HomeMy WebLinkAboutAgenda_GGAF_05.23.2018Notice of Meeting for the
General Gov ernment and Finance Adv isory Board
of the City of Georgetown
May 23, 2018 at 4:30 PM
at the Georgetown Public Library, Friends Room, 402 W. 8th St., Georgetown
The City o f G eo rgeto wn is committed to comp lianc e with the Americans with Dis abilities Ac t (ADA). If yo u
req uire as s is tanc e in participating at a p ublic meeting d ue to a disability, as d efined und er the ADA, reas onab le
as s is tance, ad ap tatio ns , or acc o mmo d ations will b e provid ed up o n req uest. P leas e c o ntact the City Sec retary's
Office, at leas t three (3) days prior to the sc hed uled meeting d ate, at (512) 930-3652 o r City Hall at 113 Eas t 8th
Street fo r add itional info rmation; TTY us ers ro ute through Relay Texas at 711.
Legislativ e Regular Agenda
A Dis cus s and recommend Independ ent Audit Firm fo r the City o f Georgetown’s annual financial s tatements
-- Elaine Wils on, Controller
B Co nsideration and pos s ib le actio n to approve the Professional Services Agreement with Freese and
Nicho ls , Inc . o f Aus tin, Texas for the Fac ilities Effic ienc y Study 2018 -- Laurie Brewer, As s is tant City
Manager
C Emp lo yee C o mp ens atio n, Benefits and Wellnes s Up d ate --Tadd Phillips , Human Res o urc es Directo r
D Review and ap p ro val o f the minutes from the April 25, 2018 General Go vernment and F inance Ad viso ry
(GGAF) Board -- S ue Smith, Board Liais o n
CERTIFICATE OF POSTING
I, Shelley No wling, C ity S ecretary fo r the C ity of Geo rgeto wn, Texas , d o hereby c ertify that this Notice of
Meeting was p o s ted at City Hall, 113 E. 8th Street, a p lace read ily acc es s ible to the general p ublic at all times ,
on the ______ d ay o f __________________, 2018, at __________, and remained so p o s ted fo r at leas t 72
c o ntinuo us ho urs p receding the sc heduled time o f s aid meeting.
____________________________________
S helley No wling, City Sec retary
Page 1 of 85
City of Georgetown, Texas
Government and Finance Advisory Board
May 23, 2018
SUBJECT:
Disc uss and rec o mmend Ind ep endent Audit Firm for the City of Georgetown’s annual financ ial s tatements
-- Elaine Wilso n, C o ntro ller
ITEM SUMMARY:
The evaluation c ommittee is c o mp o s ed of s taff as fo llo ws: Leigh Wallac e, Elaine Wilson, Chris ti Rawls
and Sand ra Surratt. The City put o ut an RFP for external audit services as well as for p ublishing the City’s
CAFR. The City received five (5) proposals in res pons e from Weaver & Tid well, Baker Tilly, BGFN,
Whitley Penn, and BKD. Weaver & Tid well, o ur current external aud it firm, propos ed using the same
Partner with a new S enior Manager. This will allow for continuity with the firm along with a fresh viewpoint
fro m the new s enior manager.
Staff’s award rec o mmendatio n is for Weaver & Tid well.
FINANCIAL IMPACT:
The annual aud it and C AF R exp ense is not to exc eed $68,000 and is included in the F inance Divisio n
ad o p ted b udget for FY 2018.
SUBMITTED BY:
Elaine Wils o n, Controller
ATTACHMENTS:
Description Type
Recommendation Memo Cover Memo
Page 2 of 85
Page 1 of 1
Solicitation Award Recommendation
From: Nicole Abrego, Buyer, Purchasing
Date: May 4, 2018
Re: Recommendation for Solicitation # 201821 – External Audit Services
SUMMARY:
The City’s current contract for External Audit Services will expire on September 30th, 2018, therefore, a formal
solicitation was issued. The solicitation was posted on the City’s Electronic Bid system on March 16th, 2018.
113 vendors were invited to propose. There were 17 HUB vendors from the City’s bid system invited and 1
Georgetown vendor. Five (5) proposals were received. The proposals were reviewed for compliance with the
specifications and an evaluation performed. It was determined that the proposal response from Weaver and
Tidwell LLP was compliant and provided the best value for the City.
The Contract term: The initial term of the agreement shall remain in full force and effect with prices for three (3)
years. Upon completion of the term of the original agreement and upon mutual agreement of both parties, the
original agreement may be renewed for up to two (2) additional one (1) years [five (5) years total].
RECOMMENDATION:
Upon review of proposals it is recommended that the following be awarded:
• Weaver and Tidwell, LLP
Adam McCane
1601 S. Mopac Expy., Suite D250
Austin TX 78746
Telephone #: 512.609.1968
Facsimile #: 512.609.1911
E-Mail: adam.mccane@weaver.com
• Pricing
o Total three (3) year amount: $ 189,000.00
o 1st year: $62,000
o 2nd year: $62,000
o 3rd year: $65,000
o Total three (3) year CAFR preparation amount: $ 19,000.00
o 1st year: $6,000
o 2nd year: $6,000
o 3rd year: $7,000
Annual Estimated Total (1st year not to exceed): $ 68,000.00
Annual Estimated Total (2nd year not to exceed): $ 68,000.00
Annual Estimated Total (3rd year not to exceed): $ 72,000.00
Page 3 of 85
City of Georgetown, Texas
Government and Finance Advisory Board
May 23, 2018
SUBJECT:
Cons id eration and pos sible ac tio n to approve the Professional Services Agreement with Freese and
Nic hols, Inc. o f Aus tin, Texas for the Facilities Effic ienc y Study 2018 -- Laurie Brewer, Assistant City
Manager
ITEM SUMMARY:
On March 14, 2018, the City of Geo rgetown issued a Reques t fo r Qualificatio ns fo r the Fa cilities
Efficien cy S tudy 2018. T he members o f the s electio n c o mmittee were Eric Johnson, Tris h Long, and Seth
Gip s o n. Of the three respons es rec eived, the s elec tion c o mmittee unanimo usly agreed that Frees e &
Nic hols, Inc, was the most qualified to perfo rm the s tud y b as ed on their Statement of Qualific ations .
Demand fo r C ity Services gro ws as the pop ulatio n quickly exp ands. Over the las t three years , the City of
Geo rgeto wn has added 85 po s itions . In that s ame three years, the City has o nly c o mp leted cons truction of
o ne new facility. Effic iently utilizing the s p ace we alread y have is paramount to fis cal res pons ib ility and
justificatio n of new fac ility c o nstruc tion when req uired.
The C ity of Georgetown maintains 33 existing facilities . Mino r modific atio ns to many o f thes e build ings
could res ult in more effic ient us e o f the spac e, a b etter employee experienc e and imp ro ved c usto mer
s ervic e. Succ es s ful completio n of this p ro jec t will p ro vid e the City o f Georgetown with direc tion for
ad eq uate s pac e for their exis ting s taff; improved operatio nal effic ienc y; improved sec urity fo r s taff;
ad eq uate parking fo r s taff and vis ito rs ; improved respons e times and s ervic e; flexib ility; and a p lan to
acc o mmo d ate future gro wth.
The study primarily focuses on the following Facilities:
· Georgetown Municipal Comp lex – 300-1 Indus trial Ave
· Wes t S id e S ervic e Center – 5001 RM 2338
· P arks Ad ministration - 1101 N C o llege St
· Animal Services - 110 W L Walden Dr
· F ac ility Services – 250 W L Wald en Dr. Bld g 4 & Bld g 3
· His toric Light and Waterwo rks -809 Martin Luther King Jr. St
· F uel Station – near 1198 N. College S t.
· Po s s ible need fo r a New F acility o r Fac ilities - unknown
FINANCIAL IMPACT:
The p ro p o s al id entifies a lump s um fee of $112,500 for the c o mp lete s tud y:
· Phase One – Ob s ervatio ns and Programming
· Phase Two – C o nc ep t
· Phase Three – Report
· Phase F o ur - P res entation
SUBMITTED BY:
Page 4 of 85
Eric Jo hns o n, CIP Manager
ATTACHMENTS:
Description Type
Frees e and Nichols Cover Memo
Evaluation Summary Cover Memo
Georgetown Propos al Facilities Efficiency Study Cover Memo
Page 5 of 85
10431 Morado Circle, Suite 300
AusƟ n, Texas 78759
512-617-3100
FACILITIES EFFICIENCY STUDY 2018
Contract No. 18-0042-A/E; RFQ No. 201815
April 11, 2018
CITY OF GEORGETOWN
STATEMENT OF QUALIFICATIONS
Page 6 of 85
1City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018Page 7 of 85
2City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
A
FIRM OVERVIEW
FNI is a privately owned, multidiscipline, 124-year-old professional
consulting corporation, offering architecture and municipal
experience supported by engineering, environmental science and
construction services staff. We have 20 offices in Texas, Oklahoma,
Georgia, Louisiana and North Carolina. Our accomplished 700+
member staff work seamlessly across all disciplines, giving our clients
the benefit of multiservice integration with an approach that is as
innovative as it is practical. The firm is owned by 59 principals across
all disciplines.
Since its founding, FNI has focused primarily on public sector work,
serving municipal and county governments, water districts and
river authorities, federal and state governments, military and higher
education clients. As a result, we fully understand the importance of
communication with City staff, such that they can make informed and
timely decisions impacting the residents of the community. FNI is a
client-focused, regionally based firm with national expertise.
FNI’s multidiscipline project team is highly skilled in handling most
aspects of any architecture, engineering, or construction assignment
with our in-house technical capabilities. FNI is capable of performing
all of the scopes of work listed in the Request for Qualifications (RFQ)
with in-house personnel. We are qualified to provide the following
basic services:
FIRM INTRODUCTIONFIRM INTRODUCTION
»Architectural
Programming
»ADA-Specific Related
Renovations and
Remodeling
»Athletic Sports Facility
Planning
»Civil Engineering/
Utilities Engineering
»Commissioning
»Computer Aided Design
and Drafting
»Cost Estimating
»Disability ADA Design
»Economic and Feasibility
Studies
»Electrical Engineering
»Energy Conservation
»Environmental Science
»Estimating
»Exterior Building
Envelope
»Exterior/Interior
Renovation
»Facility Analysis/
Assessment
»Fire Protection
»Furniture, Fixtures and
Equipment Selection
»Geographic Information
Systems (GIS)
»Graphic Design
»Historical Properties
Design
»Interior Space Planning
and Design
»Lab, Research and
Related Facility Design
»Landscaping and
Irrigation Design
»Life-Cycle Cost Analysis
»Lighting Design
»Master Planning
»Mechanical Engineering
»Multifunctional Areas,
Classrooms, Meeting
Rooms, Auditoriums,
Distance Learning, and
Audio/Visual Facilities
»Office Renovations and
Administrative Resource
Support Areas
»Parking Design
»Plumbing Engineering
»Project Development
Management
»Regulatory Compliance/
Permitting
»Roof Design
»Site Planning, Analysis
and Development
»Security Design
»Stormwater
Management
»Structural Engineering
»Sustainable Design
»Traditional Architectural
Services
»Transportation/Traffic
Engineering
»Urban Planning
»Ventilation Design
»Water/Wastewater
Planning
»Waterproofing
TEXAS
Fort Worth (headquarters), Austin, Corpus Christi,
Dallas, Denton, El Paso, Frisco, Houston, Lubbock,
Midland, Pearland, San Antonio and San Marcos
LOUISIANA
Baton Rouge and New Orleans
OKLAHOMA
Oklahoma City and Tulsa
GEORGIA
Atlanta
NORTH CAROLINA
Greensboro and Raleigh
OFFICE LOCATIONS
85 CENTRAL TEXAS EMPLOYEES
14 ARCHITECTS
11 ELECTRICAL ENGINEERS
9 MECHANICAL ENGINEERS
FIRM STAFFING
Page 8 of 85
3City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
WE DO THIS BY...
• Creating more livable,
enjoyable communities
• Designing systems
with reduced future
maintenance
• Reducing energy usage
• Improving water
quality through best
management practices
FNI demonstrates a comprehensive approach to sustainability in
all of our work. Through our focus on sustainable initiatives, we
strive to satisfy present needs, while preserving the ability of future
generations to meet their own needs. It encompasses everything
we do, as a company and for our clients, from technical projects
to corporate processes, so we can be responsible stewards of our
community, environment and finances.
PRINCIPAL-IN-CHARGE/
SENIOR ADVISOR
Alfred Vidaurri, Jr., FAIA,
NCARB,AICP, RID, LEED® AP
PROJECT MANAGER
Tom Roessler, AIA, NCARB,
LEED® AP BD+C
QA/QC
Joel Werland, AIA
MAJOR WORK AREAS
ORGANIZATIONAL CHART
CLIENT RELATIONSHIP
DIRECTOR
Linda Huff, P.E., CFM
DESIGN/SPACE
PROGRAMMING
Kirk Millican, AIA, RID
SITE CIVIL
Brett Bristow, P.E., ENV SP,
LEED® AP
MECHANICAL/PLUMBING
ENGINEER
Vimal Nair, P.E., LEED AP® BD+C,
CCP
STRUCTURAL ENGINEER
Misty Thomison, P.E.,
LEED® Green Assoc., ENV SP
ELECTRICAL ENGINEER
Vishal Bhan, P.E.
COST ESTIMATING
David Payne
City of Georgetown
ARCHITECT
Homer Saenz, AIA
Page 9 of 85
4City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
B
PROJECT MANAGEMENT EXPERIENCE
Tom Roessler, AIA, will serve as the Project Manager and the
City’s direct point-of-contact for the Facilities Efficiency Study.
As Project Manager, Tom will be responsible for monitoring
the scope, schedule and budget; overseeing the architecture,
engineering, and support staff; and overseeing the overall
quality control and adherence to the City’s standards and
industry practices. With project management, design
coordination, and construction administration experience,
Tom has a strong grasp of programming, facility assessments,
planning for constructability, code compliance, specifications,
and construction management, including alternative project
delivery methods.
Most recently, for Dallas County, Tom managed more than
50 projects over a three-year period. The projects include
feasibility assessments, programming, planning, design and
construction documentation for renovations, adaptive re-use,
and new county projects. Please refer to Tom’s resume on the
following page.
TECHNICAL COMPETENCY
Tom Roessler has more than 23 years of professional
experience working on multiple municipal types of projects in
both urban and rural environments. He has been exposed to all
phases of the project from programming and schematic design
through construction. This allows him to be well grounded
and forward thinking. He approaches each project individually,
understanding the needs and goals of the client. Project code
requirements, local and national, and industry professional
standards are reviewed thoroughly. For FNI’s Facilities Practice,
he oversees the BIM processes and is responsible for the
technical quality control for Revit documentation.
LEGAL REQUIREMENTS COMPLIANCE
As a LEED®-Accredited Professional in Building Design and
Construction, Tom brings specialty in sustainable design. He
completed the final submission to the U.S.G.B.C. in which the
Center of Excellence for Energy Technology received a LEED®
Platinum certification.
PROJECT MANAGER QUALIFICATIONSPROJECT MANAGER QUALIFICATIONS
We have found FNI staff to be excellent
to work with, professional in undertaking
their duties, and diligent in protecting
the interest of the owner. We would
recommend FNI for consideration for any
future projects.
Shiva Sandrana, P.E., PH, CFM
Civil Engineer
Bexar County Public Works
In all instances, the staff has done a
tremendous job of providing professional
services in the planning phase,
construction document phase, accurate
project estimating, excellent construction
administration and has stayed on project
schedules with staff even under very tight
project schedules set by the City.
Kristine A. Day
Former Deputy City Manager
City of Kerrville
In years past, our College District made
use of FNI’s exceptional abilities and
talents and highly respected staff on a
variety of planning, design engineering
and management activities as we built
the College District from just an idea in
1965 to one of the top 20 community
colleges in the nation today.
David Wells, Ph.D.
Vice Chancellar
Tarrant County College District
“
““
“
y
“
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Page 10 of 85
5City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
EXPERIENCE
22 years
EDUCATION
B. Arch, Iowa State University
REGISTRATION
Registered Architect, Texas #20011
(06/30/2018)
PUBLICATIONS
N/A
PROJECT MANAGEMENT
TRAINING
FNI Assistant Project Management
Training
FNI Project Management Training
TOM ROESSLER, AIA, NCARB, LEED® AP BD+C
PROJECT MANAGER
Tom Roessler’s career in architecture and planning has focused on public works and
institutional projects. He oversees complex projects from design to production, and through
construction and project close-out. With both project management and design coordination
experience, Tom has a strong grasp of planning for constructability and energy efficiency,
code compliance, specifications, and construction management, including alternative
project delivery methods. Tom was chosen to manage this project due to his ability to
provide coordination and communication with complex project teams engaging multiple
stakeholders.
RELEVANT PROJECT EXPERIENCE
A/E Building Program | Dallas County | Project Manager | Multiple projects including the
renovation of an existing 88,000 square foot office building for administrative offices and
training facility for County Elections Department and a new 44,000 square foot South Dallas
Government Center.
Facilities Master Plan* | Denton County | Architect | Developed a countywide facilities
and land evaluation, along with a multiyear master plan to manage aging infrastructure and
future growth. This plan includes an implementation strategy in 5-, 10-, 15- and 20-year
increments. The plan includes all County facilities and assessed site, roof, building envelope,
MEP systems and structural. Also addressed were existing program space needs and future
employee and population growth.
Animal Care Facility | City of Tyler | Project Manager/Architect | Programming and
schematic design services to convert an existing building into the City of Tyler’s Animal
Care Facility. The adaptive re-use of the building will provide for the City’s animal control
operations, as well as for opportunities for the adoptions of dogs and cats. Current services
include design development, construction documents, bidding and construction phase
services for the initial 12,400 square feet build-out.
Readiness Centers | Texas Military Department | Architect | Provided facility assessments,
programming, and architectural design for renovation of existing state armory.
Buildings 104 and 121 Renovations | Central Texas College | Project Manager/Architect
| Programming, architectural, and interior design for two buildings for administration,
classrooms, and computer labs.
Center of Excellence for Energy Technology | Tarrant County College | Architect
Sustainability Manager | The Center of Excellence for Energy Technology, located on
the TCCD South Campus, is designed to house the Heating, Ventilation, Air Conditioning
and Refrigeration Program, as well as future training programs for renewable energy
technologies. The unique design of this building, including 13 labs, think-tank areas, green
roofs, rainwater harvesting, wind turbines and solar panels earned the facility the LEED®
Platinum certification.
Public Safety Answering Point* | City of San Antonio | Architect | New 40,000 square foot
9-1-1 call and dispatch center for the City.
George Allen Senior Courts Building Addition and Renovation* | Dallas County | Project
Architect
*Experience prior to FNI.
Page 11 of 85
6City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
KIRK MILLICAN, AIA, RID
DESIGN/SPACE PROGRAMMING
Kirk Millican is FNI’s Architecture Group Leader, offering more than four decades of
helping public- and private-sector clients cost-effectively merge the function, life-safety
and aesthetic goals of their facilities projects. Kirk oversees development of the Facilities
Practice, combining the firm’s architecture, and MEP and structural engineering resources
to provide value-added service to clients. His background includes architectural and urban
design, transportation, regional and campus planning, and interior design. He has managed
and designed public and institutional projects, commercial, hospitality, mixed-use, corporate,
educational, justice, and transportation projects throughout Texas and North America, and
the Middle and Far East.
RELEVANT PROJECT EXPERIENCE
A/E Building Program | Dallas County | Programming and Architectural Designer |
Multiple projects including the renovation of existing 88,000 square foot office building for
administrative offices and training facility for County Elections Department and a new 44,000
square foot South Dallas Government Center.
Readiness Centers | Texas Military Department | Programming, Architectural and
Interior Designer | Provided facility assessments, programming, and architectural design
for renovations of existing state armories in Austin, El Paso, Houston, Pasadena, Temple,
Denison, Fort Worth, and Weslaco.
Town Hall Master Plan | Town of Flower Mound | Project Programmer/Design |
Programming, space planning for administrative staff, government, public/community spaces
as well as addressing other issues associated with growth. Conducted extensive interviews
with key personnel as part of the data gathering and analysis phases.
Buildings 104 and 121 Renovations | Central Texas College | Programming, Space Planning,
Architectural and Interior Designer | Two buildings for administration, classrooms and
computer labs.
Applied Science Building | Tarleton State University | Programming, Space Planning,
Architectural Designer | Programming, space planning and conceptual design for new
153,000 square foot classroom, lab and administrative facility for the University’s College of
Engineering and Technology.
Animal Care Facility | City of Tyler | Programming, Space Planning Architectural and Interior
Designer | Programming, space planning and architectural design for the adaptive re-use of
an 18,000 square foot former church into the City’s animal control center.
Elections Warehouse Programming | Dallas County | Programming, Space Planning,
Architectural and Interior Designer | Architecture interior space planning for the Dallas
County elections building.
Downtown Fort Worth Strategic Plan 2023 | City of Fort Worth | Urban Planner/ Designer
| New 10-year strategic action plan for downtown Fort Worth to update the previous
2003 strategic action plan. Leading the planning team in engaging major stakeholders and
the community to develop a new vision and direction for six major topic areas: housing;
transportation; urban design, open space and public art; business development; retail, art
and entertainment; and education.
Public Safety Answering Point* | City of San Antonio | Architect of Record | New 40,000
square foot 9-1-1 call and dispatch center for the City.
*Experience prior to FNI.
EXPERIENCE
42 years
EDUCATION
M. Arch, Washington University
in St. Louis; B.A. Washington
University St. Louis
REGISTRATION
Registered Architect, Texas #7034
(Current, 10/31/2018); Registered
Interior Designer, Texas #1933
(Current, 10/31/2018)
PUBLICATIONS
“Streetwise” Omni Fort Worth
Hotel and Condominiums, Texas
Architect (July-August 2011)
“Planning to Grow,” Texas Architect
(January-February 2002)
SPEAKING ENGAGEMENTS
“Promoting Exceptional Design in
Downtown Fort Worth,” Texas Society
of Architects Convention, 2013
“Urban Design and Historic
Districts,” International Downtown
Association Convention, 2010
“Houston Light Rail: Rail in a Big
Sprawling City,” Texas Society of
Architects Convention, 2004
“Student Design Charrette” Texas
Society of Architects Convention, 2003
“Honor Awards for Interior
Architecture,” AIA National
Convention, 1995-2002
“State of Transit in Texas,” Texas Society
of Architects Convention, 2001
CTEAM MEMBER QUALIFICATIONSTEAM MEMBER QUALIFICATIONS
Page 12 of 85
7City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
LINDA HUFF, P.E., CFM | CLIENT RELATIONSHIP DIRECTOR
Presentations: Presented various topics at American Planning Association and Texas Public Works
Association Conferences.
Linda Huff is an Account Director and FNI Associate in our San Marcos Office and is responsible
for ensuring client satisfaction, and assisting with various projects in the Central Region. Her 20+
years’ experience in municipal government in both Development and Public Works at the Cities of
Bryan and San Marcos provides a unique understanding of our Clients’ needs and brings a valuable
perspective to projects. Along with her technical expertise, she understands projects from a
client perspective: the governing process, the importance of budget and schedule adherence and
communication.
RELEVANT PROJECT EXPERIENCE
On-Call General Civil Engineering | Texas State University | Project Manager/Coordinator | IDIQ
contract with Texas State University to provide a variety of civil engineering services. Services have
included an Environmental Constraints Assessment, Irrigation and Turf Management Plan, several
stormwater improvement projects, and Alkek Library Electrical Replacement.
Review of CIP Process and Procedures | City of New Braunfels | Project Team | Implementation of
the City’s 2013 $86 million Bond Program, FNI performed a third party review and assessment of the
City’s in-place systems and processes. FNI reviewed the information available regarding management
of schedules and budgets, coordination with other agencies, documentation and record keeping,
and staff resources. From this review, FNI provided feedback regarding those systems and processes
in place that are working and recommendations regarding changes or challenges foreseen that may
warrant attention.
EXPERIENCE
35 years
EDUCATION
M.S., Civil Engineering,
Texas A&M University; B.S.,
Civil Engineering, Texas
A&M University
REGISTRATION
Professional Engineer,
Texas #63431 (Current,
09/30/2018); Certified
Floodplain Manager, #0434-
02N
ALFRED VIDAURRI, JR., FAIA, NCARB, AICP, LEED® AP BD+C |
PRINCIPAL-IN-CHARGE/SENIOR ADVISOR
Presentations: Texas Facilities Commission, Sustainability Presentation; SSC-Texas A&M System,
Sustainability Presentation; Fort Hood Department of Public Works, Sustainability Workshop
Alfred Vidaurri is an FNI Vice President/Principal who leads FNI’s involvement with our facilities
practice clients. He has led design and planning projects throughout Texas, and is a frequent
presenter on master planning and sustainable design. Alfred was appointed to the Texas Board of
Architectural Examiners by Texas Governor Rick Perry in 2004, and, in 2009 was reappointed as Chair
and served until 2015. He currently serves on the NCARB Board of Directors and several national
architectural committees.
RELEVANT PROJECT EXPERIENCE
Town Hall Assessment Master Plan | Town of Flower Mound | Principal-in-Charge | Included space
planning for administrative staff, government, public/community areas as well as addressing other
issues associated with growth. FNI conducted extensive interviews with key personnel as part of the
programming, data gathering and analysis phase.
Assessment/Space Master Planning | Collin County | Principal-in-Charge | Included more than 1.2
million square feet contained in approximately 30 buildings at various locations within the county.
Various service areas were involved, including administrative, medical examiner, county courts,
district courts, justice of the peace, vehicle service center, tax collection, indigent health, veterans
services, juvenile probation, county clerk, district attorney, purchasing and all other county-related
activities.
Facility Assessment/Master Plan and Space Planning | Ellis County | Client Representative |
Provided a master plan study of space needs for the Ellis County courts, offices and jail facility. The
study focused on the County’s 10- and 20-year space needs through the analysis of various elements.
EXPERIENCE
36 years
EDUCATION
M. Architecture, University
of Texas at Arlington; B.S.,
Architecture, University of
Texas at Arlington
REGISTRATION
Fellow of the American
Institute of Architects;
Registered Architect,
Texas #11104 (Current,
05/31/2018); NCARB;
American Institute
of Certified Planners
#20288; LEED®-Accredited
Professional
Page 13 of 85
8City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
HOMER SAENZ, AIA | ARCHITECT
Publications/Presentations: N/A
With more than 25 years of experience, Homer Saenz provides architectural design for aviation,
municipal, higher education and government clients. Homer has vast experience in Building
Information Modeling (BIM) and has served on a variety of interdisciplinary project types from
concept to construction administration. Homer also served as the Project Manager for Terminal E
and the Terminal E Garage reconstruction efforts on the DFW International Airport Terminal Renewal
and Improvement Program (TRIP).
RELEVANT PROJECT EXPERIENCE
A/E Building Services Program | Texas Military Department | Architect | FNI has had multiple IDIQ
contracts for facilities and infrastructure projects since 1996 with the Texas Military Department,
which include a full range of services typically required under a multi-year, per-project facilities
program, some of which include MEP engineering, architectural design, code compliance, fire
protection, landscape, structural, civil, environmental/ hazard, assessment, cost estimation and
construction management/support.
Operations and Maintenance Building | Town of Flower Mound | Architect | Provided full
architectural and engineering services for the Operations and Maintenance Facility as Phase II of the
multi-phase Flower Mound Service Center complex. Initially, FNI provided Master Planning services
for the overall complex. These services led to the A/E design and construction administration
services for the Phase I 15,283-square-foot Fleet Services facility.
EXPERIENCE
25 years
EDUCATION
B.S., Architecture, University
of Texas at Arlington
REGISTRATION
Registered Architect,
Texas #25047 (Current,
12/31/2018)
MISTY THOMISON, P.E., LEED® GREEN ASSOC., ENV SP |
STRUCTURAL ENGINEER
Publications/Presentations: N/A
Misty Thomison is a Structural Engineer focused on sustainable design, with experience in various
steel, reinforced concrete, composite steel/concrete and masonry structure design. She is a
certified LEED Green Associate and an Envision-ISI Sustainability Professional. Misty is experienced
in modeling and running state-of-the-art computer analysis of complex structures including finite
element modeling and space frames. Her experience includes structural design on facilities, water
treatment facilities, wastewater treatment facilities, pump stations, retaining walls, spillway gate
analysis and inspections, and educational facilities.
RELEVANT PROJECT EXPERIENCE
STAR Campaign Readiness Center Renovations | Texas Military Department | Structural Engineer |
FNI provided facility assessment, planning, architectural and engineering services, and construction
services for state armories in El Paso, Denison and Temple.
Alkek Electrical Switchgear Renovation | Texas State University | Structural Engineer | Provided
architectural and engineering design for replacement of existing electrical transformers and
switchgear serving the Alkek Library. The scope included temporary structural reinforcements to
facilitate removal and addition of new transformers in the basement, architectural redesign of
entrance to transformer room and electrical design.
EXPERIENCE
10 years
EDUCATION
B.S., Architectural
Engineering, University of
Texas at Austin
REGISTRATION
Professional Engineer,
Texas #110346 (Current,
09/30/2018); LEED®
Green Associate; Envision
Sustainability Professional
Page 14 of 85
9City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
VIMAL NAIR, P.E., LEED AP BD+C, CCP |
MECHANICAL/PLUMBING ENGINEER
Publications: SAME IFMA Conference 2017: Constitutional Right to Own Automatic...Facility
Controls; SAME IFMA Conference 2017: Facility Energy Audits - Busting the Bill; 2017 OK
Engineering Conference: Facility Controls; SAME SBC 2017: Hard Facts on Soft Data
Vimal Nair is a LEED®-accredited professional engineer with 17 years of experience in the planning,
project management and construction of multidiscipline projects for municipal, higher education,
commercial, institutional, military and industrial facilities. During his career, he has been involved in
the design of central plants, hydronic and DX systems, energy recovery, rainwater and condensate
harvesting, solar arrays, and building automation systems. Vimal is a certified commissioning
professional (CCP) and is passionate about optimizing energy usage in facilities using energy audits
and commissioning. Vimal is FNI’s mechanical/plumbing discipline manager and a firm Associate.
RELEVANT PROJECT EXPERIENCE
STAR Campaign Readiness Center Renovations | Texas Military Department | Mechanical/Plumbing
Engineer and Audits | FNI provide comprehensive energy audits, facility condition assessment,
planning, architectural-engineering design, bid assistance and construction phase services for eleven
Texas Army National Guard facilities located in Austin, San Marcos, Houston, El Paso, Denison,
Temple, Weslaco and Fort Worth. Facilities designed included offices, training centers, drill halls,
conference rooms and storage areas.
Alkek Electrical Switchgear Renovation | Texas State University | Project Manager | Provided
architectural and engineering design for replacement of existing electrical transformers and
switchgear serving the Alkek Library. The scope included temporary structural reinforcements to
facilitate removal and addition of new transformers in the basement, architectural redesign of
entrance to transformer room and electrical design.
EXPERIENCE
17 years
EDUCATION
M.S., Industrial Engineering,
Lamar University; Bachelor
of Engineering, Production
Engineering, Shivaji
University
REGISTRATION
Professional Engineer,
Texas #105094 (Current,
09/30/2018); LEED®-
Accredited Professional;
Certified Commissioning
Professional
VISHAL BHAN, P.E.| ELECTRICAL ENGINEER
Publications/Presentations: N/A
Vishal Bhan is experienced in project management and electrical engineering of various project
types. He has worked on projects for facilities, office buildings, green buildings, commercial and
warehouses. Vishal has provided project management and design services for new construction and
renovations.
RELEVANT PROJECT EXPERIENCE
Temple Readiness Center Major Maintenance | Texas Military Department | Electrical Engineer
| Provided comprehensive energy audit, building and system assessment, design and construction
phase services to renovate the Texas Army National Guard Joint Forces Reserve Center located
in Temple, TX. Design included site and civil improvements, parking upgrades, architectural
modifications and interior finishes, MEP renovations, and VRF HVAC system for an approximately
46,000 square foot building.
Alkek Electrical Switchgear Renovation | Texas State University | Electrical Engineer | Provided
architectural and engineering design for replacement of existing electrical transformers and
switchgear serving the Alkek Library. The scope included temporary structural reinforcements to
facilitate removal and addition of new transformers in the basement, architectural redesign of
entrance to transformer room and electrical design.
F-16 Shield Room Building 22 | Lockheed Martin Aeronautics | Electrical Engineer | Installed an
RF shielded room and constructed a server room on the third floor of Building 220, including wall
construction, door installation, fire alarm, fire protection, electrical power, lighting, HVAC and
compliance with security related construction requirements.
EXPERIENCE
16 years
EDUCATION
M.S., Electrical Engineering,
University of Texas at
Arlington; B.S., Electrical
Engineering, Victoria Jubilee
Technical Institute
REGISTRATION
Professional Engineer,
Texas #104552 (Current,
09/30/2018)
Page 15 of 85
10City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
BRETT BRISTOW, P.E., ENV SP, LEED® AP | SITE CIVIL
Publications/Presentations: N/A
Brett Bristow is a Project Manager/Engineer in FNI’s Urban Planning + Design Group. The majority
of Brett’s experience includes commercial and industrial site development, and he specializes in site
civil and stormwater system designs. He is also experienced with LEED® credits for site civil projects.
He is responsible for all phases of site development design and specializes in grading and drainage
design. He is proficient in AutoCAD Civil 3D, Flowmaster and various additional software. From the
due diligence phase to construction administration, Brett’s experience in the site development field
helps shapes FNI’s reputation as a provider of quality and timely services.
RELEVANT PROJECT EXPERIENCE
Facilities Management Complex | Central Texas College | Site Civil Engineer | FNI provided full
architectural and engineering services for a new complex which includes an administration building,
a multi-purpose break/meeting/training room and several facilities management departments, a
three-bay vehicle maintenance shop, a carpentry shop, employee locker room and shower facilities,
warehouse storage and a separate chemical storage building. Site work included concrete parking
lots, landscaping, and fencing materials made from brick pilasters, and wrought iron to create a
secured fenced-in parking area for vehicles and equipment.
Facility Energy Audit Plan and Energy Efficiency Upgrades | Texas Military Department | Site Civil
Engineer | FNI developed a FEAAP for the Texas Military Department for 16 Texas Army National
Guard facilities, totaling 870,000 SF and located at nine sites, that were identified to be in the lowest
quartile for energy efficient buildings.
EXPERIENCE
13 years
EDUCATION
B.S., Civil Engineering, Texas
A&M University
REGISTRATION
Professional Engineer, Texas
#101000 (03/31/2018);
Envision Sustainability
Professional; LEED®-
Accredited Professional
DAVID PAYNE | COST ESTIMATING
Publications/Presentations: N/A
David Payne is a Senior Project Manager/Construction Manager with extensive experience in
construction management. His educational background is in architecture, and he has unique, hands-
on insight into constructability reviews, cost estimating and construction contract administration
for architectural design projects. He leads the firm’s cost estimating efforts to support our facilities
design team and provides Quality Control on FNI Opinions of Probable Construction Cost for
projects that are submitted to the client for construction budget purposes. In addition, David plays
a significant role in the design process by providing logistical coordination through constructability
integration. His background covers management of all phases of construction and includes ground-
up and remodeling, cost estimating, contract negotiation, quality control, monitoring of safety
requirements and schedule management. Prior to joining FNI, he was the owner of DP Construction
and Mid-Cities Contractors.
RELEVANT PROJECT EXPERIENCE
Center of Excellence for Energy Technology | Tarrant County College District | Construction
Manager | The Center of Excellence for Energy Technology, located on the TCCD South Campus, is
designed to house the Heating, Ventilation, Air Conditioning and Refrigeration Program, as well as
future training programs for renewable energy technologies. The unique design of this building,
including 13 labs, think-tank areas, green roofs, rainwater harvesting, wind turbines and solar panels,
earned the facility the LEED® Platinum certification.
Courthouse Fourth Floor Interior Renovation | Denton County | Architectural Construction Contract
Administrator and Project Manager | FNI provided a building and needs assessment, space planning,
forecasting, interior design, cost estimating and construction phase services for a 8,500-square-
foot Denton County Courthouse fourth floor addition and reconfiguration. FNI designed three
district courtrooms and supporting service areas and remodeled second floor offices, a ceremonial
courtroom, jury room, hearing rooms and media rooms for the courthouse.
EXPERIENCE
28 years
EDUCATION
B.S., Architecture, University
of Texas at Arlington
REGISTRATION
Local Government Project
Procedures
Page 16 of 85
11City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
JOEL WERLAND, AIA | QA/QC
Publications/Presentations: N/A
Joel Werland has provided architectural planning and design services on projects for municipal,
healthcare, higher education, private and federal clients throughout his tenure with FNI as well as
with previous employers. Joel has widespread experience in designing building renovations, new
facilities and other improvements for governmental facilities, jail and correctional facilities, police
and fire services, hospitals, aviation, military facilities, retail and other structures and facilities. With
his experience, Joel leads FNI’s architectural projects Quality Control/Quality Assurance Program.
RELEVANT PROJECT EXPERIENCE
Town Hall Master Plan | Flower Mound | Architect | Included space planning for administrative
staff, government, public/community areas as well as addressing other issues associated with
growth. FNI conducted extensive interviews with key personnel as part of the programming, data
gathering and analysis phase.
Space Master Planning | Collin County | Architect | Included more than 1.2 million square feet
contained in approximately 30 buildings at various locations within the county. Various service areas
were involved, including administrative, medical examiner, county courts, district courts, justice
of the peace, vehicle service center, tax collection, indigent health, veterans services, juvenile
probation, county clerk, district attorney, purchasing and all other county-related activities.
A/E IDIQ | Texas Military Department | Architect | FNI has had multiple IDIQ contracts for facilities
and infrastructure projects since 1996 with the Texas Military Department, which include a full
range of services typically required under a multi-year, per-project facilities program, some of
which include MEP engineering, architectural design, code compliance, fire protection, landscape,
structural, civil, environmental/ hazard, assessment, cost estimation and construction management/
support.
EXPERIENCE
52 years
EDUCATION
B. Arch., Texas Tech
University
REGISTRATION
Registered Architect, Texas
#4205 Emeritus (Current,
03/31/2019)
Page 17 of 85
12City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
DSIMILAR EXPERIENCESIMILAR EXPERIENCE
CAMPUS MASTER PLAN AND A/E BUILDING PROGRAM |
TARRANT COUNTY COLLEGE DISTRICT
FNI has been working with TCCD since 1993 on five of their academic campuses in the cities
of Hurst (Northeast Campus), Fort Worth (Northwest, South and Trinity River campuses),
and Arlington (Southeast Campus). TCCD is the sixth-largest Texas community college in
terms of enrollment, with more than 50,000 students.
Beginning in 2007, work on all TCCD campuses commenced under an indefinite delivery/
indefinite quantity (IDIQ) Master Agreement. FNI provided an all-inclusive scope of services
such as environmental assessments, site development, urban planning, architecture,
landscape architecture, civil engineering, structural engineering, mechanical engineering,
electrical engineer, plumbing engineering, drainage and storm water analysis, transportation
engineering, permitting and wetlands, energy audits, and utility mapping.
Not included in the IDIQ contract but recently completed, the FNI-designed 88,000-square-
foot Center of Excellence for Energy Technology (ETC) houses a training program focused on
Heating, Ventilation, Air Conditioning and Refrigeration (HVACR), as well as future training
programs for renewable energy technologies. The ETC includes 13 labs, think tank areas,
wind turbines and solar panel technology. Located on the TCCD South Campus, this facility
is designed to achieve LEED® Platinum with a goal of net zero energy and water use. Select projects under this IDIQ contract
include:
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Tom Roessler, Alfred Vidaurri,
Homer Saenz, Kirk Millican,
Joel Werland, David Payne
FIRM’S ROLE
Prime
PROJECT COST
$42 million
YEAR OF WORK
2011-2015
AGENCY CONTACT
Kirby Chadwell
817-515-6897
SIMILAR SERVICES
• New buildings
• Building renovations
• Instructional classrooms
• CMAR procurement
• Value engineering
• Site development/civil
engineering
• Structural engineering
• MEP engineering
• Stormwater management
• Construction services
• New, 88,000 SF Center of Excellence for Energy
Technology
• District-Wide Campus Master Plan and Master Plan
Update (four campuses)
• Drainage/Stormwater Improvements
• Paving Improvements
• Transportation Engineering Studies
• Wayfinding and Signage
• Electrical Engineering Improvements
• South Campus Loop Road Extension
• Environmental Consulting Services
• South Campus Jogging Trail
• South Campus Roof/Storm Drainage
• 42-Acre Environmental Site Assessment
• Boiler Replacement South Campus
• Spill Prevention Control/Countermeasures
Page 18 of 85
13City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
TOWN HALL MASTER PLAN | TOWN OF FLOWER MOUND
FNI provided the Town of Flower Mound with assessment/programming and master
planning services for a new Town Hall complex. While the original plan was never
implemented into the CIP budget, FNI was hired again in 2013 to provide an update to the
original plan as verification of facility needs to meet the evolving prerequisites of the Town
and its community.
Flower Mound had outgrown their current aging facilities and asked for an assessment of
various facilities recommendations, and cost projections for each potential option.
The assessment team found various deteriorating conditions, aging MEP equipment,
water infiltration issues, and safety/health concerns. In addition to the detailed condition
assessments, all the various Town departments were interviewed to develop a building
program that would accommodate future personnel growth, equipment/supplies, and
expanded services. This information was illustrated with various site plans, and conceptual
space diagrams to communicate the various potential options for the Town. Working with
the Town the recommendations were finalized, and concepts designs were developed along
with cost projections for each Phase of the Town Hall project.
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Kirk Millican, Alfred Vidaurri,
Joel Werland
FIRM’S ROLE
Prime
PROJECT COST
$20 million
YEAR OF WORK
2014
AGENCY CONTACT
Kenneth Parr
972-874-6401
SIMILAR SERVICES
• Master planning
• Programming
• Conceptual design
Page 19 of 85
14City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
CAMPUS MASTER PLAN AND BUILDING PROGRAM |
CENTRAL TEXAS COLLEGE
More than 60 projects have been implemented as a result of the FNI-developed land
use and facilities master plan for Central Texas College District.
Building areas totaling 799,000 square feet throughout the 550-acre campus have
been identified totaling more than $88 million worth of recommended projects to be
phased in over 20 years. Beginning in 1997, FNI has provided full campus planning,
architectural and engineering services, and construction phase services for CTC.
Work has included repair and renovation of existing buildings, building systems, site
development and several new facilities.
Select projects include:
• New 2-story 85,000-SF Nursing
Science Building, achieving LEED®
Silver
• New 55,000 SF Planetarium and
Technology Center
• New 2-story 48,000-SF Student
Center achieving LEED® Silver
Certification
• New 26,000-SF Classroom Building
• New 58,000-SF Sports Complex
• New 23,000-SF Facilities
Management Complex
• Renovations to Student Housing
• Renovations to Academic Building
104
• Renovations to Computer Science
Building 121
• Renovation of Existing
Administration Building
• Renovations to Culinary Arts Kitchen
• Welding Shop Building Systems
Commissioning
• Energy Services Consulting
• Electrical Distribution Study
• ADA Upgrades
• Utility Relocations
• Streets, Roads, Pedestrian
Movement, Wayfinding, Signage and
Landscaping
• New Parking Lots, Parking Lot
Rehabilitation
• Pedestrian Plaza between new and
existing Student Center
• Water and Utility Distribution
Projects
• Campus Drainage Studies and
Enhancements
• Feasibility Study for New Physical
Plant/Warehouse
• Energy Systems Enhancements
• Gymnasium Conversion
• Library Expansion
• Campus Water/Sewer Line
Improvements
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Tom Roessler, Alfred Vidaurri,
Homer Saenz, Kirk Millican,
Joel Werland, David Payne
FIRM’S ROLE
Prime
PROJECT COST
$88 million
YEAR OF WORK
1997-2015
AGENCY CONTACT
Michele Carter
254-526-1668
SIMILAR SERVICES
• Planning
• Architecture services
• Space planning
• Interior design
• Structural engineering
• Civil engineering
• MEP engineering
• Environmental services
• Construction services
• Cost estimating
Page 20 of 85
15City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
A/E BUILDING SERVICES PROGRAM | DALLAS COUNTY
Since 1996, FNI has enjoyed an established partnership with Dallas County through
successful collaboration on multiple projects. We have provided professional services
spanning architecture, interior design, space planning, landscape architecture, MEP
engineering, structural engineering and construction phase services under various master
IDIQ agreements governing Major Capital Improvements Projects (MCIPs).
In May 2015, FNI began working with Dallas County on a year-to-year IDIQ program encompassing numerous projects of limited
scope throughout the County. Work orders primarily focus on A/E services and various other disciplines required by the particular
projects. Specific services include site work, site adaptation of existing structures, new design of complete facilities, capital
maintenance repair-type projects, studies and other required investigations and reports to determine the best approach in
addressing the County’s needs. Project work includes remodeling of existing facilities within the full spectrum of Dallas County
properties such as offices, courts and correctional facilities.
A recent project included in the IDIQ program is the relocation of the Dallas County Public Law Library. Located on the seventh
floor of the Dallas County George Allen Senior Courts Building, the project encompasses the relocation and downsizing of the
existing 7,000-SF public law library into 4,000 square feet with space for 5,000 volumes and dedicated attorney rooms. The
design process was accelerated and involved weekly design meetings and design schemes with direct interaction with the library
director, staff and County officials. Select projects under the A/E IDIQ Program include:
TEAM LEAD
Tom Roessler
PROPOSED TEAM
MEMBERS
Tom Roessler, Kirk Millican,
Homer Saenz, Joel Werland,
David Payne
FIRM’S ROLE
Prime
PROJECT COST
Varies ($450,000 - $12.8
million)
YEAR OF WORK
Ongoing
AGENCY CONTACT
Charles Schneider
214-653-6730
SIMILAR SERVICES
• Project management
• Programming
• Design
• Frank Crowley Courts Building 8th
Floor Programming and Space
Planning
• Elections Warehouse Programming,
Design and Construction
Documents
• Old Red Courthouse Master Plan
and Programming, Roof Analysis
and Accessibility Assessment
• Prospective Property Acquisition
• Cook Chill Facility Cooling Tower
• Demolition and Landscape
Improvements
• South Dallas Government Center
• North Dallas Government Center
• County Administration Building
Exterior Improvements
Page 21 of 85
16City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
ANIMAL CARE FACILITY | CITY OF TYLER
FNI with Design Learned provided programming and space planning services to convert an
existing church building into the City of Tyler’s Animal Care Facility. The adaptive re-use of
the building will provide for the City’s animal control operations, as well as for opportunities
for the adoptions of dogs and cats. Services included schematic design, design development,
construction documents, bidding and construction phase services for the initial 12,400 square
feet build-out.
Future build-out of the 18,500 square foot facility will provide for additional kennels, multi-
purpose and volunteer uses, a full veterinary facility, and educational facilities for vet tech
training.
The Tyler Animal Care Center will provide for the City’s animal control, care and adoption
services well into the future. The effective adaptive re-use of an existing facility and the potential
future adjacent dog park make this an important asset for the City of Tyler.
Currently, FNI is providing the City of San Angelo with an evaluation of its existing animal care
facility, including phase recommendations of improvements.
TEAM LEAD
Tom Roessler
PROPOSED TEAM
MEMBERS
Tom Roessler, Kirk Millican,
David Payne
FIRM’S ROLE
Prime
PROJECT COST
$1.2 million
YEAR OF WORK
2014
AGENCY CONTACT
Carter Delleney
903-533-7444
SIMILAR SERVICES
• Master planning
• Architecture
• Civil engineering
Page 22 of 85
17City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
ERECORD OF PERFORMANCERECORD OF PERFORMANCE
FACILITY MASTER PLAN | CITY OF MCKINNEY
FNI provided facility condition assessments and space planning recommendations to the
City of McKinney. The project included approximately 185,000 square feet contained in 15
buildings at different locations within the City. Various service areas included Administrative,
Police and Fire Protection, Vehicle Service Center, Tax Collection, City Secretary, Human Resources, City Attorney, Public Works,
Engineering, Planning, Parks and Recreation, Purchasing and all other city-related activities. FNI assessed all existing conditions
and needs of City facilities, acquired demographic information from various sources, determined current and future land uses
and potential for historic status.
The team distributed a Staff Interview Form to all department supervisors that assisted in the determination of current and
projected staff, relationships with other City departments, City and staff parking needs and other data available from the
various user groups. The planning team analyzed and integrated data from the Staff Interview Form, adjacencies forms, existing
space allocation standards, demographic data, parking needs and data from prior master plans. The planning team’s final
recommendations addressed departmental adjacencies and space requirements, viability of each building, determination of
priorities for master plan implementation and OPCC for each master plan component. Upon completion of the master space plan,
the team assembled all data in a final written report that provided the City with information to implement the acquisitions and
construction projects to fulfill all current and future space allocation needs.
INNOVATIVE SOLUTIONS: The FNI team was able to develop a master plan with various options and time lines for the City to
consider. The City functions spread more than 15 facilities, and the plan address efficient consolidation option, as well as long-
range parking solutions.
RESPONSIVENESS AND COMMITMENT: This high-profile project engaged stakeholders from all City departments, as well
as citizen groups and City Council. Various workshops and Council presentations were made to fully inform the City as to the
planning options and recommendations. The FNI team was able to quickly respond to all questions and needs with the assistance
of our local office in the City.
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Alfred Vidaurri, Joel Werland
FIRM’S ROLE
Prime
AGENCY CONTACT
No current reference
available.
SIMILAR SERVICES
• Master planning
• Programming
• Facility assessment
• Land use
• Staff interviews
• Space allocation
• Parking needs
Page 23 of 85
18City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
ARCHITECTURAL/ENGINEERING IDIQ | TEXAS MILITARY DEPARTMENT
FNI has had multiple IDIQ contracts for facilities and infrastructure projects since 1996
with the Texas Military Department, which includes a full range of services typically
required under a multi-year, per-project facilities program, some of which include MEP
engineering, architectural design, code compliance, fire protection, landscape, structural,
civil, environmental/ hazard, assessment, cost estimation and construction management/
support. FNI has also performed several facility condition assessment and comprehensive
utility/energy audits to assist the Texas Military Department in achieving funding from the
SECO LoanSTAR program for energy efficient upgrades of several facilities.
In recent years, FNI has played an instrumental role in the assessment and implementation
of eight major renovations projects that were funded by the State of Texas Armory
Revitalization (STAR) Program. One of the projects under the IDIQ program is the major
renovation of the Fairview Joint Force Readiness Center located at Camp Mabry in Austin.
Originally constructed in 1951 with an addition in 1980, the Joint Force Readiness Center
(JFRC) is an approximately 55,000 square feet, two story building with basement that is
occupied party by the Texas Army National Guard (TXARNG) and the Navy. The $7.2 million
major renovation design followed an aggressive schedule for the building assessment to
bid in less than nine months. Design included major architectural and interior upgrades to
enhance facility aesthetics, increase the facility functionality, security, elevator addition,
modernize HVAC, lighting and communication systems, meet current ADA, health, life,
fire and Anti-Terrorism Force protection regulations, improve facility perimeter fencing and improved parking for personal and
military owned vehicles. Other select projects under the A/E IDIQ program include:
TEAM LEAD
Vimal Nair
PROPOSED TEAM
MEMBERS
Tom Roessler, Alfred Vidaurri,
Homer Saenz, Vimal Nair, Kirk
Millican, Misty Thomison,
Vishal Bhan, Brett Bristow,
David Payne, Joel Werland
FIRM’S ROLE
Prime
AGENCY CONTACT
David Perry
512-782-6023
SIMILAR SERVICES
• Energy audits
• Facility assessments
• Programming
• Architectural design
• Space planning
• MEP
• Structural and civil
engineering
• Site planning
• TXARNG HQ Electrical Upgrades,
Austin
• TXARNG HQ Cooling Tower,
Replacement, Austin
• TXARNG HQ Lighting Upgrades,
Austin
• Backup Generators, Buildings 10
and 11, Austin
• Renovation of Organizational
Maintenance Shop, Austin
• Major Facility Renovations at San
Marcos Readiness Center
• Construction Services for Major
Renovations of Hondo Readiness
Center
• Major Renovations at Pasadena
Readiness Center
• Major Renovations at Temple
Readiness Center
• Major Renovations at Grand Prairie
DNAS Readiness Center
• Major Renovations at Westheimer
Readiness Center, Houston
• Major Renovations at Denison
Readiness Center
INNOVATIVE SOLUTIONS: FNI’s in-house multidiscipline team worked to confirm major facility upgrades for accessibility,
mechanical-electrical-plumbing systems, building envelope, and life safety for buildings, which had received only minor, if any,
improvements in their 50+ years. As the mission of the Guard has evolved, their facilities have not kept up with new training
procedures, operations, deployment and military equipment. The renovated and re-configured facilities allow for the re-
positioning of the Texas Guard for future operations.
RESPONSIVENESS AND COMMITMENT: FNI has been called upon to provide assessments, design and construction documents
for 11 readiness centers in three years. The schedules for the facilities are often tight, four months from the initial site assessment
through final construction documents during which time are six review submittals with the client.
Page 24 of 85
19City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
FLEET SERVICES AND OPERATIONS MAINTENANCE CENTER |
TOWN OF FLOWER MOUND
FNI provided facility assessments and master planning services for the Town Public Works
complex. The Town’s fleet services were located in a grouping of small, aging metal
buildings that no longer met the needs of these departments. Condition assessments
and documentation of existing equipment was done in order to develop potential space
planning options. Detailed interviews with each of the Town’s service departments were
conducted in order to develop current and long-range space requirements.
Because of tight budget constraints, the final recommendation was developed around a
metal building concept with exterior finish materials that would be consistent with the
aesthetic design standards the Town was interested in.
These services led to phased implementation to the Service Center complex beginning with construction of the Phase I
15,283-square-foot Fleet Services Facility, followed by design of the Phase II 24,060-square-foot Operations and Maintenance
Facility.
INNOVATIVE SOLUTIONS: The FNI team started this project with a comprehensive facility assessment, programming and master
plan for various functions spread across the Town. Detailed user meetings and programming of each space, equipment needs and
future requirements went into this project.
RESPONSIVENESS AND COMMITMENT: It took several years from beginning facility assessments to final construction of this
new facility. During those years, the FNI team stayed in continuous contact and maintained the team leadership and oversight
by the Project Manager and Principal. Weekly updates were provided to always keep the client informed with the design/
construction team’s progress.
TEAM LEAD
Coy Veach
PROPOSED TEAM
MEMBERS
Alfred Vidaurri, Joel Werland
FIRM’S ROLE
Prime
AGENCY CONTACT
Kenneth Parr
972-874-6401
SIMILAR SERVICES
• Master planning
• Programming
• Architectural design
• Engineering
• Construction phase services
Page 25 of 85
20City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
SPACE PLANNING MASTER PLAN | COLLIN COUNTY
FNI provided services to Collin County for a Space Utilization Study. The project included
more than 1.2 million square feet contained in approximately 30 buildings at various
locations within the County. Various service areas were involved, including Administrative,
Medical Examiner, County Courts, District Courts, Justice of the Peace, Vehicle Service
Center, Tax Collection, Indigent Health, Veterans Services, Juvenile Probation, County Clerk,
District Attorney, Purchasing and all other County-related activities.
The project included:
• Data Gathering Phase – included the assessment of all existing County facilities,
acquisition of demographic information from various sources, determination of
current and future land uses and potential for historic status. Other activities included
the development of a Staff Interview Form distributed to 28 department supervisors.
The Staff Interview Form assisted in the determination of current and projected staff,
relationship to other County departments, County and staff parking needs and other
data available from the various user groups.
• Analysis Phase – integrated data from the Staff Interview Form into appropriate
interview data and adjacencies forms for simplification of analysis. In addition, existing
space allocation standards, demographic data, parking needs and data from prior
master plans were analyzed.
• Recommendations Phase – included final recommendations for departmental
adjacencies and space requirements, viability of each building, determination
of priorities for master plan implementation and provided Opinion of Probable
Construction Cost for each master plan component.
Upon completion of the master planning effort, all data was assembled in a final
written report that became part of a comprehensive master plan being developed
for all Countywide land use activities.
INNOVATIVE SOLUTIONS: FNI committed time and manpower to engage
specifically with the County stakeholders and 28 department supervisors in
developing long-range plans. Demographic data was a key element used in the
forecast of future growth and resulting facility need.
RESPONSIVENESS AND COMMITMENT: The FNI planning team worked
closely with each department supervisor to analyze their existing facilities and
future projects. Close communications, workshops and surveys allowed us close
communications and responsiveness with all the stakeholders across the County.
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Alfred Vidaurri, Joel Werland
FIRM’S ROLE
Prime
AGENCY CONTACT
No current reference
available.
SIMILAR SERVICES
• Facility assessment
• Lane use
• Staff interviews
• Space allocation
• Demographic data
• Parking needs
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21City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
FACILITY MASTER PLAN AND SPACE PLANNING | ELLIS COUNTY
FNI provided a master plan study of space needs for the Ellis County Courts, Offices and
Jail Facility. The study focused on the County’s 10- and 20-year space needs through the
analysis of various elements. FNI conducted condition assessments of all County-owned
facilities as well as the privately-owned Kress Building, Rogers Hotel and an old Kroger
store as requested by the County. In addition to analyzing previous studies and reports,
approximately 17 departments and courts were interviewed to determine current and
projected staffing levels and space needs. Demographic data was gathered from the North
Central Texas Council of Governments (NCTCOG) and the Texas State Data Center in Austin.
The demographic data was used to determine growth trends and projections. This data was
used, along with other considerations, to prepare a total of six options with two alternatives
that were presented at two County workshops. Detailed information was provided for
each option regarding location and square footage of County departments, use of the
restored courthouse, project cost, timetable and conditions of existing County facilities. This
recommendation was used by the County to hold a successful bond election and implement
these projects.
INNOVATIVE SOLUTIONS: The planning team analyzed various downtown historical
building, other commercial buildings and an industrial research facility in order to develop a
reasonable and affordable master plan for the County. The final plan allowed the successful Bond Program to move forward with
the plan implementation.
RESPONSIVENESS AND COMMITMENT: FNI conducted various workshop/presentations that were well attended by elected
officials and citizens. While there were political and stakeholder opinions, the planning team was always responsive to all groups
and produced a final set of recommendations that allowed the County to meet their future growth needs.
TEAM LEAD
Alfred Vidaurri
PROPOSED TEAM
MEMBERS
Alfred Vidaurri, Joel Werland
FIRM’S ROLE
Prime
AGENCY CONTACT
No current reference
available.
SIMILAR SERVICES
• Master planning
• Space planning
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22City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
F
COST ESTIMATE ACCURACY AND
DEPENDABILITY
To help provide our clients with accurate cost estimates, we
update cost estimates throughout the project design phase.
FNI has a large group of dedicated, full-time construction
services professionals, including a dedicated cost estimator.
FNI’s cost estimating experience has provided us a success
rate of being within -5 to +15 percent of the amount bid. This
is a company goal on our projects. The table on the next page
features a few of our projects and the relative accuracy and
dependability of our project estimates.
SENSITIVITY AND RESPONSIVENESS
Many of our municipal projects range from maintenance
projects to renovations/expansions, to facility assessments
and master planning. Each project is unique with the client’s
specific project scope and budget. Our experience has shown
that these projects become implemented years after an initial
scope and fee estimate were developed either by the client of
an outside consultant.
We understand many inherited projects have committed
project scopes and associated budgets. We will start with
an initial cost verification exercise to quickly determine the
adequacy of budget, schedule and scope. We are sensitive to
the commitment by the City to deliver a project with the full
scope as presented to citizens and Council. If we determine
that there is a gap between the available budget and scope, we
will develop phasing options, new solutions and/or create our
bid documents using add alternate bid items.
PROJECT BUDGET MEASURES
FNI has earned a reputation for meeting client budgets
without sacrificing service. FNI understands the importance
of delivering a project on budget. We will provide project
cost estimates at each submittal in order to track how the
development of the design is impacting the construction
budget. Project Manager Tom Roessler and his team are skilled
at making adjustments to fit projects into their allocated
budgets, and will work with the City’s team and staff to make
this happen.
At Central Texas College, because of its location in Central Texas
and limited building trade professionals, we would routinely
engage local contractors to verify our opinions of probable
construction cost. The local resource was able to identify
unique local conditions, such as material shortages, labor
shortages, long-lead time items, and cost escalations factors
that we might not be fully aware of. This approach has helped
us produce accurate and dependable cost estimates over the
years.
HISTORY OF COST AND BUDGETHISTORY OF COST AND BUDGET
Central Texas College Computer Science Building 121
Central Texas College Facilities Management Complex
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23City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
COST AND BUDGET FOR CONSIDERATION ITEMS D AND E PROJECTS
PROJECT, CLIENT PROJECT BUDGET
PRE-BID COST
ESTIMATE BID RANGES (LOW TO HIGH)
Campus Master Plan and A/E Building Program,
Tarrant County College District
• District Master Plans
• Energy Tech Building
$209 million
$34 million
$209 million
$33.96 million
N/A
$33.23 million (CMAR)
Town Hall Master Plan, Town of Flower Mound $20 million $20 million N/A
Campus Master Plan and Building Program, Central
Texas College
• Master Plan
• Planetarium Tech Center
• Recreational Center
• Hanger Aviation Program
$100 million
$8.8 million
$8.5 million
$600,000
$100 million
$8.65 million
$8.3 million
$600,000
N/A
$8.59 million (CMAR)
$8.25 million (low)/
$9.1 million (high)
$588,000 (low)/$808,600 (high)
A/E Building Services Program, Dallas County
• R&B Off Renovation
• DC North Start Tower
• Architecture Barriers Renovation
• Law Library Renovation
$1.4 million
$2 million
$300,000
$500,000
$1.3 million
$1.94 million
$297,300
$449,200
$906,300 (low)/
$1.19 million (high)
$1.3 million
$257,300
$440,000
Animal Care Facility, City of Tyler $3.5 million $3.49 million
$2.95 million (low)/
$3.5 million (high)
Facility Master Plan, City of McKinney $70.2 million $70.2 millionN/A
A/E IDIQ, Texas Military Department
• Denison STAR $2.8 million $2.8 million
$2.96 million (low)/
$3.53 million (high)
Fleet Services and Operations Maintenance Center,
Town of Flower Mound $4.21 million $3.72 million $4.17 million (CMAR)
Space Planning Master Plan, Collin County $186.5 million $186.5 million N/A
Facility Master Plan and Space Planning, Ellis County $8.7 million $8.7 million N/A
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24City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
G
WORKLOAD CAPACITY
The FNI team puts forth advance planning effort to verify we
have the right people and firms on our team, in the right place,
with the right availability to meet Georgetown’s goals for
this contract. FNI will perform the majority of the work from
our Austin office; however, we have access to more than 750
employees companywide to assist, as necessary. Additionally,
FNI’s Principal-in-Charge, Alfred Vidaurri, is committed to
providing responsive service to Georgetown. Similarly, our
Project Manager, Tom Roessler, shares the same commitment
Georgetown.
FNI’s current workload will not hinder our ability to provide
Georgetown with the same quality and timely A/E services
as received by all of our clients. Although FNI has a healthy
workload, we have the personnel available to complete the
task orders under this contract on schedule. Our attention to
meeting clients’ needs has resulted in more than 93 percent of
our current workload coming from repeat clients.
Backlog is defined as the amount of work under contract that is
in the pipeline. This includes active projects that we will work
on this week; projects that are about to start, such as next
month; and even projects that are under contract that may
not begin for many months. It also includes multiphase and
multiyear contracts.
Some of our larger projects utilize a number of employees over
a number of years. All of that work under contract is included
in our tracked months of backlog. FNI has determined that
a healthy amount of backlog is necessary to allow for good
planning, effective employee utilization and a stable workforce.
We closely monitor our employees’ work capacity and
compare this capacity to our scheduled workload (scheduled
backlog), and are proactive in taking the necessary steps to
ensure that we meet our clients’ schedule expectations. With
this system, we are able to project when additional resources
will be necessary, and take steps to accomplish that through
increased utilization, scheduled overtime, internal work
sharing among our offices or through additional hires.
Here is an example of a current workload projection chart
that shows confirmed and tentative backlog hours versus
workforce capacity for our facilities groups, which includes
the people who will be providing most of the effort under
this contract. This projection is updated monthly. Our current
resource schedule and capacity updates indicate that FNI has
full availability and capacity to dedicate the noted team for the
duration of this important project.
TEAM CAPABILITIES AND APPROACH
FOR HANDLING MULTIPLE PROJECTS
SIMULTANEOUSLY
During all phases of design and construction, FNI will remain
focused on meeting Georgetown’s project goals. Project
Manager Tom Roessler will serve as the City’s single point-
of-contact, and our experienced task leaders will oversee the
quality of all aspects of the lift station consolidation project.
Our established communication protocols will ensure that
continuous communication and proper documentation will
be provided to all participants and stakeholders throughout
the project duration. We have the capabilities to concurrently
manage multiple projects at various stages of development.
The focus of our practice allows us to serve various clients
with multiple simultaneous project. For the last three years,
we have been the key design firm for the Texas Military
Department in Austin, doing approximately 80 percent of all
their design work across Texas. At any given time, our team
is responsible for the simultaneous project efforts ranging
from facility assessments, programming, design development,
preparing construction documents, bidding, and construction
phase services, and project close out.
WORKLOAD CAPACIT Y AND HISTORY OF SCHEDULESWORKLOAD CAPACITY AND HISTORY OF SCHEDULES
-
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
Apr 18 May 18 Jun 18 Jul 18 Aug 18
Ho
u
r
s
Resource Schedule and Capacity
Confirmed Capacity
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25City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
Our depth of resources in our Facility Practice, along with a
well-structured work plan, QA/QC plan, weekly reviews and
senior level involvement, enables us to meet and exceed all
the expectations of this client and the projects. Our Principal-
in-Charge, along with our Project Manager, provides personal
leadership and commitment to oversee and manage the
various design teams that are working on project across the
state simultaneously. The proposed FNI team is experienced
in this area and will be able to meet your project goals and
schedule.
ABILITY TO DELIVER PROJECTS WITHIN
A SPECIFIED SCHEDULE
Establishing accurate project schedules and maintaining
schedule adherence during project delivery are critical to
keeping projects on budget. FNI will establish a system that
will provide useful, accurate and timely information on both
the schedule and budget for each project. The output of
an effective scheduling and budgeting system is a powerful
tool for priority definition, status reporting, problem area
identification, problem impact analysis and support of
corrective action planning. The project schedule also provides a
basis for management-by-exception by focusing on those tasks
that are deviating from the original plan or on the tasks that
are most important towards achieving the program objectives.
Other advantages to good scheduling include balanced
resource allocation, the exploration of project alternatives, and
time/cost tradeoffs through project acceleration/delay.
As illustrated in the table below, all of our projects are required
to meet clients schedules. We understand the client’s pressure
and commitment to their users; therefore, we will deliver the
project as required per our executed contract.
CONTINGENCY PLAN AND KEY TEAM
MEMBER REPLACEMENT
FNI has a low employee turnover rate, and we do not
anticipate the loss of a key team member; however, because of
our past similar experience, effective communication tools and
project management plans, we have the ability to overcome
any issues related to the departure of a key team member. FNI
also has more than 85 local engineers, construction managers,
environmental scientists, planners, architects and support staff,
which gives us the depth of resources to manage additional
tasks and workload without compromising quality, schedule or
budget.
Our depth of talent and available resources allow us to make
any necessary key team member replacement on a project
if the situation arises. FNI has a robust project management
training and certification program for each project leadership
position. The result is that if we have a key team member
leave the firms unexpectedly, we are able to move one of the
currently assigned team members to fill that role. Since our
teams are organized with primary senior level and seasoned
professionals, the unexpected loss of a team member has no
impact to the client and project. FNI has a documented process
that we would engage for the internal transfer of project
management responsibilities from one leader to another.
The proven process has been in place for many years and it
facilitates the orderly transfer of knowledge, schedule, budget
and project methodology.
Last year, one of our lead engineers that was serving in the role
of Project Manager on a Texas Military Department renovation
project left our firm. We quickly appointed the Assistant
Project Manger to step up into the Project Manager role and
engaged the internal Project Manager transfer process on the
project. The project moved forward seamlessly, not missing
any deadlines or any client expectations. Our goal in these
situations is to always inform our client of this change, and
to then make sure that there is no impact to the delivery of a
quality project.
Texas Military Department
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26City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
SCHEDULE FOR CONSIDERATION ITEMS D AND E PROJECTS
PROJECT, CLIENT ORIGINAL
COMPLETION YEAR
FINAL COMPLETION
YEAR
Campus Master Plan and A/E Building Program, Tarrant County College District 2015 2015
Town Hall Master Plan, Town of Flower Mound 2014 2014
Campus Master Plan and Building Program, Central Texas College 2015 2015
A/E Building Services Program, Dallas County Ongoing Ongoing
Animal Care Facility, City of Dallas 2014 2014
Facility Master Plan, City of McKinney 1999 1999
A/E IDIQ, Texas Military Department 2018 2018
Fleet Services and Operations Maintenance Center, Town of Flower Mound 2013 2013
Space Planning Master Plan, Collin County 2002 2002
Facility Master Plan and Space Planning, Ellis County 1999 1999
Town of Flower Mound Dallas County Tarrant County College District
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27City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
“The Freese and Nichols
project team understands
the trust voters of Parker
County have invested in
us. We are pleased with
their careful program
management, which has
resulted in many projects
being ahead of schedule and
under budget.”
– Honorable Mark Riley,
Parker County Judge
“You did a fantasƟ c job,
and it is truly a joy working
with such a fi ne professional
group of people, and I
sincerely mean that. I am
so glad the court selected
Freese and Nichols to
manage the Parker County
TransportaƟ on Bond; you
have made this whole
experience a success.”
– Joel Kertok
Project Coordinator for
Parker County Judge Mark
Riley’s Offi ce
HPROPOSED APPROACHPROPOSED APPROACH
ORGANIZATION AND
STRUCTURE
FNI has thoughtfully developed a project
approach and work plan that will deliver a
Facilities Efficiency Study to guide the City
of Georgetown’s facilities improvements for
the next years as the City’s population grows
to 100,000. This new facilities efficiency
study, leading to a strategic facilities plan
and program, will require a concerted
team effort. We believe our internal FNI
multidiscipline team is exceptionally
qualified to lead this effort. We have worked
together on relevant facility assessments,
planning and programming studies, and
have experience delivering similar projects.
FNI proposes to provide all services for the
facilities efficiency study in-house. A fellow
of the American Institute of Architects,
Alfred Vidaurri, FAIA, will be FNI’s Principal-
in-Charge. He will oversee that the study
proceeds on schedule and that Georgetown
is satisfied with the service that the City
receives. Linda Huff, P.E., CFM, is FNI’s client
representative with Georgetown and is
knowledgeable about City administration,
leadership and procedures.
The FNI team will be led by Project
Manager Tom Roessler, AIA, who will be
the City’s direct point-of-contact through
all phases of the study. Kirk Millican, AIA,
an award-winning designer, will be the lead
programmer, space planner and designer.
Kirk’s efforts will be supplemented by
architect Homer Saenz, AIA. Structural
Engineer Misty Thomison, P.E.; mechanical/
Plumbing Engineer Vimal Nair, P.E.; and
Electrical Engineer Vishal Bhan, P.E., will
provide facilities assessments relative
to their disciplines at the beginning of
the study to note any improvements or
recommendations that may be necessary
as a result of the feasibility study and space
planning. Following the space planning
and conceptual plans, they will provide
narratives of any systems’ improvements.
Similarly, Civil Engineer Brett Bristow, P.E.,
will provide initial sites’ assessments,
including parking, utilities, stormwater and
accessibility. Brett will be responsible for
the recommendations for the sites’ plans in
the study. David Payne of FNI’s Construction
Services Group will be responsible for all
cost estimating. Joel Werland, AIA, will lead
the Quality Assurance and Quality Control
to confirm that FNI’s rigorous quality
procedures are infused throughout all
phases of the study.
WORK PLAN
We have customized our approach to
respond to the specific areas of focus
outlined in the Request for Qualifications.
As requested for the scope of services,
we will conduct field surveys, interviews,
data gathering, initial space analyzes,
space planning, conceptual drawings, cost
estimating and final reporting. The work will
include demographic analysis, architectural
programming, alternative plans and their
implementation, and presentations of
findings.
The City of Georgetown’s existing facilities
included in the efficiency study consist of
the following:
»Georgetown Municipal Complex
»Westside Service Center
»Parks Administration
»Animal Services
»Facility Services
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28City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
»Historic Light and Waterworks
»Potentially, depending on the outcome
the facilities’ needs versus availability,
a new facility or facilities.
As FNI has planned and designed similar
facilities, either new or renovations, for
other municipalities and governmental
agencies in the past, FNI is familiar with
each facility type, but will be entering
the engagement without pre-conceived
solutions.
At the Georgetown Municipal Center,
parking for both visitors and staff, as
well as fleet vehicles, is a large concern.
Internal circulation through departments
to access other areas impacts productivity.
Cubicle areas will be evaluated as to spatial
efficiency, which will impact conference
areas. The customer experience for meeting
with administration and bill payment
could be enhanced. Growth in fleet vehicle
parking and lay-down areas should be
considered.
The recently completed Westside Service
Center Complex, which currently houses
primarily Georgetown Utility Systems, is
furnished for approximately 150 employees
but houses less than 50. The study should
address relocating other employees to
address over-crowding elsewhere. In
evaluating which employees could relocate,
keeping entire groups and departments
together must be a consideration.
Parks Administration consists of
administrative facilities, as well as storage
of materials and equipment. Parking is
also shared with the neighboring Animal
Services facilities, which recently completed
a new animal services master plan. The
existing Animal Services is land-locked,
and the efficiency study should look at
opportunities to utilize existing City-owned
facilities to meet the Animal Services needs
for expansion. This may mean relocating
Parks Administration elsewhere.
Facilities Services at 250 West L. Walden
Drive has Buildings 4 and 3. Building 4 is
over-crowded, and Building 3 is vacant.
The study will include programming and
space needs for Facility Services leading to
recommendations for re-using existing City
facilities for expansion, including building a
new facility on City-owned land.
The Historic Light and Waterworks
currently houses City staff, most of whom
who will be relocating to the new City Hall
when it is completed. The efficiency study
should address re-purposing the building
when the majority of its occupants relocate.
When providing the programming, needs
analyses and planning for the above
facilities, the study may indicate the need
for a new facility to improve efficiency and
meet the demands of a rapidly growing
Georgetown. A program and conceptual
drawings for any new facility will be part of
the study.
As we move forward, we are proposing
to walk with you through a proven
process based on input from the City
of Georgetown, your stakeholders and
partners that will address elements of the
following:
»Providing assessments of existing
facilities
»Space requirements for current and
future employees and departments
»Materials management and storage
requirements
»Incorporating technological
developments
»Optimizing space use for departmental
needs and efficient staffing
requirements
Georgetown Municipal Complex
Westside Service Center Complex
Parks Administration
Facilities Services Building 4
Georgetown Animal Shelter
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29City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
»Conference spaces, including board room
»Customer service areas for more personal interaction
with the public
»Back-of-house areas, such as breakroom, storage areas
and records retention
»Pedestrian connections
»Security
»Visitor, staff and Georgetown vehicular parking
»Adjacent neighborhood and business concerns
»Aesthetic enhancements
»Open space
»Physical site opportunities and constraints
»Optimize historical features of existing facilities
»Master planning directions
»Implementation strategies
»Financial and cost considerations
We will use our sound and proven methodology towards
planning and design, and employ strategies to guide this
process in meeting Georgetown’s programmatic goals,
schedule and budget requirements.
A Roadmap Built on Consensus
The planning and programming process engages participants,
builds consensus, and provides a roadmap to the future
change and growth of Georgetown. FNI will work closely with
Georgetown to develop physical facility environments that
supports its constituents and functions. We understand that a
successful facilities efficiency plan must produce more than a
paper document. To be successful, the study must be able to
be implemented, which requires:
»A planning process that builds consensus creating support
for the study from the beginning
»A plan for the study’s process from beginning to end
»A clear, accurate and appropriately detailed definition of
the study
»A thorough analysis of facility and site opportunities and
constraints
»A thorough analysis of current facilities and future
facilities opportunities
»A thoughtfully executed programming process
»Well integrated plan for the needed infrastructure
»An implementation and phasing plan with accurate cost
analyses
The FNI team will approach this project through the following
phases and their tasks:
PHASE ONE: OBSERVATIONS AND
PROGRAMMING
1.1 PROJECT KICKOFF
The project will begin with a comprehensive project kickoff
meeting and initial tours of Georgetown’s existing facilities.
This meeting will introduce the FNI project team and
Georgetown personnel. FNI recommends that the City identify
a Georgetown Steering Committee that consists of leadership,
department heads, and any other stakeholders who can
respond to and evaluate critical information throughout the
process. The project approach, programmatic goals and major
tasks will be discussed at this meeting. Critical to the success of
the project will be the understanding of the project’s program.
A vision and broad goals supported by specific and sensible
design principles guide the project and build consensus
through the process.
During this meeting, the following topics will be covered:
»Vision and goals for the facilities efficiency study and
programming
»Project expectations
»Evaluation criteria
»Issues, constraints and opportunities
Key points of contact will be identified, project timelines and
milestones will be established, and the review process will be
outlined. Areas of responsibility will be defined, and technical
issues will be clarified. A detailed timeline will be presented for
the project. It will identify the persons or groups responsible
for each task and the schedule for all activities. Participants,
procedures, and locations for workshops and meetings will be
discussed and arranged.
FNI is uniquely qualified and is known for a collaborative
approach to all aspects of planning and programming process.
We will start with understanding the needs and vision of the
City and its constituents it serves.
Quality professional service hinges on communication.
Throughout the process, a high level of client interaction
and participation will be maintained. Effective team
communication, through regular Georgetown and FNI team
meetings, is critical. Agendas will be developed and meeting
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30City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
reports will document the decisions and action items for follow
up. FNI will track every planning and program decision for
incorporation into the deliverables and final product.
1.2 DISCOVERY
Information critical to a successful plan is often dispersed
throughout many resources. Committees, stakeholder groups,
and individuals possess bits and pieces of data, but rarely does
anyone or any group have all the data. Discovery permits the
planning team to locate and collect this information and share
it with all decision makers. Once organized, this data forms the
knowledge base from which the strategic facilities plan will be
developed.
FNI will receive current facilities’ floor and site plans; previous
studies; City plans, including transportation plans, zoning,
building codes, space standards for work stations and offices;
and other program information. Site conditions provide the
basis for many planning decisions. FNI will assemble and
deploy an individual assessment team consisting of architects,
civil engineers, structural engineers, and MEP engineers to
provide buildings’ assessments along with comprehensive sites’
analyzes, including parking, drainage, utilities, infrastructure,
and circulation among other site-specific elements, which will
affect the facilities’ plans.
Through interviews and meetings, the team will gather data
and knowledge regarding the existing sites, buildings, and
their spaces to ascertain what works and what does not for
incorporation into the new facilities efficiency study. Typical
data gathering meetings and workshops take several forms,
from informal individual interviews concerned with specific
topics to larger half-day group meetings.
Working with City leadership, the FNI team will engage in
discussions on the City’s mission and vision, existing planning
efforts, and potential utilization and space projections. Data on
surrounding land use, zoning, and building codes, which might
affect City facilities, will be addressed.
FNI will also conduct community meetings, if necessary, that
include local officials, civic leaders and affected neighborhood
groups. These meetings will be used to develop a community
issues and needs assessment, and establish and prioritize goals
for the facilities study.
Understanding Your Demographics
Georgetown serves a diverse, growing population and a wide
geographic area. To be successful, the facilities study should be
shaped by specific criteria, including:
»Where are your customers currently coming from?
»Where are your employees coming from?
»How will population shifts affect your facilities and their
locations?
»What is the demographic profile of the region?
When this data is overlaid with projections for growth
and changes in population, Georgetown gains a better
understanding of future needs and how to best serve its
constituents.
Functional Adequacy
We will evaluate current spaces and define performance
standards that align the physical environments with maximizing
outcomes for staff and facility users. Our analysis will help
you create comfortable spaces that transform current and
new facility spaces into innovative, adaptable, secure and
technology-infused environments.
1.3 PROGRAMMING
FNI’s programming begins as an exercise in problem definition.
Planning opportunities and constraints evolve from a variety
of physical and non-physical conditions and needs within City
departments and residents. The facility’s program is woven
from the creative combination of these diverse factors.
Through this programming process, we will uncover the wants
and needs of the City’s facilities, as well as develop the graphic
and visual tools necessary to communicate the facility to the
broader Georgetown community.
During the first weeks, FNI will review and analyze all available
data, including the information gathered during the project
kickoff meeting and subsequent facilities tours. Data gathering
will include review of existing building documents and
plans, and a visual field verification of the facilities’ existing
conditions, including structural, MEP and technological
systems.
Based on a review of the data provided by the City, FNI will
prepare a questionnaire for use in further defining facility’s
requirements. This questionnaire will be distributed to the
appropriate departments and groups requesting information
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31City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
about current and future space needs, interdepartmental
adjacencies, conferencing, filing and storage needs, and other
requirements.
Upon receiving responses of the questionnaire and
reviewing results, FNI will conduct a series of meetings and
interviews during multiple day work sessions in Georgetown.
During these sessions, FNI will conduct interviews with a
predetermined list of City officials. From the interviews, FNI
will summarize significant needs, rooms, sizes functions,
departmental organization and staffing, current customer
service methodologies, interdepartmental relationships,
design, and environmental and sustainable objectives based
upon overall City planning concerns, facility planning needs,
community and user desires, and any prior studies and reports.
Issues addressed in the programming interviews will include
functional, organizational and operational requirements for
each facility, with specific attention to customer service, staff
efficiency, mechanical and electrical systems, technology, and
any exterior design guidelines for new facilities.
Following the data gathering and its analysis and the
interviews, FNI will develop a detailed program. This will
include the following:
»The type and amount of space required for customer
service areas, conference and training areas, department
administrative offices, open areas with cubicles,
laboratory spaces, and support needs.
»Any recommendations on the departments’ internal
organization, which may improve staffing efficiency and
customer service.
»Recommendations on delivery of customer service, such
as self-service kiosks or computer stations, as well as
one-on-one consultations in small conference or huddle
rooms.
»Recommendations on existing facilities renovations.
»Recommendations on the need to expand existing
facilities.
»Recommendations on potential new facilities.
»Current and future inventory, warehousing and lay-down
needs.
»Recommendations on accessibility improvements for the
mobility-impaired.
»The number and type (visitor, staff and City vehicle) of
parking spaces, loading and unloading spaces, and their
locations at each facility.
»Any necessary improvements/extensions of utility
systems, including water, wastewater, stormwater,
telecommunications, power and data due to changing
facilities’ uses.
»Potential improvements to adjacent roads to facilitate
connectivity and an administrative facility sense of place.
»Any exterior enhancements and public areas’
improvements to create welcoming and consistent
environments.
»Any other facilities improvements necessary to meet the
overall City vision and future demand.
FNI will conduct a work session with the Steering Committee
to present the detailed space program for each facility. This
presentation will include review and comment on the program,
the physical analyses of existing facilities, needs analyses and
development opportunity diagrams. Diagrams describing
departments’ internal organizations, interdepartment
organization, and customer access will be developed. FNI will
receive comments from the Steering Committee, which will be
the basis for moving forward into the next phase.
PHASE TWO: CONCEPT
2.1 ALTERNATIVE FLOOR PLANS
Based upon the approved detailed space program and any
comments received from the City, the FNI team will proceed
with developing alternative conceptual floor plans for each
facility. In a work session with the Steering Committee, FNI will
present the alternative floor plans for each facility. Pros and
cons for each alternative floor plan will be discussed, leading to
a preferred conceptual floor plan for each facility.
2.2 BUILDING INFORMATION MODELING
For each space in each facility, utilizing Building Information
Modeling (BIM), FNI will develop room data sheets, which will
describe all spaces’ programmatic requirements, including
furnishings and work stations. These room data sheets can
be utilized to create three dimensional models for further
programmatic definition. This information will form the basis
for moving forward into the final facilities’ report.
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32City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
PHASE THREE: REPORT
3.1 DRAFT REPORT
Based on the data collected and input received in the
previous phases, the FNI team will develop recommendations,
addressing each facility and area analyzed. Recommendations
will be presented graphically and with accompanying narratives
to best describe the plan’s intentions for each facility. From
Phase Two, final concept plans of the preferred alternatives
will be developed. This phase will include a cost analysis for
each facility and an implementation strategy. If additional
real estate is required for new or expanded facilities, those
costs will be included also. A written executive summary
describing the overall facilities efficiency study process with
recommendations will be prepared. The FNI team will conduct
a work session with City leadership, Steering Committee and
administration to present the facilities efficiency study draft
report.
3.2 FINAL REPORT
Following the work session at the conclusion of the Draft
Report, the final facilities efficiency study document will be
prepared. All review comments will be addressed, and any
adjustments will be made to the facilities plan. Graphics
and narratives will be refined and prepared for production.
Supporting information will include all necessary graphics
to demonstrate the concept of the plan. While a complete
list of graphics that may be required cannot be anticipated,
they typically include diagrammatic site and floor plans
with recommendations, 3-D sketches of public areas and
exterior improvements, landscape improvements, sketches of
important features and depictions of outdoor gathering spaces.
3-D models can be constructed to convey design intent and
to help Georgetown and its constituents to visualize planning
concepts and recommendations. 3-D models typically are used
to illustrate siting and conceptual design of major buildings,
outdoor improvements, pedestrian connections, parking and
phasing of improvements.
If desired by the City, a Capital Improvements Plan (CIP)
can be developed to facilitate implementation of facilities
plan recommendations. Scheduling, based on priorities and
funding, will be included for the CIP, along with the estimates
of probable construction cost, including real estate, for each
project recommendation.
PHASE FOUR: PRESENTATION
In conjunction with City staff, FNI will present the final
report of the study to the General Government and Finance
Advisory Board (GGAF) and to City Council. The final report
may include the CIP facility recommendations. Should the City
move forward with the CIP, FNI can provide additional graphic
materials to aid in the CIP.
ADDITIONAL SERVICES
As noted above in Phase Four, FNI can assist in preparing
for the CIP for the facilities’ improvements. FNI can provide
additional services, including detailed investigations of
existing conditions or facilities; detailed furniture systems
plans, specifications, and procurement documents; project
management; and/or other specialized professional services,
as required in conjunction with the facilities efficiency study
project.
HUB AND LOCAL BUSINESSES
For the Facility Feasibility Study, FNI proposes to self-
perform the entire project utilizing FNI’s multidiscipline
team of architects and engineers who have worked together
seamlessly on similar projects for municipalities, counties and
other governmental agencies. This will enable FNI to hit the
ground running on the study without having to develop new
procedures or techniques.
APPROACH TO PROJECT MANAGEMENT
FNI has extensive experience developing project and program
management plans (PMP). We will develop a detailed
comprehensive project plan, in consultation with senior City
staff, to document the policies, processes, procedures and best
practices to be used for each project. Our PMP will include
communication strategies for coordination with City staff,
stakeholders, designers and the public, as well as a decision
matrix with levels of authority to provide guidance for all
actions.
Establishing accurate project schedules and maintaining
schedule adherence during project delivery are critical to
keeping projects on budget. FNI will establish a system that
will provide useful, accurate and timely information on both
the schedule and budget for each project. The output of
an effective scheduling and budgeting system is a powerful
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33City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018
tool for priority definition, status reporting, problem area
identification, problem impact analysis and support of
corrective action planning. The project schedule also provides a
basis for management-by-exception, by focusing on those tasks
that are deviating from the original plan or on the tasks that
are most important towards achieving the program objectives.
Other advantages to good scheduling include balanced
resource allocation, the exploration of project alternatives, and
time/cost tradeoffs through project acceleration/delay.
FNI has earned a reputation for meeting client budgets
without sacrificing service. FNI understands the importance
of delivering a project on budget. We will provide project
cost estimates at each submittal in order to track how the
development of the design is impacting the construction
budget. Project Manager Tom Roessler and his team are skilled
at making adjustments to fit projects into their allocated
budgets, and will work with the City’s team and staff to make
this happen.
May June July August September October
Notice to Proceed
PHASE ONE: OBSERVATIONS AND PROGRAMMING
Project Kickoff, Receive and Review Data
Initial Site Visits
Prepare and Issue Surveys
Interviews, Detailed Facilities Assessments
Preliminary Needs Analysis and Facility/Site Analysis
Develop Preliminary Space Program
City/FNI Work Session
PHASE TWO: CONCEPT
Prepare Alternative Floor Plans
City/FNI Work Session
Building Information Modeling
PHASE THREE: REPORT
Prepare Facilities Recommendations
Prepare Final Concept Plans of Preferred Alternatives
Prepare Cost Estimates
Prepare Executive Summary
City/FNI Work Session
Prepare Final Graphics
Prepare Final Report
PHASE FOUR: PRESENTATION
Presentation to GGAF and City Council
SCHEDULE
Page 39 of 85
34City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018Page 40 of 85
35City of Georgetown | RFQ No. 201815 | Facilities Efficiency Study 2018 | April 11, 2018Page 41 of 85
10431 Morado Circle, Suite 300
AusƟ n, Texas 78759
512-617-3100
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OUR GUIDING PRINCIPLES
We are ethical
We deliver quality
We are responsive
We add value
We improve conƟ nuously
We are innovaƟ ve
We develop professionally
We respect others
We appreciate our clients and fellow employees
We give back to our communiƟ es
Page 42 of 85
Intro PM Technical Rep Proj Rel Proj Budget Workload Approach TOTAL Rank AVG
EJ5 15151215 5 5 2092 1
TL5157 8102 21564 1
SG5 18141413 5 4 1992 1
0 1
0 1
TOTAL 248 1 82.7
EJ551282051754 2
TL510583221045 3
SG4 16131011 2 3 1776 3
0 1
0 1
TOTAL 175 3 58.3
EJ48590521851 3
TL515557201049 2
SG5 17131311 3 3 1782 2
0 1
0 1
TOTAL 182 2 60.7
Freese and Nichols
Method Architecture
Parkhill Smith & Cooper
Facilities Efficiency Study 2018
SOQ EVALUATION SUMMARY
Page 1 of 1
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Page 46 of 85
City of Georgetown, Texas
Government and Finance Advisory Board
May 23, 2018
SUBJECT:
Employee Compens ation, Benefits and Wellnes s Update --Tad d P hillips, Human Res ources Direc tor
ITEM SUMMARY:
Human Res o urc es s taff will give an o verview of the City’s employee compens atio n, b enefits and wellnes s
p ro grams. This is no t an actio n item.
FINANCIAL IMPACT:
To b e disc uss ed in pres entatio n
SUBMITTED BY:
Tadd Phillip s , Human Res o urc es Directo r
ATTACHMENTS:
Description Type
Benefits and Compens ation Cover Memo
Page 47 of 85
FY2019 Annual Budget
GGAF
May 23 rd, 2018
FY2019 Budget
Employee Compensation
& Benefits/Wellness
Update
Page 48 of 85
FY2019 Annual Budget
Executive Summary
•FY2019 City Manager Proposed Budget will include Compensation & Benefits programs aligned with Fiscal & Budgetary Policy
•Compensation
–Market –annual pay plan review
–Merit -pay for performance for non-public safety employees
–Civil Service Step –follow meet and confer agreements
•Benefits
–Managing Fund Reserve
–Anticipate maintaining current benefits with possible contribution increase from City and employees
–Benefit RFP
–457 Plan Participation
–TMRS Update
•Wellness
–Increased program participation for 2018 calendar year
–Robust programming and opportunities for City Staff
Page 49 of 85
FY2019 Annual Budget
Total Rewards
Page 50 of 85
FY2019 Annual Budget
Turnover History
11 10 9 9
0
2
4
6
8
10
12
14
16
18
20
2015 2016 2017 2018 (projected)
Tu
r
n
o
v
e
r
P
e
r
c
e
n
t
a
g
e
(
a
c
t
u
a
l
)
Fiscal Year
Page 51 of 85
FY2019 Annual Budget
Total Compensation Statement
Page 52 of 85
FY2019 Annual Budget
Compensation Approach
Fiscal & Budgetary Policy
•Competitive Compensation –In order to maintain a competitive pay scale, the City has implemented a Competitive Employee Compensation Maintenance Program to address competitive market factors and other issues impacting compensation. The program consists of:
–Annual Pay Plan Review –To ensure the City’s pay system is accurate and competitive within the market, the City will review its pay plans annually for any potential market adjustments necessary to maintain the City’s competitive pay plans. (Market)
–Pay for Performance –Each year the City will fund performance based pay adjustments for regular non-public safety personnel. This merit-based program aids in retaining quality employees by rewarding their performance. Pay for Performance adjustments are based on the employee’s most recently completed performance evaluation. (Merit)
–Public Safety Steps –Each year the City will fund anniversary step increases for public safety sworn personnel consistent with public safety pay scale design. (Steps)
Page 53 of 85
FY2019 Annual Budget
FY2019 Market Summary
•Defined Central Texas jobs vs Texas Area
–Where do we recruit and lose employees?
–Most positions (62% of benchmarks) compared to
Central Texas
–Management and specialized municipal
professional positions compared to both Central
Texas and Texas Area comparators
•Industry specific comparators used selectively:
–Bryan Texas Utilities, New Braunfels Utilities, CPS
Energy, LCRA, College Station
Page 54 of 85
FY2019 Annual Budget
Market Comparators
Central Texas
Austin
Cedar Park
Leander
Pflugerville
Round Rock
Williamson County
San Marcos
New Braunfels
Texas Area
Sugar Land
Grapevine
Denton
Flower Mound
Page 55 of 85
FY2019 Annual Budget
FY2019 Market Summary
•Reviewed Pay Structures in March/April 2018
•What did we compare?
–Range midpoint to market average midpoint
–Actual salary to market average actual used for
Directors/Executive, single incumbent positions
•What do we consider competitive?
–Within 5% is considered market competitive
–-5% is considered below market competitive
Page 56 of 85
FY2019 Annual Budget
FY2019 Market Summary
•Non-Civil Service job titles -248
•Benchmark job titles-103 (44%)
Preliminary Results:
•Within Market: 68 %
•Below Market:32 %
Page 57 of 85
FY2019 Annual Budget
Merit
•Rewards performance
•2017 ratings & January 2018 pay increase
–Below Expectations -0%
–Meets Expectations -2%
–Exceeds Expectations -3%
–Excellent -4%
•New: Online process allowed for decreased
timeline
•More efficient process allowed for earlier
payout
Page 58 of 85
FY2019 Annual Budget
Fire & Police
•Texas Local Government Code 142 Subchapter
B (Police) and C (Fire)
–Allows Associations to petition to meet & confer
–COG granted recognition
–Allows the association and city to meet and confer
over wages, salaries, rates of pay, hours of work,
and other terms and conditions of employment
Page 59 of 85
FY2019 Annual Budget
Fire & Police
•Fire
–Council ratified agreement on June 28, 2016
–Agreement in place July 1, 2016 –September 30, 2019
•Police
–Council ratified agreement on August 9, 2016
–Agreement in place October 1, 2016 –September 30,
2019
•Agreements specify city comparators & pay
philosophy
Page 60 of 85
FY2019 Annual Budget
Current Police Pay Scale
Page 61 of 85
FY2019 Annual Budget
Current Fire Pay Scale
Page 62 of 85
FY2019 Annual Budget
FY2019 Planning
•Plan to continue Competitive Employee
Compensation Maintenance Program in order
to attract and retain the best people including:
–Market
–Merit
–Steps
•Specific recommendations will be developed
as part of the City Manager’s proposed budget
Page 63 of 85
FY2019 Annual Budget
Benefits Program
Page 64 of 85
FY2019 Annual Budget
Benefits History
•Self-Insurance began January 1, 2014
•Plan year begins January 1, Fiscal year October 1
•Changed administrator/network from Aetna to United
HealthCare January 1, 2016
–Significant reduction in stop-loss and administrative costs
–Employee experience has continued to be positive
•Expenses significantly under budget in Fiscal 14 & 15
–Right at budget in FY 16 & FY 17
–Expected to be at budget for FY 18
Page 65 of 85
FY2019 Annual Budget
Benefits History
•The largest and most volatile expense to the fund are medical
and pharmacy claims. Fluctuations occur both seasonally and
episodically. Reinsurance, conservative budgeting, and fund
reserves are essential to a healthy program.
-
100,000
200,000
300,000
400,000
500,000
600,000
Jan Feb Mar April May Jun July Aug Sept Oct Nov Dec
12 months Net Claims 2017
Page 66 of 85
FY2019 Annual Budget
Self Insurance Fund Reserve
•Strong reserve policy and balance
Reserve
Fiscal Year As of September 30th, 2017
Beginning Balance $2,205,987
Revenues $7,963,497
Expenses $6,814,234
Ending Fund Balance $3,355,250
IBNR
10% of annual expense*
$631,140
Premium Stabilization Reserve
10-20% of annual expenses*
$1,262,280
Remaining Balance $1,461,830
*Annual expenses = claims, admin, and S/LPage 67 of 85
FY2019 Annual Budget
Employee Benefits Program Goals
1.Maximize employee health
2.Assure competitive and current plan offerings
and design
3.Maintain program affordability for City and
employees
4.Facilitate employee plan navigation and
consumerism
5.Compliance and administration
•Staff is working tactical plan built from goals
Page 68 of 85
FY2019 Annual Budget
Current Benefits Update
•Received Rate Pass for 2019 plan year
–Short Term Disability/Long Term Disability -
Dearborn
•Dental Rate Contract through 2019 -Ameritas
•Benefit RFP
–Medical, Pharmacy, COBRA Administration, Retiree
Administration, Flexible Spending Account
Administration, Voluntary Vision, Voluntary Life
and AD&D Insurance, Benefits Concierge Service,
Employee Assistance Program, Stop Loss Insurance
Page 69 of 85
FY2019 Annual Budget
FY2019 Planning
•2019 Rates
–Upward Trend
–Thorough analysis of rate tiers by Benefits
Consultant (Gallagher).
•At the conclusion of RFP analysis and after
meeting with Benefits Committee and
Management staff will bring rate
recommendations to GGAF in late Summer
2019
Page 70 of 85
FY2019 Annual Budget
457 Plan (ICMA)
0
20
40
60
80
100
120
140
2014 2015 2016 2017
Enrollment
Enrollment *Active Participants
Enrollment
2014 79
2015 87
2016 95
2017 124
Page 71 of 85
FY2019 Annual Budget
457 Plan (ICMA)
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
2014 2015 2016 2017
Assets
Assets
Assets
2014 $3,160,549
2015 $3,067,992
2016 $3,546,520
2017 $5,057,068
Page 72 of 85
FY2019 Annual Budget
•City Employee participate in TMRS, a cash balance pension.
•Employees contribute 7% of salary
•City currently contributes 12.54% of salary
•Healthy funded ratio of 83%
•Current retirees receive COLA increases based on 30% of CPI changes.
–Protects benefit from effects of inflation
•Fiscal & Budgetary policies allow for review of retiree COLA increase at certain funded ratio benchmarks.
–Funded under 70%, zero COLA
–Funded 70%-79.9%, 30% of CPI
–Funded 80-89.9%, 50% of CPI
–Funded 90% or more, 70% of CPIA
Page 73 of 85
FY2019 Annual Budget
•Some long-term retirees have not seen an annuity increase in years since their cumulative COLAs received exceed 30% of CPI since their retirement date.
–177 total retirees
–25 long-term retirees (2003 and prior) impacted
•Why is that?
–Recalculated each year
–Retroactive –based on the change in the CPI-U since retirement, less any previous COLAs granted
–Prior to 2010, Georgetown retirees received 70% of CPI, consistent with 47% of all TMRS cities and most cities our size
–The 25 long-term retirees benefited from 70% of CPI calculations in years prior to 2010
Page 74 of 85
FY2019 Annual Budget
•What can we do to assist those retirees?
1.Increase COLA to 50% of CPI, repeating
•All but 3 long-term retiree would see COLA in first year
•Applied to all current and future retirees, no way to carve out group
•Change* would increase unfunded liability by approx. $6.5M,
increase annual employer contributions by approx. $730K/yr, and
decrease funded ration to 79/80%
2.One time payment to retirees
•COLA is only known mechanism to assist retirees with inflation
•Could adjust % of CPI and change from repeating to ad hoc
–Short term improvement in funded ratio and liability
–If ad hoc is administered on all or most years, future actuarial
valuations will identify as such and significantly increase liability
and decrease funded ratio at future date.
*Rough estimates created with input from TMRS Director of Actuarial Services. A more thorough analysis
would be in order if GGAF and/or Council wished to seriously consider changes. Page 75 of 85
FY2019 Annual Budget
Wellness Program
Page 76 of 85
FY2019 Annual Budget
Current
•2 wellness sessions annually
•PTO incentive
•Biometric Screening/Assessment –
requirement
•Onsite fitness classes, lunch & learns, wellness
challenges, 5K & Crossfit Events
•Online platform
•S.T.R.O.N.G
Page 77 of 85
FY2019 Annual Budget
Wellness Program Goals
1. Increase Participation
–Biometrics & Overall Program Participation
2. Create link between wellness program incentives
and benefits
–Create premium incentive for participating in the
Health Risk Assessment & Biometric Screenings and for
meeting biometric goals
3. Reduce administrative load of program
–Create online tracking system for programs and
incentives
Page 78 of 85
FY2019 Annual Budget
Participation
Wellness Program
Completion
Biometric
Screenings
2015 14%50%
2016 15%55%
2017 52%64%
2018 67%
Page 79 of 85
FY2019 Annual Budget
FY2019 Planning
•Research incentive structures/options for 2020
plan year
•Implement new Online Platform
•Continue to enhance and increase program
offerings
Page 80 of 85
FY2019 Annual Budget
Questions or Comments?
Page 81 of 85
City of Georgetown, Texas
Government and Finance Advisory Board
May 23, 2018
SUBJECT:
Review and approval of the minutes from the Ap ril 25, 2018 General Go vernment and Financ e Advis o ry
(GGAF) Board -- Sue S mith, Bo ard Liais o n
ITEM SUMMARY:
FINANCIAL IMPACT:
NA
SUBMITTED BY:
ATTACHMENTS:
Description Type
Draft Minutes 4.25.2018 Cover Memo
Page 82 of 85
Page 83 of 85
Page 84 of 85
Page 85 of 85