Appendix B
TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the terms and conditions in this solicitation and draft Contract except as noted below with proposed substitute language (additional pages may be attached, if necessary). The provisions of the RFP cannot be modified without the express written approval of Region 4 ESC. If a proposal is returned with modifications to the draft Contract provisions that are not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the RFP shall prevail.
Check one of the following responses:
Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract. (Note: If none are listed below, it is understood that no exceptions/deviations are taken.) X Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must be clearly explained, reference the corresponding term to which Offeror is taking exception and clearly state any proposed modified language, proposed additional terms to the RFP and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for award. Region 4 ESC sha ll be the sole judge on the acceptance of excep tions and modifications and the decision shall be final.
If an offer is made with modifications to the contract provisions that are not expressly approved in writing, the contract provisions contained in the RFP shall prevail.) Section/Page Term, Condition, or
Specification
Exception/Proposed Modification Accepted
(For Region 4
ESC’s use)
Appendix A,
#14 Page 4
Delivery. Conforming
product shall be shipped
within 7 days of receipt
of Purchase Order. If
delivery is not or cannot
be made within this time
period, the Contractor
must receive
authorization for the
delayed delivery. The
order may be canceled if
the estimated shipping
time is not acceptable.
All deliveries shall be
freight prepaid, F.O.B.
Destination and shall be
included in all pricing
offered unless otherwise
clearly stated in writing.
Delivery. Conforming product shall be
shipped within 7 days of receipt of
Purchase Order within the timeframe
mutually agreed to by the Vendor and the
purchasing agency. If delivery is not or
cannot be made within this time period,
the Contractor must receive authorization
for the delayed delivery. The order may be
canceled if the estimated shipping time is
not acceptable. All deliveries shall be
freight prepaid, F.O.B. Destination and
shall be included in all pricing offered
unless otherwise clearly stated in writing.
Acceptable 4/28/20
371
Exhibit F,
Federal
Certifications,
CERTIFICATION OF
COMPLIANCE WITH
BUY AMERICA
PROVISIONS
To the extent purchases
are made with Federal
Highway Administration,
Federal Railroad
Administration, or Federal
Transit Administration
funds, offeror certifies that
its products comply with all
applicable provisions of the
Buy America Act and
agrees to provide such
certification or applicable
waiver with respect to
specific products to any
Participating Agency upon
request. Purchases made
in accordance with the Buy
America Act must still
follow the applicable
procurement rules calling
for free and open
competition.
CERTIFICATION OF COMPLIANCE
WITH BUY AMERICA PROVISIONS
To the extent purchases are made with
Federal Highway Administration, Federal
Railroad Administration, or Federal Transit
Administration funds, vendor may be
requested to certify individual product
compliance offeror certifies that its products
comply with all applicable provisions of the
Buy America Act. and Vendor agrees to
provide such certification or applicable waiver
with respect to specific products to any
Participating Agency upon request. It is the
responsibility of the Purchasing Agency to
notify the Vendor that requested product(s)
must adhere to the Buy America Act.
Purchases made in accordance with the Buy
America Act must still follow the applicable
procurement rules calling for free and open
competition.
2.2 Pricing
Commitment,
Pricing Commitment
Supplier commits the
not-to-exceed pricing
provided under the
Master Agreement
pricing is its lowest
available (net to buyer)
to Public Agencies
nationwide and further
commits that if a
Participating Public
Agency is eligible for
lower pricing through a
national, state, regional
or local or cooperative
contract, the Supplier
will match such lower
pricing to that
Participating Public
Agency under the
Master Agreement.
Pricing Commitment
Supplier commits the not-to-exceed
pricing provided under the Master
Agreement pricing is its lowest available
(net to buyer) at the time the Vendor
submits their proposal to Public Agencies
nationwide and further commits that if a
Participating Public Agency is eligible for
lower pricing through a national, state,
regional or local or cooperative contract,
the Supplier will match such lower pricing
to that Participating Public Agency under
the Master Agreement.
The “lowest, not-to-exceed pricing” shall
be compared to other cooperative state
and local contracts, buying the same
product mix, for the same geographical
areas, under the same terms and
conditions.
Noted 4/28/20
372
Region 4 Education Service Center (ESC)
Solicitation 19-18
Request for Proposal
for
Furniture, Installation, and Related Services
Submittal Deadline:
Wednesday, December 11, 2019
2:00pm Central Time
Affordable Interior Systems, Inc. (AIS)
25 Tucker Drive
Leominster, MA 01453
Nick Haritos
Executive Vice President of Sales & Distribution
Phone: 978.562.7500
Email: [email protected]
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374
375
376
377
378
379
380
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TAB 2 - Region 4 ESC Responses
IV. EVALUATION PROCESS AND CRITERIA
1. A committee will review and evaluate all responses and make a recommendation for award of Contract(s). The recommendation for Contract a wards will be based on the predetermined criteria factors outlined in this section, where each factor is assigned a point value based on its importance. In evaluating the responses, the following predetermined criteria is considered:
a) Products/Pricing (40 Points)
b) Performance Capability (30 Points)
c) Qualification and Experience (20 Points)
d) Value Add (10 Points)
2. Offeror’s proposal should, at a minimum, include the following for Region 4 ESC’s evaluation:
a) Products/Services/Pricing
i. Offerors shall provide pricing based on a discount from a manufacturer’s price list or catalog, or fixed price, or a combination of both with indefinite quantities. Prices listed will be used to establish the extent of a manufacturer’s product lines, services, warranties, etc. that are available from Offeror and the pricing per item. Multiple percentage discounts are acceptable if, where different percentage discounts apply, those different percentages are specified. Additional pricing and/or discounts may be included. Products and services proposed are to be priced separately with all ineligible items identified.
Offerors may elect to limit their proposals to any category or categories.
Proposed Discounts
ii. Include an electronic copy of the catalog from which discount, or fixed price, is calculated. Electronic price lists must contain the following: (if applicable)
• Manufacturer part #
• Offeror’s Part # (if different from manufacturer part #) • Description
• Manufacturers Suggested List Price and Net Price
• Net price to Region 4 ESC (including freight)
Media submitted for price list must include the Offerors’ company name, name of the solicitation, and date on a Flash Drive (i.e. Pin or Jump Drives).
All AIS price lists have been provided on a USB.
List Price Discount
$1 - $30,000 74.50%
$30,001 - $300,000 79%
$300,001 - $500,000 81%
List Price Discount
$ 1 + 63.00%
Systems, Beam/Benching, Casegoods, Tables & Universal
Seating
Matrix, Divi, MWall, AO2, Day-to-Day PowerBeam, Oxygen, Aloft, Calibrate Casegoods, Day-to-Day and Calibrate Conference Tables, Support, Storage &Screens, Worksurfaces and Accessories Bolton, Devens, Element, Granite, Natick, Upton, Paxton, Pierce, Rutland, Stow, Sulli, Triad, Trix, LB Lounge and Volker Cube
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TAB 2 - Region 4 ESC Responses
iii. Is pricing available for all products and services? Yes.
i. Please provide pricing for services based on a range, from minimum price per hour to maximum price per hour, with a not to exceed on the maximum price per hour charge.
a. Design: $65/hour (not to exceed)
b. Project Management: $85/hour (not to exceed)
c. Installation: Negotiable by project scope
iv. Describe any shipping charges.
AIS products include freight to all locations within the United States including Alaska and Hawaii.
i. Describe delivery charges along with definitions for:
1. Dock Delivery:
Included in pricing and executed by a variety of furniture freight carriers.
2. Inside Delivery:
Inside delivery for casegoods and seating will be quoted on an individual basis by our servicing dealer partners. This cost varies due to a variety of circumstances including (not limited to):
Access to loading dock and freight elevator, normal hours due to OT or weekend, Union vs. nonunion and metro location vs. suburbs.
3. Deliver and Install:
Installation will be quoted on a per project basis and is subject to the same variations as inside delivery. areas.
It is in the best interest of Region 4 ESC, OMNIA and its partners to pursue “per project” quotes on installation as one “set price” nationwide would undoubtedly result in some excess charges that can be avoided by taking all aspects of project specifics into consideration.
v. Provide pricing for warranties on all products and services.
All products are covered under AIS’s Limited Lifetime Warranty. This Warranty is given to the initial purchaser and is valid for as long as the product is owned by the original Buyer. The warranty, which runs from the date of manufacture, covers defects in materials and craftsmanship found during normal usage of the products during the warranty period. If a product is defective, and if written notice of the defect is given to AIS within the applicable warranty period, AIS (at its option) will either repair or replace the defective product with a comparable component or product. The limited lifetime warranty applies to all products regardless of the number of shifts the product is used each day except as noted below.
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TAB 2 - Region 4 ESC Responses
Applicable Warranty Period Products / Restrictions
Lifetime (as defined below) All AIS branded products (except as noted below)
Ten (10) Years
Ten (10) Years - 24/7 Shift
Electrical products
AIS Seating (frames and control
mechanisms) Calibrate Series
Devens Seating
Five (5) Years Moving parts, which include keyboard
mechanisms, locks, suspensions, casters
as well as AIS fabrics, upholsteries and
mesh.
AIS Seating (pneumatic cylinders,
casters, glides, bases and arms, mesh
and seating upholsteries, Granite and
Sulli seating*)
This warranty does not apply to normal wear and tear damage caused by carrier, damage caused by transport of product from one site location to another, alterations to the product not expressly authorized by Seller, and products considered to be of a consumable nature such as bulbs and light ballast. AIS Seating normal use as defined under this warranty is the wear and tear that occurs during a 40 hour week when the product is used by a person weighing 300 pounds or less. *Granite is warranted for five years and rates for a person weighing 250 pounds or less. Sulli is warranted for five years and rates for a person weighing 300 pounds or less. AIS will not warrant any altered components or parts.
This warranty shall not cover labor or delivery charges and does not apply to items subjected to abuse, misuse, neglect, alteration, damage cause by shipment, storage, accident, fire, flood or act of God. The limited warranty is the sole remedy for product defect and no other expressed or implied warranty is provided, including but not limited to any implied warranties of merchantability or fitness for a particular purpose. AIS shall not be liable for consequential or incidental damages arising from any product defect. A customer’s exclusive remedy with respect to any and all losses or damages resulting from any cause whatsoever shall be repaired or replaced as specified above.
It also does not apply to customer’s own material (COM - i.e. material specified by Buyer that is not a standard AIS product offering) used in the manufacture of AIS products. Special Products that are not offered in the AIS standard price list will have a warranty of one year. A product will not be considered defective and Seller will not be obligated to replace it, if the product is not installed properly or is used in a “non- 384
TAB 2 - Region 4 ESC Responses
standard” fashion as prescribed by AIS. It is at the sole discretion of AIS to make a determination if a defect is due to improper product installation.
THIS LIMITED WARRANTY IS THE SOLE REMEDY FOR PRODUCT
DEFECT AND NO OTHER EXPRESS OR IMPLIED WARRANTY IS
PROVIDED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED
WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. AIS SHALL NOT BE LIABLE FOR ANY
CONSEQUENTIAL, INDIRECT, SPECIAL, PUNITIVE OR INCIDENTAL DAMAGES.
vi. Describe any return and restocking fees.
AIS understands that from time to time changes may be required on orders; however, as all AIS products are produced custom for each order, changes and cancellation costs will be assessed based on the following schedule. Review your acknowledgement thoroughly. All dates below are from time of acknowledgement.
• No fee for orders changed or canceled within one day (24 hours) • A fee of 50% of the net pretax total of affected product if order is changed or canceled within two days (48 hours).
• A fee of 100% of the net pretax total of affected product if order is changed or canceled after two days (48 days).
• A fee of 100% of the net pretax total of all product on Rush Orders or orders with custom product if changed or canceled after 24 hours.
Any non-standard worksurface sizes, panels, fabrics, laminates, paint colors, or product modifications are considered custom.
Important: Changing a product size to another size is considered a “cancellation” of one product for another an falls under the above program.
vii. Describe any additional discounts or rebates available. Additional discounts or rebates may be offered for large quantity orders, single ship to location, growth, annual spend, guaranteed quantity, etc.
Large quantity orders will always be considered for additional discounting based on product category. AIS would welcome the negotiate a “growth incentive” after year one of the contract is complete and we have complete data to assess appropriate rebate structure.
Tiered volume discounts will be offered per the below. Any quote/order over our maximum order level (MOL) of $500,000 list (not net), will be negotiable.
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TAB 2 - Region 4 ESC Responses
viii. Describe how customers verify they are receiving Contract pricing.
Customers have several options to verify they are receiving contract pricing. AIS will post all published discounts from list price. Each authorized servicing dealer will be required to both list and net sell prices to the customer.
Other methods to verify contract pricing are:
1. Via the custom-built dedicated website to Region 4 ESC/OMNIA customers
2. Through our robust dealer network of over 1000 dealers
3. Contacting an AIS representative
ix. Describe payment methods offered.
ACH/EFT, check, wire and credit cards: Amex, Visa and Mastercard
x. Propose the frequency of updates to the Offeror’s pricing structure. Describe any proposed indices to guide price adjustments. If offering a catalog contract with discounts by category, while changes in individual pricing may change, the ca tegory discounts should not change over the term of the Contract.
AIS regularly reviews its costs and seeks to always remain competitive in the marketplace, offering customers the very best value. Typically list prices will adjust annually based on material, labor and transportation costs. These increases are typically 0-3%. The discounts that are proposed will stay in place through the duration of the contract.
AIS uses the Price Producer Index (PPI) to gauge fluctuations in raw materials obtained from suppliers. The tiered volume discount structure for this contract will remain the same throughout the duration of the contract period, but we may request to adjust our list prices. Should a need to adjust our list pricing, we will submit PPI data to support our request to adjust list prices.
The US Government has imposed tariffs in recent years that has forced us to apply a minimal tariff fee on commercial orders. Currently, AIS does not apply these tariff fees to contract orders. Should we experience a major economic worldwide situation, we may request to implement a nominal fee to cover fees imposed by the Government.
xi. Describe how future product introductions will be priced and align with Contract pricing proposed.
AIS was built on ingenuity and we have the same panel systems today that launched the success of our company 30 years ago. We are continuously examining existing legacy product to make improvements for the office environments of today. Many of our furniture designs are universal and can be used with all product lines. We are dedicated to providing our customers with the best in furniture solutions that meet the client’s interior needs now and for years to 386
TAB 2 - Region 4 ESC Responses
come. AIS has a written non-obsolescence policy that assures a continual bridge from legacy systems to new systems.
New product introductions will be priced at current market value and the same tiered volume discount structure.
Consideration should be taken for the ability to reconfigure existing product by using updated products and universal parts. AIS products are easily reconfigurable and can incorporate new product introductions. This saves money on purchasing completely new office furniture. Our dealers can take the existing inventory and re- design it with selected new products that allow it to meet the current mission requirements.
xii. Provide any additional information relevant to this section.
A differentiating variable that benefits the customer compared to our competitors is our MOL for systems, casegoods and tables being $500,000. AIS will extend deeper discounting for quotes/orders over $500,000 list.
Not to Exceed Pricing. Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for s imilar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable.
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TAB 3 - Region 4 ESC Responses
b) Performance Capability
i. Include a detailed response to Appendix D, Exhibit A, OMNIA Partners Response for National Cooperative Contract. Responses shou ld highlight experience, de monstrate a strong national presence, describe how Offeror will educate its national sales force about the Contract, describe how products and services will be distributed nationwide, include a plan for marketing the products and services nationwide, and describe how volume will be tracked and reported to OMNIA Partners.
Included with Tab 3 behind OMNIA App. D, Ex. A tab.
ii. The successful Offeror will be required to sign Appendix D, Exhibit B, OMNIA Partners Administration Agreement prior to Contract award. Offerors should have any reviews required to sign the document prior to submitting a response. Offeror’s response should include any proposed exceptions to OMNIA Partners Administration Agreement on Appendix B, Terms and Conditions Acceptance Form.
Included with Tab 3 behind OMNIA App. D, Ex. B tab.
iii. Include completed Appendix D, Exhibits F. Federal Funds Certifications and G.
New Jersey Business Compliance.
Included with Tab 3 behind OMNIA App. D, Ex. F & G tab.
iv. Describe how Offeror responds to emergency orders.
One of the advantages AIS has over its competition is its lead times. AIS offers the best lead times in the industry and 75% of our products ship in two (2) weeks or less.
If successful as a vendor partner, we will provide key internal contacts form our customer service and project management teams that can expedite emergency orders. If all the components of the emergency order are stock items, we can typically respond in less than two (2) weeks or even shorter depending on the products specified.
v. What is Offeror’s average Fill Rate?
Our commitment to our customers comes through and sets AIS apart. From the range of products we offer to meet today’s needs to our service levels across the company, we have an ever-present urgency to meet your schedules and respond promptly. And our focus remains constant on lean practices and doing the core elements well.
Average Fill Rates:
2017 - 98.2%
2018 - 98.6%
2019 - 99.1%
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TAB 3 - Region 4 ESC Responses
vi. What is Offeror’s average on time delivery rate? Describe Offeror’s history of meeting the shipping and delivery timelines.
AIS’s commitment to lean manufacturing has fine-tuned our ability to have the fastest lead times in the industry. We continue to invest in efficient technologies and processes. AIS hand selects suppliers who share the AIS vision and are able to deliver materials in a matter of days. All of these factors combined allow AIS to have the flexibility to offer ten-day quick ship programs.
Currently AIS’s average on-time delivery rate is 99.2%. As a Shingo Prize winner for Operational Excellence, AIS continues to monitor every metric from order entry to manufacturing to shipping to continually improve efficiencies developed by our own expert teams. AIS uses a combination of Full Truckloads and Consolidated Truckloads to guarantee “meet or beat” delivery dates. Shipping rates are continually measured not only for on-time delivery but for quality, safety, sustainability and value.
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TAB 3 - Region 4 ESC Responses
vii. Describe Offeror’s return and restocking policy.
AIS understands that from time to time changes may be required on orders; however, as all AIS products are produced custom for each order, changes and cancellation costs will be assessed based on the following schedule. Review your acknowledgement thoroughly. All dates below are from time of acknowledgement. • No fee for orders changed or canceled within one day (24 hours) • A fee of 50% of the net pretax total of affected product if order is changed or canceled within two days (48 hours).
• A fee of 100% of the net pretax total of affected product if order is changed or canceled after two days (48 hours).
• A fee of 100% of the net pretax total of all product on Rush Orders or orders with custom product if changed or canceled after 24 hours.
Any non-standard worksurface sizes, panels, fabrics, laminates, paint colors, or product modifications are considered custom.
Important: Changing a product size to another size is considered a “cancellation” of one product for another an falls under the above program.
viii. Describe Offeror’s ability to meet service and warranty needs.
From the beginning of a project, our teams are engaged to understand needs, develop the best plans and strategies, and execute seamlessly.
Customer Service
AIS will work through the servicing dealer to provide product representation and sales support. AIS' customer service members are trained on AIS' product and design tools to assist the customers with a complete support system.
Orders can be accepted as email, fax or electronic order entry.
AIS ensures that its superior customer service representative (CSR) will acknowledge all inquiries within one business day. Most inquiries will be resolved within 24 hours, however AIS customer service will advise a daily update on each inquiry until the inquiry is answered.
AIS tracks all quality issues within a database for trend analysis to identify the root cause and eliminate the error. AIS has an entire quality control department focused on customer feedback. Every AIS order is 100% digitally photographed prior to shipment. This action ensures all parts of the order have been included and are being shipped without defects. Photographs also provide better information for customer service as well as root causes for problems that are found in the field during installation, such as locating product within the shipment, if necessary. AIS’ constant goal is to ensure the satisfaction of each customer.
Project Management
The AIS Project Management (PM) team monitors internal reports for orders exceeding $150,000 net, as this is the threshold that determines whether a project manager is required (unless otherwise requested by the AIS sales team). 390
TAB 3 - Region 4 ESC Responses
By maintaining and shared spreadsheet, the AIS PMs track all large projects, documented from the Daily Sales Report; one AIS PM will be assigned per project and will draft a Shipping Schedule based on project details including, but not limited to:
• Product/System
• Quantity of Skids/Trucks
• Whether the project is phased
• Special delivery requirements
Once the schedule is drafted, a copy will be sent to the dealership for their review and feedback. Based on the dealership’s response, any modifications necessary will be made to the shipping schedule and once approved, the schedule is forwarded to our Production and Shipping Department for application to the corresponding sales orders.
As the ship date(s) for the project approaches, the AIS PM will communicate directly with Production/Shipping regarding any important details pertinent to the project and ensure to the best of our ability that the sales order(s) ship complete according to the schedule provided.
Once the shipment has left the AIS facility, the AIS PM will communicate with the dealership or the dealer’s installer with delivery details, circle sheets for receiving the product, and overall details on the project.
Once the shipment has been confirmed as received, the AIS PM will continue to work with the dealer/installer as needed to assist with any questions or concerns that may arise during the installation (product/install questions, missing/damaged items, etc.) until the project is complete.
Should any replacement items be needed to complete the installation, the AIS PM will work with the AIS Customer Service Rep (CSR), providing the necessary information so that replacement order(s) can be processed in a timely manner (part #’s, finishes, ship date, ship to, etc).
In addition to this overall process, the AIS PM team is also available for any field- or product-related questions both internal and external to AIS (CSRs, dealers, etc).
Field Services
In conjunction with the authorized dealer’s representatives and installation team, AIS field services is available to assist when necessary with several quality control inspections throughout the installation process. All product is inspected as the items are being unloaded from the trucks. All items are cross checked for inventory purposes to the shipping documents as well as inspected for obvious physical damage. The items are then moved to the staging area, inspected again and staged for installation.
In addition, during the installation of the product, each item is thoroughly checked to meet standards before it is installed. After each phase of the installation is completed, there are several levels of inspection that take place. The supervisor completely walks through each workstation and verifies that the panels and work 391
TAB 3 - Region 4 ESC Responses
surfaces are mounted correctly and flush, all drawers, overheads and task lights are working correctly and that all power is working.
Next, the project manager does an independent walk‐through inspecting the same things. Lastly, at the end of each phase the project manager walks the customer through each station, demonstrating that everything is to their satisfaction. If at any time during the inspections there is product that needs to be replaced, the AIS is notified immediately, and the replacement product is ordered. Frequently the product is pulled from the next phase to replace the item, allowing that area to be completed without impacting the installation schedule and allowing the replacement product being ordered to be shipped for the next phase.
Specification Services
Our specification department made up of 15 designers across the United States that work from an online queue offering two main services; design checks and specification requests in which both of these services dealers can submit via our dealer portal, AIS DealerNet. AIS Design will provide specifications in CAP, GIZA or Project Matrix format. CET formats will be available in 2020.
Design checks are completed layouts that are specified with AIS products in which the authorized dealer requests our specification team to review the layout for accuracy prior to placing an order. Main items we look for in a check are related to the panels, connectors, electrical components and supports. We also offer an express check option which will be completed in 1-2 business days. What we do on an express check is review the layout, fix any errors and note any ways to reduce cost and send the layout only back (we do not provide 2D, 3D prints or run a BOM for these checks).
Specification requests are submissions in which AIS will use a typical layout, block plan or competitor layout to assist with the specification process using AIS symbols. Completed designs/specifications will be returned to dealer with the drawing file, worksheet file and a PDF which contains 2D, 3D prints and a BOM (bill of materials), the BOM’s are created from the items that are specified in the drawing file, unless otherwise noted. Specification lead times can vary daily, ranging from anywhere from 2-4 business days on average.
Other design/specification services offered include:
• Rendering services – The turnaround time is typically 48 hours. The AIS team and/or rendering team are not able to create or render special symbols or other manufacture items, we can only render true AIS parts and pieces.
• Product Specification Training
• Mock-up & Showroom reviews - The AIS team will review these projects in detail and if necessary, add in any supports or parts/pieces required to be sure the AIS product is being showcased in the best way possible. • General product & design questions can be answered by emailing the team [email protected] or contacting us via telephone 800-434-7400 during business hours M-F 8:30-5pm (EDT)
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TAB 3 - Region 4 ESC Responses
Warranty Protocol/Services
To provide our customers with the quality they desire, AIS designs and manufactures products to live long and useful lives. This is exemplified by a limited lifetime warranty on all systems furniture to the initial purchaser which is valid for as long as the product is owned by the original Buyer. The warranty which runs from the date of manufacture, covers defects in materials and craftsmanship found during normal usage of the products during the warranty period. Please see our product Lifetime Warranty for more information.
At AIS, we know that it can be difficult to foresee the future needs of your business. That’s why our systems are designed to withstand repeated service, repair and handling for whatever the road ahead may bring. Our systems also feature standardized product parts and components, which are available to facilitate maintenance, servicing, and reassembly.
AIS offers a limited lifetime warranty on all our products.
Warranty issues are handled by our customer service department. They may be contacted directly at 800.434.7400 or through the servicing dealer. An AIS representative will be in contact within 24 hours to resolve warranty issues.
ix. Describe Offeror’s customer service/problem resolution process. Include hours of operation, number of services, etc.
AIS participates in other GPO’s and we have processes in place to be a long-term partner. We have a positive track record of reconciling issues quickly and faster than most.
AIS’ escalation management plan will include the following chain from the authorized dealer through AIS:
• Customer Service Representative
• Manager of Customer Service
• Director of Customer Service
• OEM Contract Administrator
• Regional Vice President
• Executive Vice President
• President
The list of personnel listed above is the chain command within the organization.
"The overall intention for AIS is to
maintain an excellent customer
relationship."
- Bruce Platzman, President
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TAB 3 - Region 4 ESC Responses
AIS has a flat organizational structure, what we mean by this is that we do not need to go through each level of management to get things done. AIS is a very “get it done” type of company. Our customer service team is empowered by management to do what it takes to get things done. We also understand the urgency when a customer calls with an issue or a question. We feel that we can manage the customer’s account easily within the first three tiers (Customer Service Representative, Manager of Customer Service, OEM Contract Administrator). But also know our entire team is behind the Region 4 ESC contract and ready to support the needs of all Region 4 ESC customers.
Many of AIS employees work outside of normal working hours of Monday through Friday, 8:00am – 5:00pm EDT. All employees have customer satisfaction as a driving force. Unlike other manufacturer’s, AIS offers the below services.
• Dedicated Customer Service Representatives
• Project Management
• Field Services
• Design/Specifications Services
x. Describe Offeror’s invoicing process . Include payment terms and acceptable methods of payments. Offerors shall describe any associated fees pertaining to c redit ca rds/p- cards.
AIS generates an invoice at the time of shipment from our factory. Payment terms are Net 30. No fees on credit cards.
xi. Describe Offeror’s contract implementation/customer transition plan.
AIS will be very aggressive in our efforts to market the Region 4 ESC award across the country. There are many channels we will employ to get the word out to all business entities in promoting the Region 4 ESC contract across the country.
Because AIS has such a vast dealer network across the country, it provides AIS a big advantage in marketing contracts such as this. Our over 1000 dealers (with an average five (5) sales reps per dealer allows for over 4,000 sales representatives nationwide) will all have boots on the ground in their marketplace actively promoting this contract to their client base.
Following AIS’s standard Program Launch Plan, the executive leadership team will immediately define the messaging document and position statement for both internal stakeholders and internal and external audiences. The positioning document will include the overview of the Region 4 ESC contract and how AIS can provide workspace solutions for its customers.
Upon award, AIS will draft a co -branded press release to announce to the trade publications, including Monday Morning Quarterback, Office Insight, Business of Furniture and any other industry trade publications that may choose to publish the release. The draft announcement will be sent to Region 4 ESC partners for final approval before release.
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TAB 3 - Region 4 ESC Responses
AIS will publish the approved Region 4 ESC partnership announcement on AIS’s public website and post the master agreement and contract details within the contract section of the website, to be easily accessed b y dealers and Region 4 ESC partner customers, within 90 days of award.
The AIS Marketing and Contract team will create a program email announcement, social media, brochure, internal and external training presentation to share with AIS team members, dealers and Region 4 ESC partners. Upon approval from the Region 4 ESC team, these communications and materials will be released to publicly. These materials will be completed within 90 days of contract award.
AIS sales representatives and sales leaders will attend regional NIGP chapter meetings and summits in their respective regions and areas. The goal to attend these shows would be to make connections with purchasing decision makers who are involved with Region 4 ESC partners or looking for a partner supplier solution.
Follow up, post event will be made by AIS team members to ensure needs are met with AIS or Region 4 ESC partners.
AIS will attend the annual NIGP Forum in Chicago, IL in August 2020. AIS’s booth space will include AIS’s most relevant produ cts and will be staffed by our regional sales team. AIS will promote the NIGP Forum prior to the event to any pre-registered attendees, AIS dealers, designers and influencers. During the show, AIS will post on social media our participation and activitie s happening throughout the event.
Post show follow up will include communications to all show attendees. AIS representatives will receive contact information for anyone who visits the AIS booth and wishes to learn more or has an opportunity for an AIS solution. These attendees will be contacted within 48 hours after the show, if not sooner.
The AIS Marketing team will work with our creative partners and graphic design team to create advertising in appropriate trade publications, dealer network communications and social media connections.
AIS will continue to update Region 4 ESC partner brochures and program presentations with client install photos, project overviews and testimonials. We will continue to reach out to AIS dealers and Region 4 ESC partner contacts with new product and program introductions and promotions through email blasts, newsletters and social media channels.
AIS will create a website homepage accessed from www.ais-inc.com that will be co-branded for Region 4 ESC and AIS. This website will include a link to a pdf copy of the original RFP and Master Agreement and amendments. There will be links to the products offered on the Region 4 ESC agreement including brochures, price lists, idea starters, fabrics and finishes, product stylist, spaces by application, image library and specification resources. AIS’s toll-free number, 800.434.7400 and contact email address, [email protected], for Region 4 ESC will be available on this site.
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Additionally, this web page will link to Region 4 ESC website and online registration page.
As far as transitioning existing public agencies to utilizing the Region 4 ESC contract, AIS must remain compliant with existing federal, state and local contracts. When applicable, AIS will make the recommendation to use the Region 4 ESC contract. We recognize the multiple benefits to utilizing the Region 4 ESC contract. AIS will position the Region 4 ESC contract with a higher incentive to authorized dealers for using the Region 4 ESC contract.
xii. Describe the financial condition of Offeror.
As a privately held company, AIS has a very strong financial position with equity over $80MM. Our current ratio is 1.4 to 1. Our 2019 sales will be over $219MM.
xiii. Provide a website link in order to review website ease of use, availability, and capabilities related to ordering, returns and reporting. Describe the website’s capabilities and functionality.
www.ais-inc.com
AIS will create a website homepage accessed from www.ais-inc.com that will be co-branded for Region 4 ESC and AIS.
This website will feature:
• Link to PDF copy of the original RFP and Master Agreement with amendments
• Link to Region 4 ESC website
• Product offering
• Program discounts
• Price lists to verify list pricing
• Product information
• AIS representatives list
• Search capability to find a local dealer and showrooms • Image library with thousands of images of our products • Idea starters
• Colors, materials, finishes to choose from for product lines • Environmental/sustainability information
• Warranty information
• Ability to check order status
• Design resources
• Product Stylist for seating
• AIS Contact information with toll free number and contact email address
See example snapshots of website pages on following pages (not all above bullet points included).
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Product Offering Page
Click on the appropriate product category square to be navigated to desired product categories.
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Price Lists Page
Click on the appropriate price list to verify list pricing.
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Product Information Page
Click on the product line for which additional product information is needed
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Find an AIS Representative Page
Select appropriate location in drop down menu to find a local AIS representative
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Image Library Page
Type in a description of what you would like to see
Or used the Advanced Search feature to use the below filter options to populate the desired image
Filter by:
• Product Categories
• Product Name
• Image Type
• Space by Application
• Space by Area
• Market
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xiv. Describe the Offeror’s safety record.
Health & Safety
There is no job so important – nor any service so urgent – that can’t we take time to work safely. At AIS, we believe that every person is entitled to a safe and healthy environment in which to work. Our policy is oriented toward affirmative control and minimization of risk to the greatest extent possible. We have a basic responsibility to make the safety of employees our concern because, at AIS, our employees are our most valuable asset. Therefore, safety is everybody's business and is to be given primary importance in every aspect of planning and performing all AIS activities so that our employees are protected against industrial injury and illness.
Establishment and maintenance of a safe working atmosphere is the shared responsibility between AIS and its employees at all levels of the organization. To this end, every effort will be made to achieve the goal of accident prevention and health preservation.
Each employee begins their career at AIS with comprehensive Health & Safety Training. The AIS’ Health & Safety Team meets regularly to coordinate new hire training, and to keep informed on new processes and regulations that relate to employee health and safety. Regularly, the AIS Health & Safety Team will review and update our policy to incorporate any changes in the laws and regulations that govern our conduct, such as OSHA, as well as internal procedures and requirements.
We expect our employees to do their part in making our program an effective one. All employees are required to immediately report any job-related injury to their direct supervisor or manager so that corrective actions can be implemented that will detect, avoid, or respond to actual and potential threats to the health and safety of AIS’ personnel.
• Avoid overloading electrical outlets with too many appliance or machines • Use flammable items, such as cleaning fluids, with caution • Walk – don’t run
• Use stairs one at a time
• Report your manager if you or a co-worker becomes ill or is injured • Ask for assistance when lifting heavy objects or moving heavy furniture • Smoke only in designated smoking areas.
• Keep cabinet doors, file and desk drawers closed when not in use • Sit firmly and squarely in chair that roll or tilt
• Wear or use appropriate safety equipment as required in your work • Avoid “horseplay” or practical jokes
• Start work on any machine only after safety procedures and requirements have been explained (and you understand them)
• Use air hoses only for the use intended. Avoid blowing air at yourself or anyone else
• Wear appropriate personal protective equipment, like shoes, hats, gloves, goggles, spats, hearing protectors, etc., in designated areas or when working on operation which requires their use.
• Keep your work area clean and orderly, and the aisles clear • Stack materials only to safe heights
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• Watch out for the safety of fellow employees
• Use the right tool for the job, and use it correctly
• Wear gloves whenever handling castings, scrap, barrels, etc. • No cell phones on factory floor or in use during work hours • No headphones are allowed on the factory floor
• Operate motorized equipment only if authorized by your immediate manager. All operators must be licensed by AIS
xv. Provide any additional information relevant to this section.
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Appendix D, Exhibit A
3.1 Company
A. Brief history and description of Supplier.
A Story of Innovation.
In 1989 founders, Arthur Maxwell and Bruce Platzman started AIS by procuring and installing used furniture. AIS grew quickly in the early 90s to be a scalable company that embarked into manufacturing. We believe that good ideas will get you everywhere. In less than 30 years, we’ve evolved from a start-up based on the simple intent to adopt lean manufacturing to become one of the most highly regarded names in the industry. AIS has earned acclaim for product design, ground-breaking manufacturing and unparalleled sustainability across the industry and within our local and regional communities. And, our deep roots in New England are a great source of pride for us.
Tremendous growth and recognition.
AIS set out to disrupt the industry through true innovation a nd sustainability—a vision that has consistently paid off for our company and our customers. The talented, enthusiastic AIS team has virtually reinvented product development and manufacturing processes, helping us grow far faster than industry benchmarks and earning OFDA Manufacturer of the Year nine times since 2008. Today, with sales teams across North America and over 800 employees at our new 600,000-square-foot factory and headquarters, we’ve risen to annual sales of more than $200 million. One thing, h owever, will never change —our commitment to superior products with industry-beating lead times and attractive prices.
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More than providers. True partners.
Through a robust network of expert dealers, our employees drive to continually break new ground with inventive products and processes, and unwavering dedication to our customers and community. AIS has established itself as a partner of choice—whether furnishing a start-up space or fulfilling a new vision for a Fortune 500® firm.
Strong Dealer Network Across North America.
Sustainable from the start.
Since the beginning, AIS has led the way in sustainability—making social responsibility and our environment a top priority. Our visionary team recognized early on that efficient manufacturing is naturally more sustainable, requiring fewer resources and less energy. We’ve invested in alternative energy and moved toward carbon neutrality. And as a privately held firm, AIS has greater freedom to explore innovative processes and equipment, as well a s ways to eliminate wasted time, steps, inventory and resources, as we strive to inspire a greener industry overall.
Today, all AIS products are SCS Indoor Advantage™ Gold certified for air quality, and AIS systems contain at least 40% recycled materials. What’s more, we’ve achieved BIFMA e3 level® certification on our products, and more than 50% of the power used in our state-of-the-art facility is returned to the grid through our rooftop solar panels.
From the talent we hire to the way we design, manufacture and distribute our products, AIS has always thought differently.
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B. Total number and location of sales persons employed by Supplier
East & Canada
Senior Vice President: 1
Senior Territory Managers: 2
Territory Managers: 7
Independent Representatives: 9
Business Development Managers: 1
A&D Representative: 1
GSA Business Development Managers: 1
Mid Atlantic
Regional Vice Presidents 1
Territory Managers: 5
Independent Representatives: 5
Sales Associates: 1
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Mid-West
Regional Vice President: 1
Territory Managers: 2
New England & IL/WI
Regional Vice President: 1
Territory Managers: 6
Business Development Managers: 1
Contract Sales Specialist: 1
Sales Associates: 1
Central
Regional Vice President: 1
Territory Managers: 3
Independent Representatives: 20
GSA Business Development Managers: 1
West
Regional Vice President: 1
Territory Managers: 4
Independent Representatives: 8
C. Number and location of support
AIS has permanent showrooms at its Leominster headquarters and in Chicago, New York City and Washington, D.C. With locations across the U.S., AIS has more than 800 employees and over 1 million square feet of office, showroom and factory space.
Chicago: Merchandise Mart, Suite 1086, Chicago, IL 60654 On the 10th floor of the Merchandise Mart in Chicago you’ll find our 7000+ sf showroom where visitors are welcome daily.
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New York: 257 Park Avenue South, 3rd Floor, New York, NY 10010 This recently renovated showroom highlights our products and houses our New York sales team.
Washington D.C.: 1400 I Street, Suite 750, Washington DC 20005 Located on I Street in Washington, DC – just a stone’s throw from the White House, our AIS showroom features a wide range of our products and welcomes visitors regularly.
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Corporate Headquarters: 25 Tucker Drive, Leominster, MA 01453 Just 45 miles from Boston, our headquarters shines, and guests visit regularly.
AIS has over 1000 dealers/support centers located across the United States and other countries. Our authorized dealer list is included in our response.
Strong Dealer Network Across North America.
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D. Annual sales for the three previous fiscal years.
• 2019: $219MM
• 2018: $197MM
• 2017: $170MM
E. Submit FEIN and Dunn & Bradstreet report.
Affordable Interior Systems, Inc. (AIS) FEIN: 04-3489948 Our Dunn & Bradstreet report is managed by our parent company, Haworth, Inc. We are not able to provide the report in our response.
Haworth, Inc FEIN: 38-6053093
F. Describe any green or environmental initiatives or policies.
At AIS, sustainability isn’t about making incremental changes to meet third-party standards—it’s about fully reimagining design and manufacturing to create the leanest, most earth -friendly products and processes possible. Our company was founded on a single noble vision—to build tremendous value and efficiency into superior workplace products. Reducing waste, minimizing energy use and keeping items out of landfills are a natural part of achieving our mission. For example, durable, reconfigurable products last longer and can be reused. Cutting out weight reduces the drain on resources. And returning more than 50% of the energy we use every year back to the grid through our 10,000 solar panels ensures savings can be passed along to our customers. All AIS systems are SCS Indoor Advantage™ Gold certified for air quality, we hold BIFMA e3 level® certification, and we can help customers gain points toward LEED® certification for new and renovated environments. Our AIM Sustainability award further reinforces our leadership and commitment to sustainable practices.
Over 10,000 solar panels on roof of HQ in Leominster, MA. 410
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Sustainability from design through delivery.
The AIS design philosophy recognizes that the greatest environmental impact can be made at the concept stage, as we select materials and construction methods. We continually challenge ourselves and, as a result, our products all contain at least 40% recycl ed materials and are manufactured in a facility where a majority of the energy is returned to the grid through rooftop solar panels.
Investments in emerging manufacturing technologies, alternative energy and carbon offsetting have helped bring our carbon footprint to almost zero.
Our partnership with ANEW helps ensure our used furniture has new life at nonprofits and public agencies. And, since our products are designed for easy disassembly and recycling, they will minimize environmental impact at the e nd of their useful lives. Sustainability is not a single, discrete initiative. It’s been woven through everything AIS has done since we opened our doors.
Sustainability is not a single, discrete initiative. It’s been woven through everything AIS has done since we opened our doors.
Corporate Sustainability Policy
AIS is committed to achieving excellence through continuous improvement and teamwork. As an established world- class manufacturer, it is our goal to achieve prominence within the office furniture industry by providing the best value to both our customers a nd our shareholders. AIS will aggressively pursue our following beliefs:
• AIS will exceed our customers’ expectations in all that we do. • AIS will pursue profitable growth returning value to our shareholders and better opportunities for our employees.
• AIS will deliver a low cost, innovative product on time, every time AIS will continuously improve our product quality as we strive for perfection. • AIS will utilize the most environmentally friendly manufacturing processes and materials.
• AIS will aggressively eliminate all wastes throughout our operations. • AIS will train and nurture our employees, our most valuable resource. • AIS will operate with integrity and will participate in our civic duties. • AIS will comply with all applicable environmental, health, safety, and inclusiveness laws and regulations
1.0 Environmental Sustainability
AIS is committed to the production of high quality, durable products that conserve resources. We understand that today’s actions could be tomorrow’s consequ ences.
That’s why AIS carries the philosophy of using today’s actions to build a cleaner, healthier environment we can all benefit from. At AIS, sustainability is our corporate responsibility – from the environment, our products, our people and our process es, we are committed to developing sustainable business practices while enhancing the value offered to our customers.
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Design for Environment
The opportunity for improving the environmental performance of our products starts on the drawing board. AIS’ recognizes the importance of environmentally conscious design and has developed a Design for Environment (DfE) team committed to incorporating sustainable elements into our design process. When developing new products our DfE team considers and strives to improve the following design elements: Renewable Materials, Recycled Materials, Recyclable and Biodegradable Materials, End of Life Management, Water Management and Energy Efficiency.
Design for Durability / Upgradeability
To provide our customers with the quality they desire, AIS designs and manufactures products to live long and useful lives. This is exemplified by a limited lifetime warranty on all systems furniture to the initial purchaser which is valid for as long as the product is owned by the original Buyer. The warranty which runs from the date of manufacture, covers defects in materials and craftsmanship found during normal usage of the products during the warranty period. Please see our product Lifetime Warranty for more information.
At AIS, we know that it can be difficult to foresee the future needs of your business. That’s why our systems are designed to withstand repeated service, repair and handling for whatever the road ahead may bring. Our systems also feature standardized product parts and components, which are available to facilitate maintenance, servicing, and reassembly.
Energy Conservation
By reducing our energy consumption and GHG emissions, AIS is making great strides in reducing our impact upon the environment while ensuring our sustainability as an organization. To do so, AIS practices an approach of continuous improvement to reduce our energy and carbon footprint. In f act, AIS has established a goal of zero GHG emissions. Our environmental management system ensures that we are establishing realistic targets and objectives for the future while holding ourselves accountable to these goals.
Still we felt this was not enough. We decided to think outside of the manufacturing walls and investigate ways to reduce our current global greenhouse gas (GHG) footprint by investing in renewable energy solutions and other low or zero GHG emission strategies.
We believe this would provide benefits to not only AIS and our customers, but also the industry as a whole by taking a leading position in the right direction. Annually, AIS measures the CO2 emissions produced from our manufacturing operations, and with this data we are able to identify and implement strategies that ensure our energy is produced by renewable sources. To involve our stakeholders on this journey, AIS is committed to publishing our GHG emissions to hold ourselves accountable as we continue to strive towards our zero emissions goal.
Energy Efficient Purchasing
Whenever possible the AIS Purchasing Team will quote and purchase products that are Energy Star rated or have high energy efficiencies.
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Solid Waste Management
As a part of the AIS Lean manufacturing philosophy, we analyze our manufacturing streams thoroughly and cut waste from every possible avoidable angle. With every new process or product that is developed our Lean committee continues to review and reduce waste whenever possible. Through these efforts, it is the goal of AIS to achieve 100% landfill diversion of solid waste from our manufacturing operations through our waste reduction efforts, lean manufacturing, recycling and product reuse.
Harmful Chemicals
It is the goal of AIS to assess and manage all chemicals associated with our products, processes, and maintenance operations in a manner that complies with all applicable federal, state, and local environmental regulations. As a good steward of human healt h and the environment, AIS will also go beyond basic chemical management to develop and implement a program that will address areas such as, but not limited to:
i. continuous improvement in the identification, reduction, and potential elimination of chemicals of concern Updated: 10/4/18
ii. prevention of pollution through reductions in exposure of workers, customers, and the environment to harmful chemicals
iii. consideration of the life cycle impacts through our DfE and chemical management plan of our products, man ufacturing processes, and maintenance activities
iv. responsibility to the well -being of our workers, community, and the broader environment
G. Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program.
As a large business GSA contract holder, AIS is required to submit yearly small business subcontractor plans and reports to GSA. These plans and reports must be approved by GSA and the Small Business Administration (SBA). AIS makes a good faith effort to meet the established small business subcontracting goals while being cognizant of the overall cost to customers. Utilizing small businesses has the potential to reflect an increase in purchasing costs, resulting in inflated selling points. AIS’ team of professionals will explore all small business opportunities that fall within our subcontracting plan while avoiding any ext ended impact on our customers.
AIS has numerous authorized dealer s that hold minority status. Certificates for minority status can be provided by the authorized dealer. AIS can offer the following socio-economic set-aside solutions:
• Small Business
• Small Disadvantaged
• Woman Owned
• Woman Owned Small Business
• Veteran Owned Small Business
• Service-Disabled Veteran Owned Small Business
• HUBZone
• 8(a)
• And more
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Being awarded the Region 4 ESC/OMNIA Master Agreement would provide a purchasing avenue for our clients that qualify. The Master Agreement would reduce our client’s administrative costs by accessing this cooperative contract that has already been advertised and publicly competed, as well as enables the economic benefits of volume purchasing.
H. Describe any historically underutilized business certifications supplier holds and the certifying agency. This may include business enterprises such as minority and woman owned, small or disadvantaged, disable veterans, etc.
AIS is classified as a large business and does not hold any set aside certifications.
I. Describe how supplier differentiates itself from its competitors.
AIS is known in the marketplace for being an innovator that leads the industry in sustainable, lean manufacturing, lead-time performance and manufacturing flexibility.
The many advantages that differentiate AIS from its competitors include:
1. Our growth. AIS has outpaced the industry by more than 400%. Our growth is remarkable every year and our teams are committed to our customers every day.
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2. A dealer network of over 1000 dealers across the United States and other countries. Our authorized dealer list is included in our response.
3. AIS offers the best lead times in the industry and 75% of our products ship in two (2) weeks or less. If successful as a vendor partner, we will provide key internal contacts form our customer service and project management teams that can expedite emergency orders. If all the components of the emergency order are stock items, we can typically respond in less than two (2) weeks or even shorter depending on the products specified.
4. A low maximum order limit (MOL) allowing increased opportunity for extending deeper discounting.
5. Shingo Prize winner for lean manufacturing.
The Shingo Prize for Operational Excellence was established in 1988 to promote awareness of lean manufacturing concepts and recognize companies in the United States, Canada, and Mexico that achieve world-class manufacturing starts. The Shingo Prize philosophy is that world-class business performance may be achieved through focused improvements in core manufacturing and business processes. AIS is a proud recipient of the Shingo Prize, and continues to uphold the highest manufacturing standards.
6. The AIS design philosophy recognizes that the
greatest environmental impact can be made at
the concept stage, as we select materials and
construction methods. We
continually challenge ourselves
and, as a result, our products all
contain at least 40% recycled
materials and are manufactured
in a facility where a majority of
the energy is returned to the grid
through rooftop solar panels.
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Investments in emerging manufacturing technologies, alternative energy and carbon offsetting have helped bring our carbon footprint to almost zero.
Our partnership with ANEW helps ensure our used furniture has new life at nonprofits and public agencies. And, since our products are designed for easy disassembly and recycling, they will minimize environmental impact at the end of their useful lives. Sustainability is not a single, discrete initiative. It’s been woven through everything AIS has done since we opened our doors.
Sustainability is not a single, discrete initiative. It’s been woven through everything AIS has done since we opened our doors.
7. No third-party design houses. All products are designed in-house by a small team.
8. Ability to reconfigure existing product by using updated products and universal parts. AIS products are easily reconfigurable and can easily incorporate new product additions.
This saves time and money on purchasing agencies by not having to purchase completely new office furniture.
9. Few layers of management. We accomplish action items faster and can implement change quickly.
10. No job is too small. Whether you’re a two-person firm or a global enterprise, AIS and our broad dealer network are ready to help you create work environments that best support your people and their unique needs.
11. Specification department to facilitate multiple design needs include design checks, specification support, rendering services and mock-up/showroom reviews.
12. Project managers and field service managers available on call to assist with installations.
J. Describe any present or past litigation, bankruptcy or reorganization involving supplier.
AIS does not have any present or past litigation, bankruptcy or reorganization.
K. Felony Conviction Notice: Indicate if the supplier
B. is not owned or operated by anyone who has been convicted of a felony.
L. Describe any debarment or suspension actions taken against supplier AIS has not and does not have any debarment or suspension actions.
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3.2 Distribution, Logistics
A. Describe the full line of products and services offered by supplier.
AIS is offering our entire product portfolio and all current commercial price lists. Our products can be classified in the following categories:
• Systems Furniture
• Freestanding Furniture
• Seating/Chairs
• Soft Seating
• Filing Systems, Storage and Equipment
• Technology Support Furniture
• Cafeteria Furniture
• Educational Office Furniture
• Career/Technical Education Furniture
• Related Products, Support Services and Solutions
The AIS product portfolio includes panel systems, benching and desking systems, tables, casegoods, storage and seating. The percentage of 2018 sales per product line is illustrated below.
AIS provides products and services for all phases of this project that will not only meet, but also exceed your expectations. AIS and our extensive dealer network will work together to accomplish your goals of a best-in-class office space that meets a wide variety of needs, while providing an environmentally preferred product, installed in a timely manner, at the lowest cost possible.
We are proposing our complete product portfolio listed on following pages. 417
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Matrix
Creates sophisticated, flexible work spaces that
stack up to stand the test of time—in the open
plan, private offices, reception areas, conference
rooms, and more. Paired with components and
accessories from our Calibrate line, employees
enter a new dimension of collaboration and
productivity.
Open Plan Options: Introduced in 2002, Matrix offers users a 3" stackable panel with multiple options, including open raceways and upmounted glass. It's broad statement of line provides options for departments that need openness in order to collaborate, to departments that have a high need for privacy.
Functionality: Strong foundational and power elements ensure a broad range of applications thanks to the steel frame, stackability and flexible power management, ensuring that Matrix can withstand multiple changes. Clients can refresh the look of their space with tiles that can be interchanged quickly on-site. Stack options allow a client to modify their space - an open workspace can easily become a private office with stacks that can go floor to ceiling and an optional door for complete privacy. Matrix offers power every 8" of height, allowing for more capacity and placement options than any tile system in the market.
Integration: Matrix integrates well with the Calibrate Series of Casegoods and Storage to create a higher end look in the open plan or within the walls of a floor-to-ceiling Matrix office. A Matrix spine can easily integrate with Day-to-Day and Calibrate Conference height adjustable tables for a more ergonomic option, with power and data easily accessible at any height.
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Divi
Slice, dice, and define the open plan with Divi. This
smart, scalable panel system was made for the
realities of modern work, where people need a healthy balance of privacy and connection. A smart subset of popular Divi elements are available through the Divi Fast Track program, with 10-day lead times.
Open Plan Options: Divi Linear is offered in monolithic, segmented, glass and limited stack panels, used alone or blended. Additional panel options include embossed metal, laminate and whiteboard. Change the look of open plan with upmounted storage and frameless glass screens.
Functionality: Divi’s uncomplicated design allows for quick installation and ease of change with a universal hinge that allows 90-, 120- and 135-degree configurations using a single platform. Power and data needs are easily met through a 6" base raceway. The new Divi Linear is compatible with the former Divi panel design, ensuring elements can be retrofitted with ease.
Integration: Divi Linear forms the foundation for integration with Calibrate® Series laminate storage, Day-to-Day® Tables and readily accommodates height adjustable tables.
Divi Fast Track: Quick ship program with 10-day lead times.
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AO2
One of our longest tenured products for a reason—it
works, like all timeless design should. AO2 is a
monolithic panel system designed to be stand-alone,
but it can also be used interchangeably or in tandem
with Herman Miller® Action Office Series 2.
Open Plan Options: AO2 provides you the flexibility to
design your space to meet your needs. Panels 2" thick
and are offered in three heights, six widths and quarter- glass, half-glass and full glass options. From cluster
working environments to private offices, you can design AO2 to work for you. Utilize low- panel heights to boost a teaming environment or integrate high panels to create an increasingly private configuration. Couple your chosen layout with storage options and an Element Executive chair to create a complete office space
Functionality: The AO2 system is equipped with a 6” base raceway, 3 3/8" thick, to meet demanding electrical and data needs. AO2 panels are constructed of a rigid honeycomb core and trimmed with a steel frame. With virtually unlimited worksurfaces, components, accessories and finish options, AO2 is the ideal combination of performance and value.
These features, coupled with its compatibility with Herman Miller® Action Office®, make A02 a sensible value-based option to expand an existing office space for less.
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MWall
Looks like a panel system but acts like a
chameleon—blending naturally into virtually
every office setting. The engineering is based
upon a well-known, high-end system and can be
enhanced for increased flexibility and electrical
options. And it’s priced right for companies on a
tight budget.
Open Plan Options: With panels offered in four varying heights from 41” - 80” and six varying widths from 18” - 60”, as well as quarter glass, half glass, and full glass options - you can create spaces that will work for every type of environment. MWall's connection system allows panel connections at 90, 120 and 135 degrees. MWall utilizes an aluminum topcap and base that can be painted in any color. Panels at 80" high can be used to create private office spaces and conference rooms.
Functionality: There is ample room in the MWall powered raceway for Category 5/6, or other cable requirements. The top channel data raceway allows for added capacity and flexibility with true power and data separation in a single panel. MWall includes the patented Z-Panel option, providing desk-height access to power and communications. Z-Panel enables workers to plug in power or data cables with ease while also providing voice and data cable separation.
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Day-to-Day Power Beam
Ultra-efficient PowerBeam adds impressive
capabilities to Day-to-Day tables. Available in
multiple lengths, angles, and heights to optimize
space within your floorplate, PowerBeam ties it all
together, putting power just where it’s
needed. Thousands of table combinations, and the
power to support them. There’s nothing this
dynamic duo can’t do.
• Extruded aluminum 2.5" x 8" beam
• Straight, 90-, 120-degree connections
• Heights (3): 21", 25", 29"
• Widths (11): 36”, 42”, 48”, 54”, 60”, 66“, 72”, 78”, 84”, 90” & 96” • Supports:
o 12" and 18" T-base and disc-base
o End Panel
o Calibrate Series Storage (29" PowerBeam only)
• Legs have 2" of built-in leveling
• Power Options:
o 4 duplexes (equaling 8 outlets)
o 3 duplexes (equaling 6 outlets) and 1 data outlet
o Dual USB ports
• Basefeed options:
o Undermount, ceiling and wall feed
• Non-powered option available
• Optional Vertical Wire Manager and Powercord Tray
• Screen Options: Fabric, Whiteboard, and Glass
• Paints: All AIS paint grades and COM
• Optional attachments: bag hook and mini-shelf
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Oxygen
From open, collaborative spaces to more focused
environments, Oxygen is designed to meet the
demands of any workplace. It’s engineered for
the way your customers work today, but since change happens, it’s also designed for their future. More people? No worries. Switching spaces? Not a problem. Oxygen can constantly adapt with its flexible components and versatile design.
Open Plan Options: Oxygen benching offers many options for the open plan including straight or angled legs, fabric and glass screens, and a rail system that houses all the worktools needed to be productive throughout the day. Oxygen's sleek lines and straightforward design create an open plan that is lighter in scale than traditional workspace options. Its broad product offering was designed to maximize density requirements in order to utilize real estate and adjust to changing business needs.
Functionality: Oxygen's structural spine accommodates electrical needs with a standard 8- wire multi-circuit powerway. A 10-wire multi-circuit options is also available. Oxygen includes a standard tiered wire management basket for routing electrical and data bundles separately. The optional flip-top worksurface access box provides termination single gang device plates and access to duplex outlets. Desktop power access is also available.
Integration: Like many AIS products, Oxygen was designed to integrate. Storage needs can be met with Calibrate or L Series Storage. Work needs can be met through the integration with the AIS Universal Worktool line of products.
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Aloft
Aloft is height-adjustable benching that’s tailor-
made for the open plan. A NeoCon Silver
award winner, Aloft combines the features and
functionality of a bench system with the
ergonomic health benefits of standing workstations. For teams that need dynamic benching, this thoughtfully designed platform rises – and lowers – to the occasion.
Open Plan Options: Aloft worksurfaces are offered at fixed height or fluid programmable motorized option and are designed to meet the latest ergonomic standards for maximum health benefit. Aloft offers multiple worksurface shapes to meet the needs different workstyles. Its height adjustable 120-degree worksurfaces maximize space and provide more room to work. Additionally, privacy can be achieved at any height with screens that are mounted to Aloft's worksurfaces.
Functionality: Aloft’s under the worksurface lateral baskets and vertical belts keep the office neat while channeling cables to the worksurface. The under-mount power can support up to four duplex outlets or combinations with two USBs per seat. It's return surfaces can receive power and data, creating multi-purpose work areas that allow users to find their most comfortable working position. Users will never be at a loss for their power needs in Aloft's user-friendly responsive spaces.
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Calibrate Series
Calibrate Series has you covered—case closed.
This collection of high-quality laminate casegoods
looks great and works well across the private office. It’s got a myriad of finishes, hardware options, and loads of styles to choose from. Best of all, it won’t break the bank.
Comprehensive Product Offering: Calibrate offers an extensive statement of line with options for 2" high aluminum feet or a base that extends full to the floor. Pull options include Bar, L, Loop and Rectangle. Edge options include reverse knife edge and 2 mm. Leg options include tapered, round post, and straight. Existing AIS legs can be used: slim, slant, N, and A legs. Height adjustable options are available with a laminate base and can be ordered in programmable or manual lifts with a range of 26" - 46".
Wide Variety of Finish Options: Calibrate Series includes over 20 laminate colors and 5 paints. All of the aesthetic options can be used interchangeably between Calibrate Series Casegoods, Storage and Conferencing.
Integration: All Calibrate Series elements can be used alone to create beautiful private offices and boardrooms. Elements can also be integrated into the open plan to enhance Matrix, Divi, Oxygen and Aloft. All heights are synchronized within the line and with other AIS products without misalignment of heights. Calibrate Series laminates can be shared with all relevant AIS products to create a cohesive look across the floorplate.
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Calibrate Conferencing
Calibrate Conferencing is current. It’s contemporary. It’s created for productive meetings, where people are connected to their technology and each other. Design choices include a variety of sizes, shapes, edge details, and bases. Power and data options optimize convenience. Best of all, with more than 20 high-quality laminate options, they coordinate seamlessly with other Calibrate Series products.
Comprehensive Product Offering: Calibrate Conferencing offers an extensive statement of line including buffets, bookcases and receptacle bins. Table shapes include rectangular, boat and tapered. Edge options include reverse knife edge and 2 mm. Legs are always fully laminate with 2, 3, and 4 base options. The line includes a height adjustable table with a laminate base and can be ordered in programmable or manual lifts with a range of 26" - 46". Additionally, tables are available with end panel storage with and without monitor mounting at standing or seated height. All tables can offer power and data integration.
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Day-to-Day Tables
With over 6,500 design combinations, Day-to-Day
Tables aren’t just any table. They’re every table.
Formal, informal, training, café, height adjustable, occasional—whatever you need. From Monday meetings to Friday deadlines, Day-to-Day Tables deliver choice, value, and flexibility you can count on daily.
Features:
o Flip-top/nesting, height adjustable and fixed tables
o A variety of top shapes to select from
o Multiple base options in polished aluminum or painted finishes o Available in 16”, 29” and 42” heights
o Tables available with glides or locking casters
o 2mm or reverse knife edge options
o 18 Grade A laminate options
o Many power/data choices
Height Adjustable Table Features:
o Electronic adjustment with soft start/stop and memory presets o Travel speed: 1.5" per second
o Dual motors
o 23.6" to 49.2" height adjustment range
o 350-lb. lifting capacity
o 42.25" to 74" adjustable base width
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Calibrate Storage (Laminate)
With pull-out storage, wardrobes, bookcases,
pedestals, lockers, and more, Calibrate Series
does everything good storage should. No
matter the application – traditional, open plan, etc. – you’ll appreciate the finish choices, storage possibilities, smart design details, and super-easy integration with other AIS products.
Comprehensive Product Offering: Calibrate Series Storage offers an extensive statement of line including pedestals, lateral files, wardrobe storage towers, pantry pull-out storage, bookcases and lockers. Storage ranges from 28-42" on the floor, has four handle options and 2 feet options.
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L-Series Storage (Metal)
A dynamic storage solution, L Series Steel Storage features loads of design options and finishes, ensuring ample design choices for working spaces. And they integrate beautifully with AIS desking and systems. Classic yet contemporary, L Series meets the needs of many users.
Features:
o 2, 3, 4, and 5 Drawer Lateral Files
o 49” and 65” Wardrobes
o B/F, B/B/F, F/F Mobile and Stationary Pedestals
o All storage standard with locks
o Bookcases
o 2 door cabinets
o 1” leveling glides
o Available with a laminate fronts
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Seating
Task: Our task seating portfolio has just what you need for private offices, open plan spaces and conference rooms. From beautiful mesh backs to fully upholstered solutions, you’ll see AIS has a great range of ergonomic task seating designed to ensure your teams have the support they need to perform. Portfolio includes 24/7 Devens, Natick, Upton, Bolton and Granite.
Side: Whether side or guest seating – or collaborative spaces, Grafton, Paxton, and Trix each bring their own personality to space. And with a variety of upholstery options to select from, it’s easy to make the seating statement you want.
Multi-Purpose/Stack: Stow, Pierce, Triad and Rutland
Stools: Our range of stools and perches provide options for users today. And with height adjustability continuing to gain traction in the office, having the right seating to support posture shifts is important. Includes Natick, Upton, Pierce, Triad and Rutland.
Lounge: We haven’t forgotten about the need for soft seating. In fact, we cover the range of fun to sophisticated with Volker Cubes and our LB Lounge Collection. Whether it’s mobile cubes for side seating, settees for the lobby, booths for the café, or ottomans for the conference room, AIS has solutions.
Express Seating: The AIS Express Seating program supports those who need quality, comfortable seating quickly. We’ve selected the most common models, finishes and materials for our three-day ship program. When your employees need a place to sit, AIS has you covered with high-performing seating for workspaces, cafés, conference rooms, and more. With the AIS Express Seating program, new seating will be on its way in just three days.
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Work Tools & Accessories
o Tasklights
o CPU holders
o Mobile whiteboards
o Paper flow elements
o Screens
o Anti-fatigue mat
o Monitor arms
o Hospitality cart
o And more!
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AIS and our dealer network as a team can provide the following services:
• Furniture Sales and Consulting
• Design and Planning
• Delivery and Installation
• Project Management / Field Services
• Customer Service
• Reconfiguration Services
• Furniture Maintenance
• Furniture Refurbishment
• Furniture Removal and Repurpose
• Inventory and Inventory Control
• Technology Support
• Storage
• Product End-of-Life Support via ANEW
We have a fully staffed project team including furniture sales consultants, interior designers, space planners, project managers and project coordinators that use fully automated tools to take a project from concept to reality. Our customer service team will respond to Region 4 ESC/OMNIA staff and participating agency inquiries within one business day after receiving the request. Our project team is able to make field modifications and repairs on any item ordered.
This process is supported through the utilization of electronic tools including, but not limited to CAD, 20/20, CAP and electronic order entry process. With our authorized dealer network, we have the personnel, vehicles and equipment available to make deliveries.
B. Describe how supplier proposes to distribute the products/service nationwide. Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas.
AIS’ manufacturing facility fulfills 250 sales orders a day that equates to coordinating approximately 650 pallets and dozens of trucks a day. AIS successfully supports large projects including international projects, as well as shipping small orders. AIS will work through the servicing dealer network of over 1000 dealers to provide product representation and sales support. AIS will serve its customers through a network of locally owned and operated dealers across the entire United States and Outlying Areas.
AIS’ robust dealer network of authorized dealers will design, order and install products. For product specification, pricing and services, customers can email [email protected] or call our headquarters at 978.562.7500 or toll-free at 800.434.7400. The customer’s request will be forwarded to a local AIS representative and/or dealer within 24 hours.
All products are made at our factory headquarters in Leominster, MA. Our geographic coverage includes the entire United States and Outlying Areas. For international shipments, the authorized dealer secures the freight forwarder of choice. AIS works with expert freight forwarders to coordinate product leaving AIS to the appropriate port. The freight forwarding company will then work with customers/service providers to manage containers and further 432
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international shipping logistics. Once the freight leaves AIS’s docks, the dealer is responsible for coordinating delivery to the final destination.
C. Describe how Participating Agencies are ensure they will receive the Master Agreement pricing; including all distribution channels such as direct ordering, ret ail or in -store locations, through distributors, etc. Describe how Participating Agencies verify and audit pricing to ensure its compliance with the Master Agreement.
Participating agencies can work with our authorized dealer network to verify Master Agreement pricing compliance. Our authorized dealers’ proposals/quotes to Participating agencies will have list price and net price. Participating agencies will work with our dealer network for direct ordering and for showroom locations.
Any participating agency is welcome to work with our accounting department to perform necessary audits to confirm compliance with the Master Agreement.
In addition to working with our authorized dealer network, Participating agencies will have a Master Agreement dedicated website that will house all pertinent and useful information required by Region 4 ESC and OMNIA customers. This website will feature:
• Product offering
• Program discounts
• Price lists to verify list pricing
• Product information
• AIS representatives list
• Search capability to find a local dealer and showrooms • Image library with thousands of images of our products • Idea starters
• Colors, materials, finishes to choose from for product lines • Environmental/sustainability information
• Warranty information
• Ability to check order status
• Design resources
• Product Stylist for seating
See example snapshots of website pages on following pages (not all above bullet points included).
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Product Offering Page
Click on the appropriate product category square to be navigated to desired product categories.
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Price Lists Page
Click on the appropriate price list to verify list pricing.
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Product Information Page
Click on the product line for which additional product information is needed
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Find an AIS Representative Page
Select appropriate location in drop down menu to find a local AIS representative
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Image Library Page
Type in a description of what you would like to see
Or used the Advanced Search feature to use the below filter options to populate the desired image
Filter by:
• Product Categories
• Product Name
• Image Type
• Space by Application
• Space by Area
• Market
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D. Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user.
AIS works through a network of over 1,000 dealer service providers across North America.
These dealers will work with the end users to identify project specifications, delivery and installation needs.
Once the project scope has been defined through specification, the purchase order is sent to AIS’s Data Entry team. The Data Entry team process the order for manufacturing. After the order is built, AIS shipping team will coordinate logistics using third party shipping carriers.
Depending on size the size of the order/number of pallets AIS will arrange either a dedicated Full Truck load carrier or a shared shipping carrier or LTL.
During the specification process the dealer and AIS will work with the end user to select a certified AIS installer to assist with product installation within the customer’s facility.
E. Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable.
AIS operates both its manufacturing and administrative facilities under the same roof in our 600,000 sq/ft headquarters facility located in Leominster, MA. This facility features a newly updated and expanded showroom. Additionally, AIS operates an additional 550,000 sq/ft private label OEM facility in Cameron, TX.
AIS has permanent showrooms at its Leominster headquarters and also in Chicago, New York City and Washington, D.C. With locations across the U.S., AIS has more than 800 employees and over 1 million square feet of office, showroom and factory space. Additional showrooms are located in various cities throughout the US including Pittsburg, Buffalo, Atlanta, Phoenix, Salt Lake City, Philadelphia, Denver, San Francisco managed through AIS Representatives.
All of our over 1000 authorized dealers have access to warehouses to receive furniture shipments and store product until ready for furniture install date.
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3.3 Marketing and Sales
A. Provide a detailed ninety -day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to:
i. Executive leadership endorsement and sponsorship of the award as the public sector as the public sector go-to-market strategy within the first 10 days ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners, Public Sector team within the first 90 days
Following AIS’s standard Program Launch Plan, the executive leadership team will immediately define the messaging document a nd position statement for both internal stakeholders and internal and external audiences. The positioning document will include the overview of the Omnia contract and how AIS can provide workspace solutions for its customers.
AIS has been successful over the years launching national contract initiatives. AIS currently holds a GSA Contract that has been in place for almost twenty years. This has enabled AIS to market directly to the Department of Defense as well as civilian agencies nationwide. AIS has bee n recognized for our excellence in supporting the needs of the Federal marketplace by not only GSA but from many DOD and agencies. We are a BPA holder with the US Navy supporting the Spiral II Navy BPA program. It has been AIS’ belief that in order to supp ort contracts such as these, a targeted and successful program launch is key in gaining immediate awareness and developing success.
First 10 Days
• Once an award is made to AIS, we will distribute a company-wide announcement to announce our OMNIA Partners, public sector award and what the award means to the AIS sales efforts nationwide. The email will detail the business sectors that this contract will target and provide a timeline for the field sales launch effort.
• Send out an announcement of awa rd to our dealer distribution and map out timeline of launch to our dealer distribution.
• Conference call coinciding with a webinar will be set up with our field sales group to introduce OMNIA Partners, public sector and what it means to AIS from a new business development perspective. Provide an overview of the contract itself, rolls and responsibilities, reporting, business development efforts and communication roll out to our dealer distribution. (Invite POC from OMNIA to participate in this call if interested)
First 90 Days
• Distribute launch packages to field sales by region with identified target accounts to penetrate and introduce with direct representation AIS and OMNIA contract.
• Distribute launch packages to dealer distribution which outlines OMNI A program and provide additional secondary target accounts identified by region and allow dealers to make contact and introduce AIS and OMNIA contract. 440
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• Initiate email campaign to end users to get the word out on OMNIA award and AIS participation.
• All this would be implemented within 30 days of award by OMNIA.
Post 90 days
• Continue to uncover potential users and introduce OMNIA contract as a channel of procurement for their business segment.
• Repeat marketing emails and communications on a monthly basis with flyers and highlighted products from the OMNIA Partners, public sector contract to draw continued interest.
B. Provide a detailed ninety -day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to:
i. Creation and distribution of a co-branded press release to trade publications ii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days
iii. Design, publication and distribution of co-branded marketing materials within first 90 days iv. Commitment to atte ndance and participation with OMNIA Partners, Public Sector at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier -specific trade shows, conferences and meetings throughout the term of the Master Agreement v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners, Public Sector for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners, Public Sector.
vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement
vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.) viii. Dedicated OMNIA Partners, Public Sector internet web-based homepage on Supplier’s website with:
• OMNIA Partners, Public Sector standard logo;
• Copy of original Request for Proposal;
• Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier;
• Summary of Products and pricing;
• Marketing Materials
• Electronic link to OMNIA Partners, Public Sector’s website including the online registration page;
• A dedicated toll-free number and email address for OMNIA Partners, Public Sector
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Upon award, AIS will draft a co -branded press release to announce to the trade publications, including Monday M orning Quarterback, Office Insight, Business of Furniture and any other industry trade publications that may choose to publish the release. The draft announcement will be sent to OMNIA partners for final approval before release.
AIS will publish the appr oved OMNIA partnership announcement on AIS’s public website and post the master agreement and contract details within the contract section of the website, to be easily accessed by dealers and OMNIA partner customers, within 90 days of award.
The AIS Marketing and Contract team will create a program email announcement, social media, brochure, internal and external training presentation to share with AIS team members, dealers and OMNIA partners. Upon approval from the OMNIA team, these communications a nd materials will be released to publicly. These materials will be completed within 90 days of contract award.
AIS sales representatives and sales leaders will attend regional NIGP chapter meetings and summits in their respective regions and areas. The goal to attend these shows would be to make connections with purchasing decision makers who are involved with OMNIA partners or looking for a partner supplier solution. Follow up, post event will be made by AIS team members to ensure needs are met with AIS or OMNIA partners.
AIS will attend the annual NIGP Forum in Chicago, IL in August 2020. AIS’s booth space will include AIS’s most relevant products and will be staffed by our regional sales team. AIS will promote the NIGP Forum prior to the event to a ny pre -registered attendees, AIS dealers, designers and influencers. During the show, AIS will post on social media our participation and activities happening throughout the event.
Post show follow up will include communications to all show attendees. AIS representatives will receive contact information for anyone who visits the AIS booth and wishes to learn more or has an opportunity for an AIS solution. These attendees will be contacted within 48 hours after the show, if not sooner.
The AIS Marketing team will work with our creative partners and graphic design team to create advertising in appropriate trade publications, dealer network communications and social media connections.
AIS will continue to update OMNIA partner brochures and program presentations with client case studies including install photos, project overviews and testimonials. We will continue to reach out to AIS dealers and OMNIA partner contacts with new product and program introductions and promotions through email blasts, newsletters and social media channels.
AIS will create a website homepage accessed from www.ais-inc.com that will be co-branded for OMNIA partners, Public Sector and AIS. This website will include a link to a pdf copy of the original RFP and Master Agreement and amendments. There will be links to the products offered on the OMNIA partner agreement including brochures, price lists, idea starters, fabrics and finishes, product stylist, spaces by application, image library and specification resources.
AIS’s toll-free number, 800.434.7400, and contact email address, [email protected], for OMNIA Partners will be available on this site.
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Additionally, this web page will link to OMNIA Partners, Public Sector website and online registration page.
C. Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners, Public Sector. Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other cooperative agreements.
AIS must remain compliant with existing federal, state and local contracts. When applicable, AIS will make the recommendation to use the Master Agreement. We recognize the multiple benefits to utilizing the Master Agreement. AIS will position the Master Agreement with a higher incentive to authorized dealers for using the Master Agreement.
Current cooperative contracts include:
• GSA
• Navy BPA
• NCPA
• TIPS
• Haworth GPO (Vizient, Premier,
Intalere, HealthTrust &
Greenhealth Exchange)
• Massachusetts Higher Education
Consortium (MHEC)
• Illinois Public Higher Education
Cooperative (IPHEC)
• State of AL
• University of AL
• State of AR
• CMAS
• State of CT
• State of FL
• State of GA
• State of KS
• University of KY
• State of MA
• State of MS
• State of NJ
• State of NM
• State of NY
• State of NC
• State of PA
• State of SC
• State of SD
• TXMAS
D. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners, Public Sector and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners, Public Sector logo will require permission for reproduction, as well.
AIS agrees to provide its logo(s) , as well as branding guidelines to OMNIA Partners, Public Sector and will grant permission for reproduction of such logo in marketing communications and promotions. AIS will obtain permission from OMNIA Partners, Public Sector to use its logo for reproduction purposes.
E. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners, Public Sector. All sales materials are to use the OMNIA Partners, Public Sector logo. At a minimum, the Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
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ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive
AIS will be proactive in direct sales of good and services to Public Agencies nationwide. We will follow up on leads established by OMNIA Partners, Public Sector in a timely manner within 24 hours. AIS will obtain permission for use of OMNIA Partners, Public Sector logo and upon approval will use it on all sales materials. All sales material will include the above listed four (4) advantages to the OMNIA Partners contract.
F. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners, Public Sector
iv. Knowledge of benefits of the use of cooperative contracts
AIS will train our national sales force on the Master Agreement via various methods. The training will include a sales presentation that will at a minimum address the above four (4) items. This sales presentation will serve as a sales tool that can by used by AIS representatives and our authorized dealers to present to interested agencies, as well as end users.
The outline for the sales presentation is below.
1. OMNIA Partners Overview
a. Key features of Master Agreement
b. General listing of who can utilize the Master Agreement with link to full listing of approved agencies
c. Benefits to use the Master Agreement
2. General Information for Master Agreement
a. Contract #
b. Contract Term
c. Products on Contract
d. Price Lists to Use
e. Design specification information
f. Freight information
g. Services and the Service Rates
3. Solicitation Process
a. Verification of agency’s qualification to use the Master Agreement with link to, “How to become a OMNIA Partners Approved Agency”
b. Authorized dealer proposal/quote requirements
c. Required items to be listed on agency PO (Who the PO is made out to, contract #, etc.)
4. AIS Order Entry Requirements
a. Documentation requirements
b. Important information (ship to address, requested ship date, etc.)
5. Invoicing Process
6. AIS OMNIA Partners Master Agreement Team (lists AIS points of contact)
7. Frequently Asked Questions (FAQ)
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a. Include questions and answers on Master Agreement
b. Include links to Master Agreement resources (OMNIA website, Approved agency list, etc.)
G. Provide the name, title, email and phone number for the person(s), who will be responsible for:
i. Executive Support
ii. Marketing
iii. Sales
iv. Sales Support
v. Financial Reporting
vi. Accounts Payable
vii. Contracts
a. Executive Support:
Nick Haritos, Executive Vice President Sales & Distribution [email protected]
617.259.4214
b. Marketing:
Tracy Reed, Vice President of Marketing
[email protected]
616.610.7036
c. Sales
Nick Haritos, Executive Vice President Sales & Distribution [email protected]
617.259.4214
d. Sales Support
Amy Transue, Director of Marketing & Strategic Resources [email protected]
978.567.5122
e. Financial Reporting
James Wiley, Financial Analyst/Senior Accountant
[email protected]
978.567.5137
f. Accounts Payable
Konny Ly Braga, Accounts Payable Coordinator
[email protected]
978.567.5174
g. Contracts
Helen Woods, Contract Specialist
[email protected]
978.567.5163
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H. Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.
Nick Haritos, Executive Vice President, Sales & Distribution [email protected]
617.259.4214
Nick Haritos is the Executive Vice President of Sales & Distribution for AIS. He manages a team of six Regional Vice Presidents who manage market six market regions in North America. These market teams are comprised of AIS direct employees, Territory Managers and Independent Representatives who are contract representatives. Below is the organization of these regions and team members. The Territory Managers and Independent Repre sentatives manage the network of over 1,000 dealers that service end -users who are looking to specify, purchase and install AIS products.
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I. Explain in detail how the sales teams will work with the OMNIA Partners, Public Sector team to implement, grow and service the national program.
AIS Executive Team to work alongside Omnia Executive Team/Directors to ensure nationwide training efforts are rolled out timely and effectively once contract is awarded. AIS Field Sales Team will partner with respective Omnia Regional Managers and Directors to ensure new supplier product offering is communicated to Members via face to face meetings as time permits, printed catalog distribution as well as a digital catalog offering. AIS to attend ongoing Premiere Cooperative Purchasing Events - Regional Connections once 2020 schedule is released. AIS Sales Team and authorized dealers to proactively call on agencies in tandem to generate new business and follow up on leads.
AIS will proactively survey our completed Omnia furniture projects and create case studies (large and small) on an annual basis to ensure Omnia Partners has fresh, digital content with professional photography. These mutually created co-branded case studies would be utilized by AIS and Omnia Partners for marketing and social media campaigns to increase brand awareness, grow sales and ultimately grow Omnia Partner memberships of all sizes in each region.
J. Explain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc.
AIS’s will have a dedicated team supporting the management and growth of the OMNIA Partners, Public Sector program. Sales leadership will ensure ongo ing national sales team training, networking and prospecting through quarterly AIS sales team webinars, monthly sales leadership conference calls, weekly sales team meetings and weekly one on one meetings.
Continued Marketing efforts will include broad promotion of AIS through trade publications, event marketing, direct target promotion and social media campaigns. As new product and programs 449
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are introduced to the commercial market, a special dedicated campaign will also be targeted directly to OMNIA Partner customers.
Internal contract management will continue to educate support, reporting and customer service teams on account setup. As any changes are administered through OMNIA Partners, the AIS team will effectively communicate throughout the organizat ion through documented process updates, webinar and live meeting trainings.
K. State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.
Our state agency sales equate to over $7MM last year in 2018. In 2018, our GSA sales were approximately $9MM.
L. Describe Supplier’s information systems capabilities and limitations regarding order management through receipt of payment, including description of multiple platforms that may be used for any of these functions.
Orders may be submitted to AIS via email, fax or through electronic upload submission through the website. Order formats can be pdf, SIF/SP4 and XML.
AIS accepts company check, direct deposit, ACH, wire transfer and credit cards ( except for Discover card) as form of payment.
M. Provide the Contract Sales (as defined in Section 10 of the OMNIA Partners, Public Sector Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement (“Guaranteed Contract Sales”).
$_______.00 in year one
$_______.00 in year two
$_______.00 in year three
To the extent Supplier guarantees minimum Contract Sales, the administration fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.
No. Public Agency Total Purchases Key Contact
1 State of New Jersey - Department of Children & Family $1,104,495Susan Santiago 2 State of New Jersey - Property Rentals $512,789 N/A
3 State of New Jersey - Camden County Courthouse $403,449 Glen Stranix 4 Cumberland County Improvement Authority $369,468 Roseanne Duffy 5 State of New Jersey - Superior Courts $348,667 Joanne Diego 6 State of New York - Onondaga County Facilities $340,756 Julie McCarthy 7 Naval Surface Warfare Center at Navy Activity Station - Crane, IN $200,000 Morgan Hughes 8 State of New York - Nassau County $195,341 Margaret Reynolds 9 State of New Jersey - Atlantic County Civic Court Building $153,404 Glen Stranix 10 State of NJ Dept of Labor - Division of Unemployment Insurance $127,393 Marcia Szedula Total State of New Jersey agency sales for 2018 $2.8MM Ben Maxwell Total State of New York agency sales for 2018 $2.6MM Ben Maxwell 450
TAB 3 - OMNIA Responses
AIS is confident that our sales and distribution network will generate significant sales throughout North America as we have done with our GSA and other GPO contracts. We would welcome the opportunity to negotiate an additional incentive after year one of our contract is completed as it relates to guaranteed incentive. Historical data is essential to ensure that we put the appropriate minimum contract sales in place.
N. Even though it is anticipated many Public Agencies will be able to utilize the Master Agreement without further formal solicitation, there may be circumstances where Public Agencies will issue their own solicitations. The following options are available when responding to a solicitation for Products covered under the Master Agreement.
i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA Partners, Public Sector).
If solicitation does not specify which contracts are to be utilized, AIS will respond with the Master Agreement pricing and will report Master Agreement sales to OMNIA Partners, Public Sector. AIS will electronically provide the OMNIA Partners, Public Sector Contract Sales Monthly Report using the issued OMNIA Partners, Public Sector Exhibit C, Contract Sales Reporting Template in Microsoft Excel format.
In the event items are returned (pre-approval required) credits on administrative fees will be deducted from the following month’s reporting as a reconciliation and noted in report details.
ii. If competitive conditions require pricing lower than the standard Master Agreement not - to-exceed pricing, Supplier may respond with lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales are reported as Contract Sales to OMNIA Partners, Public Sector under the Master Agreement.
If utilizing the Master Agreement and the competitive solicitation environment is such that requires us to offer deeper discounting to an agency to secure award, AIS will report the sales to OMNIA Partners, Public Sector in compliance with the Master Agreement.
iii. Respond with pricing higher than Master Agreement only in the unlikely event that the Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to OMNIA Partners, Public Sector).
AIS may respond with pricing that is higher than that of the Master Agreement and will report these sales as necessary to the appropriate contract agency, if applicable.
iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master Agreement, and include Master Agreement as the alternate or additional proposal.
If an alternate proposal is acceptable, AIS will provide an option utilizing the Master Agreement pricing. If the Master Agreement pricing is favorable and results in a contract, AIS will report the sales to OMNIA Partners, Public Sector.
Detail Supplier’s strategies under these options when responding to a solicitation. 451
Appendix B
TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the terms and conditions in this solicitation and draft Contract except as noted below with proposed substitute language (additional pages may be attached, if necessary). The provisions of the RFP cannot be modified without the express written approval of Region 4 ESC. If a proposal is returned with modifications to the draft Contract provisions that are not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the RFP shall prevail.
Check one of the following responses:
Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract. (Note: If none are listed below, it is understood that no exceptions/deviations are taken.)
X Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must be clearly explained, reference the corresponding term to which Offeror is taking exception and clearly state any proposed modified language, proposed additional terms to the RFP and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for award. Region 4 ESC sha ll be the sole judge on the acceptance of excep tions and modifications and the decision shall be final.
If an offer is made with modifications to the contract provisions that are not expressly approved in writing, the contract provisions contained in the RFP shall prevail.)
Section/Page Term, Condition, or
Specification
Exception/Proposed Modification Accepted
(For Region 4
ESC’s use)
Appendix A,
#14 Page 4
Delivery. Conforming
product shall be shipped
within 7 days of receipt
of Purchase Order. If
delivery is not or cannot
be made within this time
period, the Contractor
must receive
authorization for the
delayed delivery. The
order may be canceled if
the estimated shipping
time is not acceptable.
All deliveries shall be
freight prepaid, F.O.B.
Destination and shall be
included in all pricing
offered unless otherwise
clearly stated in writing.
Delivery. Conforming product shall be
shipped within 7 days of receipt of
Purchase Order within the timeframe
mutually agreed to by the Vendor and the
purchasing agency. If delivery is not or
cannot be made within this time period,
the Contractor must receive authorization
for the delayed delivery. The order may be
canceled if the estimated shipping time is
not acceptable. All deliveries shall be
freight prepaid, F.O.B. Destination and
shall be included in all pricing offered
unless otherwise clearly stated in writing.
452
Exhibit F,
Federal
Certifications,
CERTIFICATION OF
COMPLIANCE WITH
BUY AMERICA
PROVISIONS
To the extent purchases
are made with Federal
Highway Administration,
Federal Railroad
Administration, or Federal
Transit Administration
funds, offeror certifies that
its products comply with all
applicable provisions of the
Buy America Act and
agrees to provide such
certification or applicable
waiver with respect to
specific products to any
Participating Agency upon
request. Purchases made
in accordance with the Buy
America Act must still
follow the applicable
procurement rules calling
for free and open
competition.
CERTIFICATION OF COMPLIANCE
WITH BUY AMERICA PROVISIONS
To the extent purchases are made with
Federal Highway Administration, Federal
Railroad Administration, or Federal Transit
Administration funds, vendor may be
requested to certify individual product
compliance offeror certifies that its products
comply with all applicable provisions of the
Buy America Act. and Vendor agrees to
provide such certification or applicable waiver
with respect to specific products to any
Participating Agency upon request. It is the
responsibility of the Purchasing Agency to
notify the Vendor that requested product(s)
must adhere to the Buy America Act.
Purchases made in accordance with the Buy
America Act must still follow the applicable
procurement rules calling for free and open
competition.
2.2 Pricing
Commitment,
Pricing Commitment
Supplier commits the
not-to-exceed pricing
provided under the
Master Agreement
pricing is its lowest
available (net to buyer)
to Public Agencies
nationwide and further
commits that if a
Participating Public
Agency is eligible for
lower pricing through a
national, state, regional
or local or cooperative
contract, the Supplier
will match such lower
pricing to that
Participating Public
Agency under the
Master Agreement.
Pricing Commitment
Supplier commits the not-to-exceed
pricing provided under the Master
Agreement pricing is its lowest available
(net to buyer) at the time the Vendor
submits their proposal to Public Agencies
nationwide and further commits that if a
Participating Public Agency is eligible for
lower pricing through a national, state,
regional or local or cooperative contract,
the Supplier will match such lower pricing
to that Participating Public Agency under
the Master Agreement.
The “lowest, not-to-exceed pricing” shall
be compared to other cooperative state
and local contracts, buying the same
product mix, for the same geographical
areas, under the same terms and
conditions.
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
TAB 4 - Region 4 ESC Responses
c) Qualification and Experience
i. Provide a brief history of the Offeror, including year it was established and corporate office location.
AIS was established in 1989. Our corporate address is 25 Tucker Drive, Leominster, MA 01453.
A Story of Innovation.
In 1989 founders, Arthur Maxwell and Bruce Platzman started AIS by procuring and installing used furniture. AIS grew quickly in the early 90s to be a scalable company that embarked into manufacturing. We believe that good ideas will get you everywhere. In less than 30 years, we’ve evolved from a start -up based on the simple intent to adopt lean manufacturing to become one of the most highly regarded names in the industry. AIS has earned acclaim for product design, ground-breaking manu facturing and unparalleled sustainability across the industry and within our local and regional communities. And, our deep roots in New England are a great source of pride for us.
Tremendous growth and recognition.
AIS set out to disrupt the industry through true innovation and sustainability —a vision that has consistently paid off for our company and our customers. The talented, enthusiastic AIS team has virtually reinvented product development and manufacturing processes, helping us grow far faster than industry benchmarks and earning OFDA Manufacturer of the Year nine times since 2008. Today, with sales teams across North America and 750 employees at our new 600,000 - square-foot factory and headquarters, we’ve risen to annual sales of more th an $200 million. One thing, however, will never change —our commitment to superior products with industry-beating lead times and attractive prices.
468
TAB 4 - Region 4 ESC Responses
More than providers. True partners.
Through a robust network of expert dealers, our employees drive to continually break new ground with inventive products and processes, and unwavering dedication to our customers and community. AIS has established itself as a partner of choice —whether furnishing a start -up space or fulfilling a new vision for a Fortune 500® firm.
Strong Dealer Network Across North America.
Sustainable from the start.
Since the beginning, AIS has led the way in sustainability —making social responsibility and our environment a top priority. Our visionary team recognized early on that efficient manufacturing is naturally more sustainable, requiring fewer resources and les s energy. We’ve invested in alternative energy and moved toward carbon neutrality. And as a privately held firm, AIS has greater freedom to explore innovative processes and equipment, as well as ways to eliminate wasted time, steps, inventory and resources , as we strive to inspire a greener industry overall.
Today, all AIS products are SCS Indoor Advantage™ Gold certified for air quality, and AIS systems contain at least 40% recycled materials. What’s more, we’ve achieved BIFMA e3 level® certification on our products, and more than 50% of the power used in our state -of-the-art facility is returned to the grid through our rooftop solar panels.
From the talent we hire to the way we design, manufacture and distribute our products, AIS has always thought differently.
469
TAB 4 - Region 4 ESC Responses
ii. Describe Offeror’s reputation in the marketplace.
AIS is known for offering market-relevant, feature-rich product lines that entice designers and support the diverse needs of end-users while offering exceptional value. AIS is an innovator that leads the industry in sustainable, lean manufacturing, lead-time performance and manufacturing flexibility.
AIS is a self-taught and self-grown company. We know our capabilities and leverage the products and services we are confident we can deliver. We can be easy to do business with by answering the phone and really listening to our customers. We can do things quicker, because we have the passion. If we make a commitment, we deliver on that commitment. All these attributes are the fiber of our culture and existence.
AIS is known for being generously socially responsible. AIS is dedicated to supporting the local community and part of our culture is philanthropy. Whether it’s volunteering time, providing financial assistance or both, employees are committed to making a difference. AIS was named one of the top 105 most charitable companies in Massachusetts for 2019 and was honored at the Boston Business Journal Corporate Citizenship Awards. Another significant philanthropic gesture was donating nearly $700,000 worth of installed office furniture for the new Make- A-Wish Massachusetts and Rhode Island headquarters in Boston. AIS also works with United Way of North Central Massachusetts, the American Red Cross and the cities of Leominster and Fitchburg.
AIS works with a diverse customer base stretching throughout North America.
Customers include federal government, healthcare, high tech/IT companies, department stores/fashion, colleges and universities, general contractors, automobile manufacturers and airline companies just to name a few categories.
Major U.S. customers and installations have included J.D. Power and Associates, IBM, Google, Macy’s, Children’s Hospital of Wisconsin, University of Chicago, NYSE, Lockheed Martin, Nissan, GM, JetBlue Airways and many, many others as shown below.
470
TAB 4 - Region 4 ESC Responses
iii. Describe Offeror’s reputation of products and services in the marketplace.
AIS products are mid-market with a full line of office furniture that is smartly in tune with customers’ needs in the constantly changing landscape of the workplace. AIS is known for providing panel systems, benching and desking systems, tables, casegoods, storage and seating. We may not be first to the market with a product, but we see product trends evolve and engineer our new products better based on market feedback.
AIS has been recognized by the Office
Furniture Dealers Alliance (OFDA) for various
product awards for the past 11 years. In 2019,
AIS received four (4) OFDA Dealers’ Choice
Awards in categories of Workstations,
Casegoods, Seating and Tables. This year’s
OFDA Dealers’ Choice Survey ran from early
March to the end of April. According to OFDA,
the survey is a carefully structured,
anonymous dealer poll that measures six
functional areas of manufacturer performance
that are of greatest importance to a diverse
cross-section of dealers throughout North
America. The survey provides product
category-level feedback from dealers of all
sizes on the full range of support they receive
from their primary non-aligned suppliers.
Dealers are asked to rate these top-volume,
non-aligned suppliers in each of six product
categories recognized by the Business and Institutional Furniture Manufacturers Association (BIFMA) based on their 2018 interaction. The six product categories are: Casegoods, Storage, Filing, Tables, Seating and Workstations/Systems. The purpose of the survey is to promote an open discussion of business issues between dealers and manufacturers and improve the office furniture industry overall.
In July 2019, AIS conducted an Effective Partnering Survey Report, a customer satisfaction survey of selected Dealer staff.
The AIS Effective Partnering Survey evaluated the business process (how the Dealer interacts with AIS) as well as how the Dealership utilizes and values existing AIS resources. The survey measured both importance and expectations in six categories: Sales Support, Product Focus, Marketing, Pre-Order Process, Quote-To-Invoice Process and Improvements. Subcategories provided additional detail. There was a total of 17 subcategories, 76 specific areas, and 25 open- response feedback opportunities.
Strong scores in several key areas indicate Dealer acknowledgment that AIS does many things well. This survey confirms that AIS has several strengths to draw upon, and that Dealers value the investment AIS has made in people, processes and product. Overall, AIS meets or exceeds Dealer expectations in all 17 of the subcategories surveyed.
471
TAB 4 - Region 4 ESC Responses
The survey data suggests that AIS is a good partner. The respondents rated 76 areas in the survey, rating all but two areas as important or higher and 64 areas as meeting or exceeding expectations. AIS uses this dealer survey to identify areas of continuous improvement.
AIS uses IMOS, SolidWorks and woodCAD|CAM software. We were able to set up a very efficient system using the latest technology capable of doing production manufacturing that is also very flexible for custom. We have the ability to stretch products, add shelves and do all sorts of other things our customers request. By embracing technology and not having the layers other manufacturers have for a company structure. All our products are designed in-house by a small on-site team and this allows us to get to the market a lot faster than other manufacturers.
AIS universalizes products maybe a lot more than the other manufacturers do. We can use the same pedestal in all of our different laminate case goods lines as opposed to having a more designed conceptual product that requires multiple SKUs and multiple disciplines for manufacturing. The variety and the speed with which we can design and manufacture product using this very consistent product is what our customers are requiring right now.
Over the past 10 years, we have focused on expanding our product lines to increase our breadth of line. The marketplace has seen us release new seating lines and complementary products for existing lines.
Our employees make a difference. In a sense our employees are all entrepreneurs and self-motivated. We are up for each challenge presented to us. Because of the very few layers of management at AIS, our people can do their jobs and take pride in the true value they add to AIS.
The Project Management team is an internal advocate for our dealers from purchase order planning to punch lists. The team checks, tests and double checks all aspects of a project. They are the primary contact for our dealers from the inception to the completion of the project. With a combined over 100 years of experience in the office furniture industry, each member brings their unique experience to the team. One reason for the team’s success is the collaborative approach to process and risk mitigation.
AIS offers field services expertise for select installations. Field services conducts trainings for dealer installation teams on all AIS products. This department is on call 24/7. You can often find them “Facetiming” with installers to provide installation advice. For high profile projects, they can be on site to ensure the installation is successfully completed to end user’s specification.
Our customer service representatives (CSR) go above and beyond daily to make sure our customers are satisfied. A few examples are responding to phone calls and emails in less than 24 hours, working closely with production and monitoring progress to ensure a ship date is met and pulling parts needed off the factory floor to FedEx out to customers to ensure installations can be completed on time. This department works outside of normal business hours to ensure they are responding to inquiries and resolving issues within one day. This department provides our customers with a complete support system.
472
TAB 4 - Region 4 ESC Responses
iv. Describe the experience and qualification of key employees.
Nick Haritos, Executive Vice President of Sales &
Distribution
Nick joined AIS in January 2018. He leads all sales and distribution throughout North America. Haritos’ career spanning three decades in management and business development
includes more than 25 years in contract furniture, including 16 years with Haworth, most recently as vice president of sales and distribution covering a five-region territory stretching from New England to the Caribbean. Before Haworth, he served as senior vice president of sales for Office Environments of New England. The native New Englander earned a bachelor’s degree from Plymouth State University in New Hampshire and a master’s degree from Saint Michael’s College in Vermont. He earned a certificate in mediation from Woodbury College in Vermont and completed additional post-graduate work in alternative dispute resolution at Nova Southeastern University in Florida.
Tracy Reed, Vice President of Marketing
Tracy joined AIS in January 2017 as Marketing Vice President and brings over 20 years of vast industry experience to the role. Her strong understanding of dealer sales, product line management, marketing communications, and new product introductions ideally suit her as she leads AIS brand forward. Prior to joining the office furniture industry, she held various agency roles with Biggs- Gilmore Communications and led international product launches for Amway Corporation. Tracy hold a BBA and a BAS from Western Michigan University, and an MBA from Grand Valley State University.
Amy Transue, Director of Marketing and Strategic Resources Amy began her career with AIS in 2005. As AIS Director of Marketing & Strategic Resources, she leads marketing,
sustainability, bid opportunities, competitive strategies and forecasting. With her broad experience and holistic contract furniture industry experience, she provides leadership to the sales team with special projects and training. Through her acute market focus and creativity, she leads her team to deliver exemplary sales tools positioning AIS Best-In-Class. Transue holds a Bachelor of Science in Business Administration with a concentration in Management from Fitchburg State College.
473
TAB 4 - Region 4 ESC Responses
Helen Woods, Bid & Contract Specialist
Helen joined the AIS team in 2016, however she has
more than ten years of experience in the office furniture industry, six of which were focused on GSA bid and
contract response. With experience both from the
manufacturer and the dealer perspective in office
furniture design, management and sales, Helen is adept
in coordinating thorough, detailed responses to both commercial and government opportunities. With a background in design, Helen has an intimate understanding of furniture specification, configuration, space planning, and installation. Helen also contributes additional skills including communication with end-users, database maintenance and finance management to her role at AIS. She manages over 30 contracts including all GSA, Navy BPA, state and cooperative contracts. Helen has a Bachelor of Fine Arts degree in Interior Design as well as a Bachelor of Science degree in psychology.
v. Describe Offeror’s experience working with the government sector.
AIS’ GSA contract was awarded in 2000 and our Spiral III Navy BPA contract was awarded in 2017. Federal sales account for 10-15% of our overall sales. Our GSA sales for 2019 will exceed $11MM.
AIS has been elected to government offices across the count ry. Our success includes, but by no means limited to the following federal clients:
• Pentagon
• Consumer Products Safety Commission
• US Department of Defense
• US Department of Energy
• US Department of Navy
• Drug Enforcement Agency (DEA)
• National Guard
• NASA
• and more.
For over 20 years, the federal government has chosen AIS to meet their office furniture needs – and we’ve been honored to answer the call. For example, in 2001, right after 9/11, AIS was the chosen office furniture provider for the Pentagon. We d elivered faster than any manufacturer could delivering and installing over 2000 workstations in 30 days. Governments often have to react and respond quickly. And we do the same. Our products are high quality, lifetime guaranteed and manufactured 15 -20 da ys after we receive the order.
We meet tight deadlines and tough expectations.
Example of successful projects include the below.
474
TAB 4 - Region 4 ESC Responses
Sheppard Air Force Base Project
142 Matrix and Calibrate workstations
The new “80th Operations Group” sought office furniture with high environmental standards. AIS was selected for this project not only due to the company’s emphasis on environmentally -sound materials and lean manufacturing, but also our ability to provide a quality product at reasonable pricing.
U.S. Department Of Wildlife Project
300 Matrix workstations
The Southeast Region of the U.S. Fish and Wildlife Service covers 430,000 square miles. The Division of Realty is in the regional office headquarters located in Atlanta, GA, and is responsible for l and acquisition and all aspects of realty management on 128 national wildlife refuges and 19 fish hatcheries throughout the Southeast region. AIS’s Matrix was selected due to its ability to meet their strict technical specifications, product quality, short leadtimes and affordability.
Ft. Lewis Readiness Center Project
200 Matrix workstations
The “Joint Base Lewis-McChord Readiness Center” (JBLM) validates authority for personnel, administrative and medical readiness of JBLM soldiers and civilians, and designates ARNG and USAR soldiers in preparing for mobilization or deployment.
AIS was selected as part of a team to complete this project for its professional yet durable product.
Centers for Disease Control And Prevention Project
600 Matrix workstations
The CDC focuses on infectious diseases worldwide and acts as the single mouthpiece for the U.S. on diseases. The offices located in Hyattsville, MD are a regional headquarters for the agency based in Atlanta, GA. Housing 591 employees, the regional office will span four floors of a 10-story office building. The CDC selected Matrix because of the product’s flexibility, power and data management capabilities and the overall aesthetics.
vi. Describe past litigation, bankruptcy, reorganization, state investigations of entity or current officers and directors.
AIS has not and does not have any past litigation, bankruptcy, reorganization, state investigations of any current officers and directors.
475
TAB 4 - Region 4 ESC Responses
vii. Provide a minimum of 10 customer references relating to the products and services within this RFP. Include en tity name, contact name and title, contact phone and e mail, city, state, years serviced, description of services and annual volume.
viii. Provide any additional information relevant to this section.
No. Entity Contact Name Contact Title Contact Phone Contact Email Location of Entity Years
Served
Description of
Products/Services Annual Volume
1 Digital Credit UnionGayle Lombardi Director of Real Estate 800.328.8797 [email protected] New England 5 Aloft, Divi, Calibrate,
Devens seating Natick
seating, Grafton side
chairs, Stow chairs, Day- $ 350,000.00
2 Ahold
Leslie
Weatherbie
MGR NFR CapEx
Sourcing 207.885.2528
Leslie.Weatherbie@Retail
BusinessServices.com
Quincy MA, Eastern
Seaboard 10
Oxygen, Aloft, Calibrate,
Day-to-Day Tables, Stow
seating, Bolton seating,
Devens seating and Natick $ 600,000.00
3 Fidelity National
Financial
Vanessa
Proudfoot Sourcing Manager, AVP904.854.8904 [email protected], FL 4 Divi, Matrix, Calibrate, Day-
to-Day Tables, Stow
chairs, Bolton seating,
Devens seating and Natick $ 1,000,000.00
4 Delta Dental Ryan Carlson Account Executive 952.925.7543 [email protected] Minneappolis, Bemidji 1 Systems, Seating, Tables & Casegoods $ 1,000,000.00 5 Altamed Health
Services
Corporation Gustavo Avelar Purchasing Manager
323.722.8300
x261 [email protected]
Various – HQ at 2040
Camfield Ave. Los
Angeles, CA 90040 10
Primarily Matrix. We
provide workstations for
clinics and administrative
spaces. Clinics are
typically 50 workstations
and the administrative
projects can be
approximately 350
workstations. Currently
completing a $700,000 net
Matrix installation. $ 2,500,000.00
6 USI Insurance
Services Patti Vreeland
Vice President,
Corporate Real Estate
& Procurement USI
Insurance Services 914.749.8548 [email protected] Valhalla, NY 8 USI is standardized on
Divi with Calibrate, LB
Lounge and Day-to-Day
Tables. $ 3,000,000.00
7 PVH Corp. Bryan Duggan VP Facilities 908.698.6525 [email protected] New York, New York 6 To date 1200 Matrix
stations with Calibrate
Storage and 200 Oxygen
stations with Calibrate $ 1,500,000.00
8 City Bank Brian Kimberly Facilities Manager 806.792.7101 [email protected] Lubbock, TX 4 Divi workstations $ 75,000.00 9 Virginia
Department of
Environmental
Quality Jay Gutshall
General Services
Manager 804.698.4402 [email protected]
1111 East Main Street,
Richmond, VA 23219 2
Divi workstation, Paxton
side chairs and
conference/training tables $ 1,050,000.00
10 Pentagon Federal
Credit Union Raghu Babu Director of Construction 571.328.2625 [email protected] Multiple national locations 2 Divi workstations,
Calibrate, Seaitng and
Tables $ 1,000,000.00
476
TAB 4 - References
No. Entity Contact Name Contact Title Contact Phone Contact Email Location of Entity Years
Served
Description of
Products/Services Annual Volume
1 Digital Credit Union Gayle Lombardi Director of Real Estate 800.328.8797 [email protected] New England 5 Aloft, Divi, Calibrate, Devens
seating Natick seating,
Grafton side chairs, Stow
chairs, Day-to-Day Tables $ 350,000.00
2 Ahold
Leslie
Weatherbie
MGR NFR CapEx
Sourcing 207.885.2528
Leslie.Weatherbie@RetailBu
sinessServices.com
Quincy MA, Eastern
Seaboard 10
Oxygen, Aloft, Calibrate,
Day-to-Day Tables, Stow
seating, Bolton seating,
Devens seating and Natick $ 600,000.00
3 Fidelity National
Financial
Vanessa
Proudfoot Sourcing Manager, AVP 904.854.8904 [email protected] Jacksonville, FL 4 Divi, Matrix, Calibrate, Day-
to-Day Tables, Stow chairs,
Bolton seating, Devens
seating and Natick seating $ 1,000,000.00
4 Delta Dental Ryan Carlson Account Executive 952.925.7543 [email protected] Minneappolis, Bemidji 1 Systems, Seating, Tables & Casegoods $ 1,000,000.00 5 Altamed Health
Services
Corporation Gustavo Avelar Purchasing Manager
323.722.8300
x261 [email protected]
Various – HQ at 2040
Camfield Ave. Los Angeles,
CA 90040 10
Primarily Matrix. We provide
workstations for clinics and
administrative spaces.
Clinics are typically 50
workstations and the
administrative projects can
be approximately 350
workstations. Currently
completing a $700,000 net
Matrix installation. $ 2,500,000.00
6 USI Insurance
Services Patti Vreeland
Vice President, Corporate
Real Estate &
Procurement USI
Insurance Services 914.749.8548 [email protected] Valhalla, NY 8 USI is standardized on Divi
with Calibrate, LB Lounge
and Day-to-Day Tables. $ 3,000,000.00
7 PVH Corp. Bryan Duggan VP Facilities 908.698.6525 [email protected] New York, New York 6 To date 1200 Matrix stations
with Calibrate Storage and
200 Oxygen stations with
Calibrate Storage installed. $ 1,500,000.00
8 City Bank Brian Kimberly Facilities Manager 806.792.7101 [email protected] Lubbock, TX 4 Divi workstations $ 75,000.00 9 Virginia Department
of Environmental
Quality Jay Gutshall
General Services
Manager 804.698.4402 [email protected]
1111 East Main Street,
Richmond, VA 23219 2
Divi workstation, Paxton
side chairs and
conference/training tables $ 1,050,000.00
10 Pentagon Federal
Credit Union Raghu Babu Director of Construction 571.328.2625 [email protected] Multiple national locations 2 Divi workstations, Calibrate,
Seaitng and Tables $ 1,000,000.00
1 of 1 477
TAB 5 - Region 4 ESC Responses
d) Value Add
i. Provide any additional information related to products and services Offeror proposes to enhance and add value to the Contract.
AIS value add capabilities include:
• AIS is an award-winning lean manufacturer. Our manufacturing excellence sets us apart from the competition. By implementing innovative lean production methods, we are able to build superior product at a lower cost than the competition.
• Vast dealer network of over 1000 dealers.
• AIS uses IMOS, SolidWorks and woodCAD|CAM software. We were able to set up a very efficient system using the latest technology capable of doing production manufacturing that is also very flexible for custom. We have the ability to stretch products, add shelves and do all sorts of other things our customers request. By embracing technology and not having the layers other manufacturers have for a company structure. All our products are designed in-house by a small on-site team and this allows us to get to the market a lot faster than other manufacturers.
• AIS universalizes products maybe a lot more than the other manufacturers do. We can use the same pedestal in all of our different laminate case goods lines as opposed to having a more designed conceptual product that requires multiple SKUs and multiple disciplines for manufacturing. The variety and the speed with which we can design and manufacture product using this very consistent product is what our customers are requiring right now.
• AIS has a flat organizational structure, what we mean by this is that we do not need to go through each level of management to get things done. AIS is a very “get it done” type of company. Our customer service team is empowered by management to do what it takes to get things done. We also understand the urgency when a customer calls with an issue or a question.
We feel that we can manage the customer’s account easily within the first three tiers (Customer Service Representative, Manager of Customer Service, OEM Contract Administrator). But also know our entire team is behind the Region 4 ESC contract and ready to support the needs of all Region 4 ESC customers.
• Our employees make a difference. In a sense our employees are all entrepreneurs and self-motivated. We are up for each challenge presented to us. Because of the very few layers of management at AIS, our people can do their jobs and take pride in the true value they add to AIS. Many of AIS employees work outside of normal working hours of Monday through Friday, 8:00am – 5:00pm EDT. All employees have customer satisfaction as a driving force.
• Our specification department made up of 15 designers across the United 478
TAB 5 - Region 4 ESC Responses
States that work from an online queue offering two main services; design checks and specification requests. This department also facilitates rendering requests, product specification support and mock-up/showroom reviews to ensure our products are showcased in the best way.
• The Project Management team is an internal advocate for our dealers from purchase order planning to punch lists. The team checks, tests and double checks all aspects of a project. They are the primary contact for our dealers from the inception to the completion of the project. With a combined over 100 years of experience in the office furniture industry, each member brings their unique experience to the team. One reason for the team’s success is the collaborative approach to process and risk mitigation.
• AIS offers field services expertise for select installations. Field services conducts trainings for dealer installation teams on all AIS products. This department is on call 24/7. You can often find them “Facetiming” with installers to provide installation advice. For high profile projects, they can be on site to ensure the installation is successfully completed to end user’s specification.
• AIS offers the best lead times in the industry and 75% of our products ship in two (2) weeks or less. If successful as a vendor partner, we will provide key internal contacts form our customer service and project management teams that can expedite emergency orders. If all the components of the emergency order are stock items, we can typically respond in less than two (2) weeks or even shorter depending on the products specified.
• Freight costs are included for seating product category.
• Commitment to social responsibility with our many sustainable practices.
AIS has partnered with ANEW to provide a take-back solution for surplus office furniture and materials. This partnership provides AIS clients with a means to repurpose their furniture, fixtures and architectural materials, diverting the items from landfill. All captured materials are donated to public agencies and charities within a 50 mile radius, benefiting the local communities to which the furniture resided.
3. Competitive Range: It may be necessary to establish a competitive range. Factors from the predetermined criteria will be used to make this determination. Responses not in the competitive range will not receive further award consideration. Region 4 ESC may determine establishing a competitive range is not necessary.
4. Past Performance: An Offeror’s past performance and actions are relevant in determining whether or not the Offeror is likely to provide quality goods and services; the administrative aspec ts of performance; the Offeror’s history of reasonable and cooperative behavior and co mmitment to customer satisfaction; and generally, the Offeror’s businesslike concern for the interests of the customer may be taken into consideration when evaluating p roposals, a lthough not spec ifically mentioned in the RFP.
5. Additional Investigations: Region 4 ESC reserves the right to make such additional investigations as it deems necessary to establish the capability of any Offeror. 479
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Authorized Dealers
Dealer Company Name City State
AMJ Campbell Vanlines (Edmonton) Edmonton AB
AMJ Office Interiors (Calgary) Calgary AB
Indoff (Edmonton) Edmonton AB
Office Concepts Incorporated (AB) Calgary AB
RGO Office Products Edmonton AB
Solutions Business Interiors Edmonton AB
Stor Office Furniture Calgary AB
AA-K Business Environments, Inc. Anchorage AK
Alabama Contract Sales, Inc. Auburn AL
A-Z Office Resource, Inc (AL1) DBA West Business Interiors Madison AL B & L Associates, Inc Montgomery AL
Bruce Office Supply and Furniture Birmingham AL
Burgess Commercial Interiors Birmingham AL
Business Interiors (AL) Birmingham AL
Cox Commercial Interiors Birmingham AL
DeKalb Office (AL) Birmingham AL
Facilities Resource Group, Inc. Spanish Fort AL
Indoff (AL2) Birmingham AL
Indoff (AL5) Birmingham AL
Indoff (AL7) Decatur AL
Innerspaice Architectural Interiors - North Birmingham AL Innerspaice Architectural Interiors - South Mobile AL
Interior Elements, LLC - Birmingham Birmingham AL
Klein Enterprises, LLC Montgomery AL
Kyle Office Solutions Tuscaloosa AL
Kyser OfficeWorks Inc. Montgomery AL
McAleer's Office Furniture Mobile AL
OEC (Mobile) Mobile AL
OFCworkscapes Pelham AL
Office Environments, Inc. (AL) Birmingham AL
Office Interiors By Osco Inc. Decatur AL
Printers & Stationers, Inc Florence AL
Red Rhino Office Tuscaloosa AL
Southeast Distribution Services, DBA Business Environment Birmingham AL Spur Plantation, LLC Montgomery AL
Workspace Interiors LLC Mobile AL
Division 12 Consulting Birmingham AL
Burris, Inc. Russellville AR
Cousins Office Furniture Rogers AR
Indoff (AR4) Bentonville AR
Indoff (AR5) Maumelle AR
Innerplan Office Interiors North Little Rock AR
JMP Industries Inc. d/b/a Allied Corporate Furniture Jonesboro AR LaHarpe's Little Rock AR
Norman Co. Ft. Smith AR
Southern Office Services, Inc Little Rock AR
Pettus Office Products (Little Rock) Little Rock AR
Arizona School Furnishings Phoenix AZ
Creative Office Solutions (AZ) Phoenix AZ
Elontec Phoenix AZ
Facilitec Inc. (AZ) Phoenix AZ
Faciliteq (AZ) Tempe AZ
FineWal Office Solutions Phoenix AZ
Furniture Resource & Design, LLC Chandler AZ
Interior Solutions of Arizona, LLC Phoenix AZ
JKaiser Workspaces, LLC Tucson AZ
Tucson Business Interiors, Inc. Tucson AZ
Brooks Corning Company, Ltd. Vancouver BC
Canada Chairlines Ltd Vancouver BC
Encore Office Interiors Maple Ridge BC
Heritage Office Furnishings Vancouver BC
M & E Business Furnishings Port Coquitlam BC
Westport Group Vancouver BC
2010 Office Furniture Inc South El Monte CA
1 of 17 508
Authorized Dealers
Dealer Company Name City State
Affordable Office Furniture Yuba City CA
All Systems Go Furniture, Inc. Escondido CA
Alternative Workspace Solutions, LLC Gilroy CA
BBI Interiors Costa Mesa CA
Better Source Liquidators, LLC Campbell CA
Blaisdell's Business Products Oakland CA
CA Office Interiors Cerritos CA
Caliber Office Furniture, LLC Redding CA
CDS Office Interiors, LLC Irvine CA
CN School & Office Solutions, Inc. Corona CA
Contract Interior Consultants, Inc. Santa Ana CA
Contract Office Group San Jose CA
CORE Business Interiors Fresno CA
Corporate Design Group, Inc. Roseville CA
Corporate Furniture Solutions San Jose CA
Corporate Modular Services Inc. Orange CA
COV Workplace Interiors Poway CA
COV Workplace Interiors (Fullerton) Fullerton CA
Cov Workplace Interiors (San Leandro) San Leandro CA
Cultura San Diego CA
Durst Contract Interiors Stockton CA
Esplanade Office Chico CA
Executive Business Products (CA) Fresno CA
FMI Office Space Development, LLC Commerce CA
Gazor Group, Inc. San Francisco CA
General Business Projects dba CoDesign San Francisco CA Global Concepts Carmel Valley CA
Hamel School Outfitters, Inc Murrieta CA
Hoovers Commercial Services, Inc. dba Be. Workplace Design Concord CA Indoff (CA10) Bakersfield CA
Indoff (CA46) Hanford CA
Indoff (CA48) Lake Elsinore CA
Indoff (CA49) Chula Vista CA
Indoff (CA50) Saratoga CA
Indoff (CA51) Benicia CA
Indoff (CA52) Santa Ana CA
Indoff (CA53) Campbell CA
Indoff (CA54) Martinez CA
Indoff (CA6) Orange CA
Innovative Commercial Environments (ICE) San Diego CA
Innovative Office Solutions - Anaheim Anaheim CA
Inside Source, Inc. San Carlos CA
Integrated Office Interiors (CA1) Watsonville CA
Interior Office Systems, Inc. (Thousand Oaks) DBA Spear Enterprises Thousand Oaks CA Interior Resources 2 Rancho Santa MargaritaCA
Interiors Incorporated Santa Rosa CA
KBM-Hogue San Jose CA
Key International, Inc. (CA) Gardena CA
Marsha Jurasin & Associates Burlingame CA
MCI Workplace Solutions Inc. Hayward CA
MG West (CA1) San Francisco CA
Northern Office Products And Office Furniture El Centro CA NRS Inc. Pomona CA
Nuspace Corporate Interiors Campbell CA
Pacific Office Interiors (POI) Agoura Hills CA
Palace Business Solutions Santa Cruz CA
PeopleSpace (Irvine) Irvine CA
PeopleSpace (Los Angeles) Los Angeles CA
Poletti Associates, Inc. Woodside CA
Professional Modular Installations, LLC Corona CA
Seats and Stations Roseville CA
Shore Total Office San Diego CA
Sierra School Equipment Bakersfield CA
SLM Contract Furniture San Diego CA
2 of 17 509
Authorized Dealers
Dealer Company Name City State
SourceOne Office Products Santa Fe Springs CA
Strategic Furniture Group dba Group Vivo Torrance CA
Systems Source, Inc Newport Beach CA
Tab Products (CA) San Francisco CA
The Office City Redwood City CA
Top Drawer Design Mission Viejo CA
Total Corporate Solutions Torrance CA
Total Office Calexico CA
Totalplan Business Interiors, Inc. Riverside CA
Unilav Los Angeles CA
Unisource Solutions (Hayward) Hayward CA
Unisource Solutions (Pico Rivera) Pico Rivera CA
Veterans Interiors Solutions San Jose CA
Western Contract Furnishers Rancho Cordova CA
Workspace Connexions San Jose CA
A&J Commercial Interiors Windsor CO
Affordable Moving Centennial CO
Blue Skies Furniture LLC Colorado Springs CO
Boulder Commercial Interiors Boulder CO
Broxton Design & Development, Inc. Denver CO
Canter Lakewood CO
Caribou Venture Group, LLC Longmont CO
Desks Incorporated Denver CO
Elontec (CO) Centennial CO
Government Contract Sales, Inc Lakewood CO
ICE3D Greenwood Village CO
Indoff (CO11) Golden CO
Indoff (CO12) Littleton CO
Indoff (CO13) Boulder CO
Indoff (CO14) Denver CO
Indoff (CO15) Castle Rock CO
Indoff (CO16) Golden CO
Interior Concepts Denver CO
Merchants Office Furniture Denver CO
Office Interiors Denver Westminster CO
Office Outfitters & Planners Grand Junction CO
OfficeScapes (CO1) Denver CO
OfficeScapes (CO2) Colorado Springs CO
OfficeScapes (CO3) Fort Collins CO
Pear Workplace Solutions Denver CO
Piedmont Office Suppliers (CO) Aurora CO
Q+E Design Source (CO) Denver CO
RMRM Inc. Business Environments Colorado Springs CO
SameDay Office Supply Louisville CO
Springhaus Design Timnath CO
Workplace Partners Fort Collins CO
Workspace Elements DBA Workspace Innovations Fort Collins CO Arenson Office Furnishings (CT) Stamford CT
Corporate Office Specialists West Hartford CT
Creative Office Interiors Hartford CT
DeClercq Office Group (DOG) Hamden CT
Indoff (CT1) Trumbull CT
Insalco Corporation Wallingford CT
Jefferson Group, LLC Stamford CT
John Watts Associates Hartford CT
OFI (Newington) Newington CT
People Places and Spaces, LLC West Hartford CT
Red Thread (CT) East Hartford CT
Robert H. Lord Company Manchester CT
Strategic Spaces LLC (CT) Trumbull CT
Suburban Inc. Middletown CT
Trademark Corporate dba Adform Manchester CT
W.B. Mason (E. Windsor) E. Windsor CT
W.B. Mason (Hamden) Hamden CT
3 of 17 510
Authorized Dealers
Dealer Company Name City State
W.B. Mason (Norwalk) Norwalk CT
W.B. Mason (Old Lyme) Old Lyme CT
Workspace Consulting Group Stamford CT
EvensonBest, LLC (DC) Washington DC
MOI (VA1) Washington DC
Peabody Office Furniture (DC) Washington DC
Price Modern of DC (MD3) Washington DC
The Forum Washington DC
W.B. Mason (DE) Newark DE
Haworth NOLA Mexico City DF
Planeacion, Ambientacion Y Proyectos, S.A. de C.V. - Mexico City Mexico City DF Moduloffice Santo Domingo DN
Muebles Omar, S.A. Santo Domingo DR
A to Z Furnishings Pensacola FL
Accent Office Interiors Tallahassee FL
Advanced Furniture Solutions Jacksonville FL
All American Office Furniture Fort Myers FL
Apricot Office Furniture Miami Gardens FL
B & B Furniture Concepts Melbourne FL
Boca Office Furniture, LLC. Boca Raton FL
Business Interior Group, Inc DeBary FL
Business Office Systems (Lake Mary) Lake Mary FL
Business Resource, Inc. Sarasota FL
Center Line Associates, LLC Fort Walton Beach FL
Central Florida Office Supply Gainesville FL
CK Office Designs Coral Springs FL
Commercial Design Services, Inc. (Jacksonville) Jacksonville FL Commercial Design Services, Inc. (Orlando) Altamonte Springs FL Commercial Design Services, Inc. (Tallahassee) Tallahassee FL Commercial Design Services, Inc. (Tampa) Tampa FL
Commercial Works (FL) Orlando FL
Contract Furniture Options LLC Jacksonville FL
Corporate Design Choice, Inc. Miami FL
Empire Office (FL) Hollywood FL
Empire Office (FL2) Tampa FL
Empire Office (FL3) Orlando FL
Ernie Morris Enterprises, Inc. Bushnell FL
Florida Business Interiors - Tampa Tampa FL
Florida Office Interiors Jacksonville FL
Global Commercial Furnishings, Inc. Wellington FL
HiTouch Business Services - Jacksonville Jacksonville FL HiTouch Business Services - Tampa Tampa FL
Indoff (FL11) Pembroke Pines FL
Interior Contract Services, Inc. Orlando FL
Interior Fusion - Jacksonville Jacksonville FL
Interior Fusion LLC St Petersburg FL
JC White Architectural - Miramar Miramar FL
M Hanson and Company, Inc. Fort Lauderdale FL
Modular Office Environments, Inc Oakland Park FL
New Studio, LLC Boca Raton FL
OEC (Pensacola) Pensacola FL
Office Dimensions, Inc. Miami FL
Office Environments & Services (OE&S) Jacksonville FL
Office Environments, Inc. (FL2) Pensacola FL
Office Furniture & Design Concepts Ft Myers FL
Office Furniture Solutions of Florida, LLC Pompano Beach FL Office Liquidation Inc. Orlando FL
Office ReWorks, Inc. Pompano Beach FL
Office Worx, Inc. Oldsmar FL
OfficeFurniture4Sale Hialeah FL
Perdue Office Interiors Jacksonville FL
Pradere Manufacturing Hialeah Gardens FL
RKR & Associates, LLC Ocala FL
Suddath Office Solutions Jacksonville FL
4 of 17 511
Authorized Dealers
Dealer Company Name City State
The CI Group Jacksonville FL
The CI Group - Boca Raton Boca Raton FL
W.B. Mason (FL) Orlando FL
Workspace2/Integrated Furniture Solutions Palm Harbor FL Wrk Lab, Inc. Doral FL
5 Star Office Furniture, Inc Avondale Estates GA
Atlanta Business Products Inc. Atlanta GA
Atlanta Office Center Atlanta GA
Atlanta Office Furniture Norcross GA
Atlanta Office Liquidators Inc. Atlanta GA
Barth Associates Kennesaw GA
Best Office Solutions Waynesboro GA
Business Environments (GA) Atlanta GA
Business Transition 360 Dacula GA
Carrollton Office Equipment Company, Inc. Carrollton GA Cessi Ergonomics Atlanta GA
Classic Office Interiors Norcross GA
Consultants & Builders, Inc Duluth GA
Contract Business Interiors, Inc. East Point GA
Creative Office Design, Inc (GA) Dunwoody GA
CWC, LLC Atlanta GA
Design Management Associates, Inc. Kennesaw GA
Diversified Resource Group Norcross GA
Envision Office Solutions Milton GA
Fens Associates (GA) Alpharetta GA
Franklin McNeal, Ltd. Atlanta GA
Indoff (GA5) Oxford GA
Indoff (GA6) Fayetteville GA
Indoff (GA7) Macon GA
Indoff (GA8) Woodstock GA
Johnson's Office Solutions, Inc. Hazlehurst GA
Loy's Office Supply LaGrange GA
Malone Office Environments Columbus GA
Mason, Inc. Thunderbolt GA
McGarity's Business Products Gainesville GA
Metro Commercial Furniture Dallas GA
Modern Business Systems, Inc. (GA) Augusta GA
MOFCO-LLC Atlanta GA
Nowak Office Solutions Canton GA
Office Furniture Resources Norcross GA
Office Images, Inc Roswell GA
Office Interiors (GA) Atlanta GA
Panel Systems Unlimited Tucker GA
Pure Office Environments Peachtree Corners GA
R3 Office Solutions Lawrenceville GA
Sheffield Office Products Duluth GA
Source America Douglasville GA
TurnerBoone Contract Atlanta GA
Weinberger's Business Interiors Augusta GA
OnPointe Atlanta, LLC Suwanee GA
Infinium Interiors, Inc. Honolulu HI
Office Furniture Solutions (HI) Aiea HI
The Systemcenter, Inc. Honolulu HI
Beirman Furniture Urbandale IA
Indoff (IA9) Altoona IA
Saxton Des Moines IA
Triplett Office Essentials Corporation Des Moines IA
Business Interiors of Idaho Boise ID
Complete Office (ID) Boise ID
Idaho Correctional Industries Boise ID
Office Environment Co. Boise ID
Workspace Concepts Nampa ID
Affordable Office Interiors - Roselle Roselle IL
APEX Design Build Rosemont IL
5 of 17 512
Authorized Dealers
Dealer Company Name City State
Applied Ergonomics Skokie IL
Axios Office Solutions Inc. Mokena IL
Business Office Systems - Carol Stream Carol Stream IL
Business Office Systems - Chicago Chicago IL
Everything Division 12, Inc Chicago IL
Forward Space Chicago IL
Illini Supply, Inc. Forsyth IL
Indoff (IL2) Carmel IL
Indoff (IL3) Chicago IL
Indoff (IL5) Alhambra IL
Indoff (IL6) Chatham IL
Kayhan International Schaumburg IL
Kentwood Office Furniture (IL) Lombard IL
Key Interior Design Lombard IL
Louer Facility Planning, Inc. Collinsville IL
Office Revolution, LLC Bannockburn IL
Rightsize Facility Performance Chicago IL
SEAATS Chicago IL
Terrace Interiors Inc Lisle IL
Advanced Office Logistics Indianapolis IN
Baker Street Office Furnishings Ft. Wayne IN
Business Furniture Specialists, Inc. (dba Business Environments) Evansville IN Business Furniture, LLC (Indianapolis) Indianapolis IN
Commercial Office Environments Indianapolis IN
Commercial Works (IN) Indianapolis IN
Complete Office Supply Indianapolis IN
Corporate Design, Inc. Evansville IN
d2p Indianapolis IN
ESP Business Furnishings Indianapolis IN
Indoff (IN5) Mitchell IN
Indoff (IN6) Layfayette IN
Indoff (IN7) Chesterton IN
iSpace Office Interiors Indianapolis IN
Jack Laurie Business Furniture Fort Wayne IN
Kentwood Office Furniture - Indianapolis Indianapolis IN Office Installation Services, Inc. Indianapolis IN
Premier Furnishing Solutions Newburgh IN
RJE BUSINESS INTERIORS Indianapolis IN
Benson Method, LLC Overland Park KS
Indoff (KS7) Girard KS
Key Office Products (KS) Dodge City KS
Pure Workplace Solutions Prairie Village KS
Quality Interiors Group Overland Park KS
United Office Products Olathe KS
Commercial Works (KY1) Louisville KY
Hosea Project Movers Covington KY
KDA Office Furniture Solutions Lexington KY
Luckett & Farley Procurement, LLC Louisville KY
Office Resources Inc. Louisville KY
The RCF Group (KY) Louisville KY
Associated Office Systems (AOS) NEW ORLEANS LA
B & B Enterprises of Lafayette, LLC Lafayette LA
Frost-Barber, Inc. Baton Rouge LA
GBP Direct Kenner LA
General Office Supply (LaFayette) LaFayette LA
KV Workspace, LLC Mandeville LA
Lake Charles Office Supply Lake Charles LA
Modern Market New Orleans LA
MyOfficeProducts (LA) Harahan LA
Pettus Office Products (Bossier City) Bossier City LA
Pettus Office Products (Monroe) Monroe LA
Sayes Office Supply Alexandria LA
B2B Holdings, Inc. d/b/a Alpha Office Furniture Uxbridge MA BBE Office Interiors Pittsfield MA
6 of 17 513
Authorized Dealers
Dealer Company Name City State
Broadway Office Interiors Springfield MA
Chuck Marshall Boston MA
Environments at Work Boston MA
Facility Management Consultants Boston MA
Fens Associates (MA) Groveland MA
Ideal Office Solutions Methuen MA
J&J Moving Installing and Storage Inc. Seekonk MA
Key Office Interiors Boston MA
Legacy Office Solutions Milford MA
Lexington Group West Springfield MA
National Premier Partner (Corporate) Newton MA
Office Concepts, Inc. (MA) Beverly MA
Office Resources (MA) Boston MA
Peabody Office Furniture Boston MA
Red Thread Boston MA
Red Thread (MA2) Marlborough MA
Resources for Office Interiors Sudbury MA
ROI Industries Fitchburg MA
Strategic Space Boston MA
Tactical Office Solutions (MA) Haverhill MA
The M1 Project Boston MA
W.B. Mason (Greenfield) Greenfield MA
W.B. Mason (Hyannis) Hyannis MA
W.B. Mason (Worcester) Worcester MA
W.B. Mason Co., Inc (Woburn) Woburn MA
W.B. Mason Co., Inc. (Boston) Boston MA
W.B. Mason Co., Inc. (Brockton) Brockton MA
W.B. Mason Co., Inc. (Framingham) Framingham MA
Wayfair - Online Furniture Boston MA
Wayfair - Projects Boston MA
Workplace Resource Worcester MA
Office Outlets LLC Arnold MD
Anthony Allan Office Furnishings Winnipeg MB
American Design Associates Baltimore MD
Business Interiors & Design, Inc. Damascus MD
Contract Furniture Options, Inc. (MD) Bethesda MD
Contract Interior Services, Inc. Annapolis MD
Dancker, Sellew & Douglas (Baltimore) Baltimore MD
Dancker, Sellew & Douglas (Capitol Heights) Capitol Heights MD Enterprise Furniture Consultants - EFC Baltimore MD
Glover Furniture & Design Group, Inc Towson MD
HiTouch Business Services - Maryland Annapolis Junction MD Impact Office Beltsville MD
Interior Resource Group, Inc. Owings Mills MD
Lewis Stevenson Office Solutions (MD) Nottingham MD
Mark Downs 2.0, Inc. Cockeysville MD
Martek Global Services, Inc. Bethesda MD
MOI (MD1) Baltimore MD
National Harbor Interiors National Harbor MD
Price Modern of Washington (MD2) Lanham MD
Price Modern, LLC Baltimore MD
W.B. Mason (MD) Columbia MD
Washington Office Interiors, LLC Silver Spring MD
wurkSPACE Baltimore MD
Maine Business Furniture, Inc. Westbrook ME
Office Resources (ME) Portland ME
Red Thread (ME) Westbrook ME
Tab Office Systems, Inc (ME1) Saco ME
W.B. Mason (ME1) Portland ME
Affordance Office Environments Warren MI
AIREA Inc. Southfield MI
DBI Business Interiors, Inc. Lansing MI
Indoff (MI3) Grand Rapids MI
Interphase Interiors Grand Rapids MI
7 of 17 514
Authorized Dealers
Dealer Company Name City State
ISCG Royal Oak MI
Jones Office Interiors Ann Arbor MI
Kentwood Office Furniture LLC Grand Rapids MI
Metro Office Environments, Inc. Warren MI
Michigan Office Environments Kalamazoo MI
Office Express Troy MI
Rightsize Facility Performance (MI) Southfield MI
SBD Commercial Interiors Grass Lake MI
SPACE, Inc. Midland MI
SpaceCare Interiors Berkeley MI
Standard Office Supply (MI) Port Huron MI
The Office Connection Farmington Hills MI
The Office Supply Guys Madison Heights MI
UP Office Furnishings, Inc Iron Mountain MI
Wolverine Office Interiors Ann Arbor MI
Form and Function Bay City MI
Kelly Hansen Interiors DBA Mid-Michigan Commercial Interiors Howell MI Pinnacle Design Saginaw MI
The Office Shop Aitkin MN
Great Journey West, LLC Saint Charles MO
Indoff (KS8) Kansas City MO
Indoff (MO9) Maryland Heights MO
The Maurer Group LLC, dba Interior Planning Associates Saint Louis MO Alternative Business Furniture, Inc. Eden Prairie MN
Brooks Office Interiors, Inc. Minneapolis MN
Fluid Interiors Minneapolis MN
General Office Products Co. Minneapolis MN
Ideal Commercial Interiors New Hope MN
iSpace Minneapolis MN
Northern Business Products St. Cloud MN
Spectrum Interiors Burnsville MN
Tuohy Furniture Chatfield MN
Turner Office Resources Shoreview MN
Affinity Office Furniture Columbia MO
Color Art Office Interiors, Inc. St. Louis MO
Commercial Interior Services of St Louis Saint Peters MO Contract Furnishings (MO) Kansas City MO
encompas Kansas City MO
Indoff (GA9) St. Louis MO
Indoff (MO10) Springfield MO
Indoff (MO8) Springfield MO
Interior Dimension, Inc. Nixa MO
NewSpace Business Interiors St. Louis MO
Olson Office LLC Independence MO
Professional Office Environments Maryland Heights MO
Trilogie LLC Kansas City MO
Business Interiors (MS) Ridgeland MS
Commercial Business Interiors Hattiesburg MS
Gulf Copy Systems Gulfport MS
Indoff (MS1) Jackson MS
Interior Elements, LLC Ridgeland MS
Kimbrell Office Supply Co., Inc. Natchez MS
OEC (Gulfport) Gulfport MS
Office Furniture Solutions (MS) Gulfport MS
Sullivan's Office Supply (MS) Starkville MS
Whittington Office Furniture Tupelo MS
360 Office Solutions Billings MT
Office Solutions & Services Missoula MT
Western Office Equipment Great Falls MT
All American Office Solutions Raleigh NC
Bumbarger's, Inc Hickory NC
Business Furniture Solutions (NC) Greensboro NC
Carolina Office Exchange Raleigh NC
Commercial Works (NC1) Charlotte NC
8 of 17 515
Authorized Dealers
Dealer Company Name City State
Commercial Works (NC2) Morrisville NC
Connecting Elements, Inc. Charlotte NC
Contract Business Solutions, Inc Winston Salem NC
Corporate Interiors & Sales, Inc. Fayetteville NC
Edge Office Raleigh NC
FSI Inc. (NC) Charlotte NC
FSI Office Charlotte NC
Furniture Solutions Plus / Piedmont Facilities Services Winston Salem NC HICAPS Inc. Greensboro NC
Indoff (NC12) Greensboro NC
Indoff (NC14) Charlotte NC
Indoff (NC19) Sneads Ferry NC
Indoff (NC20) Charlotte NC
Indoff (NC21) Greensboro NC
Indoff (NC4) Wilmington NC
Indoff (NC8) Raleigh NC
Indoff (NC9) Zebulon NC
Indoff Western NC Chandler NC
Institutional Interiors Inc. (Raleigh) Raleigh NC
J. Morgan Design Associates, Inc. Greenville NC
Lake Norman Office Furniture Huntersville NC
National Contract Furniture Raleigh NC
Office Furniture Concepts, Inc. Wilkesboro NC
Office Interior Systems, LLC Chapel Hill NC
Piedmont Office Supplies (NC) Greensboro NC
PMC Commercial Interiors (Charlotte) Charlotte NC
PMC Commercial Interiors (Morrisville) Morrisville NC
Professional Business Interiors Asheville NC
RE Workspaces (Rivers Edge NC) Winston-Salem NC
Stephens Office Systems, Inc. Charlotte NC
ValueBiz Charlotte NC
Veteran Office Design Charlotte NC
Christianson's Business Furniture Plus Fargo ND
Hannahers Fargo ND
Rough Rider Industries / State of North Dakota Bismarck ND Bold Office Solutions Omaha NE
Indoff (NE2) Omaha NE
Indoff (NE5) Omaha NE
Pay-LESS Office Products Omaha NE
Sheppards Business Interiors (Omaha) Omaha NE
Provision Workspaces Salem NH
Interior Innovations Syracuse NY
Tech Valley Office Interiors New York NY
Element Portsmouth NH
Joe's Discount Office Furniture Salem NH
Office Interiors ltd Dover NH
Office Resources (NH1) Manchester NH
Office Resources (NH2) Portsmouth NH
Red Thread (NH2) Manchester NH
Re-Source Office Furniture Salem NH
W.B. Mason (NH) Manchester NH
Allstate Office Interiors, Inc. Robbinsville NJ
ARD Facilities Management Group LLC DBA Paramount Branchburg NJ Arenson Office Furnishings (NJ) Woodbridge NJ
Bellia Office Furniture Woodbury NJ
Commercial Furniture Interiors, Inc. Mountainside NJ
Complete Furniture Solutions Tinton NJ
County Business Systems Pennington NJ
Dancker, Sellew & Douglas (NJ1) Somerville NJ
Design Alternatives Scotch Plains NJ
Focus Interior Products LLC Berkeley Heights NJ
Furniture Consultants (NJ) Morristown NJ
FurniturePlan, Inc Cream Ridge NJ
Glenwood Office Furniture (NJ2) Hillside NJ
9 of 17 516
Authorized Dealers
Dealer Company Name City State
HiTouch Business Services (NJ) SADDLE BROOK NJ
JC Office Consultants Somerville NJ
Jey Furniture LLC Lakewood NJ
K Offices Manalapan NJ
KAD Associates Woodbridge NJ
Lisa Fairclough Enterprises Newton NJ
M C Office Furniture, Inc Maplewood NJ
M2 Enterprises Mine Hill NJ
Millennium Office Solutions Orange NJ
Next Generation Interiors Dover NJ
Next Office Furniture KENILWORTH NJ
Nickerson Corporation (NJ) Union Beach NJ
NJ Office Furniture Depot Monroe NJ
Palazzo Interiors Titusville NJ
PTI Office Furniture Ridgefield NJ
W.B. Mason (NJ1) Secaucus NJ
W.B. Mason (NJ2) Egg Harbor Township NJ
W.B. Mason (NJ3) Cranbury NJ
W.B. Mason (PA1) Bellmawr NJ
W.S. Goff Company Inc. Mays Landing NJ
WB Wood (NJ) Basking Ridge NJ
Workspaces Escobedo NL
Albuquerque Office Systems, LLC Albuquerque NM
Business Environments (NM) Albuquerque NM
Contract Associates Inc. Albuquerque NM
Indoff (NM2) Albuquerque NM
Tema Contemporary Furniture Albuquerque NM
Atlantic Business Interiors Dartmouth NS
Ergoworks Dartmouth NS
Office Interiors (Nova Scotia) Dartmouth NS
Faciliteq Business Interiors Las Vegas NV
FUSCH COMMERCIAL INTERIORS & DESIGN Las Vegas NV
Marrcor inc. Las Vegas NV
Nevada Business Furniture Las Vegas NV
Office Suppliers, Inc. Las Vegas NV
A.C. Desk Co., Inc. Mineola NY
ADA Business Supplies Brooklyn NY
Adirondack Tool Co Inc, dba Commercial Sales Plattsburgh NY AFD Contract Furniture Inc. New York NY
Alianza Services LLC Nyack NY
Alliance Transfer Brooklyn NY
AMC Transfer, Inc. Oceanside NY
Arenson Office Furnishings (NY1) New York City NY
Bell Yorktown, Inc. Bedford Hills NY
Benhar Office Interiors New York NY
BFI (NY2) New York NY
Broadway Office Furniture (NYC) New York NY
Buffalo Office Interiors Buffalo NY
Charlie's Office Furniture, Inc. Queensbury NY
Complete Office Furniture Brooklyn NY
Contract Furniture Services Inc. Rochester NY
Contract Interior Solutions, LLC. Lakewood NY
COOLEY GROUP INC Rochester NY
Corporate Office Furniture (New York) Bohemia NY
Cubicles.com Long Island City NY
D.A.F. Office Networks Inc. Cicero NY
DRB Business Interiors Saratoga Springs NY
Eaton Office Supply Amherst NY
ELLIOTT INTERIORS LLC Goshen NY
Empire Office Furniture New York NY
EvensonBest, LLC (NY1) New York NY
Facilities Equipment and Service, Inc. Pittsford NY
Facilities Exchange New York City NY
Fern Office Supplies Monsey NY
10 of 17 517
Authorized Dealers
Dealer Company Name City State
FM Office Express Inc (NYC) Bayside NY
FM Office Products Rochester NY
Government Office Furniture New York NY
Grassroots Contract Interiors LLC Buffalo NY
HiTouch Business Services (NY) New York NY
Hudson Valley Office Furniture, Inc. Poughkeepsie NY
Hummel's Office Plus Mohawk NY
Indoff (NY15) New York Mills NY
Indoff (NY18) Staten Island NY
Interior Solutions of WNY LLC Buffalo NY
Just the Right Stuff, Inc Syracuse NY
Kimberly Scott Inc Albany NY
L.P.S. Office Interiors Framingdale NY
Lane Office Furniture New York NY
LB’s Furniture Solutions, LLC Spencerport NY
Lewis Stevenson Office Solutions (NY) New York NY
Lincoln Office Systems, Inc. (NY) Brooklyn NY
LLV Office Concepts, LLC Saratoga Springs NY
Meadows Office Furniture (NY1) New York NY
Millington Lockwood Business Interiors BUFFALO NY
MJP Environments, Inc. Massapequa NY
Nathan Office Interiors LLC Slingerlands NY
Nickerson Corporation (NY) Rochester NY
Office Environment Consulting, Inc. Oneida NY
Office Furniture Direct (NY) Farmingdale NY
Office Furniture Heaven New York NY
OFFICE FURNITURE INC. Westbury NY
Office Resources (NY) New York NY
Peck's Office Plus Brooklyn NY
Prentice Office Env/ Office Furniture Ctr Tonawanda NY
Pucci Carpet & Furniture Inc. Fredonia NY
Ray Hess Business Interiors New York NY
Renotech Interiors Tappan NY
Right Price Companies,Inc. Syracuse NY
Rochester Office Interiors Pittsford NY
School Furniture and Interiors, LLC Rochester NY
Sedgwick Business Interiors Syracuse NY
Seely Conover's Office Centre, Inc. Amsterdam NY
Smart Space, LLC. New York NY
Standard Commercial Interiors Albany NY
Stevens Office Interiors Syracuse NY
Studio Office Solutions LLC New York NY
Sustainable Office Solutions, LLC Liverpool NY
Syracuse Office Environments Syracuse NY
The Furnished Office New York NY
The Irishmen on the Hudson Rockville Center NY
The Office Furniture Warehouse Islandia NY
The Syracuse Business Center Inc. Syracuse NY
The Telcar Group Holbrook NY
Tower Furniture Sales Lawrence NY
Tri State Office Interiors New York NY
Turf Office Supplies Brooklyn NY
Upstate Office Furniture Johnson City NY
VRD Contracting Inc Holbrook NY
W.B. Mason (Buffalo) Buffalo NY
W.B. Mason (NY1) New York NY
W.B. Mason (NY2) Albany NY
W.B. Mason (NY3) Hauppauge NY
W.B. Mason (NY4) Syracuse NY
W.B. Mason (NY5) Newburgh NY
W.B. Mason (NY6) The Bronx NY
Waldner's Business Environments (Farmingdale) Farmingdale NY Waldner's Business Environments (NYC) New York NY
WB Wood (NY2) New York NY
11 of 17 518
Authorized Dealers
Dealer Company Name City State
Weeks Lerman Maspeth NY
Workplace Interiors Fairport NY
Workstation Consultants LLC Albany NY
Y Y Distributors Monroe NY
American Interiors Cleveland OH
American Interiors, Inc. Toledo OH
Business Furniture, LLC (Dayton) Dayton OH
Clair David Interiors Toledo OH
Commercial Works (OH1) Columbus OH
Commercial Works (OH3) Cincinnati OH
Corporate Interior Concepts Columbus OH
ELEMENTS IV INTERIORS Dayton OH
Friends Business Source (Findlay) Findlay OH
GWS FFE, LLC West Chester OH
Incognition, LLC. dba WeDoInstallation.com Vandalia OH
Indoff (OH15) Youngstown OH
Indoff (OH16) Wilmington OH
Indoff (OH17) Lebanon OH
Indoff (OH19) Cleveland OH
Indoff (OH5) Hubbard OH
Innovative Office Solutions, Inc. (OH) Maria Stein OH
King Business Interiors Columbus OH
Martin Public, LLC dba Kay-Twelve.com Columbus OH
My Office Design Dayton OH
OstermanCron Inc Cincinnati OH
RSFI Office Furniture Worthington OH
Temple Square Interiors Akron OH
The Bradley Company Columbus OH
The City Desk Company Cleveland OH
The RCF Group (OH1) Cleveland OH
The RCF Group (OH2) West Chester OH
Unisan LLC Columbus OH
W.B. Mason (OH) Cleveland OH
Wegman Company Cincinnati OH
Workscape, LLC (Cleveland) Cleveland OH
Indoff (OH18) Wooster OH
Furniture Marketing Group - Oklahoma Oklahoma City OK
Indoff (OK4) Cleveland OK
Interiors for Business Oklahoma City OK
Interiors for Business Tulsa OK
L & M Office Furniture Tulsa OK
Merrifield Office Supply Enid OK
Pinnacle Design Group, LLC Norman OK
Workspace Resource, Inc. Tulsa OK
Advanced Business Interiors (ONT1) Ottawa ON
AMJ Campbell Office Interiors Mississauga ON
atWork Office Interiors Cambridge ON
Blair's Atwork Office Furniture Vaughan ON
Brigholme Interiors Group Markham ON
Celia Roberts & Associates Inc. Oakville ON
CTI Working Environments Mississauga ON
Drechsel Business Interiors Toronto ON
Fluidconcepts Mississauga ON
IN2Space Interior Solutions London ON
POI Business Interiors Markham ON
Sensyst - The Business Interiors Group, Inc. Mississauga ON Streamline Resource Group London ON
Wayne Berwick Office Furnishings Kitchener ON
Workplace Design Inc. Ancaster ON
ABCO Group Toronto ON
Alliance Interiors, Inc. Jackson's Point ON
Creative Office Designs (Ontario) Newmarket ON
Footprint Business Interiors MISSISSAUGA ON
Integral Business Interiors Inc. Brampton ON
12 of 17 519
Authorized Dealers
Dealer Company Name City State
TCB Office Furniture and Supplies Peterborough ON
Towercor International Mississauga ON
Verticalspaces Inc Toronto ON
verto360 London ON
Harris WorkSystems, Inc. Tigard OR
Indoff (OR1) Creswell OR
Interior Office Concepts Medford OR
NW Office Interiors Milwaukie OR
Office Interior Concepts Portland OR
Office Space Planners, Inc. Portland OR
Onesource Office Interiors, inc. Portland OR
PeopleSpace (Portland) Portland OR
Rose City Office Furnishings Portland OR
Total Office Interiors (OR) Salem OR
King Office Designs Albany OR
Richmark Enterprises, LLC West Linn OR
SK Consulting Portland OR
A. Pomerantz & Company Philadelphia PA
Advanced Office Environments, Inc. Malvern PA
Anderson Interiors Verona PA
Bauman Office Equipment Inc. Beaver Falls PA
Benjamin Roberts, LTD Lancaster PA
Burke & Michael, Inc. Pittsburgh PA
Commerce Office Furniture Norristown PA
Corporate Environments, A One Point Company Bethlehem PA Delaney Brothers Cranberry Township PA
Easley & Rivers, Inc. MONROEVILLE PA
Educational Furniture Solutions Norristown PA
Ethosource, LLC Morgantown PA
Facility Works Lemoyne PA
Formcraft Interiors Folcroft PA
Indoff (PA3) Pittsburgh PA
Indoff (PA5) Pittsburgh PA
Indoff (PA9) Harrisburg PA
Kershner Office Furniture King of Prussia PA
McCartney's Inc. Altoona PA
Natural Office Furniture, LLC Pittsburgh PA
Nolt's Discount Office Furniture Ephrata PA
Office Environments, Inc. (PA) Bristol PA
Office Furniture Source Feasterville PA
Pulman Interiors Scranton PA
Sanner Office Supply Erie PA
Storage Concepts, Inc. Ambler PA
Supplysource, Inc. (PA1) Williamsport PA
Tanner Furniture Harrisburg PA
Target Office Products Pittsburgh PA
The Phillips Group Harrisburg PA
Today's Home Inc/TH Trade Pittsburgh PA
Today's Systems Bala Cynwyd PA
Top To Bottom Interiors, Inc Altoona PA
Total Office Interiors (PA) Montgomeryville PA
TransAmerican Office Furniture, Inc Philadelphia PA
Tri-State Office Furniture, Inc McKees Rocks PA
W.B. Mason (Erie) Pittsburgh PA
W.B. Mason (Oaks) Phoenixville PA
W.B. Mason (PA2) Philadelphia PA
W.B. Mason (PA3) Allentown PA
W.B. Mason (PA4) York PA
W.B. Mason (PA5) North Versailles PA
W.B. Mason (Pittsburgh/Export) N. Versailles PA
Westmoreland Telephone Company (WTC) dba/ Westmoreland Contract Furniture (WCF)Greensburg PA Workscape, Inc Pittsburgh PA
WorkSpace Solutions, Inc. (PA) Pittsburgh PA
Caribbean Office Design Ponce PR
13 of 17 520
Authorized Dealers
Dealer Company Name City State
Contract Design Group, LLC Hato Rey PR
Distribuidora Blanco Bayamon PR
Innovative Office Solutions Guaynabo PR
Krone Contract Furniture San Juan PR
LF@Office Interiors San Juan PR
Multidesk Aguada PR
Office Design Solutions Rio Grande PR
Office Space Contractors Caguas PR
Systronics Tres Monjitas Hato ReyPR
Esteves Trading & Logistics Group, Inc. dba Office One San Juan PR Ofi-Start San Juan PR
Bureau Extra Technique (B.E.T.) Inc Lachine QC
GROUPE AMEUBLEMENT FOCUS INC. Boucherville QC
Creative Office Environments (RI) East Providence RI
Office Direct Warwick RI
Office Furniture Solutions (RI) Tiverton RI
Pannello Systems Portsmouth RI
Sheehans Portsmouth RI
W.B. Mason Co., Inc. (Cranston) Cranston RI
American Pen & Panel, Inc. Rock Hill SC
Indoff (SC5) Oak Island SC
Indoff (SC7) Lancaster SC
Indoff (SC9) Fair Play SC
Marketplace Interiors, LLC Mount PLeasant SC
PMC Commercial Interiors (Greenville) Greenville SC
Wilcox Office Mart (Florence) Florence SC
Wilcox Office Mart of Charleston N. Charleston SC
Canfield Business Interiors Sioux Falls SD
Office Peeps Inc Watertown SD
HBI Office Plus Regina SK
Indoff (SC10) Seneca SC
Spaces Interior Design North Sioux City SD
A & W Office Supply & Design, Inc. Knoxville TN
A-Z Office Resource, Inc (TN1) - DBA West Business Interiors Columbia TN Commercial Environments, Inc. Knoxville TN
COS Business Products & Interiors (Chatanooga) Chattanooga TN GBI Brenwoord TN
Genesis Interiors Sevierville TN
Highbar Trading Co. Memphis TN
HiTouch Business Services (TN) LaVergne TN
HST Interior Elements Nashville TN
ID+A Brentwood TN
Indoff (TN2) Tullahoma TN
Indoff (TN7) Jackson TN
Indoff (TN8) Columbia TN
Inner Design Purchasing LLC Brentwood TN
Lucas Business Solutions, Inc. Cordova TN
Nashville Office Interiors - Nashville Nashville TN
Office Furniture & Related Services, Inc. Nashville TN
Office Furniture Concepts- Nashville Nashville TN
Office Images - Nashville Nashville TN
Office Resources, Inc. (ORI) - Nashville Nashville TN
Office Scapes, Inc (TN) Bartlett TN
OfficeWorks LLC Knoxville TN
Spaces Group Cordova TN
Synergy Business Environments - Nashville Nashville TN
WorkPlace Furniture Memphis TN
Workspace Interiors (TN) Knoxville TN
180 Office Solutions Roundrock TX
1st Class Solutions Lubbock TX
Bauhaus Dallas TX
Built For Dreams, Inc. Lubbock TX
Business Concepts LLC Round Rock TX
Business Interiors (TX) Irving TX
14 of 17 521
Authorized Dealers
Dealer Company Name City State
Clark, Duncan & Morris, Inc. Houston TX
Coastal Office Solutions Victoria TX
Contract Associates of El Paso El Paso TX
Core Business Solutions Pharr TX
Corporate Outfitters, LTD Houston TX
Creative Office Furniture, Inc. Houston TX
Culture Based Interiors (Austin) Austin TX
Culture Based Interiors (San Antonio) San Antonio TX
DC Interiors - Rio Grande Valley McAllen TX
DC Interiors (TX) San Antonio TX
Debner + Company Houston TX
Embrace Office Interiors Houston TX
Facility Interiors, Inc. Carrollton TX
Furniture Marketing Group - Austin Austin TX
Furniture Marketing Group - Houston Houston TX
Furniture Marketing Group - Plano Plano TX
Furniture Solutions Dallas TX
HBI Office Solutions, Inc. Huntsville TX
III Office Resource Group Carrollton TX
Indoff (TX16) Austin TX
Indoff (TX24) Fort Worth TX
Indoff (TX26) Houston TX
Indoff (TX27) Lewisville TX
Indoff (TX29) Tyler TX
Indoff (TX30) El Paso TX
Indoff (TX31) El Paso TX
Indoff (TX32) Fort Worth TX
Indoff (TX33) Lewisville TX
Kay Davis Associates Houston TX
Lindsey Office Furniture Houston TX
Manning's Beaumont TX
Move Solutions Dallas TX
Office Boy Inc. Dallas TX
Office Furniture Concepts - Texas Temple TX
Office Furniture Connection (TX) Houston TX
Office Furniture Interiors, Inc. San Antonio TX
Office Furniture Source (TX) Farmers Branch TX
Office Interiors Group (OIG) Grapevine TX
Royer & Schutts Ft Worth TX
S.L.I. Design, Inc. Houston TX
SHELBY DISTRIBUTIONS Inc. El Paso TX
Spencer + Company Dallas TX
Systems Office Furniture, Inc. College Station TX
Tascosa Office Machines Amarillo TX
The Exceptional Home Center McAllen TX
The Luck Company Houston TX
The Wells Group, Inc. Houston TX
Turnkey Project Services Fort Worth TX
Vanguard Environments, Inc. Houston TX
Wilson Office Supply Wichita Falls TX
Wittigs Office Interiors (Corpus Christi) Corpus Christi TX Wittigs Office Interiors (Houston) Houston TX
Wittigs Office Interiors (San Antonio II) San Antonio TX Workscape Designs Round Rock TX
WorkSpace Resource (TX) Conroe TX
WRG, LLC dba Workplace Resource Group Carrollton TX
CCG, LLC Salt Lake City UT
Interior Solutions (UT) Salt Lake City UT
The Office Products Salt Lake City UT
Utah Office Solutions/Bluefin Design Orem UT
Amerisys Chantilly VA
Atrium Facilities & Interiors Vienna VA
Creative Ashland VA
DC Interiors (VA) Casias VA
15 of 17 522
Authorized Dealers
Dealer Company Name City State
Design Business Furniture, Inc. Woodbridge VA
DK Workspaces, LLC Richmond VA
FurnitureSpeak, Inc. Fairfax VA
Indoff (VA7) Richmond VA
Indoff (VA8) Portsmouth VA
JMJ Corporation Henrico VA
Miller's Supplies at Work Lorton VA
Modern Environments Virginia Beach VA
MOI (VA2) Richmond VA
MOI (VA3) Virginia Beach VA
New Day Office Products and Furnishings Suffolk VA
NxVet, LLC Woodridge VA
Office Environments International Arlington VA
Pilato, Counts, and Arrington (PC & A) Norfolk VA
reDistrict Alexandria VA
SCS Integrated Support Solutions, LLC (VA) Manassas VA
Smith Contract Fredericksburg VA
Sumner Furniture Sterling VA
Tactical Office Solutions Hampton VA
Vision Business Products Newington VA
W.B. Mason (VA) Winchester VA
Washington Group Solutions Falls Church VA
Washington Workplace Arlington VA
Workplace Solutions, Inc. Virginia Beach VA
OSV Group Inc. Fountain VC
Office Armor (NOAH) Virginia Beach VA
Exterus Business Furniture Shelburne VT
Office Environments (VT) South Burlington VT
W.B. Mason (VT) South Burlington VT
W.B. Mason (VT2) Lyndonville VT
APEX Facility Resources Inc. Kent WA
BAM Office Interiors Vancouver WA
BRAG Investments Inc dba Saxton Bradley Kent WA
Brutzman's Office Solutions Richland WA
Complete Office (WA) Seattle WA
Contract Resource Group, Inc (WA) Spokane WA
Davis Furniture & Equipment inc. Spokane WA
Ducky's Office Furniture Seattle WA
Global Commercial Furnishings, Inc. Spokane WA
Great Spaces Coeur d' Alene WA
HLW Workspace Solutions inc Gig Harbor WA
Indoff (WA3) Tacoma WA
Indoff (WA4) Bonney WA
Integrity Interior Solutions, LLC Kent WA
Keeney's Office Supply Redmond WA
Legacy Group Renton WA
MRG dba Workpointe Seattle WA
Northwest Modular Systems Furniture Tukwila WA
Open Plan LLC Leavenworth WA
OpenSquare Seattle WA
Peoplespace (WA) Seattle WA
Re-Juiced Studio LLC Edmonds WA
RW Sales Office Furniture Vancouver WA
Sound Office Solutions Kirkland WA
The Creative Office Olympia WA
Total Office Concepts, Inc (WA) Walla Walla WA
Trico Office Interiors Bellingham WA
Working Spaces Pacific, Inc. (WA) Kirkland WA
Omega Commercial Interiors Morgantown WV
Affordable Office Interiors - Madison Madison WI
Brothers Business Interiors Milwaukee WI
CJ & Associates, Inc. New Berlin WI
Indoff (WI4) Onalaska WI
M & M Office Interiors - Middleton Middleton WI
16 of 17 523
Authorized Dealers
Dealer Company Name City State
M & M Office Interiors, Inc. Pewaukee WI
Nordon Business Environments Appleton WI
Office Enterprises, Inc. Weston WI
RCS Commercial Interiors Milwaukee WI
School Specialty (TX) Greenville WI
Schroeder Solutions New Berlin WI
Spin Business Group Wausau WI
Capitol Business Interiors (WV1) Charleston WV
Indoff (WV1) Wheeling WV
Indoff (WY4) Cheyenne WY
Wyoming Office Products & Interiors Casper WY
17 of 17 524
CITY OF MURRIETA
City Council Meeting Agenda
Report
11/7/2023
Agenda Item No. 9.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Brian Ambrose, Director of Community Services
PREPARED BY: Brian Crawford, Senior Program Manager - Parks & Recreation SUBJECT: Notice of Completion for the Vietnam Veterans Memorial Project, CIP 8513
RECOMMENDATION
Accept the improvements for the Vietnam Veterans Memorial Project, CIP 8513, as complete; and Direct the City Clerk to record a Notice of Completion and release bonds in accordance with State law and City ordinances.
PRIOR ACTION/VOTE
On June 6, 2023, the City Council awarded the construction contract for the Vietnam Veterans Memorial Project, CIP 8513, to the lowest responsible bidder, Act 1 Construction, in the amount of $367,682 (4-0-1).
CITY COUNCIL GOAL
Coordinate and deliver responsive, effective community services.
BACKGROUND
Construction of the Vietnam Veterans Memorial, located adjacent to other previously constructed Veterans memorials at Town Square Park, entailed the installation of a permanent memorial in place of a temporary memorial mock-up that was at the site for several years. After the temporary memorial was removed, a poured -in-place concrete superstructure was constructed, and laser-etched granite panels were affixed to the concrete superstructure. Additional improvements included the installation of new lighting, decomposed granite pathways, and new artificial turf.
Mobilization for the project began in July 2023, and construction was substantially completed on September 18, 2023. There were three change orders totaling $8,587.42 or 2.34% of the contract award of $367,682. The total cost for the project, including change orders, was $376,269.42.
Change Order Summary:
No. 1:Replace metal landscape edge with concrete mow curb $(1,775.00) No. 2 - Replace existing artificial turf with new turf $12,362.42 CITY OF MURRIETA Printed on 11/2/2023Page 1 of 2
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11/7/2023
Agenda Item No. 9.
No. 3 - Credit for project sign $(2,000.00) Total $8,587.42 City staff has inspected the improvements and found them to be satisfactory. Staff recommends formal acceptance of the project by City Council.
FISCAL IMPACT
The total construction cost of $376,269.42 was funded by Development Impact Fees - Park and General Funds.
ATTACHMENTS
1. Notice of Completion
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RECORDING REQUESTED BY: City of Murrieta
When recorded return to:
City of Murrieta
Attn: City Clerk
1 Town Square
Murrieta, CA 92562
Space above for Recorder’s Use
NOTICE OF COMPLETION
Construction of
Vietnam Veterans Memorial Project, CIP No. 8513
Notice is hereby given that: No Fee Per Government Code 27383
1) The undersigned is owner of the interest or estate stated below in the property hereinafter described.
2) The full name of the undersigned is City of Murrieta, a municipal corporation. 3) The full address of the undersigned is 1 Town Square, Murrieta, CA 92562. 4) The nature of the title of the undersigned is: In Fee. 5) A work of improvement on the described property was substantially completed on September 18, 2023.
6) The name of the contractor for such work of improvement is Act 1 Construction.
The property on which said work of improvement was completed is in the City of Murrieta, County of Riverside, State of California, and is described as follows: Town Square Park, Murrieta, CA 92562.
CITY OF MURRIETA
______________________________
Brian Crawford
Senior Program Manager
VERIFICATION OF CITY CLERK
I, the undersigned, say:
I am the City Clerk of the City of Murrieta; the City Council of said Ci ty on November 7, 2023, accepted the above described work as completed and ordered that a Notice of Completion be filed.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on ________________, 2023, at Murrieta, California.
CITY OF MURRIETA
______________________________
Cristal McDonald
City Clerk
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CITY OF MURRIETA
City Council Meeting Agenda
Report
10/17/2023
Agenda Item No. 10.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Brian Ambrose, Director of Community Services
PREPARED BY: Lea Kolek, Parks and Community Service Manager SUBJECT: .titlFormation of Landscape and Lighting District No. 31 Willow Springs
RECOMMENDATION
Adopt Resolution No. 23-4709 entitled: A Resolution of the City Council of the City of Murrieta, California, Initiating Proceedings for the Formation Of Landscaping and Lighting District No. 31 (Willow Springs), the Concurrent Annexation and Consolidation of Said District into the Murrieta Consolidated Landscaping and Lighting District, and the Establishment of New Assessments; and Adopt Resolution No. 23-4710 entitled: A Resolution of the City Council of the City of Murrieta, California, Accepting and Filing the Report for and Declaring Its Intention to Form Landscaping and Lighting District No. 31 (Willow Springs), to Concurrently Annex and Consolidate Said District into the Murrieta Consolidated Landscaping and Lighting District, and to Levy and Collect Assessments.
PRIOR ACTION/VOTE
On December 20, 2016, the City Council adopted Resolution No. 16-3676, approving Tentative Parcel Map No. 36733 (Vote: 5-0).
On February 21, 2023, the City Council adopted Resolution No. 23-4646 approving a Landscape Maintenance Agreement with the State of California, Acting by and between the Department of Transportation for the road right-of-way improvements adjacent to Willow Springs, Tentative Parcel Map No. 36733 (Vote 5-0).
CITY COUNCIL GOAL
Foster and promote an engaged, connected and caring community.
BACKGROUND
The landowner, Lennar Homes, approached the Community Services District (CSD) requesting the formation of a special benefit assessment district designated as Landscaping and Street Lighting District No. 31 (Willow Springs) (the “District”)pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highway Code, commencing with Section 22500 (the “1972 Act”).
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10/17/2023
Agenda Item No. 10.
The Lennar Willow Springs Project will include a residential development known as Willow Springs (Tract Map 36779) and a commercial development known as Willow Springs Commerce Center (PM 36733) (together “WillowSprings”)all within the Adobe Springs Specific Plan (Specific Plan) and the city limits of Murrieta (the “Project”).The Project is situated on the northwest corner of State Route 79/Winchester Road (SR 79) and Lazy Hawk Road. The Project was conditioned to install improvements within the State of California (State) right-of-way of SR 79 along the Project frontage. The improvements include installing streetlighting, sidewalk, and landscaping within the State right-of-way. The City of Murrieta (City) has agreed to enter into a maintenance agreement with the State for the proposed improvements within the State right-of-way. The City will then enter into a separate agreement and form a new District with the Project owner/property owner to fund the annual maintenance for those improvements installed within the State right-of-way.
Upon successful formation of the District, the development and properties described in the Engineer’sReport will concurrently be annexed and consolidated as Zone No. 31 within the Murrieta Consolidated Landscaping and Lighting District (the “Consolidated District”). The Engineer’sReport has been prepared by Willdan & Associates in connection with the formation of said District and the levy and collection of annual assessments related thereto as required pursuant to Chapter 1, Article 4 of the 1972 Act.
The formation of the District and the concurrent annexation of said territories as Zone 31 of the Consolidated District will allow for the levy and collection of annual assessments for Fiscal Year 2024/25 on the County tax rolls. The annual assessments provide funding for the costs and expenses required to service and maintain the landscaping and lighting improvements associated with and resulting from the development of properties within the District. The formation of this District complies with Proposition 218, which was approved by the California voters in November 1996.
The Consolidated District provides for an annual adjustment of three percent (3%) to the Maximum Rate per Equivalent Benefit Unit for most zones in the Consolidated District. Some districts within the Consolidated District came over from Riverside County when certain areas were annexed into the City of Murrieta, and those increases are at two percent. Should an increase be warranted, a three percent annual adjustment shall be applied to the Maximum Assessment Rate established in the Engineer’sReport attached here to account for and reflect price changes in the economy based on the Consumer Price Index.
After this intent meeting, a ballot shall be mailed to each property owner giving notice of the formation of the District, the proposed assessment amount, the reason for the assessment, and procedures for the return of the ballot. The ballots shall be mailed at least 45 days prior to the date of a public hearing. The public hearing will be held at the January 16, 2024, City Council meeting.
FISCAL IMPACT
The maximum assessment to be balloted for Zone 31 of the Murrieta Consolidated Landscaping and Street Lighting District for the first full fiscal year is estimated at $64,521.00 for 2024/25. The levy and collection of annual assessments will pay for the costs associated with this District and provide for a not-to-exceed three percent (3%) annual inflationary adjustment applied to future maximum rates.
ATTACHMENTS
1. Resolution No. 23-4709
2. Resolution No. 23-4710
3. Draft Engineer’s Report for the formation of Landscaping and Street Lighting District No. 31
4. Vicinity Map
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RESOLUTION NO. 23-4709
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MURRIETA,
CALIFORNIA, INITIATING PROCEEDINGS FOR THE FORMATION OF LANDSCAPING AND LIGHTING DISTRICT NO. 31 (WILLOW SPRINGS ),
THE CONCURRENT ANNEXATION AND CONSOLIDATION OF SAID
DISTRICT INTO THE MURRIETA CONSOLIDATED LANDSCAPING AND
LIGHTING DISTRICT , AND THE ESTABLISHMENT OF NEW
ASSESSMENTS
WHEREAS, the City Council of the City of Murrieta (“City”) , pursuant to the provisions of the Landscaping and Lighting Act of 1972, Division 15, Part 2 of the California Streets and Highways Code (“1972 Act”), desires to initiate proceedings for the formation of an assessment district known and designated as:
CITY OF MURRIETA
LANDSCAPING AND LIGHTING DISTRICT NO. 31
(WILLOW SPRINGS)
(“District”), and to levy and collect annual assessments on parcels within the District commencing in fiscal year 2023/24 to pay for the proportional special benefit received for the operation, maintenance, and servicing of landscaping improvements, and appurtenant facilities related thereto; and WHEREAS, pursuant to Chapter 2, Article 2 of the 1972 Act , the City Council desires to concurrently annex and consolidate the District into the Murrieta Consolidated Landscaping and Lighting District (“Consolidated District”) as Zone No. 31; and WHEREAS, the City has retained Willdan Financial Services as the Assessment Engineer of Work for the purpose of assisting with the formation of the City’s landscaping and lighting districts, the establishment of annual assessments, and to prepare and file the required report(s) with the City Clerk concerning the formation of such districts and the annual assessments to be levied and collected on the County tax rolls pursuant to the provisions of Chapter 1, Article 4 of the 1972 Act.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. That the foregoing recitals are true and correct and are hereby incorporated herein.
Section 2. The City Council hereby orders the Assessment Engineer of Work to prepare and file with the City Clerk an Engineer's Report (“Report”) concerning the formation of the District; the improvements and services c onnected therewith and the proposed levy of annual assessments beginning in the fiscal year commencing July 1, 2023 and ending June 30, 2024, in accordance with Section 22623 of the 1972 Act. The Report shall contain a description of the improvements and services, an estimate of the costs financed by the levy of the assessments, the properties benefiting from the improvements and the method of apportioning the assessments connected with the District in accordance with Chapter 1, Article 4 of the 1972 Act.
Section 3. The improvements for which the District is being formed generally includes, but is not limited to, the maintenance, operation and servicing of the local landscaping improvements on the perimeter of the development within the public right -of-ways or easements, established or installed 530
Resolution No. 23-4709
in connection with development of the properties within Tract 36779, and which shall be maintained for the special benefit of the properties within the District. The maintenance and servicing of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, pruning, fertilization, pest/vector control, weed and graffiti abatement; installation, replacement and rehabilitation of the landscaping, repair or replacement of irrigation system; repair or replacement of hardscape improvements and other related amenities. The City’s Park and Recreation Department is currently responsible for overseeing the ongoing maintenance, servicing, and operation of such landscaping improvements and shall authorize and schedule such maintenance and servicing as need, based on available funding.
Section 4. That the territory within the District consists of the lots and parcels of land within the residential development known as Willow Springs, Tract 36779, which encompasses an area of land totaling approximately fifty acres (49.71 acres), generally located at the northwest corner of State Route 79/Winchester Road and Lazy Hawk Road. It is bordered by the subdivision known as Murrieta Springs to the south and west. This territory is identified on the Riverside County Assessor’s Parcel Number Maps as Parcels 057 through 060 on Page 07 of Book 963. Within this territory, the residential development (APN 963-070-057) is planned 283 single-family residential properties. The non-residential parcels (APNs 963 -070-058, 059, 060) are planned for a n approximately ten acre (9.48 acres) commercial/industrial commerce center.
Section 5. That the City Council proposes the concurrent consolidation and annexation of the District to the Consolidated District as Zone No. 31.
PASSED AND ADOPTED this 7h day of November, 2023.
____________________________
Lisa DeForest, Mayor
ATTEST:
____________________________
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
____________________________
Tiffany Israel, City Attorney
531
Resolution No. 23-4709
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 23-4709 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 7 th day of November 2023, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
532
RESOLUTION NO. 23-4710
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MURRIETA,
CALIFORNIA, ACCEPTING AND FILING THE REPORT FOR AND DECLARING ITS INTENTION TO FORM LANDSCAPING AND LIGHTING DISTRICT NO. 31 (WILLOW
SPRINGS), TO CONCURRENTLY ANNEX AND CONSOLIDATE SAID DISTRICT INTO
THE MURRIETA CONSOLIDATED LANDSCAPING AND LIGHTING DISTRICT, AND
TO LEVY AND COLLECT ASSESSMENTS
WHEREAS, the City Council of the City of Murrieta (“City”) pursuant to the provisions of the Landscaping and Lighting Act of 1972, Division 15, Part 2 of the California Streets and Highways Code (“1972 Act”), by previous resolution, initiated proceedings for the formation of a landscaping and lighting district to be known and designated as:
CITY OF MURRIETA
LANDSCAPING AND LIGHTING DISTRICT NO. 31
(WILLOW SPRINGS)
(“District”), to concurrently annex the District into the Murrieta Consolidated Landscaping and Lighting District (“Consolidated District”) as Zone No. 31, and to levy and collect annual assessments on parcels within the District commencing in fiscal year 2023/24 to pay for the operation, maintenance, and servicing of landscaping improvements, and appurtenant facilities related thereto that provide a special benefit to the assessed properties therein; and WHEREAS, the City has retained Willdan Financial Services as the Assessment Engineer of Work for the purpose of assisting with the formation of the District, the establishment of annual assessments connected therewith commencing in fiscal year 2023/24, and to prepare and file an Engineer’s Report (“Report”) with the City Clerk regarding the formation of the District and the annual assessments pursuant to the provisions of Chapter 1, Article 4 of the 1972 Act; and WHEREAS, the Assessment Engineer of Work has prepared and filed the Report with the City Clerk in connection with the formation of the District and the levy of annual assessments commencing in fiscal year 2023/24, pursuant to Section 22623 of the 1972 Act, and said Report has been presented to the City Council, and is incorporated herein by reference, and WHEREAS, the City desires and intends to form the District, to concurrently annex the District into the Consolidated District as Zone No. 31, and to levy and collect annual assessments for the District to pay for the opera tion, maintenance, and servicing of landscaping improvements, and appurtenant facilities related thereto.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. That the foregoing recitals are true and correct and are hereby incorporated herein. 533
Resolution No. 23-4710
01375.0022/930231.1 {Page 2 of 5
Section 2. That the Report, as presented, is incorporated herein as part of this Resolution, and the Report consists of the following (capitalized terms shall have the meanings ascribed thereto in the Report):
2a) The Plans and Specifications which describe the boundaries of the District and the improvements associated therewith that provide special benefits to the parcels therein; and 2b) The Method of Apportionment that details the method of calculating the proportional special benefits and the annual assessment obligation for each affected parcel including a description of an “Assessment Range Formula” applicable to subsequent assessments; and 2c) An Estimate of the Costs and expenses to provide the improvements (Budge t) that establishes the initial Maximum Assessment per Equivalent Benefit Unit (Maximum Assessment Rate) to be presented to the property owners of record within the District pursuant to the provisions of Article XIIID of the California Constitution, and the proposed first year’s assessment; and
2d) A District Diagram, which identifies the boundaries of the District and the location of the improvements to be maintained; and
2e) An Assessment Roll containing the maximum assessment and levy of assessment for fiscal year 2023/24 for each Assessor Parcel Number within the District and subsequently as Zone 31 of the Consolidated District, based on the maximum assessment rate and method of apportionment described therein.
Section 3. The City Council has reviewed the Report as presented, and is satisfied that the Report contains all the documentation set forth in section 2 above and said Report is hereby accepted and approved on a preliminary basis as submitted or amended by direction of this City Council, and is hereby ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection.
Section 4. That the City intends to form the District, to concurrently annex the District into the Consolidated District as Zone No. 31, and to levy and collect annual assessments on parcels within the District commencing on fiscal year 2023/24 to pay for the operation, maintenance, and servicing of landscaping and lighting improvements, and appurtenant facil ities related thereto , in accordance with the 1972 Act and the provisions of the California Constitution Article XIIID.
The City Council further finds that the public’s best interest requires such action and levy of assessments and declares its intention t o conduct a public hearing regarding the formation of the District and the levy of assessments pursuant to the provisions of the 1972 Act and the California Constitution Article XIIID and thereby calls for a property owner protest balloting proceeding related thereto.
Section 5. The territory within the District consists of the lots and parcels of land within the residential development known as Willow Springs, Tract 36779, which encompasses an area of land totaling approximately fifty acres (49.71 acres), generally located at the northwest corner of State Route 79/Winchester Road and Lazy Hawk Road. It is bordered by the subdivision known as Murrieta 534
Resolution No. 23-4710
01375.0022/930231.1 {Page 3 of 5
Springs to the south and west. This territory is identified on the Riverside County Assessor’s Parcel Number Maps as Parcels 057 through 060 on Page 07 of Book 963. Within this territory, the residential development (APN 963 -070-057) is planned for two -hundred eighty-three (283) single - family residential properties. The non-residential parcels (APNs 963-070-058, 059, 060) are planned for a ten acre (9.48 acres) commercial/industrial commerce center.
Section 6. The improvements for which the District is being formed generally includes, but is not limited to, the maintenance, operation and servicing of the local la ndscaping improvements on the perimeter of the development within the public right -of-ways or easements, established or installed in connection with development of the properties within Tract 36779, and which shall be maintained for the special benefit of the properties within the District. The maintenance and servicing of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, pruning, fertilization, pest/vector control, weed and graffiti abatement; installation, rep lacement and rehabilitation of the landscaping, repair or replacement of irrigation system; repair or replacement of hardscape improvements and other related amenities.
Section 7. That full and detailed descriptions of the improvements for the District, the boundaries of the District, and the proposed assessments upon assessable lots and parcels of land with the District are included in the Report.
Section 8. That to provide the improvements described in section 6 of this Resolution, it is necessary to levy and collect assessments against lots and parcels within the District commencing in fiscal year 2023/24. The Report referred to in section 2 of this Resolution establishes the proposed maximum assessment for the District including the annual inflationary adjustment to the maximum assessment rate; and the assessment necessary to provide for the annual operation, administration, services and maintenance of the improvements for fiscal year 2023/24.
Section 9. That pursuant to California Constitution Article XIIID, an assessment ballot proceeding is hereby called on the matter of confirming the proposed new assessments for the District.
The ballots and notices so authorized shall be distributed by first class mail to the property owners of record as of the last County equalized roll, and each property owner may return the ballot by mail or in person to the City Clerk not later than the conclusion of the public hearing for this matter pursuant to the provisions of the California Constitution Article XIIID.
Section 10. The City Council hereby authorizes and directs the City Clerk or their designee to prepare and mail notice of the Public Hearing and property owner protest ballot(s) to the subject property owner(s) regarding the proposed levy of assessments and th e assessment range formula outlined in the Report, for return receipt prior to the date and time of the public hearing set forth in this resolution.
Section 11. Notice is hereby given that a public hearing on these matters will be held by the City Council on Tuesday, January 16, 2024, at 6:00 or as soon thereafter as feasible, in the City Council Chambers, located at 1 Town Square, Murrieta, CA 92562.
Section 12. Determination of Majority Protest: The property owner protest ballot proceeding conducted for the District shall constitute the property owner’s approval or rejection of the annual 535
Resolution No. 23-4710
01375.0022/930231.1 {Page 4 of 5
levy of assessments and assessment range formula. The property owner(s) may return their ballot by mail or in person to the City Clerk not later than the conclusion of the Public Hearing on January 16, 2024, at 6:00 PM. After the close of the Public Hearing, pursuant to Section 4, Sub -Section 4 (e) of the California Constitution, the City shall tabulate the ballots returned to determine if majority protest exits. The ballots shall be weighted according to the proportional financial obligation of each affected property. Majority protest exists if, upon the conclusion of the hearing, ballots submitted in opposition to the assessment exceed the ballots submitted in favor of the assessment.
Section 13. Any interested person may file a written protest with the City Clerk prior to the conclusion of the hearing, or having previously file d a protest, may file a written withdrawal of that protest. A written protest shall state all grounds of objection, and protest by a property owner shall contain a description sufficient to identify the property owned by such property owner. At the public hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 14. That the City Clerk provide notice of the aforementioned hearing and the proposed assessments and provide assessment ballots, pursuant to Article XIIID of the California Constitution and Government Code section 53753.
PASSED AND ADOPTED this 7h day of November, 2023.
____________________________
Lisa DeForest, Mayor
ATTEST:
____________________________
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
____________________________
Tiffany Israel, City Attorney
536
Resolution No. 23-4710
01375.0022/930231.1 {Page 5 of 5
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 23-4710 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 7 th day of November 2023, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
537
Engineer’s Report
City of Murrieta
Formation of
Willow Springs
Landscaping and Lighting District
Zone 31 of the Consolidated
Landscaping and Lighting District
FISCAL YEAR 2024/2025
Intent Meeting: November 7, 20 23
Public Hearing: January 16 , 20 24
27368 Via Industria, Suite 200
Temecula, California 92590
T. 951.587.3500 | 800.755.6864
F. 951.587.3510 | 888.326.6864
www.willdan.com
538
ENGINEER'S REPORT STATEMENT
Formation of the Murrieta
Willow Springs Landscaping and Lighting District
Establishment of Annual Assessments; and
Concurrent Annexation and Consolidation of said District into the Murrieta Consolidated Landscaping and Lighting District as Zone 31
The District includes all parcels of land within:
Willow Springs (Tract 36779) & Willow Springs Commerce Center (PM 36733)
City of Murrieta,
County of Riverside,
State of California
This Report and the enclosed descriptions, improvements, budget, diagram(s) and assessments outline the proposed formation of Landscaping and L ighting District No. 31 (Willow Springs) — and includes each lot and parcel of land within sai d District, as the same existed at the time this Report was prepared and presented as part of the Re solution of Intention packet for the consideration of the Murrieta City Council. Referen ce is hereby made to the Riverside County Assessor’s Parcel Maps for a detailed description o f the lines and dimensions of each lot and parcel within the District. Upon successful formation, the District and the parcels therein shall be concurrently annexed and consolidated into the Murrieta Consolidated Landscaping and Lighting District as Zone No. 31. The undersigned respectful ly submits the enclosed Report as directed by the City Council of the City of Murrieta.
Dated this ____________ day of ______________, 2023.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Murrieta
By: ________________________________
Michelle Laase
Project Manager
By: ________________________________
Tyrone Peter
P.E. # C 81888
539
TABLE OF CONTENTS
INTRODUCTION 1
OVERVIEW 1
BALLOT PROCEEDINGS 2
PART I — PLANS AND SPECIFICATIONS 5
DESCRIPTION OF THE DISTRICT 5
IMPROVEMENTS AND SERVICES 5
LANDSCAPING IMPROVEMENTS 6
PUBLIC STREET LIGHTING IMPROVEMENTS 6
EXCLUDED IMPROVEMENTS 7
PART II — METHOD OF APPORTIONMENT 8
BENEFIT ANALYSIS 8
LEGISLATIVE AUTHORITY 8
PROPOSITION 218 BENEFIT ANALYSIS 8
SPECIAL BENEFIT 9
STREET LIGHTING SPECIAL BENEFIT 9
LANDSCAPING SPECIAL BENEFIT 10
GENERAL BENEFIT 10
STREET LIGHTING GENERAL BENEFIT 10
LANDSCAPING GENERAL BENEFIT 11
ASSESSMENT METHODOLOGY 11
EQUIVALENT BENEFIT UNIT APPLICATION 12
PART III — ESTIMATE OF COSTS 14
CALCULATION OF ASSESSMENTS 14
DISTRICT BUDGET 14
ANNUAL INFLATIONARY ADJUSTMENT (A SSESSMENT RANGE FORMULA ) 16 PART IV — DISTRICT DIAGRAM 17
PART V — ASSESSMENT ROLL 19
540
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Introduction
Overview
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of the California Streets and Highways Code, com mencing with Section 22500 (the “1972 Act”), and in compliance with the substantive and procedural requirements of Article XIIID of the California State Constitution (the “California Constitution”), the City Council of the City of Murrieta, County of Riverside, State of California (the “City”), proposes to form a special benefit assessment district designated as:
Landscaping and Lighting District No. 31 (Willow Springs) (the “District”), which includes all lots and parce ls of land that will receive special benefits from the maintenance, servicing and operation of landsca ping and lighting improvements associated with, constructed, and installed in connection with the residential development known as Willow Springs (Tract 36779) and the non-residential development known as Willow Springs Commerce Center (PM 36733) (together “Willow Springs”) all w ithin the Adobe Springs Specific Plan (the “Specific Plan”) and the city limits of Murrieta. U pon successful formation of said District, the development and properties described herein shall concurrently be annexed and consolidated as Zone No. 31 within the Murrieta Consolidated Landsc aping and Lighting District (the “Consolidated District”). This Engineer’s Report (“Report”) has been prepared in connection with the formation of said District and the levy and col lection of annual assessments related thereto as required pursuant to Chapter 1, Article 4 of the 1972 Act and shall serve as the detailed engineer’s report for fiscal year 2024/2025 for the proposed new assessment district.
The City Council proposes to form the District, con currently annex said District into the Consolidated District, and levy and collect annual assessments on the County tax rolls commencing in fiscal year 2024/2025, to provide funding for the ongoing special benefit costs and expenses required to service, maintain and operate the street lighting and landscaping improvements associated with and resulting from the development of properties within the District.
The improvements to be provided by the District and the assessments described herein are made pursuant to the 1972 Act and the provisions of the California Constitution. The specific plans and specifications of the improvements to be maintained as part of the District and subsequently as part of the Consolidated District are on file in the Planning Department of the City of Murrieta and by reference these plans and specifications are made part of this Report.
To adequately provide for and fully fund the street lighting and landscaping improvements that are considered special benefit to properties within Willow Springs the City Council has determined that it is appropriate and in the public’s best interest to form Landscaping and Lighting District No. 31 (Willow Springs) and to levy assessments on the properties therein to address the estimated special benefit improvement costs including, but no t limited to, the estimated expenditures for regular annual maintenance and servicing of the imp rovements; incidental expenditures related to the operation and administration of the District and subsequently Zone No. 31 of the Consolidated District; and the collection of funds for operational reserves and/or for periodic maintenance and improvement rehabilitation projects as authorized by the 1972 Act. 541
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessment Number (Assessor’s Parcel Number or “APN”) by the Riverside County Assessor’s Office. The County Auditor/Controller uses Assessment Numbers and specific District Fund Numbers, to identify on the tax roll propertie s assessed for special district assessments.
Each parcel within the District shall be assessed proportionately for only those improvements for which the parcel receives special benefit.
If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Engineer’s Report is, for any reason, held to be invalid or un constitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Engineer’s Report and each section, subsection, sub division, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or su bzones might subsequently be declared invalid or unconstitutional.
Ballot Proceedings
Pursuant to the provisions of Article XIIID, Sectio n 4 of the California Constitution, the City shall conduct a property owner protest ballot proceeding (referred to as “Ballot Proceeding”) for the proposed levy of new assessments as described in th is Report. In conjunction with this Ballot Proceeding, the City Council will conduct a noticed public hearing to consider public testimonies, comments, and written protests regarding the format ion of the District, the establishment of the District as Zone No. 31 within the Consolidated Dis trict, and levy of the proposed new assessments. Upon conclusion of the public hearing, property owner protest ballots received will be opened and tabulated to determine whether majori ty protest exists as defined in Article XIIID of the California Constitution:
“A majority protest exists if, upon the conclusion of the hearing, ballots submitted in opposition to the assessment exceed the ballots submitted in favor of the assessment. In tabulating the ballots, the ballots shall be weighted according to the prop ortional financial obligation of the affected property.”
After completion of the ballot tabulation, the City Council will confirm the results of the balloting.
If majority protest exists for the proposed Distric t assessments, further proceedings to form the District and implement the new assessments shall be abandoned at this time. If tabulation of the ballots indicate that majority protest does not exi st for the proposed new assessments and the assessment range formula presented and described he rein, the City Council may adopt this Report (as submitted or amended); approve the assessment diagram (District Diagram) contained herein; order the formation of the District and the concurrent annexation and consolidation of the District as Zone No. 31 of the Consolidated Distric t; order the improvements to be made; and confirm the new assessments.
The new assessments as approved, may be levied and collected on the County tax rolls commencing in fiscal year 2024/2025 together with t he assessments for other properties in the Consolidated District. For fiscal year 2024/2025 an d each subsequent fiscal year, an engineer’s annual levy report for the Consolidated District shall be prepared and presented to the City Council to address any proposed changes to any of the Zones within the Consolidated District, including this District referred to as Zone No. 31 of the Con solidated District, as well as any proposed changes to the improvements, budgets and assessment s for that fiscal year. The City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the 542
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
levy of assessments. At the discretion of the City Council, a separate engineer’s report for this District may be prepared and presented, but such a report is not required if the improvements, budgets and assessments for this District are included in the engineer’s annual levy report for the Consolidated District.
If in any fiscal year, the proposed annual assessments for Zone No. 31 of the Consolidated District exceed the maximum assessments described herein, such an assessment would be considered a new or increased assessment and must be confirmed through a mailed property owner protest ballot proceeding before that new or increased assessment may be imposed.
This Report consists of five (5) parts:
Part I — Plans and Specifications
Contains a general description of the District (Zon e No. 31 of the Consolidated District) and identifies the improvements and services that provi de special benefit to the parcels within the District. The specific plans and specifications for the street lighting and landscaping improvements are on file in the Planning Department of the City of Murrieta.
Part II — Method of Apportionment
Outlines the special and general benefits associate d with the street lighting and landscaping improvements to be provided within the District and the basis upon which the estimated costs to provide such improvements have been apportioned to each parcel of land therein in proportion to the estimated special benefit to be received.
Part III — Estimate of Costs
Identifies the estimated annual funding costs (Budget) required for the maintenance and operation of street lighting and landscaping improvements including, but not limited to, annual maintenance and service expenses, utility costs, and related in cidental expenses authorized by the 1972 Act.
This estimate of costs specifically identifies thos e costs associated with the special benefit to parcels and establish the initial maximum assessmen t for fiscal year 2024/2025 to be approved by the property owner(s) of record within the District as part of the Ballot Proceeding. This section also identifies and outlines an Assessment Range Fo rmula (inflationary adjust) that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation.
Part IV — District Diagram
A diagram showing the boundaries of the District and the parcels that receive special benefit from the improvements to be provided and maintained as p art of Zone No. 31 of the Consolidated District. The lines and dimensions of each lot, par cel, and subdivision of land contained in this diagram are inclusive of all parcels listed in Part V — Assessment Roll of this Report and the corresponding Riverside County Assessor’s Parcel Ma ps for said parcels as they existed at the time this Report was prepared and shall include all subsequent subdivisions, lot-line adjustments, or parcel changes therein. Reference is hereby made to the Riverside County Assessor’s Parcel Maps for a detailed description of the lines and di mensions of each lot and parcel of land within the District.
543
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part V — Assessment Roll
A listing of the proposed assessment amounts for pa rcels within the District. The maximum assessment amount for each parcel represents that p arcel’s maximum assessment amount for fiscal year 2024/2025 (amount balloted) and is base d on the parcel’s calculated proportional special benefit as outlined in Part II — Method of Apportionment, and assessment rate (“Assessment per EBU”) established in Part III — Es timate of Costs. The assessment amount identified as the “Proposed First Year's Assessment ” represents the anticipated assessment amounts to be levied and collected on the County Tax Rolls for fiscal year 2024/2025. The actual assessment amounts to be levied and collected for f iscal year 2024/2025 shall be finalized and approved by the City Council together with the asse ssments for other properties in the Consolidated District.
544
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part I — Plans and Specifications
Description of the District
The territory within this District, and subsequentl y Zone No. 31 of the Consolidated District, consists of the lots and parcels of land within the residential development known as Willow Springs (Tract 36779) and the non-residential development known as Willow Springs Commerce Center (PM 36733), both part of the City of Murriet a’s Adobe Springs Specific Plan. The development is generally located west of Winchester Road, north of Via Mira Mosa, and southwest of Benton Road. It is bordered by the sub division known as Murrieta Springs to the south and west.
The territory within the District totals approximat ely fifty acres (49.71 acres) of which approximately thirty-three acres are planned to be developed into taxable property. The District is comprised of fifty-one (51) parcels identified on the Riverside County Assessor’s Parcel Number (APN) Maps as Book 963, Page 07, Parcel 058, 059, and 060; Book 963, Page 52, Parcels 001- 019; Book 963, Page 53, Parcels 001-018; and Book 963, Page 54, Parcels 001-011. Within this territory, the residential development (Book 963, P ages 52, 53, and 54) is planned for two- hundred eighty-three (283) Single-Family Residentia l properties. The non-residential parcels (APNs 963-070-058, 059, 060) are planned for a 9.48 acre commercial/industrial commerce center. The District Diagram contained in Part IV o f this Report provides a visual representation of the District boundaries and the parcels therein.
The residential and non-residential properties rece ive special benefit from and shall be proportionately assessed for the costs and expenses associated with maintaining and servicing all landscaping and lighting improvements provided by the District, including three (3) street lights, over 18,200 square feet of sidewalk and 63,902 squa re feet of median and parkway landscape maintenance areas located along Winchester Road bordering the development.
Improvements and Services
The purpose of the District is to provide funding f or the continued maintenance, operation and servicing of local street lighting and landscaping improvements established or installed in connection with development of properties within Wi llow Springs that provide a particular and distinct benefit (special benefit) to those properties. The specific plans, specifications and detailed drawings of the improvements for the District are not included in this Report but are on file in the City’s Planning Department and by reference are incorporated and made a part of this Report.
As authorized by the 1972 Act, the expenses to be funded by the District assessments generally include, but are not limited to all materials, equi pment, utilities, labor and incidental expenses including administrative expenses required for the ordinary and usual maintenance, operation, and servicing of the street lighting and landscaping improvements and related facilities within the public right-of-ways and/or easements dedicated to the City for maintenance purposes, which may include the performance of periodic repairs, re placement and expanded maintenance activities as needed to provide for the growth, health, and beauty of landscaping and/or the proper operation and functioning of lighting, irrigation and drainage systems. 545
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Landscaping Improvements
The landscape improvements associated with this Dis trict are considered local landscaping improvements installed in connection with the devel opment of properties within the District. The landscaping improvements to be funded by the assessments may include, but are not limited to:
turf; shrubs and plants; trees; ground cover (both hardscape and vegetation); weed and vector control; irrigation and drainage systems; ornamenta l lighting structures; related sidewalks, masonry walls or other fencing; entryway monuments or other ornamental structures and signs; and associated appurtenant facilities located within:
The parkway areas located behind the sidewalk and the sidewalk itself on the northwest side of Winchester Road running the length of Willow Springs development. (Approximately 63,902 square feet of landscaped area, and 18,214 square feet of sidewalk.) The maintenance of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, pruning, fertilization, pest cont rol, and weed abatement of the landscaped areas; installation, replacement and rehabilitation of the landscaping; repair or replacement of irrigation or drainage systems; and repair or repla cement of hardscape improvements, including the sidewalk, and other amenities.
The City’s Park and Recreation Department is curren tly responsible for overseeing the ongoing maintenance, servicing, and operation of the landscaping improvements within the Consolidated District and shall authorize and schedule such maintenance and servicing as needed and based on available funding.
Public Street Lighting Improvements
Public street lighting improvements to be funded by the District assessments may include, but are not limited to, electrical energy, lighting fixture s, poles, meters, conduits, electrical cable and associated appurtenant facilities associated with:
Public street lighting and other public lighting f acilities along the northwest side of Winchester Road bordering Willow Springs development and other public areas associated with or necessary for the development of properties within the District.
Maintenance, operation, and servicing of the Distri ct lighting improvements may include, but is not limited to the furnishing of electric current or other illuminating agent; as needed maintenance, repair, and replacement of worn out electrical comp onents and light fixtures including bulbs, ballasts, photoelectric cells, meters, and/or elect rical cables; repair or replacement of damaged poles, ground wires, and conduits caused by acciden ts, vandalism, time, and weather; and monitoring of the Underground Service Alert (USA) network to prevent damage by excavation.
The City’s Park and Recreation Department is curren tly responsible for overseeing the ongoing maintenance, servicing, and operation of the local street lighting improvements for the Consolidated District and shall authorize and sched ule such maintenance and servicing as needed and based on available funding.
546
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Excluded Improvements
Not included as District improvements are improvements located on private property and/or areas designated as Homeowner Association property or easements. Open space parcel 963-070-062.
Homeowner Association maintenance areas, located t hroughout the residential development, including parks, play areas, slopes, open areas, and community amenities. The Eastern Municipal Water District lift station and lift station site. The estimated 2.13 acres of commercial area entry streetscape, and 1.34 acres of commercial area slopes.
547
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part II — Method of Apportionment
Benefit Analysis
Legislative Authority
Part 2 of Division 15 of the Streets and Highways C ode, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisit ion, construction, installation and servicing of street lighting and landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be recei ved by each such lot or parcel from the improvements.”
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various ar eas within an assessment district into different zones where, by reason of variations in t he nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements.
A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
The formulas used for calculating assessments and t he designation of zones herein reflect the composition of parcels within the District and the improvements and activities to be provided, and have been designed to fairly apportion the entirety of the capital cost of the local public improvements and the maintenance and operation expe nses of such improvements based on a determination of the proportional special benefits to each parcel, consistent with the requirements of the 1972 Act and the provisions of Article XIIID of the California Constitution (Proposition 218).
Proposition 218 Benefit Analysis
The costs of the proposed improvements for this Dis trict have been identified and allocated to properties within the District based on special benefit. The improvements provided by this District and subsequently Zone No. 31 of the Consolidated District and for which properties are assessed are local public street lighting and landscaping im provements and related amenities. The assessments and method of apportionment is based on the premise that these improvements would otherwise not have been required without the development of those parcels within the District.
Article XIIID Section 2d defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service,” 548
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Article XIIID Section 2i defines Special Benefit as follows:
“Special benefit means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.”
Article XIIID Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment sha ll identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public imp rovement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exc eeds the reasonable cost of the proportional special benefit conferred on that parcel.” Special Benefit
Street Lighting Special Benefit
The street lighting in the District (Zone No. 31 of the Consolidated District), is primarily useful for illuminating the sidewalks and parking lanes on the streets used specifically to access the properties and/or is adjacent to those properties that comprise the District. This lighting is distinct from lights that may be installed that serve in lar ge part to enhance traffic safety, such as traffic signals and intersection safety lights or the more sporadic lighting found on major thoroughfares outside the more concentrated development areas. Th ese localized streetlights tend to be more closely spaced and of a lower intensity than streetlights installed primarily for traffic safety. These low-level, lower-intensity streetlights within the District provide three main special benefits: (i) property security benefit, (ii) pedestrian safety b enefit, and (iii) parkway/roadway egress benefit.
Since traffic to and from these parcels is largely limited to the residents and residents’ guests, it is reasonable to assume that essentially all pedestrians and parking vehicles in the lit areas will, after dark, be directly associated with the properties in the District. While the street lighting located on the perimeter of a development serves primarily for accessing the properties within that District, it is recognized that such lighting may benefit pas s-through traffic as well and inherently there is some general benefits associated with those streetlights.
In addition, the streetlights within the District a re consistent with the City’s typical intensity and spacing standards for areas zoned for residential d evelopment and each parcel to be assessed is served directly by the system of streetlights pr oviding appropriate lighting within these respective development areas. Furthermore, the cost of maintaining and operating each light is substantially the same, regardless of the location of the light within the District. Consequently, it has been concluded that each parcel within the District receives substantially similar benefit from the streetlight improvements.
549
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Landscaping Special Benefit
The ongoing maintenance of local public landscaping provides aesthetic benefits to the properties within the District and provides a more pleasant environment to walk, drive and live. The primary function of the landscaping improvements and relate d amenities is to serve as an aesthetically pleasing enhancement and green space for the benefi t of the properties and development for which the improvements were constructed and installed. These improvements are an integral part of the physical environment of parcels, and if the improvements are not properly maintained, it is these parcels that would be aesthetically burdened. In addition, the street landscaping associated with this District serves as both a physical buffer as well as a sound reduction buffer between the roadway and the properties associated with those improvements. As a result, the maintenance of the landscape improvements is a particular and dist inct benefit to the development and the properties therein.
General Benefit
Assessments are established on the basis of calculated proportional special benefit to properties within a district. Because general benefits are not assessable, general benefit costs must be excluded from the assessment calculation.
In reviewing the improvements to be maintained by t his District, the proximity of those improvements to properties within Willow Springs as well as nearby properties outside of the boundaries of this development, and the reasons for installing and constructing such improvements; it is apparent that the improvements and need to maintain those improvements are exclusively the result of developing the parcel s within Willow Springs and the condition of these improvements and the level of service associated with such improvements will directly affect only the properties within that development.
Street Lighting General Benefit
Collectively, there are a total of three (3) streetlights to be operated and maintained by the District (Zone No. 31 of the Consolidated District), all of which are located on the perimeter of the District.
These residential perimeter lights, in contrast to internal residential lights, arguably provide some illumination that extends beyond the boundaries of the development and the parcels being assessed. The lights may also enhance the safety of members of the public unassociated with an assessed parcel by illuminating traffic lanes and/or parking on streets, or that otherwise provides services to the general public. Although, in genera l, these streetlights exist solely due to the development of assessed parcels, and the primary pu rpose of these lights is to provide illumination to access the assessed parcels, the st reetlights may provide some level of general benefit in addition to the special benefits provided to the assessed parcels. We estimate that these general benefits constitute not more than twenty-five percent (25%) of the total benefit associated with these perimeter lights. Therefore, it is reaso nable to conclude that the total general benefit from the operation and maintenance activities assoc iated with the District streetlights does not exceed 25% of the direct annual operating expenses for all combined residential streetlights. 550
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Landscaping General Benefit
Recognizing that in the absence of a special funding District, the City only has a general obligation to maintain areas within the public right-of-way at a level of service that provides for public safety and avoids negative impacts on adjacent roadways an d vehicles traveling on those roadways (“baseline service”). However, this baseline service level would typically be limited to occasional weed abatement and as-needed tree trimming, resulti ng in a far less visually pleasing environment than is created with the enhanced level s of service to be provided for this development through the District assessments. Conservatively, the cost to provide this baseline level of service is estimated to be less than $0.023760 per square foot for such streetscape areas and based on the approximately 63,902 square feet of landscaped area to be maintained for the District (Zone No. 31 of the Consolidated District) , this annual baseline maintenance cost is estimated to be no more than $1,519 per year. Since the baseline services, unlike the enhanced aesthetic services, provide substantial benefit to the general public and to properties in general, the cost of providing this baseline service is treated as a general benefit cost associated with the landscape maintenance services and is not assessed.
Although the improvements are located in the public right-of-way and thus available or visible to the public at large, these improvements were not re quired nor necessarily desired by any properties or developments that currently exist out side the boundaries of the development and the maintenance of these improvements and the level of maintenance provided only has a direct and particular impact on these properties (special benefit). Therefore, while the improvements may be visually appealing to the occasional motoris t and visitor to the area or visible to nearby properties, such benefits are considered to be inci dental and an indirect consequence of the special benefits to properties within the District. Furthermore, the maintenance of these improvements beyond that which is required to ensur e the safety and protection of the general public and real property in general, has no measura ble or quantifiable benefit (either special or general benefit) to properties outside the District or to the public at large.
Assessment Methodology
Based on the improvements described above and the p lanned development of property within Willow Springs it has been determined that each of the residential and non-residential parcels within this development will receive substantially similar and proportional special benefits from the improvements to be provided by this District and su bsequently Zone No. 31 of the Consolidated District. Therefore, utilizing the Equivalent Benef it Unit (the “EBU”) method of apportionment, which was previously established for the Consolidated District, is an appropriate calculation of the proportional special benefit for each lot or parcel within the District. This EBU method of apportionment uses the single-family home site as t he basic unit of assessment with the single- family residential property being assigned one (1) EBU. All other land uses are assigned proportionately weighted EBUs based on an assessmen t formula that equates the property’s specific development status, type of development (c ollectively referred to as “land use”), and property size as compared to a typical single-family home site. 551
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Equivalent Benefit Unit Application
The EBU application by land use for the Consolidate d District and applicable in whole or in part to this District is described as follows:
Single-family Residential — This land use is defined as a fully subdivided res idential home site with or without structures. This land use is assessed 1.00 EBU per lot or parcel. This is the base value to which other land use types are compared and weighted (i.e. Equivalent Benefit Unit, EBU).
Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. This land use is assessed 1.00 EBU per unit.
Planned Residential Development — This land use is defined as any property not fully subdivided with a specific number of proposed residential lots to be developed on the parcel. This land use type is assessed at 1.00 EBU per planned (proposed) residential lot.
Vacant Residential — This land use is defined as property currently zon ed for residential development, but a tentative or final tract map has not been submitted and/or approved. This land use is assessed at 0.50 EBU per acre. Parcels less than 2 acres are assigned a minimum of 1.00 EBU. Parcels over 100 acres are assigned a maximum of 50.00 EBU.
Vacant Non-Residential — This land use is defined as property currently zoned for commercial or industrial use, but not specifically approved for commercial or industrial development. This land use is assessed at 1.00 EBU per acre. Parcels less than one (1) acre are assigned a minimum of 1.00 EBU. Parcels over 50 acres are assigned a maximum of 50.00 EBU.
Developed Non-Residential — This land use is defined as property developed for either commercial or industrial use. This land use type is assessed at 4.00 EBU per gross acre except in Zone 3 of the Consolidated District. Parcels less than 0.25 acres are assigned a minimum of 1.00 EBU, but there is no maximum acreage cap. In Zone 3 Developed Non-residential properties are assessed at 1.00 EBU per gross acre including any possessor interest in a common area.
Planned Non-Residential Development — This land use is defined as any property designated for commercial or industrial use for which specific development plans have been submitted or approved, or were included and identified as part of a specific commercial or industrial development project, but for which development of the property has not commenced or completion is not anticipated prior to the end of the fiscal year. With the exception of Zone 3 within the Consolidated District, parcels or lots with this land use type are assessed at 2.00 EBUs per gross acre; parcels consisting of less than half an acre are assigned a minimum of 1.00 EBU; but there is no maximum acreage cap. In Zone 3 of the Consolidated District, planned non-residential properties are assessed at 1.00 EBU per gross acre including any possessory interest in a common area.
Recreational or Limited Non-Residential Use — This land use is defined as property used for recreational or non-residential use that is not part of the improvements provided by the District. This land use classification may include, but is not limited to, golf courses, commercial parking lots or commercial properties where less than ten percent (10%) of the total acreage has been developed.
This land use is assessed at 2.00 EBUs per acre. Similar to Developed Non-Residential properties, there is no maximum acreage cap for this land use, but lots or parcels less than 0.5 acres are assigned a minimum of 1.00 EBU.
552
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.00 EBU. This land use classification may include, but is not limited to, lots or parcels identified as public streets and other roadways, dedicated public easeme nts, open space areas and right-of-ways including greenbelts and parkways, utility right-of-ways, common areas, sliver parcels, bifurcated lots or any other property that cannot be developed, park properties and other publicly owned properties that are part of the District improvements or that have little or no improvement value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempt from assessment.
Special Cases — In districts where multiple land use classificatio ns may be involved, there are usually one or more properties for which the standard land use classifications may not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residential property, however only a small percentage of the parcel’s total acreage can actually be developed. In this case, a proper calculation would be based on the parcel’s net acreage rather than the parcel’s gross acreage.
The following table provides a summary of land use types, applied to each land use type and the multiplying factor used to be applied for the calculation of each parcel’s individual EBU:
553
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part III — Estimate of Costs
Calculation of Assessments
An assessment amount per EBU is calculated by:
Taking the “Total Annual Expenses” (total budgeted costs) and subtracting the “General Benefit Expenses (City contribution)”, to establish the “Total Special Benefit Expenses,” Amount Budgeted – General Benefit Expenses = Special Benefit Expenses To the resulting “Special Benefit Expenses,” various “Funding Adjustments/Contributions” may be applied that may include, but are not limited to:
“Operational Reserve Fund (Transfer/Deduction),” r epresents an amount of available existing funds from the “Operational Reserve Fund Balance” b eing applied to pay a portion of the Special Benefit Expenses for the fiscal year.
“Capital Improvement Fund (Transfer/Deduction),” r epresents an amount of available existing funds from the “Capital Improvement Fund Balance” b eing applied to pay a portion of the Special Benefit Expenses for the fiscal year. This amount is typically an amount to offset any “Capital Improvement Expenditure” budgeted for that fiscal year.
These adjustments to the Special Benefit Expenses result in the net special benefit amount to be assessed “Balance to Levy;”
Special Benefit Expenses – Funding Adjustments/Contributions =Balance to Levy The amount identified as the “Balance to Levy” is divided by the total number of EBUs of parcels that benefit to establish the “Assessment Rate” or “Assessment per EBU” for the fiscal year. This rate is then applied back to each parcel’s individu al EBU to calculate the parcel’s proportionate special benefit and assessment for the improvements.
Balance to Levy / Total EBU = Assessment per EBU (Assessment Rate) Assessment per EBU x Parcel EBU = Parcel Assessment Amount Note: As part of these proceedings to form the District and ballot property owners for new assessments, the proposed maximum assessments outli ned in this Report are intended to fully support the costs and expenses identified as “Special Benefit Expenses.” Therefore, the “Funding Adjustments/Contributions” referenced above are not applicable to the calculation of the assessments described in this Report and the “Balan ce to Levy” represents the total “Special Benefit Expenses.”
District Budget
The following budget for the District is based on an estimate of the expenses and related funding necessary for the ongoing operation, maintenance an d servicing of the District improvements identified in Part I of this Report and establishes the initial Maximum Assessment per EBU (Maximum Assessment Rate) for fiscal year 2024/2025 . Reference is made to the assessment roll included herein as Part V for individual parcel maximum assessments to be balloted. 554
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Estimate of Costs
Murrieta Landscaping and Lighting District No. 31 ( Willow Springs) Tract No. 36779 & PM 36733
Maximum (1) Fiscal Year 2024/2025 (2)
Levy Components Budget / Assessment Budget / Assessment DIRECT EXPENSES Balloted Proposed
Operations and Maintenance
Landscape Electric 64520 $190 $185.13
Landscape Water 64660 3,520 3,517.52 Building Maintenance 62000 - - Landscape Maintenance 62040 20,940 20,937.96 Sidewalk 9,385 9,380.21
Street Lighting Energy Costs 64560 595 593.28 Miscellaneous/Contingency 61960 990 987.29 Other Contingency 62320 0 0.00
Transfer to Vehicle Fund 09046 850 845.79 Total Direct Expenses $36,470 $36,447.19
INCIDENTAL EXPENSES
District Administration Personnel 50120 $850 $847.76
District Administration Contract Services 60480 6,695 6,695.00 District Administration Overhead Allocation 61600 1,9 40 1,936.11 County Administration Fee 60520 200 195.90 Administration Expenses (subtotal) $9,675 $9,674.77
Operational Reserve Fund Collection $18,185 18,184.65
Capital Improvement/Rehabilitation Fund Collection 1 ,785 1,780.07 Fund Collections (subtotal) $19,970 $19,964.72
Total Incidental Expenses $29,655 $29,639.49
Total Annual Expenses $66,125 $66,086.68
GENERAL BENEFIT EXPENSES
General Benefit Street Lighting Improvement Costs ($ 150) ($148.32) General Benefit Landscape Improvement Costs (1,645) (1,642.05) General Benefit Expenses (City Funded) ($1,795) ($1,7 90.37) TOTAL SPECIAL BENEFIT EXPENSES $64,330 $64,296.30
BALANCE TO LEVY $64,330 $64,296.30
DISTRICT STATISTICS
Total Parcels 51 51
Total Parcels Levied 22 22
Total Equivalent Benefit Units (EBUs) 321.00 321.00
Calculated Levy per EBU $201.00 $200.30
Maximum Levy per EBU (Balloted Maximum Rate) $201.00 $201.00 Total Assessment Amount Balloted $64,521
Inflationary Factor Applied to Future Maximum Rates 3.00%
(1)
(2)
City of Murrieta
The Levy Components shown above for "Maximum Budget/Assessment Balloted" are based on the City's estim ate of expenses and funding for fiscal year 2024/2025, rounded up to the nearest five dollars. The Calculated Levy per EBU has been rounded up to the nearest dollar to establish the Maximum Levy per EBU (Balloted Maximum Rate ).
The Levy Components shown above for "Fiscal Year 2024/2025 Budget/Assessment Proposed" are based on th e City's estimate of the improvement expenses and funding requirements for fiscal year 2024/2025.
Note: This District's assessment does not include a ny other assessments, taxes or charges against the properties (i.e., Murrieta Park Tax and Murrieta Community Services District). 555
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Annual Inflationary Adjustment (Assessment Range Formula) It is recognized that the majority of the annual cost of providing the improvements will be impacted by inflation in subsequent years. In an effort to minimize this impact, a formula for an inflationary adjustment is included as part of the District assessments to be approved by the property owners as part of the District formation process. This for mula referred to as the “Assessment Range Formula,” establishes a set adjustment to the allowable maximum assessment rate which allows for annual adjustments to be made to the various budget items. This Assessment Range Formula is consistent with the inflationary adjustments pre viously approved for the Consolidated District and as authorized by Section 53750(2)(A) of the Gov ernment Code (also known as the “Proposition 218 Omnibus Implementation Act”).
“For purposes of Article XIIIC and Article XIIID of the California Constitution… A tax, fee or charge is not deemed to be increased by an agency action t hat adjusts the amount of a tax or fee or charge in accordance with a schedule of adjustments , including a clearly defined formula for inflation adjustment.”
The Assessment Range Formula provides for reasonable increases and inflationary adjustments to annual assessments without requiring costly noticing and mailing procedures, which could add to the overall costs and assessments within the District. The Consolidated District provides for an annual adjustment (increase) of three percent (3%) to the Maximum Rate per EBU for most zones.
This same 3% annual adjustment (increase) shall be applied to the Maximum Assessment Rate established in this Report.
Commencing with the second fiscal year (fiscal year 2025/2026) and each fiscal year thereafter, the Maximum Assessment Rate (initially established by this Report for fiscal year 2024/2025) will be recalculated and a new Maximum Assessment Rate w ill be established for the District (Zone No. 31 of the Consolidated District) each fiscal ye ar. This annual adjustment to the Maximum Assessment Rate shall be calculated independent of the annual budgets and proposed annual assessments. Although the adjusted maximum assessme nt rate will increase each year, the annual assessment rate adopted for the fiscal year may be less. If the budget and the corresponding assessment for that fiscal year do no t require an increase or the increase is less than the allowable adjusted maximum assessment rate, then the proposed assessments required to meet the expenditures may be applied. To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of the Califor nia Constitution Article XIIID Section 4c, that requires a public hearing and certain protest proce dures including mailed notice of the public hearing and property owner protest balloting. Property owners, through a ballot proceeding, must approve such a new or increased assessment before that assessment may be imposed.
556
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part IV — District Diagram
A copy of the District Diagram (Boundary Map) for t he District is provided on the following page.
The parcels that comprise the Murrieta Landscaping and Lighting District No. 31 (Willow Springs) consists of all lots, parcels and subdivisions of l and listed on the Assessment Roll contained herein as Part V, the lines and dimensions of which are shown on the Riverside County Assessor’s parcel maps for the current year and are incorporated by reference herein and made part of this Report. The following District Diagram together wit h the Assessment Roll contained herein as Part V, constitute the Assessment Diagram for the Murrieta Landscaping and Lighting District No. 31 (Willow Springs) for fiscal year 2024/2025.
557
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
558
City of Murrieta
Engineer’s Report
Formation of Landscaping and Lighting District No. 31 (Willow Springs) Fiscal Year 2024/2025
Part V — Assessment Roll
Parcel identification for each lot or parcel within the District shall be the parcel as shown on the Riverside County Secured Roll for the year in which this Report is prepared and reflective of the Assessor’s Parcel Maps. A listing of the current as sessor parcels to be assessed within this District along with the assessment amounts is provi ded in the following:
963-070-058 PM 36733 Lot 58 2.65 Non-Residential 0.60 N/ A 2.40 $482.40 $480.72 963-070-059 PM 36733 Lot 59 3.56 Non-Residential 3.10 N/ A 12.40 2,492.40 2,483.72 963-070-060 PM 36733 Lot 60 6.01 Non-Residential 5.80 N/ A 23.20 4,663.20 4,646.96 963-520-001 PM 36779 Lot 1 1.38 Residential N/A 15 15.00 3 ,015.00 3,004.50 963-520-002 PM 36779 Lot 7 1.86 Residential N/A 26 26.00 5 ,226.00 5,207.80 963-520-003 PM 36779 Lot 14 0.58 Residential N/A 9 9.00 1, 809.00 1,802.70 963-520-004 PM 36779 Lot 15 0.44 Residential N/A 6 6.00 1, 206.00 1,201.80 963-520-005 PM 36779 Lot 16 1.35 Residential N/A 15 15.00 3,015.00 3,004.50 963-520-006 PM 36779 Lot 17 0.89 Residential N/A 9 9.00 1, 809.00 1,802.70 963-520-007 PM 36779 Lot 18 0.93 Residential N/A 10 10.00 2,010.00 2,003.00 963-520-008 PM 36779 Lot 19 0.23 Residential N/A 3 3.00 60 3.00 600.90 963-530-001 PM 36779 Lot 2 2.97 Residential N/A 26 26.00 5 ,226.00 5,207.80 963-530-002 PM 36779 Lot 5 2.37 Residential N/A 31 31.00 6 ,231.00 6,209.30 963-530-003 PM 36779 Lot 6 0.47 Residential N/A 6 6.00 1,2 06.00 1,201.80 963-530-004 PM 36779 Lot 8 0.94 Residential N/A 14 14.00 2 ,814.00 2,804.20 963-530-005 PM 36779 Lot 9 1.16 Residential N/A 15 15.00 3 ,015.00 3,004.50 963-530-006 PM 36779 Lot 10 0.95 Residential N/A 13 13.00 2,613.00 2,603.90 963-530-007 PM 36779 Lot 11 0.56 Residential N/A 7 7.00 1, 407.00 1,402.10 963-540-001 PM 36779 Lot 3 2.14 Residential N/A 22 22.00 4 ,422.00 4,406.60 963-540-002 PM 36779 Lot 4 2.41 Residential N/A 30 30.00 6 ,030.00 6,009.00 963-540-003 PM 36779 Lot 12 0.72 Residential N/A 10 10.00 2,010.00 2,003.00 963-540-004 PM 36779 Lot 13 1.10 Residential N/A 16 16.00 3,216.00 3,204.80 Total 35.66 9.50 283 321.00 $64,521.00 $64,296.30
Charged Parcels 22
Balloted
Maximum
Assessment
Proposed First
Year's
Assessment
Planned Non-
Residential
Assessable
Acreage
Planned
Residential
Units
APN Lot Identification Total
Acreage EBU Planned Land
Use
559
88 89
90 91
92 93
949596979899100101102103
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RW
RWRWRWRWRWRWRWRW
RWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRW
RWRWRWRWRWRWRWRWRWRWRWRWRW
104105106107108109110
111
RWRWRWRWRWRWRWRWRWRWRWRWRW
RWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRWRW
RW
VICINITY MAP
N.T.S.
TO 15 FWY.
CALTRANS
AREA
WINCHESTER ROADHWY 79
City of Murrieta, California M A I N T E N A N C E E X H I B I T WILLOW SPRING - PM. 36733
0150'
PERMIT NUMBER
CO RIV RTE 79 PM 08-21-6-CD-1167
STATE REPRESENTATIVE DATE
CALTRANS APPROVAL
MAINTENANCE LEGEND
CALTRANS ROW LANDSCAPE AREA
MURREITA MAINTAINED AREA - 63,902 S.F.
01/26/23
WITHIN CALTRANS ROW
CALTRANS ROW LINE
EXHIBIT 'A'
CITY OF MURRIETA COMMUNITY SERVICES
DISTRICT APPROVAL
FRENCHVALLEYAIRPORT
BRIGGS ROAD
AULD RD
LAZY HAWK RD
PORTH ROAD
CROSSLAND
BRIGGS ROAD
ROAD
AULD ROAD
LEON ROAD BENTON ROAD
LAZY HAWK RD
LAZY HAWK RD
37'
CITY MAINTENANCE EASEMENT
DRAINAGE CULVERT
CALTRANS ROW LINE
WINCHESTER ROAD
WINCHESTER ROAD
MATCHLINE - A
MATCHLINE - A
37'
CITY MAINTENANCE EASEMENTCALTRANS ROW LINE
CO/RTE/PM:08-RIV-79-M6.998-M7.385
Attachment 3
560
CITY OF MURRIETA
City Council Meeting Agenda
Report
11/7/2023
Agenda Item No. 11.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, AICP - Development Services Director PREPARED BY: Taylor Graybehl, AICP - Associate Planner
SUBJECT: Second Reading of Electric Vehicle Charging and Housing Element Implementation Ordinance (MCA-2023-00001)
RECOMMENDATION
Conduct the second reading by title only and with further reading waived, adopt Ordinance No. 598-23 entitled: An Ordinance of the City Council of the City of Murrieta, California, Amending Title 16 of the Murrieta Municipal Code to Revise the City’s Development Code (MCA-2023-00001), to adopt Electric Vehicle Charging and Housing Implementation standards related to Sections 16.08.010, 16.08.020, 16.34.040,
16.44.115, 16.44.200, 16.52.040, and 16.73.050.
PRIOR ACTION/VOTE
On October 17, 2023, the City Council conducted a public hearing and introduced Ordinance No. 598-23 (Vote: 5-0).
CITY COUNCIL GOAL
Plan, program and create infrastructure development.
BACKGROUND
At its regular meeting on October 17, 2023, the City Council conducted the first reading of Ordinance No. 598- 23 (Attachment 1). This Ordinance includes changes to Title 16 of the Murrieta Municipal Code (MMC), which is also referred to as the Development Code (Code), is intended to implement Climate Action Plan (CAP) Measure T-2 and Policy Action 1-9 of the Housing Element Update.
Specifically, Ordinance No. 598-23 amends the Code to revise MMC Section 16.44.115, entitled “Electric Vehicle (EV) Parking Requirements.” The revisions reflect the latest California Green Buildings Standards Code and the City’sCAP Policy T-2. The revisions to MMC Section 16.44.115 of the Development Code include changes to definitions, standards, and requirements.
Policy Action 1-9 of the Housing Element found in Section 4 (Housing Plan) states that the City will amend its zoning code to be in compliance with state law and to reduce governmental constraints on the development of housing pursuant to specific sections as identified by the state’s Department of Housing and Community Development (HCD) during its review of the Housing Element Update. The attached Ordinance amends six CITY OF MURRIETA Printed on 11/2/2023Page 1 of 2
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11/7/2023
Agenda Item No. 11.
Development (HCD) during its review of the Housing Element Update. The attached Ordinance amends six sections of the City’sDevelopment Code to complete Policy Action 1-9. The Ordinance amends the Code inclusive of minimum lot size requirements, reasonable accommodation, manufactured homes in residential zones “by-right”,parking requirements in multi-family housing projects, conditional use permit findings, and emergency shelter parking.
HCD Review
As part of implementing the Housing Element, the City will provide HCD with a copy of the Ordinance once adopted to complete the amendments as required in Policy Action 1-9.
Environmental Documentation
The project has been evaluated pursuant to the California Environmental Quality Act (CEQA). Considering that there are no land use changes proposed as part of the project, and there would be no increases or decreases of residential densities proposed, it is reasonably foreseeable that there would be no potential environmental impacts that would result from the project. Therefore, the project is exempt under the CEQA Guidelines per Section 15183 - “ProjectsConsistent with a Community Plan, General Plan, or Zoning”,as the project would not cause a significant effect on the environment and existing land use designations in the City. A Notice of Exemption (NOE) has been prepared (Attachment 2).
FISCAL IMPACT
There is no fiscal impact associated with approving this agenda item.
ATTACHMENTS
1. Ordinance No. 598-23
2. CEQA Notice of Exemption
CITY OF MURRIETA Printed on 11/2/2023Page 2 of 2
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ORDINANCE NO. 598-23
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, AMENDING TITLE 16 OF THE MUR RIETA MUNICIPAL CODE TO AMEND THE CITY’S DEVELOPMENT CODE (MCA-2023-00001), TO REVISE SECTIONS 16.08.010, 16.08.020, 16.3 4.040, 16. 44.115, 16.44.200,
16.52.040, AND 16.73.050
WHEREAS, the City of Murrieta proposes an amendment to the City’s Development Code for the purpose of revising and updating sections 16.08.010, 16.08.020, 16.34.040, 16.44.115,
16.44.200, 16.52.040, and 16.73.050; and
WHEREAS, the City has adopted the California Green Buildings Standards Code, which became effective January 1, 2023; and
WHEREAS, the City Climate Action Plan (CAP) and related Electric Vehicle Charging Ordinance measures are intended to implement policies to reduce Green House Gas Emissions related to transportation consistent with the City’s General Plan Environmental Impact Report (EIR); and
WHEREAS, the City’s 6th Cycle Housing Element Policy Action 1-9 outlines amendments to the City’s Development Code for compliance with State Law and to reduce governmental constraints on the development of housing; and
WHEREAS, the proposed amendments to the City’s Development Code have been drafted to implement CAP Measure T-2 and Housing Element Policy Action 1-9; and WHEREAS, the California Environmental Quality Act (CEQA) Guidelines Section 15183 “Projects Consistent with a Community Plan, General Plan, or Zoning ” allows for a streamlined environmental review process for projects that are consistent with the development densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified; and
WHEREAS, on July 26, 2023 the Planning Commission recommended that the City Council adopt the ordinance amendment and record an Notice of Exemption (NOE); and WHEREAS, on October 17, 2023, the City Council of the City of Murrieta held a duly noticed public hearing on this proposed Development Code Amendment, at which was presented the staff report and evidence in the record to support the findings required by Murrieta Development Code;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Murrieta does ordain as follows:
SECTION 1. FINDINGS
Based upon the substantial evidence presented at the public hearing on October 17, 2023, including written and oral staff reports and public and applicant written and oral testimony, and on the record from the Planning Commission public hearing, in accordance with Murrieta Development Code, the City Council of the City of Murrieta approves the Development Code Amendment s in accordance with the following findings:
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Findings and Recommended Approval for Development Code Amendments:
1. The proposed amendment s ensure and maintain internal consistency with all of the objectives, policies, general plan land uses, programs, and actions of all elements of the general plan;
FACTS: The Development Code is the primary tool for implementing the General Plan, providing regulating standards, identification of permitted uses, and other regulations that support the proper implementation of the General Plan Update. This Development Code Amendment revises and updates sections 16.08, 16.31, 16.44,
16.52, and 16.73 consistent with the City’s CAP and Housing Element Update.
2. The proposed amendments would not be detrimental to the public convenience, health, safety or general welfare of the city;
FACTS: The General Plan promotes the health, safety and welfare of the City through the listed goals and policies included within each element . The proposed Code Amendments are consistent with Murrieta’s CAP included in the General Plan EIR and the 6th Cycle Housing Element and would not be detrimental to the public convenience, health, safety or general welfare of the city.
3. The proposed amendments are internally consistent with other applicable provisions of the Development Code;
FACTS: The CAP Update includes a policy to adopt an EV charging station ordinance that requires new development standards and this ordinance complies with that requirement. The amendment has been drafted to integrate and implement the Electric Vehicle Parking Requiremen ts in the Development Code and thereby, is internally consistent. The 6th Cycle Housing Element includes Policy Action 1-9 for compliance with State Law and to reduce governmental constraints on the development of housing.
4. The proposed amendment is in com pliance with the provision of the California Environmental Quality Act (CEQA) Guidelines Section 15183 - Projects Consistent with a Community Plan, General Plan, or Zoning.
FACTS: The project has been evaluated pursuant to CEQA and was determined exempt under CEQA Guidelines Section 15183 - Projects Consistent with a Community Plan, General Plan, or Zoning . Section 15183, provides that projects which are consistent with the development density established by a Community Plan, General Plan, or Zoning for which an environmental impact report (EIR) has been certified “ ..shall not require additional environmental review, except as might be necessary to examine whether there are project -specific significant effects which are peculiar to the project or its site.” Considering that the amendments implement policies identified within the General Plan, and consistent within, no additional environmental review is required .
Therefore, the amendments are exempt under the CEQA Guidelines.
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SECTION 2. Section 16.44.115 of Title 16 of the Murrieta Municipal Code is hereby amended in its entirety to read as follows:
“16.44.115 Electric Vehicle Parking Requirements.
A. Definitions.
1. Electric Vehicle (EV): An automotive-type of vehicle for on-road use, such as passenger automobiles, buses, trucks, vans, neighborhood electric vehicles, electric motorcycles and the like, primarily powered by an electric motor that draws from a rechargeable storage battery, fuel cell, photovoltaic array or other source of electric current.
2. EV Capable Space: A vehicle space with electrical panel space and load capacity to support a branch circuit and necessary raceways, both underground and/or surface mounted, to support EV charging.
3. EV Ready Space: A vehicle space which is provided with a branch circuit; any necessary raceways, both underground and/or surface mounted; to accommodate EV charging, terminating in a receptacle or a charger.
4. Level 2 EV Supply Equipment (EVSE): The 208/240 Volt 40-ampere branch circuit, and the electric vehicle charging connectors, attachment plugs, and all other fittings, devices, power outlets, or apparatus installed specifically for the purpose of transferring energy between the premises and the electric vehicle.
B. Standards.
1. A parking space served by EVSE shall count as at least one standard automobile parking space for the purpose of complying with any applicable minimum parking space requirements as established by the City.
2. An accessible parking space with an access aisle served by EVSE shall count as at least two standard automobile parking spaces for the purpose of complying with any applicable minimum parking space requirements as established by the City.
3. EV Ready and EVSE spaces must be identified by signage or pavement markings that comply with Caltrans requirements.
4. The number of EV Capable spaces and EV Ready spaces will comply with California Green Building Standards Code.
C. Requirements per Development Type
TABLE 16.44.115-1
ELECTRIC VEHICLE PARKING REQUIREMENTS AT A LOCATION
Occupancy Type EVSE Parking Requirement (round up to
nearest parking space)
One- and Two-Family Homes, Multi-Family
Dwellings with Private Garages
Installation of one Level 2 or greater
EVSE per enclosed garage
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