFISTAIIN Grayson AV 69. TES. Ee.,..n.,nsenrotp v.wcine1.emo..¢ Ikne arwwtlMoD.p,w ®pxwareMw nuRD1ro1 w,won tillF7 HOURS: �lel,m a4141033 w3 30047 WIN Iuaw.I I Nee Tenaennour INVILTOR OMB 11.1022 .Iw >NIE COMMACTORBINOWE 0110.OYEE I ,mE TELMA Inspection Daily Reports Foreman Lebur CMTS, TEST PROJECT - CIP 0 r Sq WEEKLY STATEMENT WORKSCITY OF MODESTO - PUBLIC WONKINGTDAV3 Weekly Statement of Working Days tint 2i30,,,F.W;IT(L,PuBLIC WORKS DEPARTMENT W=HOM X08= -D. CILIEEM=- 00=0 ©OmB= 111122:1=11:1®■ 159:11=1=1=1= -.- 1=11=1=IEEM IMMEICIE Automatic Sequential Numbering and Logs Submitted By: CMIS 9245 Laguna Springs Drive, Suite 200 Elk Grove, CA 95758 P 530.207.0083 C MIS by Construction Management Enterprises C MIS by Constriction Management Enterpnsese August 14, 2024 City of La Quinta Attn: Carley Escarrega 78495 Calle Tampico La Quinta, CA 92253 RE: CLQ07232024 I Request for Proposal for Project Management Software Dear Carley Escarrega and City Selection Committee: I am pleased to submit our proposal for your consideration. At CMIS, we are committed to providing a seamless, efficient experience in project management and oversight, ensuring your projects proceed smoothly without the common hassles associated with federal funding compliance, submittals, and daily inspections. Proposal Validity: Please note that all information and pricing provided in this proposal will remain valid for a period of ninety (90) days following the date of submission. Conflict of Interest Declaration: We hereby declare that all individuals assigned to perform work under this contract will be free of any conflicts of interest with respect to their duties for the City. Enclosed in this package, you will find details of our industry-leading, turn -key software -as -a -service (SaaS) solution, CMIS, which is designed to simplify and enhance the management of construction projects. Our platform is built with the needs of project owners, construction managers, and inspectors in mind, enabling effective management and oversight through a user-friendly interface accessible via all modern browsers and devices. Key Highlights of Our Proposal: • Proven Track Record: Our software has been instrumental in delivering successful capital improvement projects across numerous cities and counties, as evidenced by the references on page 6 of this package. • Custom -Built Software Objectives: CMIS is tailored to address the specific challenges of project stakeholders, continuously enhanced through feedback. It ensures compliance with federally funded projects and the Caltrans LAPM. CMIS offers comprehensive software services for projects ranging from $20K to $200M. • Platform Compatibility: Our solution supports all modern browsers, ensuring accessibility from various devices, anywhere and anytime. • Effective Training and Support: We offer comprehensive training and support to ensure smooth system implementation and ongoing usage. We are excited about the possibility of working with your team and are confident that our tool will meet and exceed your expectations. For further details or to initiate the onboarding process, please do not hesitate to contact me directly at (559) 920-5566 or via email at paul.gill@c-mis.com. Thank you for considering our proposal. We look forward to the opportunity to contribute to your construction success! Sincerely, Amritpal S. Gill 1 CEO 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS rza TABLE OF CONTENTS C by Constriction Manaaement Enteronsese 1. COVER LETTER 2 2. FIRM'S BACKGROUND, QUALIFICATIONS, AND EXPERIENCE 4 3. REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES 6,7 4. SCOPE OF SERVICES 8 5. COMPLETE PRICING LIST (OR FEE SCHEDULE) 11 6. LIST OF COMPLEMENTARY SERVICES OFFERED 11 7. SETUP AND TRAINING OPTIONS/PROCEDURE 13 8. INTEGRATION SERVICES/OPTIONS 14 9. DISCLOSURES 15 10. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS (ATTACHMENT 2) 16 11. NON -COLLUSION AFFIDAVIT (ATTACHMENT 3) 17 12. ACKNOWLEDGEMENT OF ADDENDA (ATTACHMENT 4) 18 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS • City of Fresno • City of Tulare • City of Sacramento • City of Elk Grove • City of Chico • City of Goleta • City of Modesto • City of Lincoln • City of Vacaville • City of Yuba City • City of Modesto • City of Santa Barbara • City of Paso Robles • County of San Diego • County of Santa Barbara • Butte County • County of Placer CMIS CLIENT LIST Throughout the last decade, CMIS has been used on many projects in California for a wide range of clients, including: FIRM BACKGROUD, QUALIFICATIONS AND EXPERIENCE 1. Business Overview CMIS, founded by Paul Gill in 2010, originated as an internal tool devised to give his team a competitive edge. The effectiveness and compliance of the software with federally funded projects and the Caltrans Local Assistance Procedures Manual (LAPM) garnered significant interest from public agencies, prompting Gill to formally establish CMIS as a sub -chapter S Corporation (S -Corp) in November 2017 with the Federal Employer Identification Number (FEIN) 82-3891591. Headquartered in Elk Grove, CMIS provides comprehensive software services for projects ranging from $20K to $200M. Our operations run Monday through Friday, from 8 AM to 5 PM. The firm remains free of any conditions that might impede its contractual performance, ensuring reliable and consistent delivery of its construction management solutions. Experience in Software Management CMIS has leveraged over a decade of experience in providing cutting-edge construction management software tailored for both public and private sector project owners, firmly establishing itself as a cornerstone in enhancing project efficiency and accountability. The software centralizes project information, offering a robust platform that streamlines communication, documentation, and overall project oversight. With an unwavering commitment to anticipating industry changes and client needs, CMIS has progressively expanded its software capabilities, delivering sustainable and innovative solutions that meet the evolving demands of construction management. This forward -thinking approach ensures that clients are equipped with the tools necessary to achieve superior project outcomes, cementing CMIS's reputation as a leader in the domain of construction software management. 2. Ownership and Incorporation CMIS is a wholly-owned sub -chapter S Corporation incorporated in the state of California in November 2017. 3. Subsidiary Information CMIS is not a subsidiary and operates independently. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 4. Software Management Expertise CMIS was built from the ground up with the unique insights and hands-on experience of construction managers, resident engineers, inspectors, and office engineers, tailored specifically for successful project delivery and audit resilience. It tackles the most pressing challenges faced in the industry, especially those involving adherence to federal funding regulations as delineated in the Caltrans' Local Assistance Procedures Manual (LAPM). This targeted software solution emerged from a collaborative process involving both private and public agencies, which aligns it with the nuanced needs of construction managers and project owners alike. By focusing on real-world problems and regulatory requirements, CMIS gives agencies compliance while streamlining project management. 5. Commitment to Clients CMIS commits to providing responsive service, customization, and sustainable solutions. Key features include: • Responsive Service: Rapid same business day response to training and technical support requests. • Easy Customization: Client -branded and tailored features such as inspection completion reports, project status reports, budget status reports, and inspector timesheets. • Purpose -Built Solutions: Designed to address the specific challenges faced by construction managers and inspectors by reusing information collected during daily activities to automatically produce force account analysis, weekly statements of working days, and pay applications. • LAPM and Caltrans Conformity: Built to comply with Caltrans Construction Manual and LAPM, ensuring readiness for federally or state -funded projects. • Uniformity Between Projects: Standardization across projects to reduce risks and streamline management. • Protection from Reimbursement Denials: Ensures compliance with documentation and procedures to safeguard federal funding. • Fast and Easy Setup: Quick implementation, with most teams operational within a week. • User -Friendly System: Simplified onboarding and comprehensive training resources for users of all skill levels. Users are effective on the day of training and most users become proficient within the first two weeks of using the system. • Secure Data Storage: Data encrypted and stored on Google Cloud platforms within the United States, ensuring security and compliance with the "buy America" pledge. CMIS is dedicated to delivering innovative and reliable software solutions that meet the evolving needs of construction managers and project owners, ensuring efficiency, compliance, and sustainability in project management. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS REFERENCE OF CALIFORNIA GOVERNMENT AGENCIES Throughout the decade, many construction managers have used CMIS on their projects throughout California for a wide range of owners, including: • City of Visalia • City of Chico • City of Elk Grove • City of Goleta • City of Lincoln • City of Modesto • City of Paso Robles • City of Sacramento • City of Tulare • City of Vacaville • City of Yuba City • City of Fresno • City of Anaheim • City of Burbank • City of Concord • City of Exeter • City of Irvine • City of Pacifica • City of Bakersfield • City of Long Beach (airport) • City of Santa Barbara • City of Antioch • City of Carpinteria • City of Dinuba • City of Emeryville • City of Hermosa Beach • City of Turlock • City of Laguna Woods • City of Greenfield • City of Farmersville • San Joaquin County • Butte County • Santa Barbara County • Yuba County • Santa Cruz County • Contra Costa County • Caltrans Districts 6, 7, 9 & 10 0,1innemuc NEVADA 0v r i San Diego o--- Tijuana Elko SI Las Vegas HU AL, RES Mexicali • City of El Monte • Placer County • San Diego County • Marin County • San Benito County • Mountain House • CV Link • California High Speed Rail Authority 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS Over this same period of time, many public agencies have secured their own license to standardize how construction managers and inspectors work on their projects. Below is a short table of similar agencies to yours using functions you have requested in this RFP: 9245 Laguna Springs Drive, Suite 200 I Elk Grove, CA 95758 I www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS i • sress Contact Date • _ Service Pr. CV Link Coachella Valley Association of Governments (CVAG) Tyson Atwood, P.E., QSC 2022 Current CV Link Segment 1 CV Link Segment 3/4/5 CV Link Segment 6 tyson.atwood@anseradvisory.com 805-459-7697 City of Sacramento 915 I Street, Room 2000 Sacramento, CA 95814 Matthew Johns, PE (Supervising Engineer) 2019 - Current CMIS, Project Enterprise Version 4.3 Over 700 Projects mjohns@cityofsacramento.org 916-808-5760 City of Tulare 411 East Kern Tulare, CA 93274 Dylan Chimienti (Project Manager) 2019 - Current CMIS, Project Enterprise Version 4.3 Over dchimienti@tulare.ca.gov 559-684-4267 City of Elk Grove 8401 Laguna Palms Way Elk Grove, CA 95758 Shoaib Ahrary, P.E. (Engineering Services Manager) 2020 Current CMIS, Project Enterprise Version 4.3 sahrary@elkgrovecity.org 916-627-3445 City of Goleta 130 Cremona Drive Goleta, CA 93117 Nina Buelna (Interim Public Works Director) 2023 Current CMIS, Project Enterprise Version 4.5 nbuelna@cityofgoleta.org 805-961-7500 City of Chico 411 Main Street Chico, CA 95928 Felicia McDowell, P.E. (Sr. Civil Engineer) 2023 - Current CMIS, Project Enterprise Version 4.5 Felicia.McDowell@chicoca.gov 530-879-6920 City of Vacaville 411 East Kern Tulare, CA 93274 Jacob Smith, P.E. (Engineering Manager) 2023 Current CMIS, Project Enterprise Version 4.5 Jacob.Smith@cityofvacaville.com 707-449-5429 City of Lincoln 600 Sixth St. Lincoln, CA 95648 Shoaib Ahrary, P.E. 2023 - Current CMIS, Project Enterprise Version 4.3 Michelle.Scoma@lincolnca.gov 916-434-3233 County of Santa Barbara 4417 Cathedral Oaks Rd Santa Barbara, CA 93110 Christy Angkahan 2020 Current CMIS, Project Enterprise Version 4.3 cangkah@countyofsb.org 805-803-8780 Yuba County 915 8th St. # 125 Marysville, CA 95901 Samuel L. Bunton, PE 2020 Current CMIS, Project Enterprise Version 4.3 sbunton@co.yuba.ca.us 530-749-5649 County of San Diego 5500 Overland Ave Suite San Diego, CA 92123 Mahsima Mohammadi, PE, QSD 2020 - Current CMIS, Project Enterprise Version 4.3 Mahsima.Mohammadi@sdcounty.ca.gov 858-505-6561 9245 Laguna Springs Drive, Suite 200 I Elk Grove, CA 95758 I www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS SCOPE OF SERVICES We have identified and provided detailed information on CMIS within the Project Management Software objectives. We confirm we will deliver the following services and features as part of this agreement: Document Control: • Web -based interface to allow input from external parties. • Automatic creation, distribution, storage and tracking of actions and documents. These could be initiated by an internal or external party, and distributed to a defined user group, depending on the requirements of the document. The system handles resubmittals of revised actions/documents. • Automatic sequential numbering of correspondence and documents. • Electronic approval chains for documents and actions (e.g. Contract Change Orders CCO) and reminders for pending actions. Users can add a workflow as needed. • Provides "dashboard" style interface for users and managers and reminders for pending actions. • Provides differing levels of access based on user credentials. • The following documents can be entered into the system and tracked through an approval/response process. o Submittals o RFI'S o General Correspondence o Contract Change Orders (CCO) o Potential Change Orders (PCO) o Request for Proposal (RFP) o Field Order Directive o Non -Conformance Reports o QA Material Testing o QC Reports o SWPPP Reports o Design Clarification o Progress Payment o Surveying Request o Environmental 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS Inspection Reports: • CMIS can be used to manage development projects (DE) and capital improvement projects (CIP). We offer 3 different types of reports. • Capital Improvement Daily Inspection Reports. • Development Project Daily Inspection Reports. • Resident Engineer's, Project Manager Summary Report • Supports Editing, Cloning, Viewing, and PDF Generation of Daily Inspection Reports. • Compliance with federally funded projects and the Caltrans Local Assistance Procedures Manual (LAPM) Pay Application (Budge Tracking) • Invoice Tracking • Progress payment (User can setup workflow for signature and notification) • Auto populate Calculation Reports based on payment to the contractor. Calculation Reports can be created based on the information entered the daily inspection report or the data can be manually entered. • Import bid item list from excel file to the database. • Track different funding sources based on location working being performed. • Monthly Progress Pay Estimate are auto generated based on the Calculation Reports. • Allows contractor to submit progress pay request. Weekly Statement of Working Days: • Automatic creation weekly statements of working days. The data is pulled from the inspection reports and the weather information is collected from a NOAA station. • The WSWD can based on standard Caltrans holiday schedule or based on custom City/County holidays. • The WSWD captures critical path. Plan Room: • Upload project plans, special provisions and other projects documents. • The system takes a full plan set and splits the plan set into individual sheets. • Allows user to upload and track revised project plan sheets. Weekly Meetings: • Could accommodate creation of an agenda, which then transitions into weekly meetings. • Each topic and its history are automatically copied to the next meeting's agenda, ensuring continuity and easy reference. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS Force Account / Tentative Agreement: • Force account analysis can be compiled based on the inspection reports entered into the system. • Tentative Agreement can be populated based on daily inspection reports. Small tools, material and trucking can be tracked. Punch List: • Enables the creation, tracking, sorting, and display of all punch list items for each project. Small tools, material and trucking can be tracked. Project Files: • Auto -generates a folder directory based on the Caltrans file structure with a single button click, and can be customized to meet agency preferences. • Allows for document uploading and storage within the directory. Weekly Summary Report, Status Reports: • Generates a Summary Report based on a specified start and end date, using data from the inspection reports. • Utilizes Al to automatically create a report that summarizes daily inspection activities for the selected date range on the cloud platform. • The Project Status Report can be generated for a specified date range. This report provides a comprehensive overview of each project, detailing the status of each module and summarizing the information collected. • The Project Payment Status Report provides comprehensive budget information for all projects. It tracks the financial progress of each project based on payment applications. This report includes details such as the original contract amount, approved change order amount, amount paid to date, balance amount, percentage completed, and percentage remaining. • The Inspection Report Summary maintains the status of daily inspection reports entered into the system. It tracks whether a project is active or dormant based on reports submitted within the last 30 days. • The Inspector Timesheet Summary Report tracks each inspector's total hours for each project on a daily basis. This report can be generated for week -to -week or month-to-month analysis, providing insights into the project's progress and remaining hours. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS Project Management and Contract Management: Four years ago, we partnered with the Merced County Transportation Commission to implement a tool that transformed their project management and capital expense prioritization. The results were clear—projects ran smoother, decisions were smarter, and resources were optimized. Now, we're taking it even further. We're currently enhancing this tool with a coastal county, adding robust features like design project management and right-of-way acquisition management. But that's just the beginning. When we roll out the first commercially available version in Spring 2025, it will include powerful capabilities to manage contracts, vendors, consultants, meetings, and tasks—all within one integrated platform. COMPLETE PRICING LIST (FEE SCHEDULE) License cost shall be an all-inclusive cost, including all direct and indirect expenses. All plans include unlimited access by contractors. Customize program (Optional Task), which includes modifications, alterations or addition of worksheets, templates or database expansion will be billed at $135.00 per hour after approved scope. Initial 8 -hour training included. Additional on-site or virtual training beyond the acclimation period (first month) will be $135.00 per hour. LINE ITEM DESCRIPTION NI UNIT COST 1 Base Term - License Cost Per User 15 Users To 100 Users $35,000.00 2 First Option Year - License Cost Per User 15 Users To 100 Users $36,500.00 3 Second Option Year - License Cost Per User 15 Users To 100 Users $37,500.00 Total Cost for All Terms: $109,000.00 LIST OF COMPLEMENTARY SERVICES OFFERED • Setup and implementation is included at no additional cost. • Add projects and users to the project at no additional cost. • As a complementary service, we offer the option to import current project data into the database. This includes essential project information, the project bid item list, submittals, and RFIs. Additionally, we can import daily inspection report PDFs into a designated project directory. Please note that all data for import must be provided in Excel format. • We offer an initial 8 -hour training session, available either on-site or virtually. Additionally, the first month of virtual training is included at no extra cost, providing support as needed. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 8 COMPLETE CONTROL, FULL COMPLIANCE: THE ALL-INCLUSIVE CONSTRUCTION MANAGEMENT SOLUTION When you're managing crucial infrastructure projects, the last thing you need is complexity or unexpected costs. Our cloud -based construction management software is engineered for leaders who demand efficiency. It's secure, intuitive, and fully compliant with federal funding requirements—allowing you to drive your projects forward without distractions. We've bundled everything you need—implementation, training, support, and even your agency's branding—into one straightforward package. No hidden fees, no unnecessary frills just the tools you need to get results, delivered with the reliability you expect. Fortress -Level Data Security: Protecting your data is our top priority. With cutting-edge encryption and secure access, your information is always safe—and it's all included in our standard pricing, no hidden fees. Effortless Compliance: Stay ahead of federal, state, and local regulations without lifting a finger. Our software automatically ensures compliance, giving you peace of mind and saving you the hassle—all at no extra cost. One Price Covers It All: We believe in transparency and value. That's why our all-inclusive pricing covers everything—implementation, training, ongoing support. No unexpected charges, just everything you need in one package. Your Data, Your Control: You're in the driver's seat. With full ownership and control over your data, you can access and manage it whenever you need, without worrying about additional costs or limitations. Round -the -Clock Support and Reliability: We're here for you 24/7, ensuring your projects stay on track with 99.9% uptime. All this, with no extra costs just the reliable service you deserve. Unlimited Users, Unlimited Collaboration: Need to add more users from your design team or contractor? No problem. Our software lets you add as many as you need—without a single extra charge. It's all about seamless collaboration. Intuitive and Fully Supported: Our user-friendly interface means your team gets up to speed fast. We handle all the training and onboarding, ensuring you're ready to go from day one—all included in the package. Tailored Branding at No Extra Cost: Your agency's branding is seamlessly integrated into our platform, creating a customized experience that reflects your identity. No extra fees, just your brand, your way. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS PROVIDE TRAINING AND IMPLEMENTATION SERVICES Training and implementation services may be performed in-person at the local office or virtually. For virtual trainings, we will use GoToMeeting. r Executed Agreement Implementation Complete Import Data (Varies depending on data) New Osei' Training (In -Person) (2H) Individua I training (virtual) as needed Quarterly Chea -In Entail and phoDe support as needed Over the years we have streamlined the implementation strategy to make it fast and easy for your entire team to get going quickly. As you can see in the diagram above, we have six distinct steps between executing the agreement to full implementation. These steps are: Step One. Instance Configuration. Depending on the license you choose, our team will use this step to either create and configure a new server and database instance or configure a multi -tenant instance to allow your users to log in. This process usually takes between one and two weeks. Step Two. Import Data. Our team will receive Microsoft Excel and comma separated flat files from your team to map over as much as possible. In addition to data files, our team will receive other reference files you want stored in folders inside your project(s). This information will become accessible as reference only. The process of importing data varies based on the volume of data you have. However, we can typically import that data in less than two weeks. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 10 1 Instance Configuration (4-21.deeks) Import Data (Varies depending on data) New Osei' Training (In -Person) (2H) Individua I training (virtual) as needed Quarterly Chea -In Entail and phoDe support as needed Over the years we have streamlined the implementation strategy to make it fast and easy for your entire team to get going quickly. As you can see in the diagram above, we have six distinct steps between executing the agreement to full implementation. These steps are: Step One. Instance Configuration. Depending on the license you choose, our team will use this step to either create and configure a new server and database instance or configure a multi -tenant instance to allow your users to log in. This process usually takes between one and two weeks. Step Two. Import Data. Our team will receive Microsoft Excel and comma separated flat files from your team to map over as much as possible. In addition to data files, our team will receive other reference files you want stored in folders inside your project(s). This information will become accessible as reference only. The process of importing data varies based on the volume of data you have. However, we can typically import that data in less than two weeks. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 10 Step Three. New User Training. We come to you on two different occasions for four-hour sessions for no additional charge. This allows you to split up your team so not everyone that belongs in the field is stuck inside away from their projects. During training, we work on a live version of your instance of the tool so your team can see, edit, and update information in real time - just as they will experience it in the field. We can get this finished within a week of configuring your instance. Step Four. New User Acclimation. Let's face it, not everyone learns the same way or retains information for the same amount of time, that's why we confirm your entire team is ready to use the system in the beginning. We find the most effective way to get users acclimated is to offer them virtual support sessions where we can share screens and walk them through the processes for which they are stuck. Through experience, we find the first month of use the most active for these sessions. We understand that you may need additional training beyond this acclimation period. We provide both in-person and virtual sessions for an additional fee. Step Five. Email and Phone Support As Needed. We will continue to support your team as they use CMIS to begin new projects, wrap up completed projects, or jump onto an existing project to help. Your team gets direct access to the software author (and daily user) of the tool through email and phone. Step Six. Quarterly Check -In. While we typically stay connected with our users regularly, we commit to engaging with you at least every quarter to discuss your team's success and experience with the tool. This is usually the time where we hear product enhancement requests. During these calls, we will share the updates we have rolled out and generally discuss the direction we are headed for future development. PROVIDE ONGOING MAINTENANCE AND SUPPORT SERVICES CMIS will provide ongoing maintenance and support during the contract period including, but not limited to: Troubleshooting, version upgrades, software patches, and technical support. INTEGRATION SERVICES/OPTIONS CMIS works hand-in-hand with the tools you already trust, making integration with your existing Microsoft and data analysis platforms effortless. When it's time to set up a project, CMIS lets you import bid item lists directly from XLS, CSV, or text files, saving you time and eliminating errors. Need to share insights or maintain compliance? You can export detailed reports in PDF and XLS formats, ensuring you have everything you need for thorough analysis, audit compliance, and clear internal communication. What truly sets CMIS apart is our commitment to efficiency and compliance. Our project close-out process is not only the fastest in the industry, but also fully aligned with federal regulations. With CMIS, you can confidently close out 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 11 projects quickly, knowing that every detail meets the highest standards. We're here to make sure your team succeeds, from start to finish. DISCLOSURES CMIS confirms that it has no significant prior or ongoing agreement failures, and there is no civil or criminal litigation or investigation pending involving our company. Additionally, CMIS has not been judged guilty or liable in any such matters within the last five (5) years. We affirmatively state that there is no negative history to disclose. 9245 Laguna Springs Drive, Suite 200 1 Elk Grove, CA 95758 1 www.c-mis.com 1 Office 530.207.0083 CONSTRUCTION MANAGEMENT ENTERPRISES, DBA CMIS 12 CALIFORNIA - ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal 1, Amritpal S. Gill (name) hereby acknowledge and confirm that Construction Management Enterprises (CMIS) (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. I am CEO / President (Title) of Construction Management Enterprises (CMIS) (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 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal 1, Amritpal S. Gill eiCa,&Ar�, - CALftORNIA - ATTACHMENT 3 (name) hereby declare as follows: I am CEO / President of Construction Management Enterprises (CMIS) (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: Amritpal S. Gill CEO / President Construction Management Enterprises (CMIS) 9245 Laguna Springs Drive, Suite 200 Elk Grove, CA 95758 Page 10 of 13 Otti4frai - CALftORNIA - 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 Addendum # 1 7 Addendum # 2 e/c 7 Page 11 of 13 Submitted By: CMIS 9245 Laguna Springs Drive, Suite 200 Elk Grove, CA 95758 P 530.207.0083 C MIS by Construction Management Enterprises