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HomeMy WebLinkAbout2025 05 12 Regular 501 - Intent to Award RFQ# 20-25-01 CSREGULAR AGENDA ITEM 501 CITY COMMISSION AGENDA | MAY 12, 2025 REGULAR MEETING TITLE Intent to Award RFQ #02-25-01 CS: Contract Operator Selection for Operation, Maintenance & Management of Water, Wastewater & Reuse Facilities SUMMARY To ensure the delivery of safe, reliable, and regulatory-compliant water and wastewater services, the City has conducted a competitive procurement process to select a qualified contract operations firm. Following an evaluation of qualifications under RFQ #02-25-01 CS, Woodard & Curran was identified as the most qualified firm to assume responsibility for the daily operation and maintenance of the City’s water, wastewater, and reclaimed water facilities. The exact scope of services is to be negotiated with Woodard & Curran but is anticipated to include operation of the treatment facilities, regulatory reporting, preventative maintenance, emergency response, and staff training. This partnership will support the City’s goals of operational efficiency, environmental compliance, and infrastructure sustainability. FUNDING SOURCE This contract will be funded out of the operational budget of the water and sewer fund. RECOMMENDATION Staff recommends the City Commission approve the Selection Committee's ranking of qualified contract operators and authorize staff to commence contract negotiations with Woodard & Curran being selected as the most qualified firm. 2517 Meeting Minutes ADVISORY SELECTION COMMITTEE MEETING Friday April 29, 2025 @ 1PM 1126 East SR 434 Winter Springs FL 32708 – City Hall Commission Chambers Committee Members Present: Clete Sanier, Matthew Winnie, Brian Dunigan, Leonard Hartman, and Clifton Mullis StaƯ Present: Holly Queen and Matthew Reeser Purpose: This meeting is for the advisory selection committee to have open dialogue with each other and determine if they would like to request presentations from the respondents. (Clearwater Solutions, US Water, Woodard & Curran) Actions: The Committee decided they would have like to have presentations from all three respondents. Public meeting is scheduled for Friday May 2nd , 2025 starting at 9 AM with individual time slots set up via email after close of meeting. High level presentation format discussed, detail is listed below. City of Winter Springs Operation, Maintenance, & Management Water, Wastewater & Reuse Facilities RFQ # 02-25-01 CS Proposal Due Date: April 11, 2025 2518 Presentation Format Operational Approach: Briefly present what you believe will be the most important operational objectives you will need to address within the first 90 days, 180 days and 1 year for the City’s water, wastewater, and reclaimed water treatment facilities. Transition Plan: Briefly present the steps you will take to successfully mobilize and take over the facilities from the current operations contractor. Include timelines and milestones leading up to full operational control. Maintenance of Plant Operations (MOPO): Briefly present how you will approach Maintenance of Plant Operations during construction and commission of the planned facility improvements to the East Water Reclamation Facility. A maximum 25-minute presentation time limit will be enforced. (This does not include Q&A time). Be prepared to answer questions from the Selection Committee members at the conclusion of your presentation. Additional Questions from Advisory Selection Committee to be included and responded to during presentation: Several bids discuss local oƯice, will there be a regional oƯice with support staƯ close to City of Winter Springs? Emergency Response – estimated time for response SCADA integrations, want make sure what we have is able to be fully integrated and we are able to be fully compliant. Explain potential energy saving solutions/strategies. Clarification Regarding Bid Documents: This bid does not include collection systems, distribution systems, or lift stations. 2519 Meeting Minutes ADVISORY SELECTION COMMITTEE MEETING Friday May 2nd @ 9 AM 1126 East SR 434 Winter Springs FL 32708 – City Hall Commission Chambers Committee Members Present: Clete Saunier, Matthew Winnie (Remote via Teams), Brian Dunigan, Leonard Hartman, and Clifton Mullis StaƯ Present: Holly Queen, Kevin Sweet, Marla Mullis Public OƯicials Present: Commissioner Victoria Bruce, and Commissioner Sarah Baker Purpose: This meeting is for the advisory selection committee to have open dialogue with each other, receive the presentations from the respondents, and have a question and answer opportunity with each respondent. (Clearwater Solutions, US Water, Woodard & Curran). Actions: Each respondent was given 25 minutes for presentation followed by a 20 minute session for questions and answers. The advisory selection committee finished the meeting by submitting their rankings as follows: City of Winter Springs Operation, Maintenance, & Management Water, Wastewater & Reuse Facilities RFQ # 02-25-01 CS Proposal Due Date: April 11, 2025 2520 Woodard & Curran – 4,490 Points US Water – 4,180 Points Clearwater Solutions – 3,435 Points The top selected firm will be presented to City Commission Monday May 12 th at regular meeting time, for approval to begin negotiations. Meeting Adjourned at 12:27 PM 2521 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities City of Winter Springs, Florida REQUEST FOR QUALIFICATIONS RFQ # 02-25-01 CS for OPERATION, MAINTENANCE & MANAGEMENT WATER, WASTEWATER & REUSE FACILITIES City of Winter Springs, Florida 1126 East SR 434 Winter Springs, FL 32708 February 28, 2025 2522 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities In accordance with the Consultants’ Competitive Negotiation Act, s. 287.055, Florida Statutes (CCNA), the City of Winter Springs is accepting sealed "Statements of Qualifications" (SOQ) from Florida registered firms for the Operation, Maintenance and Management of City of Winter Springs Water, Wastewater and Reuse Facilities. Statements of Qualification will be accepted by the City of Winter Springs, Procurement Department, Winter Springs City Hall, 1126 East State Road 434, Winter Springs, Florida 32708 by no later than. 2:00 PM EST April 11, 2025 Said SOQ should conform to the minimum requirements outlined in this Request for Qualifications (RFQ). The City reserves the right to reject any or all submittals and to waive minor irregularities. The City may also in its sole discretion modify, suspend, or cancel this RFQ in writing at any time. The City issues this Request for Qualifications to select a candidate for further contract negotiation. Ranking and selection by the City Commission shall not result in the formation of a contract. A contract may be formed only upon the parties successfully negotiating the terms and conditions of a written contract which must be approved by the City Commission and duly executed by the City and the selected Respondent. General Response Information Respondents must submit their response to this RFQ by: Providing one (1) original, (3) copies, and one (1) electronic copy of your SOQ to this office by the date and time indicated. The outside of your package must be clearly labeled with the RFQ number, title, opening date and time and the name and address of the respondent. Responses received after the specified time and date will not be accepted. The City will not be responsible for mail delays, late or incorrect deliveries. The clock located in the Office of the Purchasing Manager will be the official authority for determining late responses. Mandatory Pre-Bid Conference and Site Visit: March 12, 2025 from 8:30 AM – 12:30 PM Deadline for questions is March 21, 2025 at 1:00 PM; an addendum with City responses will be released on Demand Star March 28, 2025 at 2:00 PM, if necessary. Any other changes which the City makes to the RFQ will be communicated via email to the Respondents who attend the Pre-SOQ meeting that an addendum has been released on Demand Star. Questions concerning this Request for Qualifications should be directed to Stuart MacLean, Procurement Manager, (407) 327-7581, or via email at smaclean@winterspringsfl.org. REQUEST FOR QUALIFICATIONS and ADDENDUM DOCUMENTS CAN BE DOWNLOADED FROM www.demandstar.com or https://www.winterspringsfl.org/rfps RESPONDENT IS RESPONSIBLE TO CHECK DEMAND STAR FOR FINAL DOCUMENTS AND ADDENDA PRIOR TO SUBMITTAL. 2523 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities City of Winter Springs, FL REQUEST FOR QUALIFICATIONS RFQ # 02-25-01 CS Operation, Maintenance & Management of Water, Wastewater & Reuse Facilities TABLE OF CONTENTS Introduction ………………………………………………………………………………………………………………..4 Background………………………………………………………………………………………………………………….4 Definitions……………………………………………………………………………………………………………………6 Scope of Work ……………………………………………………………………………………………………………..7 Instructions to Respondents……………………………………………………………………………………….12 RFQ Schedule and Format of SOQ ……………………..……………………………………………………...13 Evaluation Criteria……………………………………………………………………………………………………..14 Submission and Receipt of SOQ……………………………………………………………………………….…15 General Terms and Conditions…………………………………………………………………………………...16 Exhibit 1 Respondent Confirmation of Pre-SOQ Conference Attendance Attachment A Drinking Water Facilities Attachment B Wastewater Facilities, Reuse and Disposal Attachment C Planned Facility Improvements Mandatory RFQ Forms 20-36  Respondent Information and Acknowledgement Form  Insurance Requirements Form  Scrutinized Company Certification  Non-Collusion Affidavit  Drug Free Workplace Form  Public Entity Crimes Form  Debarment, Suspension et. Certification  E-Verify Statement  Conflict of Interest Statement  SMWBE Utilization Plan  Byrd Anti-Lobbying Act Certification 2524 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities City of Winter Springs, Florida REQUEST FOR QUALIFICATIONS RFQ # 02-25-01 CS Operation, Maintenance & Management of Water, Wastewater & Reuse Facilities INTRODUCTION The City of Winter Springs, Florida (City) invites the submittal of Statements of Qualifications from utility operations firms for the operation, maintenance & management of its water treatment plants, wastewater treatment plants, and reuse facilities. It is the intent of the City to hire a contract operations firm for the operation of the potable water treatment facilities, wastewater facilities, and reuse disposal sites. It is anticipated that the firm will also include professional services that are covered by the CCNA. However, during negotiations the City may consider contracting additional utility elements. This Request for Qualifications (RFQ) has been issued to provide firms with information to prepare and submit a detailed response, which must satisfy all requirements and criteria established in this RFQ to qualify for consideration. Qualified firms who are interested in providing these services may download the RFQ from http://www.winterspringsfl.org/rfps and/or DemandStar. This RFQ consists of seven Sections and three Attachments: • Section 1: Background. • Section 2: Facilities Description. • Section 3: General Scope of Services. • Section 4: Procurement Process. • Section 5: SOQ Submittal Requirements. • Section 6: SOQ Evaluation Process. • Section 7: General Terms & Conditions. • Attachment A: Drinking Water Facilities. • Attachment B: Wastewater Facilities, Reuse and Disposal. • Attachment C: Planned Facility Improvements. Respondents shall closely follow the requirements set forth herein, particularly those related to the procurement process, the submittal content and format requirements described in This RFQ. The SOQ will be reviewed and evaluated in accordance with the criteria and evaluation process described in this RFQ. The City shall evaluate and rank all the SOQ’s received in accordance with the Evaluation Criteria stated in this RFQ and list the Respondents in order of preference of those to be deemed the most highly qualified to perform the required services in accordance with the competitive selection process established in the Consultants’ Competitive Negotiation Act, s. 287.055, Florida Statutes (CCNA). The City may elect to invite the top Respondents, maximum three (3), to make presentations of their capabilities. The City shall then negotiate a contract for the operation, maintenance and management of its water, wastewater, and reuse water facilities with the most qualified firm and may undertake negotiations with the next most qualified to the extent that the City is unable to negotiate a satisfactory contract with the firm considered to be the most qualified at a price the City determines to be fair, competitive, and reasonable, in accordance with the CCNA’s competitive negotiation process. The draft Facility Operations Agreement is currently under development and will be provided to the highest ranked Respondent prior to the commencement of negotiations. The City may also require during negotiations that the highest ranked Respondent under negotiations to provide copies of any similar agreements they have entered into with other public utility providers. Documents relevant to the Project will be available to provide further information for the preparation of SOQ’s. Once recipients have notified the City, via Exhibit 1 of this RFQ, they will be provided with a link to the Document Library via email. The Document Library currently includes the following information: 2525 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities • Potable water treatment plant facility permits • Wastewater treatment facility permits • Consumptive use permits • Wholesale and emergency interconnect agreements • Wastewater Master Plan (2022) • East and West Water Reclamation Facility (WRF) Conceptual Design Reports (2022) • Aerial images of the water treatment facilities, wastewater facilities, reuse and disposal sites The City has attempted to provide the most relevant and accurate information. If a potential Respondent submits a request for additional information that is readily available to the City, the City will obtain such information and post it to the Document Library and will notify Respondents of its availability. The documents contained in the Document Library were prepared by third parties, and while the City believes the documents to be generally accurate, the City does not warrant that the documents are complete and accurate. The City is providing the documents within the Document Library solely for the purpose of obtaining responsive and thorough SOQ’s for the Project and does not confer a license or grant permission to use the documents for any other use. The City’s ultimate objective for operation of the facilities is to select a Facilities Operator who will provide a strong technical support team, operate in compliance with state and federal regulations, and promote maintenance and operational efficiencies. The Facilities Operator should also be experienced in developing and implementing plans that reduce the City and stakeholder exposure to risks related to regulatory compliance and safety. The City’s primary objectives for Facilities Operations are: • Manage operations and maintenance of all facilities described in this RFQ in a reliable and cost efficient manner • Maximize the remaining useful life of existing facilities, while new facilities are under construction • Manage and maintain regulatory compliance • Provide technical assistance to address the City’s existing facilities and regulatory/compliance issues • Provide operational coordination during construction of major facility upgrades as described in this RFQ NO LIABILITY Neither the City, nor any of its respective representatives, advisors or consultants make, or shall be deemed to have made any representation or warranty, expressed or implied, as to the accuracy, reliability or completeness of the information contained herein or in any information otherwise provided, whether orally or in writing, other than such representations or warranties expressly stated as such in duly issued procurement documents or in a definitive contractual agreement executed between the City and the Respondent. Neither the receipt of this RFQ, materials in the Document Library, nor any information contained herein or supplied herewith or subsequently communicate to any person, whether orally or in writing involving the City or its representatives, advisors or consultants shall constitute, or be interpreted as constituting, the giving of financial, legal, technical or other advice. Section 1. BACKGROUND The City of Winter Springs is located in Seminole County, Florida, which is a part of the Orlando- Kissimmee-Sanford metro area. As of July 1, 2021, the City of Winter Springs had a population of approximately 38,300. The City has contracted for the private operation of its water and wastewater facilities since 2019. The current agreement was executed in October of 2019 and the private company has responsibility for managing the City’s two wastewater plants, three water plants, reuse augmentation plant, reclaimed water storage and pumping system, reclaimed disposal sites, and City maintained lift stations. The private company provides operations, maintenance and management services for the facilities and the City retains administrative and fiscal responsibility for regular capital expenditures. The initial term of the contract expired in September of 2024 and was extended by the City for a one-year term expiring September 30, 2025. 2526 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities Under the process described in the Introduction, the City will negotiate a Facilities Operation Agreement for the immediate operation, maintenance and management of the facilities described in the Scope Of Work/Service and the future operation of the improved facilities described in the Planned Facility Improvements section. Section 2. FACILITIES DESCRIPTION A) Drinking Water Facilities The Facilities Operator will be responsible for operating, maintaining and managing the City’s drinking water facilities as identified in Attachment A to this RFQ. All three (3) facilities are interconnected and permitted under the same Public Water System Identification Numbers (PWS): 359087. In general, these facilities include: 1) East Tuskawilla Water Treatment Plant (WTP #1)  Maximum annual groundwater withdrawal = 3.41 million gallons per day (MGD)  Treatment: Suspended ion exchange aeration, and chlorination with the addition of Poly Orthophosphate (corrosion inhibitor)  Four (4) groundwater wells  Two (2) ground storage tanks 2) West Sheoah Water Treatment Plant (WTP #2)  Maximum annual groundwater withdrawal = 0.822 MGD  Treatment: Aeration, and chlorination with the addition of Poly Orthophosphate (corrosion inhibitor)  Two (2) groundwater wells  One (1) ground storage tanks 3) West Bahama Water Treatment Plant (WTP #3)  Maximum annual groundwater withdrawal = 1.64 MGD  Treatment: Aeration, and chlorination with the addition of Poly Orthophosphate (corrosion inhibitor)  Two (2) groundwater wells  One (1) ground storage tanks B) Wastewater Facilities, Reuse and Disposal The Facilities Operator will be responsible for operating, maintaining and managing the City’s wastewater and reuse facilities as identified in Attachment B to this RFQ. In general, these facilities include: 1) West Water Reclamation Facility (WRF) – FLA011067 o Permitted capacity of 2.07 MGD annual average daily flow o Reuse and disposal consisting of: o Contact stabilization treatment plant (2 steel ring package plants) consisting of: - Influent screening - Aeration - Secondary clarification - Filtration - Chlorination - Aerobic digestion - Dewatering of biosolids using a portable belt filter press o Reuse and disposal consisting of: - Two (2) million gallon (MG) reclaimed water storage tank - 1.3 MG reject/wet weather storage pond - 40-acre restricted access spray field (Oak Forest spray field, capacity of 0.201MGD) - Oak Forest Reclaimed Water Storage and Repump Facility - Public access irrigation 2527 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities - 0.740 MGD of rapid infiltration basin (RIB) capacity: Dayron RIB’s (0.530MGD), Mt. Greenwood RIB’s (0.110 MGD) and Site 17 RIB’s (0.100 MGD) 2) East Water Reclamation Facility (WRF) – FLA011068 o Permitted capacity of 2.012 MGD annual average daily flow o Reuse and disposal consisting of: o Contact stabilization treatment plant (2 steel ring package plants) consisting of: - Flow equalization - Influent screening - Aeration - Secondary clarification - Filtration - Chlorination - Aerobic digestion - Dewatering of biosolids using a portable belt filter press o Reuse and disposal consisting of: - Three (3) million gallon (MG) reclaimed water storage tank - 5.61 MG reject/wet weather storage pond - 40-acre restricted access spray field (Oak Forest spray field, capacity of 0.201MGD) - Public access irrigation with a permitted reuse service area with a capacity of 1.720 MGD - 0.610 MGD of rapid infiltration basin (RIB) capacity: Owasco RIB’s C) Planned Facility Improvements The City intends to construct a number of improvements for its drinking and wastewater facilities that will be operated, maintained and managed by the Facilities Operator once commissioned. As described in slightly greater detail in Attachment C, these improvements generally include: ∗ Replacement of the East WRF The East WRF is an existing steel ring package plant that was installed in the late 1980’s. The facility has consequently reached the end of its useful life, requiring both replacement and modernization. The existing treatment basins will be replaced with a 5-stage BNR facility, capable of meeting advanced wastewater treatment (AWT) standards when needed. The project is currently in the design phase. Construction is anticipated to kick off at the summer of 2026. ∗ Replacement of the West WRF The West WRF is an existing steel ring package plant that was installed in the late 1980’s. The facility has consequently reached the end of its useful life, requiring both replacement and modernization. The existing treatment basins will be replaced with a 5-stage BNR facility, capable of meeting advanced wastewater treatment (AWT) standards when needed. This project lags the East WRF and design has not yet begun (although the design will mirror that of the East WRF). Section 3. GENERAL SCOPE OF SERVICES The Facilities Operator will provide operations, maintenance and management services as generally described below. This general scope of services will serve as the foundation for the detailed scope of services and associated performance requirements that will be developed as part of the Facilities Operation Agreement negotiation process described earlier in this RFQ. The Facilities Operator will be responsible for operating, maintaining and managing the water, wastewater and reuse 2528 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities facilities described earlier in this RFQ at the service levels prescribed by the negotiated Facilities Operation Agreement over the initial anticipated five (year) term with extensions up to an additional five (5) years or as otherwise set forth in the Facilities Operation Agreement. Services will include operating the facilities in accordance with all applicable laws, regulations, and policies, and the technical requirements and standards set forth in the negotiated Facilities Operation Agreement. Anticipated operations, maintenance and management activities will include, but will not be limited to: • Maintaining all permitting and regulatory approvals for the operation, maintenance and management of the facilities, including providing support to the City for permit renewals. • Operating, maintaining and managing the existing facilities, defined herein, in accordance with the Facilities Operation Agreement. • Operating, maintaining and managing the new/improved facilities, defined herein, in accordance with the Facilities Operation Agreement. • Supporting the City’s implementation of facility repair and replacement plans. • Providing regular reporting as required by applicable laws, the Facilities Operation Agreement and stakeholders. • Complying with applicable City, County, State of Florida labor and wage requirements. • Preparing and maintaining all required plans and systems (written and electronic) related to facility operations, maintenance and management. • Implementing an operations, maintenance and management training program. • It is anticipated that services provided under the Facilities Operation Agreement will include professional services covered by the Consultants’ Competitive Negotiation Act, s. 287.055, Florida Statutes (CCNA). Section 4. INSTRUCTIONS TO RESPONDENTS By responding to this RFQ, Respondent certifies, represents, and warrants that all information contained in Respondent’s RFQ submittal is accurate and truthful and that the City will rely on said information during the RFQ process. Further, the Respondent represents and warrants to the City that they have read, understand, and agree to abide by all the terms and conditions set forth in the RFQ Package and all subsequently issued addendums. Respondent further understands and agrees that misleading, fraudulent, untruthful, and deceitful information, whether presented to the City in writing or verbally, shall be grounds for immediate disqualification. Additionally, Respondent agrees that the City shall have the sole discretion to rank Respondents to this RFQ. The final ranking of the qualifications of all Respondents by the City does not guarantee that any of the highest ranked Respondents will be selected to perform any specific projects or tasks. The City may elect, at its sole discretion, to initiate negotiations to enter into one or more written agreements with selected Respondents pursuant to this RFQ. Further, the City may negotiate with any or all Respondents to obtain the terms of an agreement most beneficial to the City, and impose such covenants, conditions, and restrictions, as the City deems necessary or desirable to carry out the purposes of this RFP. Said agreements shall be approved separately by, and at the sole discretion of, the City Commission of Winter Springs, and shall depend on numerous factors such as any successful Respondent: offering fair, competitive and reasonable rates for their services and the Respondent’s ability to accept the terms and conditions required by the City and deemed in the best interest of the City. Further, Respondent agrees that the City has the right to reject, for any reason and without penalty, any, or and all Responses prior to and after the rankings are made by the City, and that the City has the right, for any reason and without penalty, to terminate any contract negotiations commenced under this RFQ with any Respondent at any time. In addition, the City reserves the right to both waive any minor informality or irregularity in Responses and to determine, in its sole discretion, whether a particular irregularity or informality is minor. Respondent shall bear all costs associated with preparing, responding, interviewing or presenting in connection with this RFQ. The City of Winter Springs will not be liable to or pay for any such cost. Each potential Respondent should immediately provide the City an acknowledgement by email to the City Contact identified in the RFQ preamble that it has received the RFQ and is a potential Respondent. Such acknowledgement shall identify and provide full contact information for the Respondent representative, who shall be the Respondent’s single point of contact for the receipt of any future documents, notices, and addenda associated with this RFQ. The Respondent will 2529 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities submit the Exhibit 1 form at the Pre-SOQ meeting and will then be provided access to the Document Library as described in the Introduction section of this RFQ. RFQ SCHEDULE and FORMAT OF STATEMENT OF QUALIFICATIONS The City will host a mandatory pre-SOQ meeting followed by a site tour to allow Respondents to familiarize themselves with the facilities. This meeting is tentatively scheduled for March 12, 2025, at 8:30 am at the City of Winter Springs City Hall Commission Chambers. Attendance at the pre-submittal conference is REQUIRED for ALL firms interested in pursuing this work and Respondents who do not have a direct firm representative attend the meeting and site tour will be excluded from submitting an SOQ . The following is the tentative agenda for the site visit. 8:30 – 9:00 Sign-in 9:00 – 9:30 Welcome, City Presentation, Question and Answer 9:30 – 12:30 Travel and Review Sites The tentative schedule for this solicitation is as follows and subject to change at the City’s sole discretion: Release of RFQ 02/28/25 Mandatory Pre-SOQ Meeting and Site Visits 8:30 – 11:30 am 03/12/25 Deadline to Receive Questions (Electronically) 03/21/25 Release of Question Addendum via Demand Star 03/28/25 RFQ Responses Due by 2:00pm local time – Opening and Response Registration immediately following in the City Commission Chambers 04/11/25 Evaluation Committee Short List Ranking 04/18/25 Presentations & Interviews with Top Candidates (if necessary), participants will be advised on 04/18/25 04/24/25 Vendor Recommendation to City Commission TBD Commence Facilities Operation Agreement Negotiations TBD City Commission Award of Contract, subject to successful negotiations TBD Section 5. SOQ SUBMITAL REQUIREMENTS Format of SOQ SOQ shall be one (1) original and three (3) copies of the document in portable document format (PDF), in a standard profession presentation format with a font size no smaller than 11 (report samples excluded), as well as one electronic copy. Pages shall be 8.5x11” and the SOQ page limit is broken up by part/section as outlined in the below subsections under “Content of SOQ”. Content of SOQ The content requirements set forth in this RFQ represent minimum requirements for SOQ. It is the Respondent’s responsibility to include in its SOQ all information requested in a concise manner. The SOQ should not contain any standard marketing, website links, QR codes, or other general materials. It is the Respondent’s responsibility to modify any such materials that it wishes to provide so that only direct relevant information is included in the SOQ. The SOQ must include the following information in the order listed below (corresponding SOQ page limits are noted in the subsections below):  Transmittal Letter 2530 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities  Part 1 - Executive Summary  Part 2 – Respondent Profile  Part 3 – Respondent Team  Part 4 – Relevant Project Experience  Part 5 – Approach to Operations Services  Appendix A – Mandatory SOQ Forms  Appendix B – Financial Information  Appendix C – Bonding and Insurance Letters  Appendix D – Resumes  Appendix E – Required Supporting Documentation Transmittal Letter. (Page Limit = 2 pages) Respondent (the term “Respondent” can refer to either a single entity or a joint venture) must submit a transmittal letter on the Respondent’s letterhead and signed by a representative of the Respondent who is authorized to sign such material. The transmittal letter shall not exceed two (2) pages, but may include any information deemed relevant by the Respondent. If Respondent is a joint venture, the letter must include a joint and several liability statement, and the letter must be signed by an authorized representative for each member of the joint venture. Part 1 – Executive Summary. (Page Limit = 5 pages) The Executive Summary shall include a concise overview of the key elements of the SOQ. The Executive Summary shall not be used to convey additional information not found elsewhere in SOQ. Part 2 – Respondent Profile. (no page limit) Part 2 of the SOQ shall consist of two sections. Part 2 Section A of the SOQ must include a detailed and complete description of the Respondent. Section A of Part 2 must include the following information: • General. Provide information about the Respondent, such as lines of business and service offerings, locations of home and other offices, number of employees (professional and non-professional), and years in business. • Legal Structure. Identify whether the Respondent is organized as a corporation, limited- liability company (LLC), general partnership, joint venture, limited partnership or other form of legal entity. • Project Office Location. Identify where the Respondent intends to maintain its project office(s). Part 2 Section B of the SOQ must include the following information pertaining to factors or events that have the potential to adversely impact the Respondent’s ability to perform its contractual commitments, if selected. • Current Experience Modification Rate (EMR). Provide for the current and past five years the EMR calculated by the National Council on Compensation Insurance or similar rating bureau. • Conflicts of Interest. Disclose information relating to Respondent or other firms providing services under the direction of the Respondent (e.g. subcontractors, subconsultants, etc.) or their senior personnel that could create a conflict of interest as described in this RFQ. 2531 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities • Material Adverse Changes in Financial Position. Describe any material historic (within the past three years) or anticipated changes in financial position, including mergers, acquisitions, takeovers, joint ventures, divestitures, or any material changes in the mode of conducting business. • Legal Proceedings and Judgements. List and briefly describe any pending or past (within the past 5 years) legal proceedings, judgements, or any contingent liability of Respondent, Respondent’s affiliates, or any special purpose entities of which Respondent holds a 50 percent or more beneficial interest that could adversely affect the financial position or ability to perform contractual commitments to the City should the Respondent ultimately be selected. If no such proceedings or judgements are listed, provide a sworn statement to that effect from the Respondent’s legal counsel. • Completion of Contracts. Describe the circumstances under which the Respondent failed to complete any design, construction, operation or maintenance contract, or defaulted on a contract which resulted in the other party terminating the contract, (a contract that included one or more of these elements) within the past 5 years. • Violation of Laws. Describe the circumstances under which the Respondent has been convicted of any criminal conduct or been found in violation of any federal, state or local statute, regulation, or court order concerning employment discrimination or prevailing wages within the past 10 years. Part 2 Section B shall include summary level information regarding the foregoing. In addition, the Respondent must provide sufficient information to demonstrate that the unfavorable factor or event identified will not adversely impact the Respondent’s ability to perform its contractual commitments should the Respondent ultimately be selected. Include detailed responses in Appendix E (Required Supporting Documentation) of the SOQ. Part 3 – Respondent Team. (Page limit = 18 pages) Part 3 of the SOQ shall describe the composition, organization and management of the Respondent’s project team in two sections. Part 3 Section A of the SOQ shall describe the Respondent and other firms performing services under the direction of the Respondent (e.g. subcontractors, subconsultants, etc.) included in project team, and specifically shall: • Identify all firms included on the project team and describe the scope of the Respondent’s and each such firm’s services and responsibilities. Include each firm’s name, location of business as applicable. • Provide experience of previous collaborations between the Respondent and other firms (if any), including participation in joint venture agreements and descriptions of the roles under those previous collaborations. • Provide an organizational chart showing the reporting relationships and responsibilities of the Respondent and all other firms performing services under the Respondent’s direction. • Describe the Respondent’s approach to the management of other firms. Part 3 Section B of the SOQ shall include information regarding the Key Personnel of the project team. If Key Personnel are licensed professionals, provide their license information and number. At a minimum “Key Personnel” shall include the positions identified below, however one individual may assume more than one Key Personnel role. • Contract/Project Manager • Operations Manager • Maintenance Manager 2532 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities • Permitting Lead • Safety Lead • Quality Manager Part 3 Section B of the SOQ shall also: • Identify all Key Personnel and their firm affiliations on the project team and describe their specific responsibilities. • Include an organizational chart showing the reporting relationships and responsibilities of all identified Key Personnel. • Indicate the commitment of all Key Personnel in terms of an estimated percentage of time. • Include short biographies for all Key Personnel that generally describe and demonstrate applicable qualifications, experience, relevant certifications etc. as they relate to the Project described in this RFQ, in particular the following aspects - Private or public operation, maintenance and management of drinking water facilities. - Private or public operation, maintenance and management of wastewater facilities. - Experience in the operation, maintenance and management of drinking water and wastewater facilities of similar technical/operational nature as reflected in the Scope of Work descriptions. - Experience in the operation, maintenance and management of facilities and equipment described in the Planned Facility Improvements in the Scope of Work. • Provide the following information for up to three (3) current or completed projects for each of the Key Personnel: – Facility (owner) name, location, contact information, and brief description of project including its status, size, scope, and complexity. – Description of the individual’s position and responsibilities on the projects. – Relevance of the project experience to the services required for this project. Any change in the firms or Key Personnel included in the SOQ prior to the execution of the Operations Agreement will require City reevaluation of the Respondent’s proposal and approval. Part 4 – Relevant Project Experience. (Page Limit = 6 pages) Describe the performance history and experience of the Respondent and other firms performing services under the direction of the Respondent (e.g. subcontractors, subconsultants, etc.) included in the project team, especially for facilities of similar operational characteristics. Relevant project experience shall be demonstrated by the Respondent providing descriptions of up to five (5) current or completed reference projects each of which contain at least the following information: • Project owner reference and contact information, including current position/title, phone and email address. • Project location. Description, and services rendered. • Contract start and completion dates. • Operations and maintenance contract value and duration. • Description of the contract service showing relevance to this assignment. • Project successes and/or lesson learned. 2533 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities • Names of the project team firms and Key Personnel that participated in reference project(s) and are included on the team proposed above, along with a clear description of the roles and responsibilities of each of those reference project(s) indicated. Part 5 – Approach to Operations Services. (Page Limit = 18 pages) Provide a description of the Respondent’s approach to managing and performing the Facilities Operation services. The approach should include the following items: A) Operational Approach: Describe how the Respondent will operate the facilities daily to meet the objectives described in this RFQ. Include at a minimum Respondent’s approach to: • Facilities operations, maintenance and management (including frequency & completeness of maintenance activities). • Development of standard and exceptional operating procedures (SOP and EOP). • Meeting regulatory Federal and FDEP requirements. Familiarity with agency reviews & permitting process. • Reclaimed disposal. • Solids disposal. • Interaction and integration with the requirements/demands of the regulatory requirements of water quality, as it relates to the City’s water distribution system. • Interaction and integration with the requirements/demands of the regulatory requirements of the wastewater collection system and customers. • Emergency situations (including, but not limited to, hurricane preparedness, response and recovery, and boil water notices). • Energy and chemical management. • Optimizing electricity, natural gas, and chemical use. • Use of Asset Management/CMMS, SCADA, SCADA historian, water management database, laboratory information management system (LIMS etc.), and other management software systems. • Providing routine status reporting to the City. • Interaction and communication with City leadership and the community. B) Maintenance Plan: Describe how the Respondent will maintain the facilities to meet the objectives described in this RFQ. Include at a minimum Respondent’s approach to: • Computerized maintenance management. • Condition monitoring and operational assessment. • Establishing and maintaining levels of service. C) Transition Plan: Describe how the Respondent will mobilize and takeover the facilities from the current operations contractor (if applicable), including milestones and approximate timeline. Include at a minimum Respondent’s approach to: • Establishing a well-planned reliable and timely set of transitions. • Developing preliminary SOP’s for transition. • Securing the availability of backup resources and expertise to augment onsite staff and/or temporary fill positions. • Establishing achievable and desirable timelines for transition. • Operation of the utility within the first one hundred and eighty (180) days from the contract start date. 2534 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities D) Operations During Construction Plans: Describe the Respondent’s approach to maintaining operations of the facilities during construction and commission of the major facility improvements described earlier in this RFQ. Describe the Respondent’s capacity and approach to working with design engineers and construction contractors during the facility improvement projects. Appendix A – (SOQ Forms) (no page limit) The Respondent shall complete the following Mandatory Forms included in the RFQ and include them in Appendix A, SOQ Forms: o Respondent Information and Acknowledgement Form o Insurance Requirements Form o Scrutinized Company Certification o Non-Collusion Affidavit o Drug Free Workplace Form o Public Entity Crimes Statement o Debarment, Suspension etc. Certification o E-Verify Statement o Conflict of Interest Statement o SMWBE Utilization Plan o Byrd Anti-Lobbying Certification Appendix B – Financial Information (no page limit) The City will examine the financial adequacy of all Respondents. Therefore, in SOQ Appendix B (Financial Information), provide audited financial statements for the Respondent for the past three years and quarterly financial statements, certified by the chief financial officer, for the current year. Financial statements shall include an opinion letter (auditor’s report), balance sheet, income statement, statement of cash flow, and footnotes. If the Respondent is a joint venture, LLC or partnership, also provide such financial statements for each partner or member. If audited financials are not available for an entity, the SOQ shall include unaudited financials for the entity, certified as true, correct, and accurate by the chief financial officer or treasurer of the entity. Any information provided must be submitted in a separate envelope, marked as “Confidential Information – For review by the City of Winter Springs Director of Finance only”. This information is exempt from public records disclosure pursuant to Section 119.071(1)(c), Florida Statutes, and will not be publicly disclosed by the City. Appendix C – (Surety and Insurance Letters) (no page limit) Performance Bond or Alternative Financial Assurances. During the first year of the contract, the City intends to require a performance bond or other alternative financial assurance such as an irrevocable letter of credit guaranteeing Respondent’s contractual performance of material terms and conditions such as uninterrupted operations, compliance with regulatory requirements, proper maintenance of infrastructure to prevent system failures and environmental 2535 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities violations, and adequate staffing and certification of operators. The amount will be determined during the negotiation process. Insurance. Provide a letter or Certificate of Insurance stating the Respondent’s ability to provide workers compensation and auto liability coverage for the Project. The required insurance must be obtained and maintained from insurance companies that have an A.M. Best Rating of no less than A: VII, unless otherwise acceptable to the City, and are duly licensed or authorized in Florida. Appendix D – Resumes (no page limit) • Provide resumes for all Key Personnel in SOQ Appendix D (Resumes). Resumes must be limited to two (2) pages per individual and include: • Academic and professional qualifications. • Professional registration and licensing (as applicable). • Experience as it relates to the Project and to the individual’s specified role on the Project. Appendix E – (Required Supporting Documents) (no page limit) • In SOQ Appendix E (Required Supporting Documentation), provide: • Evidence of all licenses held by the Respondent that are required for the delivery of the Facilities Operation services. • Information identifying all of the owners of the Respondent (e.g., shareholders, members, partners, and the like) who hold an interest of 10 percent or more. • As required in Part 2 – Respondent Profile, a detailed description of any unfavorable factors or events and (2) sufficient information to demonstrate that the unfavorable factor or event will not adversely impact the Respondent’s ability to perform its contractual commitments. Section 6. EVALUATION AND CRITERIA – General The SOQs will be reviewed and evaluated by the City’s evaluation committee (with assistance provided by outside advisors, if desired by the City) according to the requirements and criteria outlined in this Section 6. During the SOQ evaluation process, the City may submit written questions or requests for clarification to one or more Respondents regarding its SOQ or related matters. A Respondent’s failure to respond in a timely manner to any such questions or requests may be grounds for elimination of the Respondent from further consideration. In addition, the City may require that all or a limited number of Respondents participate in interviews. Responsiveness Each SOQ will be reviewed to determine whether it is responsive to the RFQ based on the requirements presented in Section 5 of this RFQ. Failure to comply with the requirements of this RFQ may result in rejection of the SOQ as non-responsive. At its sole discretion, however, the City may waive any such failure to meet a requirement of this RFQ and may request clarification or additional information to remedy a deficiency. SOQ Evaluation Those SOQs determined to be responsive will be evaluated and ranked by the selection committee by applying weighted evaluation criteria, as set forth in the table below, to information provided in the SOQs. 2536 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities In ranking the SOQs, the selection committee will use a 1,000-point scale whereby the maximum points awarded for each of the evaluation criteria will be based on the percentage weight set forth below. Pursuant to Florida Statutes § 287.05701, the CITY shall not request documentation regarding, consider, or give preference based upon, a vendor’s social, political, or ideological interests when determining the vendor’s qualifications. RANKING, INTERVIEW AND SELECTION Following completion of the evaluation and scoring process described in Section 6.3, the City may choose to conduct interviews to allow all, or a limited number, Respondents to present the key points of their SOQ submittals and to answer questions of the selection committee. While the interviews will not be separately scored, the selection committee will have the opportunity to adjust the Respondent point assignments based on the Respondent’s interview performance, particularly with respect to the question-and-answer period. SUBMISSION AND RECEIPT OF STATEMENT OF QUALIFICATIONS a. Provide one (1) sealed original marked as such, three (3) sealed copies marked as such and one (1) electronic copy of your SOQ to this office by the date and time indicated. The outside of your package must be clearly labeled with the RFQ number, title, opening date and time and the name and address of the Respondent. The City is not responsible for late submittals via postal or mail courier services. Receipt by the post office or mail courier prior to the deadline does not meet the City’s deadline requirements. The clock located in the purchasing managers’ office will be the official authority for determining the time that packages are received and for determining late responses. b. E-mail and Facsimile (FAX) SOQ will not be considered. c. Late SOQs will not be considered. d. Respondents must complete and submit all the Mandatory Forms Respondents who are preparing a submittal are expected to examine this request including all relevant forms, terms, conditions, and instructions. All costs associated with preparation and submittal of qualifications shall be borne entirely by the Respondent. Submittals will become the property of the City and will become part of the public record, subsequent to award of the contract(s) or rejection of all submittals. No.Criteria SOQ Section Weighting Percentage Max Point Score 1 Respondent Profile Part 2 10%100 2 Project Team - Team Structure Part 3 - Section A 20%200 3 Project Team - Key Personnel Part 3 - Section B 20%200 4 Relevant Project Experience Part 4 20%200 5 Project Approach Part 5 30%300 6 Financial Qualifications Appendix B Pass/Fail TOTAL 100%1,000 RFQ 02-25-01 CS Evaluation 2537 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities Neither the City, nor any of its representatives, advisors or consultants shall be held liable or responsible, monetarily or otherwise, to reimburse all or part of the costs incurred or alleged to have been incurred by parties considering a response to or responding to this RFQ, and all such costs shall be borne solely by each Respondent. OPENING OF QUALIFICATIONS SUBMITTALS Respondents or their authorized agents are invited to attend the opening of the Qualifications Submittals at the following date, time, and place: April 11, 2025, 2:00 P.M. CITY HALL 1126 E. State Road 434 Winter Springs, Florida 32708 The Florida Public Records Act, §119.071(1)(b), Fla. Stat., exempts sealed submittals and proposals from inspection and copying until such time as the City provides notice of an intended decision pursuant to law, or until 30 days after opening of bids, proposals, submittals, or final replies, whichever is earlier. This exemption is not waived by the public opening of the submittals or proposals. Unless otherwise exempt, Respondent’s SOQ submittal are public records subject to disclosure upon expiration of the above exemption period. If any information submitted with the SOQ is a trade secret as defined in §812.081, Fla. Stat., and exempt from disclosure pursuant to §815.04, Fla. Stat., Respondent must clearly identify any such material as “CONFIDENTIAL TRADE SECRET” in its SOQ AND explain the basis for such exemption. The City reserves the right, in its sole judgment and discretion, to reject a SOQ submittal for excessive or unwarranted assertion of trade secret confidentiality and return the SOQ to Respondent. Section 7. GENERAL TERMS AND CONDITIONS BACKGROUND CHECKS AND REFERENCES - During the RFQ process, Respondent consents to the City of Winter Springs conducting credit and corporate background checks on the Respondent. Further, the Respondent hereby consents and authorizes the City to contact any or all of its previous clients, and references of Respondent to inquire about the Respondent’s past or current performance on any other project that the City deems to be relevant to the services requested under this RFQ. LOBBYING - Firms shall not contact any City officials or staff members regarding this RFQ except as provided under this RFQ and written comments or questions regarding the meaning or intent of the RFQ shall be submitted to Stuart MacLean, Procurement Manager at smaclean@winterspringsfl.org. ANY INDIRECT OR DIRECT COMMUNICATIONS AND LOBBYING REGARDING THIS RFQ MADE TO MEMBERS OF THE CITY COMMISSION, MEMBERS OF THE SELECTION COMMITTEE, OR ANY OTHER CITY OFFICIAL ARE STRICTLY PROHIBITED AND SHALL CONSTITUTE GROUNDS FOR IMMEDIATE DISQUALIFICATION. Only questions answered by formal written addenda issued by the City will be binding. Oral and other interpretations or clarifications will be without legal effect and may not be relied upon by Respondents in submitting their response. PUBLIC RECORDS - Respondents shall familiarize themselves with the provisions of the Florida Public Records Law, especially section 119.071, Florida Statutes. Unless deemed exempt or confidential by law, all information submitted by Respondents to the City will become a public record subject to the provisions of the Florida Public Records Law. Unless otherwise provided by the Public Records Law, information and materials received by the City in connection with an RFQ response and under any awarded contract shall be deemed to be public records subject to public inspection and/or copying at the end of the statutory exemption time period pursuant to Section 119.071, Florida Statutes. However, certain exemptions to the Public Records Law are statutorily provided for under sections 119.07 and 119.071, Florida Statutes, and other applicable laws. If the Respondent believes any of the information contained in its response is exempt from the Public Records Law, the Respondent must, in its response, specifically identify the material which is 2538 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities deemed to be exempt and cite the legal authority for the exemption; otherwise, the City will treat all materials received as public records. In addition, the Respondent shall make available to the City, or any of its duly authorized representatives, any books, documents, papers, and records of the Respondent which are directly pertinent to any contract awarded under this RFQ for the purpose of making audit, examination, excerpts, and transcriptions. All records shall be retained for a minimum of three (3) years after the City makes final payment under the contract awarded under this RFQ and all other pending matters are closed by the City. DISQUALIFICATION OF RESPONDENTS Any of the following causes will be considered as sufficient grounds for disqualification of a Respondent and rejection of the SOQ submittal: (a) Contacting a City official, employee, or officer other than the procurement employee named in this solicitation about any aspect of this solicitation before the notice of intended decision is posted. (b) Submission of more than one SOQ for the same subject matter by an individual, firm, partnership, or corporation under the same or different names. (c) Evidence of collusion among Respondents. (d) Submission of materially false information with the SOQ submittal. (e) Information gained through checking of similar projects/client references or other sources which indicates that Respondent may not successfully perform the work contemplated by this RFQ. (f) Incomplete contractual commitment(s) to other persons or entities, which, in the sole judgment of the City, may hinder or prevent the prompt completion of the work if awarded to Respondent. (g) Evidence of financial instability or irresponsibility, as may be indicated through notice of non-payment of claims or liens filed against Respondent’s bond or the City by Respondent’s subconsultants or suppliers. (h) Respondent has defaulted on a previous contract with the City or other public entity, and such default resulted in a termination of the contract for cause or a successful claim on Respondent’s performance or payment bond or letter of credit due to the default. (i) The evidence submitted by Respondent, or the City’s investigation of Respondent, fails to satisfy the City that Respondent is properly qualified to carry out the obligations of the agreement in a manner acceptable to the City and within the time period specified. (j) Any other cause that is sufficient to raise doubt regarding the ability of a Respondent to perform the work in a manner that meets the City’s objectives for the work. INELIGIBILITY OF RESPONDENT In accordance with §287.133, §287.134, and §287.135, Fla. Stat., a person or affiliate who has been (a) placed on the Scrutinized Companies (sec. 287.135, Fla. Stat.), Discriminatory (sec. 287.134, Fla. Stat.), or Convicted (sec. 287.133, Fla. Stat.) lists, (b) engaged in a Boycott of Israel (sec. 287.135, Fla. Stat.), or (c) engaged in business operations in Cuba or Syria (sec. 287.135, Fla. Stat.) has limitations on its eligibility to participate in the solicitation process with a public entity, including, but not limited to, being ineligible to submit a bid, proposal, or reply on a contract to provide any goods or services, or for the construction or repair of a public building or public work, or for leases of real property to a public entity. Further, said person or affiliate may not be awarded or perform work as a consultant, contractor, supplier, or subconsultant under a contract with any public entity; and may not transact business with any public entity for a period of time as set forth in the respective statutes. NO ASSIGNMENT Respondents may not transfer or assign its Response to a third-party following submission of a Response to the City. CONFLICT OF INTEREST REQUIREMENTS Respondents are required to disclose information relating to their business dealings with the City, including affiliations and business and financial relationships that they or their key personnel may have with the City staff, officers or officials that 2539 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities would create, or reasonably appear to create, a Conflict of Interest. For purposes of this RFQ, "Conflict of Interest" means any situation or circumstance that creates a conflict of interest prohibited by law, and the following by way of example: • Any situation or circumstance where a Respondent or other firms performing services under direction of the Respondent (e.g., subcontractors, subconsultants, etc.): » Has other commitments, relationships, financial interests or involvement in ongoing litigation that:  Could or could be seen to exercise an improper influence over the objective, unbiased and impartial exercise of the City’s independent judgment; or » Could or could be seen to compromise, impair or be incompatible with the effective performance of its obligations under the Facilities Operation Agreement;  Is under contract with the City to prepare procurement documents for the project;  Has knowledge of or access to confidential information (other than confidential information disclosed by the City in the normal course of the RFQ) of strategic or material relevance to the RFQ or project that is not available to other Respondents and that could or could be seen to give the Respondent an unfair competitive advantage; and • Any situation or circumstance where the Respondent or other firms performing services under the direction of the Respondent that creates an "organizational conflict of interest," which is defined under 23 CFR § 636.103 as follows: » "Organizational conflict of interest means that because of other activities or relationships with other persons, a person is unable or potentially unable to render impartial assistance or advice to the City, or the person's objectivity in performing the contract work is or might be otherwise impaired, or a person has an unfair competitive advantage." • Any situation or circumstance where the Respondent or other firms performing services under the direction of the Respondent that creates an “actual conflict of interest” for a City Commissioner. An actual conflict of interest is defined to mean: » “Actual conflict of interest” means any action or any decision or recommendation by a person acting in a capacity as a public official, the effect of which would be to the private pecuniary benefit or detriment of the person or the person’s relative or any business with which the person or a relative of the person is associated.…” INDEMNIFICATION STATEMENT – By submitting a response document signed by an authorized agent of the Respondent, Respondent acknowledges and accepts the terms and conditions of the following Indemnification Statement in the event of contract award: For other and additional good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Respondent shall indemnify and hold harmless the City of Winter Springs and its elected and appointed officers, agents, officials, attorneys, representatives and employees (hereinafter the “City”) against any and all liability, loss, cost, damages, expenses, injuries (including death), claim or actions, of whatever type, including but not limited to attorney's fees in any legal proceeding through trial and appeal, which the City may hereafter sustain, incur or be required to pay, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of Respondent, its agent(s), vendors, representatives, servants, employees, or other persons employed or utilized by the Respondent in the execution, performance or non- performance or failure to adequately perform Respondent's obligations pursuant to this RFQ and any subsequent contract, including any Task Order. The Respondent specifically assumes potential liability for actions brought by the Respondent’s own employees against the City and, solely for the purpose of this indemnification, the Respondent specifically waives its entitlement, if any, to immunity under Section 440.11, Florida Statutes. This waiver has been specifically and mutually negotiated by the parties.” The indemnity provisions shall survive termination of any Agreement. 2540 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities LIMITATION OF LIABILITY STATEMENT – By submitting a response document signed by an authorized agent of the Respondent, Respondent acknowledges and accepts the terms and conditions of the following Limited Liability Statement in the event of contract award: The City desires to enter into this contract only if in so doing the City can place a limit on the City’s liability for any cause of action arising out of the contract, so that the City’s liability for any breach never exceeds the sum of any contract amount that is owed by the City for services actually performed by the Respondent to the City’s complete satisfaction. For other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Respondent expresses its willingness to enter into this contract with the knowledge that the Respondent’s recovery from the City to any action or claim arising from the contract is limited to a maximum amount of the sum of any contract amount that is owed by the City for services actually performed by the Respondent to the City’s complete satisfaction, and in no case shall exceed the amount provided in Section 768.28, Florida Statutes. Nothing contained in this paragraph or elsewhere in this contract is in any way intended either to be a waiver of the limitation placed upon the liability of the City as set forth in Section 768.28 Florida Statutes, or to extend the liability of the City beyond the limits established in said Section 768.28 Florida Statutes; and no claim or award against the City shall include attorney’s fees, investigative costs, expert fees, suit costs or pre-judgment interest. LIMITATION OF CAMPAIGN CONTRIBUTIONS STATEMENT - By submitting a response document signed by an authorized agent of the Respondent, Respondent acknowledges and accepts the terms and conditions of the following Limitation of Campaign Contributions Statement in the event of being awarded a contract: The Respondent, including its chief executive officer, chief financial officer, chief operating officer, or persons having an ownership interest exceeding five percent in the Respondent business entity, agree that they shall not directly or indirectly make any contribution, or promise expressly or impliedly to make any contribution, to any candidate for the Winter Springs City Commission during any time between the execution of the contract through the completion of the contract. E‐VERIFY REGISTRATION AND USE - Pursuant to section 448.095, Florida Statutes, beginning January 1, 2021, any City contractors shall register with and use the U.S. Department of Homeland Security’s E- Verify system, https://e-verify.uscis.gov/emp, to verify the work authorization status of all employees hired on and after January 1, 2021. City Contractors must provide evidence of compliance with section 448.095, Florida Statutes. Evidence shall consist of an affidavit from the Contractor stating all employees hired on and after January 1, 2021, have had their work authorization status verified through the E- Verify system and a copy of their proof of registration in the E-Verify system. Failure to comply with this provision will be a material breach of the contract and shall result in the immediate termination of the contract without penalty to the City. The City Contractor shall be liable for all costs incurred by the City securing a replacement Contract, including but not limited to, any increased costs for the same services, any costs due to delay, and rebidding costs, if applicable. If the City Contractor utilizes Subcontractors, the following shall apply: (i) Contractor shall also require all subcontractors performing work under the Agreement to use the E-Verify system for any employees they may hire during the term of the Agreement. (ii) Contractor shall obtain from all such subcontractors an affidavit stating the subcontractor does not employ, contract with, or subcontract with an unauthorized alien, as defined in section 448.095, Florida Statutes. (iii) Contractor shall provide a copy of all subcontractor affidavits to the City upon receipt and shall maintain a copy for the duration of the Agreement. PUBLIC ENTITY CRIMES - A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases 2541 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. RIGHTS OF THE CITY - This RFQ constitutes an invitation for submission of Responses to the City. This RFQ does not obligate the City to procure or contract for any of the scopes of services set forth in this RFQ. The City reserves and holds at its sole discretion, various rights and options under Florida law, including without limitation, the following: • To prepare and issue Addendums to the RFQ that may expand, restrict, or cancel any portion or all work described in the RFQ without obligation to commence a new procurement process or issue a modified or amended RFQ. • To receive questions from potential Respondents and to provide such answers in writing as it deems appropriate. • To waive any informalities, technicalities or irregularities in the Responses submitted. • To reject any and/or all Responses. • To change the date for receipt of Responses or any deadlines and dates specified in the RFQ. • To change the procurement and/or selection process prior to receipt of Responses. • To conduct investigations with respect to the information provided by each Respondent and to request additional information (either in writing or in presentations and interviews) to support such Respondent’s Response. • To visit facilities referenced in the Respondent’s submittal at any time or times during the procurement process. • To seek clarification of Responses from the Respondent(s) either in writing or in presentations and interviews • To cancel the RFQ: with or without the substitution of another RFQ. The City may, at its discretion, seek clarification of any aspect of a Respondent’s submittal. Selection shall be made of the Respondents that demonstrate capability while most closely meeting the City’s needs according to the requirements of this RFQ and the evaluation criteria and factors designated herein. Further, once the City Commission approves a ranking of the firms, the award will depend upon the successful Respondents negotiating acceptable terms under a Facilities Operation Agreement. While not part of the ranking in the RFQ process, Respondents are hereby notified that should a Respondent be selected to negotiate a contract with the City, the City will be paying significant attention to the cost of services being offered. If the City pursues competitive negotiations with your firm and if the City cannot agree on fair, competitive, and reasonable rates, fees, and charges for services required by this RFQ, the City will cease negotiations with your firm. The City will then commence negotiations with the next ranked firm or firms until the City has awarded a contract or rejected all the responses at its sole discretion. EQUAL EMPLOYMENT OPPORTUNITY By submi�ng an SOQ, The Respondent agrees as follows: The Respondent will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The Respondent will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Respondent agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. (1) The Respondent will, in all solicitations or advertisements for employees placed by or on behalf of the Respondent, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. 2542 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities (2) The Respondent will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the Respondent's legal duty to furnish information. (3) The Respondent will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Respondent 's commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (4) The Respondent will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (5) The Respondent will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (6) In the event of the Respondent 's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the Respondent may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. (7) The Respondent will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The Respondent will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance: Provided, however, that in the event a Respondent becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the Respondent may request the United States to enter into such litigation to protect the interests of the United States. 2543 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities MANDATORY RESPONSE FORMS Form - Respondent Information and Acknowledgement Form Form - Insurance Requirements Form Form - Scrutinized Company Certification Form - Non-Collusion Affidavit Form - Drug Free Workplace Form Form - Public Entity Crimes Statement Form - Debarment, Suspension etc. Certification Form - E-Verify Statement Form - Conflict of Interest Statement Form - SMWBE Utilization Plan Form - Byrd Anti-Lobbying Act Certification Mandatory forms must be submitted with the Response. Failure to submit forms may disqualify the Respondent from the RFQ 2544 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities RESPONDENT INFORMATION AND ACKNOWLEDGEMENT FORM RFQ # 02-25-01 CS Operation, Maintenance and Management of Water and Wastewater Facilities The undersigned Respondent does hereby agree to furnish the City of Winter Springs, Florida, the items/services listed in accordance with the minimum requirements/evaluation criteria shown by the Request for Qualifications. IT IS THE RESPONDENT’S RESPONSIBILITY TO CHECK www.demandstar.com FOR FINAL DOCUMENTS AND ADDENDA BEFORE SUBMITTAL THIS RESPONSE MUST BE SIGNED BY THE PRINCIPAL OR DIRECTOR AS INDICATED BY THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS (www.sunbiz.org). Proof of corporate signer must be submitted with Response. If not submitted, Respondent will be considered non-responsive. Use Sunbiz website screen shot or copy of Corporate Resolution or Power of Attorney. RESPONDENT NAME: TAX ID# SNN or EIN: RESPONDENT ADDRESS: PURCHASE ORDER ADDRESS: PHONE NUMBER: COMPANY WEBSITE: COMPANY CONTACT (REP): CONTACT EMAIL ADDRESS: SIGNATURE: THE UNDERSIGNED: A. Acknowledges receipt of: 1. RFQ # - ___________ Pertaining To: _________________________________ 2. Addenda: Number: _________, Dated _________________. Number: _________, Dated _________________. B. Has examined the site and all RFQ Documents and understands that in submitting its Response, they waive all right to plead any misunderstanding regarding the same. C. Agrees: 1. To hold its Response open for 90 calendar days after the bid opening date. 2. To furnish the services specified in this RFQ at fair and competitive pricing and in compliance with the RFQ Documents. 3. To accept the provisions of the Instructions to Respondents. 4. To negotiate a contract with the CITY incorporating fair and competitive prices, if selected based on this Response. 5. To accomplish the work in accordance with the contract documents. D. Certifies: 1. That all information contained in this Response is truthful to the best of my knowledge and belief. 2. That I am duly authorized to submit this Response on behalf of the Respondent and that the Respondent is ready, willing, and able to perform if awarded the contract based on the Response. 2545 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities INSURANCE REQUIREMENTS FORM Insurance Type Required Limits Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits Employer’s Liability $1,000,000 each accident, single limit per occurrence Commercial General Liability (Occurrence Form) patterned after the current ISO form $1,000,000 single limit per occurrence $3,000,000 aggregate for Bodily Injury Liability & Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products & Completed Operations & Contractual Liability. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/Consultant shall indemnify and hold harmless City of Winter Springs, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the Contractor/Vendor/Consultant or anyone employed or utilized by the Contractor/Vendor/Consultant in the performance of the Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of the City of Winter Springs. Automobile Liability $1,000,000 each person; Bodily Injury & Property Damage, Owned/Non-owned/Hired; Automobile Included. Other Respondent shall ensure that all subcontractors comply with the same insurance requirements that it is required to meet. The same Respondent shall provide the CITY with certificates of insurance meeting the required insurance provisions. The City of Winter Springs must be named as “Additional Insured” on the Insurance Certificate for Commercial General Liability where required. The Certificate Holder shall be named as City of Winter Springs. Thirty (30) days cancellation notice required. The undersigned Respondent agrees to obtain, prior to award, a minimum level of insurance as stated above. Respondent Authorized Signature Officer Title Date 2546 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities SCRUTINIZED COMPANY CERTIFICATION Florida Statutes, Sections 287.135 and 215.473 Pursuant to Section 287.135, Florida Statutes (2017), a company is ineligible to, and may not, bid on, submit a Proposal for, or enter into or renew a contract with the CITY for goods or services of: a. Any amount if, at the time of submitting a Response for, or entering into or renewing such contract, the Respondent is on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725, or is engaged in a boycott of Israel; or b. One million dollars or more if, at the time of bidding on, submitting a Proposal for, or entering into or renewing such contract, the Respondent: Is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to s. 215.473; or c. Is engaged in business operations in Cuba or Syria. Subject to limited exceptions provided in state law, the CITY will not contract for the provision of goods or services with any scrutinized company referred to above. The Respondent must submit this required certification form attesting that it is not a scrutinized company and is not engaging in prohibited business operations. The following shall be grounds for termination of the contract at the option of the awarding body: a. The Respondent is found to have submitted a false certification; been placed on the Scrutinized Companies with Activities in Sudan List; b. Been placed on the Scrutinized Companies that Boycott Israel List or c. Is engaged in a boycott of Israel; or d. Been engaged in business operations in Cuba or Syria. e. Has been placed on a list created pursuant to s. 215.473, Florida Statutes, relating to active business operations in Iran. The CITY shall provide notice, in writing, to the Respondent of any determination concerning a false certification. a. The Respondent shall have five (5) days from receipt of notice to refute the false certification allegation. b. If such false certification is discovered during the active contract term, the Respondent shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. c. If the Respondent does not demonstrate that the CITY’s determination of false certification was made in error then the CITY shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes. 2547 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities THIS CERTIFICATION FORM MUST BE COMPLETED AND INCLUDED IN YOUR BID RESPONSE. FAILURE TO SUBMIT THIS FORM AS INSTRUCTED SHALL RENDER YOUR BID SUBMITTAL NON-RESPONSIVE. a. The Vendor, owners, or principals are aware of the requirements of Section 287.135, Florida Statutes; and b. The Vendor, owners, or principals are eligible to participate in this solicitation and not listed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel; and c. For contracts of one million dollars or more, the Vendor, owners, or principals are eligible to participate in this solicitation and not listed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List and, further, are not engaged in business operations in Cuba or Syria; and d. If awarded the Contract, the Vendor, owners, or principals will immediately notify the CITY in writing if any of its company, owners, or principals: are placed on the Scrutinized Companies that Boycott Israel List, the Scrutinized Companies with Activities in Sudan List, or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List; engage in a boycott of Israel; or engage in business operations in Cuba or Syria. (Authorized Signature) (Printed Name and Title) (Name of Respondent) STATE OF ____________________________________ COUNTY OF __________________________________ The foregoing instrument was acknowledged before me by means of (_____) physical presence or (_____) online notarization, this ______ day of __________, 2025 by _____________________ the _________________ of __________________________, a ________________________ (____) who is personally known to me or (_____) who produced ______________________________________ as identification. Notary Public __________________________________ Print Name: ___________________________________ My Commission Expires: _________________________ 2548 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities NON-COLLUSION AFFIDAVIT of PRIME RESPONDENT STATE OF COUNTY OF ____________________________________, being duly sworn, deposes and says that: (1) He/she is ___________________________ of ___________________________________ Title Respondent The Respondent that has submitted the attached response. (2) He/she is fully informed respecting the preparation and contents of the attached Response and of all pertinent circumstances respecting such solicitation. (3) Such Response is genuine and is not a collusive or sham solicitation. (4) Neither the Response nor any of its officers, partners, owners, agent representatives, employees or parties in interest including this affiant, has in any way, colluded, conspired, or agreed, directly or indirectly, with any other Respondent, firm or person, to submit a collusive or sham response in connection with the RFQ for which the attached Response has been submitted or to refrain from proposing in connection with such RFQ, or has in any manner, directly or indirectly, sought by Agreement or collusion or communication or conference with any other Respondent, firm or person to fix the price or prices in the attached Response or of any other Respondent, or to fix any overhead, profit or cost element of the proposed price or the proposed price of any other Response, or to secure through any collusion, conspiracy, connivance or unlawful Agreement any advantage against the City of Winter Springs, Florida, or any person interested in the proposed Agreement. (5) The price or prices quoted in the attached Response are fair and proper and are not tainted by any collusion, conspiracy, or unlawful Agreement on the part of the Respondent or any of its agents, representatives, owners, employees, or parties of interest, including affiant. (Signed) (Title) STATE OF _______________________________________ COUNTY OF _____________________________________ The foregoing instrument was acknowledged before me this ____________________by _____________________________, who is (___) personally known to me or (___) who has produced _______________________________ as identification and who (did / did not) take an oath. ________________________________________ (Signature of Notary Public) ________________________________________ (Name of Notary Typed, Printed or Stamped) Notary Public ________________________________________ (Commission Number) 2549 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities DRUG FREE WORKPLACE FORM The undersigned Respondent, in accordance with Florida Statute 287.087 hereby certifies that _____________________________________________________ does: (Name of Respondent) 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2. Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Give each employee engaged in providing the commodities or contractual services that are under contract a copy of the Drug-Free statement. 4. Notify the employees that as a condition of working on the commodities or contractual services that are under contract, employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5. Impose a sanction on or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community, by any employee who is so convicted. 6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. 7. As the person authorized to sign the statement, I certify that this business complies fully with the above requirements. (Authorized Signature) (Date) (Print/Type Name as Signed Above 2550 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities PUBLIC ENTITY CRIMES STATEMENT SWORN STATEMENT UNDER F.S. SECTION 287.133(3) (A), ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted with Response for RFQ #02-25-01 CS Operation, Maintenance and Management of Water and Wastewater Facilities 2. This sworn statement is submitted by (Respondent) ___________________________ whose business address is _____________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is _____________________ (If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ___________. 3. My name is ____________________ and my relationship to the Respondent named above is ____________________. 4. I understand that a "public entity crime" as defined in Paragraph 287.133(a) (g). Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any proposal or contract for goods or services to be provided to any public entity or any agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 5. I understand that "convicted" or "conviction" as defined in paragraph 287.133(a) (b), Florida Statutes, means finding of guilt or a conviction of a public entity crime with or without an adjudication of guilt, in any federal or state trial court of records relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. 6. I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: • A predecessor or successor of a person convicted of a public entity crime; or • An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The City of Fernandina Beach, Florida ownership by one of shares constituting a controlling income among persons when not for fair interest in another person, or a pooling of equipment or income among persons when not for fair market value under a length agreement, shall be a prima facie case that one person controls another person. A person who was knowingly convicted of a public entity crime, in Florida during the preceding 36 months shall be considered an affiliate. 7. I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of the state or of the United States with the legal power to enter into a binding contract for provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 8. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies) 2551 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities PUBLIC ENTITY CRIMES STATEMENT – cont. ____Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor affiliate of the entity have been charged with and convicted of a public entity crime subsequent to July 1, 1989. ____The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. (Please attach a copy of the final order.) ____The person or affiliate was placed on the convicted FIRM list. There has been a subsequent proceeding before a hearing officer of the State of Florida, Division of Administrative Hearings. The final order entered by the hearing officer determined that it was in public interest to remove the person or affiliate from the convicted FIRM list. (Please attach a copy of the final order.) ____The person or affiliate has not been placed on the convicted FIRM list. (Please describe any action taken by, or pending with, the Department of General Services.) ___________________________________________________________ Signature Date: STATE OF __________________________________ COUNTY OF ________________________________ PERSONALLY, APPEARED BEFORE ME, the undersigned authority, who, after first being sworn by me, affixed his/her signature at the space provided above on this _______ day of ________________, 2025, and is personally known to me, or has provided ______________________ as identification. ____________________________________________ My Commission expires: ________________ 2552 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities DEBARMENT, SUSPENSION and OTHER RESPONSIBILITY MATTERS Certification A - Primary Covered Transactions The prospective primary participant certifies to the best of its knowledge and belief that its principals: Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; a. Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; b. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1) (b) of this certification; and c. Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation of this proposal. Instructions for Certification (A) By signing and submitting this Bid, the prospective primary participant is providing the certification set out below; a. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or any explanation shall disqualify such person from participation in this transaction. b. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. c. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. d. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 2553 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities e. The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. f. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. g. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Non- procurement List. h. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. i. Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Certification B - Lower Tier Covered Transactions a. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. b. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. a. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. b. The prospective lower tier participant shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. c. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of these regulations. 2554 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities d. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. e. The prospective lower tier participant further agrees by submitting this proposal that it will include this clause title “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitation for lower tier covered transactions. f. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principles. Each participant may but is not required to, check the Non- procurement List. g. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. h. Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies including suspension and/or debarment. Respondent: Date: Signature of Authorized Certifying Official: Title: 2555 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities E-VERIFY STATEMENT Proposal Number: RFQ 02-25-01 CS Project Description: Operation, Maintenance and Management of Water and Wastewater Facilities Respondent acknowledges and agrees to the following: Respondent shall utilize the U.S. Department of Homeland Security’s E-Verify system, in accordance with the terms governing use of the system, to confirm the employment eligibility of: 1. All persons employed by the Respondent during the term of the Contract to perform employment duties within Florida; and 1. All persons assigned by the Respondent to perform work pursuant to the contract with the CITY. Respondent: __________________________________________________________________ Authorized Signature: __________________________________________________________ Title: ________________________________________________________________________ Date: _______________________________________________________________________ 2556 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities CONFLICT OF INTEREST STATEMENT This sworn statement is submitted with Proposal for RFQ 02‐25‐01 CS Operation, Maintenance and Management of Water and Wastewater Facilities This sworn statement is submitted by (Respondent) ___________________________________ whose business address is __________________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is ___________________________( If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ____________.) My name is ________________________ and my relationship to the Respondent named above is__________________. 1. The above-named Respondent is submitting a Response for the City of Winter Springs. 2. The Affiant has made diligent inquiry and provides the information contained in the Affidavit based upon his/her own knowledge. 3. The Affiant states that only one submittal for the above Response is being submitted and that the above-named Respondent has no financial interest in other entities submitting Proposals for the same project. 4. Neither the Affiant nor the above- named Respondent has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraints of free competitive pricing in connection with the Respondent’s submittal for the above Response. This statement restricts the discussion of pricing data until the completion of negotiations if necessary and execution of the Contract for this project. 5. Neither the Respondent not its affiliates, nor anyone associated with them, is presently suspended or otherwise ineligible from participation in contract letting by any local, State, or Federal Agency. 6. Neither the Respondent nor its affiliates, nor anyone associated with them have any potential conflict of interest due to any other clients, contracts, or property interests for this project. 7. I certify that no member of the Respondent’s ownership or management is presently applying for an employee position or actively seeking an elected position with the City of Winter Springs. 8. I certify that, should the Bidder be awarded a contract after successful negotiation, the execution and approval of such contract by the City of Winter Springs City Commission shall not create a conflict of interest under Chapter 112, Florida Statutes, Code of Ethics for Public Officers. I further certify that no member of the Bidder’s ownership or management is a spouse, child or “relative” as defined in Section 112.3142, Florida Statutes, of a current City Commission member. 9. In the event that a conflict of interest is identified in the provision of services, I, on behalf of the above-named Respondent will immediately notify the City of Winter Springs. ________________________________________________________ Signature Date STATE OF ____________________________ COUNTY OF __________________________ PERSONALLY, APPEARED BEFORE ME, the undersigned authority, who, after first being sworn by me, affixed his/her signature at the space provided above on this ______ day of ________________, 2025 and is personally known to me, or has provided ____________________________________ as identification. ________________________________________ My Commission expires: ____________________ Notary Signature 2557 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization Respondent Company Name: _________________________________________________________________ Project Name : ________________________________ RFQ Number : RFQ 02‐25‐01 CS CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that Respondents (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. • Placing qualified small and minority business and women’s business enterprises on solicitation lists. • Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. • Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. • Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. • Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd 2558 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities BYRD ANTI-LOBBYING AMENDMENT, 31 U.S.C. §1352 (as amended) Contractors who apply or bid for an award of $100,000 or more shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant, or any other award covered by 31 U.S.C. §1352 (as amended). Each tier shall also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient. See below – Certification Regarding Lobbying. Byrd Anti-Lobbying Certification Appendix A, 44 C.F.R. Part 18 – Certification Regarding Lobbying Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned certifies, to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Byrd Anti-Lobbying Amendment, 31 U.S.C. §1352 (as amended) The Respondent, __________________________________, certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Respondent understands and agrees that the provisions of 31 U.S.C. Chapter 38, Administrative Remedies for False Claims and Statements, apply to this certification and disclosure, if any. Signature of Respondent’s Authorized Official Name and Title of Respondent’s Authorized Official Date 2559 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities EXHIBIT 1 PRE-SOQ MEETING CONFIRMATION Respondent ____________________________ will atend the Pre-SOQ conference (“Conference”) scheduled for March 12, 2025, at 8:30 a.m., at the City of Winter Springs City Hall, 1126 E. State Road 434, Winter Springs, Florida 32708, to obtain more informa�on related to RFQ 02-25-01 CS Opera�on, Maintenance, and Management of Water, Wastewater, and Reuse Facili�es. The following individual(s) will represent Respondent at this Conference: Name: ___________________ Email: _________________________ Phone: _______________ Name: ___________________ Email: _________________________ Phone: _______________ Name: ___________________ Email: _________________________ Phone: _______________ Respondent understands that during the Conference, it will be provided with informa�on regarding and access to the Document Library for this project. Accordingly, Respondent agrees to execute a Nondisclosure Agreement as provided by the City. Respondent shall only be provided with access to the Document Library upon execu�on of the Nondisclosure Agreement. By: _________________________________ Print: _________________________________ Title: _________________________________ Date: _________________________________ Please complete and return to smaclean@winterspringsfl.org 2560 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities EXHIBIT 2 NON-DISCLOSURE AGREEMENT Respondent, _________________________________________, is an en�ty which is collabora�ng with the City of Winter Springs (“City”) in connec�on with RFQ 02-25-01 CS Opera�on, Maintenance and Management of Water, Wastewater, and Reuse Facili�es (“Project”). Related to the Project, the City maintains plans, blueprints, schema�c drawings, and diagrams pertaining to structures that are or will be owned or operated by the City (“Documents”). These Documents will be included in the City’s Document Library. The undersigned, in his or her capacity as an individual and as an employee, subconsultant, subcontractor, representa�ve or agent of Respondent, seeks to access said Documents from the City’s Document Library in the course of responding to the solicita�on for RFQ 02-25-01 and signs this Non-Disclosure Agreement as a pre-requisite thereto. In the course of reviewing the Documents in the City’s Document Library, the undersigned will unavoidably come into contact with certain types of information which are protected from disclosure by Florida law. The undersigned acknowledges his/her familiarity with the applicable protections, including but not limited to his/her obligation to comply with the following: 1. Section 119.0725, Fla. Stat., which requires Respondent to protect as confidential the following: (a) Information relating to critical infrastructure; 2. Section 119.071, Fla. Stat., which requires Respondent to protect as exempt from public disclosure the following: (a) Building plans, blueprints, schematic drawings, and diagrams, including draft, preliminary, and final formats, which depict the internal layout and structural elements of a building, arena, stadium, water treatment facility, or other structure owned or operated by the City. (b) Said information may be disclosed to Respondent as part of its duties and responsibilities, and all persons in receipt of such information shall maintain its exempt status. The undersigned (1) affirms he/she has undertaken to be familiar with the laws of Florida impacting the contemplated Project; (2) acknowledges that he/she may be subjected to penalties for violating Florida law in relation to Respondent’s acquiring, possessing and reviewing the Documents; (3) will not disclose the Documents outside Respondent and will hold same confidential; (4) at the conclusion of the bidding process, Respondent will delete or destroy any copies of the Documents; and (5) understands the restrictions outlined above. In consideration for the opportunity to view the Documents contained in the City’s Document Library and submit a response to the City’s solicitation RFQ 02-25-01, the undersigned, on behalf of him/herself and Respondent, agrees to abide by the terms of this Agreement. Respondent: Print Name Name: Print Name of Individual Print Title/Role Signature: Signature of Individual Date 2561 ATTACHMENT A – DRINKING WATER FACILITIES CITY OF WINTER SPRINGS FLORIDA A-1 DRINKING WATER FACILITIES 1.WATER TREATMENT PLANTS AND DISTRIBUTION SYSTEM OVERVIEW 1.1. Water Treatment Plants 1.1.1. East Tuscawilla Water Treatment Plant One (WTP #1), 851 Northern Way, Winter Springs, Florida 32708. This facility, operated under the potable water system (PWS) ID: 3590879, is located between Lake Maria and Northern Way in the eastern portion of the water distribution system. WTP #1 treats raw water from four groundwater wells, which is then pumped to the distribution system via a high service pump station (HSPS). At WTP #1, poly orthophosphate is used as a corrosion inhibitor and to aid with iron sequestration. Water is aerated through cascade aeration trays, and then disinfected through chlorine dosing. Additionally, Ion Exchange is used to reduce Total Organic Carbon. 1.1.2. West Sheoah Water Treatment Plant Two (WTP #2), 700 Sheoah Blvd, Winter Springs, Florida 32708. This facility, operated under the potable water system (PWS) ID: 3590879, is located northwest of the intersection of Sheoah Boulevard and Shane Circle. WTP #2 treats raw water from two groundwater wells, which is then pumped to the distribution system via a HSPS. At WTP #2, poly orthophosphate is used as a corrosion inhibitor and to aid with iron sequestration. Water is aerated through cascade aeration trays, and then disinfected through chlorine dosing. 1.1.3. West Bahama Water Treatment Plant Three (WTP #3), 110 West Bahama Road, Winter Springs, Florida 32708. This facility, operated under the potable water system (PWS) ID: 3590879 is located north of West Bahama Road between South Edgemon Avenue and South Moss Road. WTP #3 treats raw water from two groundwater wells, which is then pumped to the distribution system via a HSPS. At WTP #3, poly orthophosphate is used as a corrosion inhibitor and to aid with iron sequestration. Water is aerated through cascade aeration trays, and then disinfected through chlorine dosing. 1.1.4. The three WTPs are supplied by eight total ground water wells drilled into the Upper Floridan Aquifer, with a permitted withdrawal limit of 4.70 MG AADF, under SJRWMD CUP 8238-6 that expires Jan 25th, 2030. The physical and mechanical parameters of each groundwater production well are as follows: 2562 ATTACHMENT A – DRINKING WATER FACILITIES CITY OF WINTER SPRINGS FLORIDA A-2 Station District ID Casing Diameter (in) Casing Depth (ft) Total Depth (ft) Rated Capacity (gpm) WTP #1 1 EAST 15327 12 105 305 1,000 2 EAST 15328 12 105 290 1,850 3 EAST 15329 12 190 395 1,900 4 EAST 15330 12 130 350 1,500 WTP #2 3 WEST 15324 12 96 423 1,100 6 WEST 15326 10 250 400 1,500 WTP #3 4 WEST 15323 12 123 491 1,100 5 WEST 15325 20 200 440 1,800 1.1.5. Treated potable water is supplied to the distribution system by a total of 8 HSPs located between the 3 WTPs. The HSP characteristics at each plant are as follows: WTP No of Pumps Firm Pumping Capacity (gpm) 1 3 8,900 2 2 1,200 3 3 2,200 1.1.6. Finished water is stored in 4 total concrete ground storage tanks (GSTs) between the 3 WTPS. The combined total storage is approximately 2.5 MG. The composition of each GST is as follows: Storage Tank Diameter (ft) Height (ft) Capacity (MG) WTP 1 GST 1 100 17.33 1.0 WTP 1 GST 2 70 17.33 0.5 WTP 2 GST 70 17.33 0.5 WTP 3 GST 70 17.33 0.5 1.2. Water Distribution System 1.2.1. The distribution system comprises 154 miles of transmission mains 2563 ATTACHMENT A – DRINKING WATER FACILITIES CITY OF WINTER SPRINGS FLORIDA A-3 categorized as: Pipeline Diameter (inches) Length (miles) 6 58.3 8 61.2 10 18.8 12 14.3 14 0.6 16 0.5 Total 153.8 Pipeline material composition of the distribution system includes the following: -Asbestos Cement (AC) -Cast Iron (CI) -High Density Polyethylene (HDPE) -Polyvinyl Chloride (PVC) 1.2.2. A total of 1,100 fire hydrants are connected to the transmission mains in the distribution system and are classified using bonnet colors for fire flow. Could be categorized by: -Fire Flow Classification -Main Valve Size: 4 ¼” to 6” -Installation Year: 1942 to 2024 1.2.3. A total of 15,137 services lines are connected to the transmission mains in the distribution system. Could be categorized by: -Service Line Diameter: ¾” to 2” -Material composition of all service lines within the distribution system includes: o PVC o HDPE o Copper o Galvanized Steel -Meter Type: Analog 1.2.4. Approximately 2400 valves are connected within the water distribution system. 2564 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-1 WASTEWATER FACILITIES, REUSE AND DISPOSAL 1.WASTEWATER TREATMENT PLANTS AND COLLECTION SYSTEM – SUMMARY 1.1. Wastewater Treatment Plants 1.1.1. The East Water Reclamation Facility (East WRF), 1560 Winter Springs Blvd, Winter Springs Florida 32708. The East WRF is a conventional aeration domestic wastewater treatment plant permitted for 2.012 million gallons per day (mgd) annual average day flow (AADF). The East WRF is operated under domestic wastewater facility permit number FLA011068 issued by the Florida Department of Environmental Protection (FDEP), which expires July 6, 2027. Processing equipment and facility components are described as follows: Process Criteria Description Bar Screens Number Two (2) Type Static Screen Opening 0.06 inch Surge Tank Volume 440,000 gal Max. Side Water Depth (SWD) 15 feet Surge Pumps Number Three (3): 2 Duty, 1 Standby Type Horizontal Centrifugal Capacity (Each) 1,020 gpm TDH 20 feet Aeration Zone WWTP No. 1 Number Two (2) Contact Tank 106,000 gal Reaeration Tank 210,000 gal Total Volume 316,000 gal SWD 14.7 feet Aeration Type Diffused Air Aeration Zone WWTP No. 2 Number Two (2) Contact Tank 200,090 gal Reaeration Tank 400,180 gal Total Volume 600,270 gal SWD 14.7 feet Aeration Type Diffused Air Aeration Blowers Number Three (3): 2 Duty, 1 Standby Type Centrifugal Capacity (Each) 3,750 scfm Motor Power (Each) 150 hp Clarifier WWTP No. 1 Number One (1) Diameter 46.5 feet 2565 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-2 SWD 10 feet Surface Area 1,698 ft2 Total Volume 134,640 gal Clarifier WWTP No. 2 Number One (1) Diameter 51.0 feet SWD 13.5 feet Surface Area 2,043 ft2 Total Volume 188,300 gal Filtration Number Eight (8) Cells Type Parkson Dynasand Area 400 ft2 Total, 50 ft2 Each Filter Backwash Lift Station Type Duplex Wetwell Pumps Two (2) Submersible Chlorine Contact Chamber Number of Trains Two (2) Volume (Total) 56,773 gal Area (Each Train) 506 ft2 SWD 7.5 feet Length: Width Ratio 32:1 Detention Time (AADF) 40 minutes (min) Transfer Pump Station Number Four (4): 3 Duty, 1 Standby Type Vertical Turbine Pumps Capacity (Each) 1,000 gpm Reject Pump Station Type Duplex Wetwell Pumps Two (2) Submersible Reject/Wet Weather Storage Pond Number One (1) Type HDPE Lined Volume 5.61 MG Max. Depth 11 feet Reject Return Pump Station Type Duplex Wetwell Pumps Two (2) Submersible Digester WWTP No. 1 Number One (1) Total Volume 225,103 gal SWD 14.7 feet Solids Residence (Design) 25 days % Solids Concentration 1-1.5% Digester WWTP No. 2 Number One (1) Total Volume 323,322 gal SWD 14.7 feet Solids Residence (Design) 25 days % Solids Concentration 1-1.5% Final Digester/Thickener Number One (1) Total Volume 323,322 gal 2566 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-3 Solids Residence (Design) 25 days % Solids Concentration 3% Sludge Dewatering Number One (1) Type Portable Belt Filter Press 1.1.2. The West Water Reclamation Facility (West WRF), 1000 West SR 434, Winter Springs, Florida 32708. The West WRF is a dual train extended aeration domestic wastewater treatment plant permitted for 2.07 million gallons per day (mgd) annual average day flow (AADF). The West WRF is operated under domestic wastewater facility permit number FLA011067 issued by the Florida Department of Environmental Protection (FDEP), which expires July 1, 2029. Processing equipment and facility components are described as follows: Process Criteria Description Static Screens Number Two (2) Type Kusters Water Model Number HTWS-120 Screen Opening 0.06 inch Aeration Zone WWTP No. 1 Number Three (3) Contact Tank 206,529 gal Reaeration Tank 1 207,404 gal Reaeration Tank 2 207,075 gal Total Volume 621,008 gal SWD 14.7 feet Aeration Type Course Bubble Diffused Air Aeration Zone WWTP No. 2 Number Two (2) Contact Tank 261,286 gal Reaeration Tank 311,727 gal Total Volume 573,013 gal SWD 14.7 feet Aeration Type Course Bubble Diffused Air Aeration Blowers Number Three (3): 2 Duty, 1 Standby Type Hoffman Centrifugal Blowers Model Number 75105A2 Capacity (Each) 3,500 scfm Motor Power (Each) 150 hp Clarifier WWTP No. 1 Number One (1) Diameter 60 feet SWD 13.7 feet Surface Area 2,826 ft2 Total Volume 289,616 gal 2567 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-4 Clarifier WWTP No. 2 Number One (1) Diameter 60 feet SWD 13.7 feet Surface Area 2,826 ft2 Total Volume 289,616 gal Filtration Number Two (2) Type Aqua-Aerobic Systems, Inc. Area Automatic Backwash (ABW) 720 ft2 total, 360 ft2 each Disk Filter Number One (1) Type Veolia Hydrotech Compact Net Filter Area (Total) 594 ft2 Filter Screen Size (Nominal) 10 micron Chlorine Contact Chamber Number of Tanks Two (2) Number of Passes (Each) Three (3) Area (Each) 840 ft2 Volume (Each) 31,416 gal SWD 5 feet Length: Width Ratio 68:1 Detention Time (1.5 mgd) 30 minutes Detention Time (3.0 mgd) 15 minutes Transfer Pump Number Four (4): 3 Duty, 1 Standby Type Vertical Turbine Pumps Capacity (Each) 1,250 gpm @ 15 hp 1,250 gpm @ 15 hp 350 gpm @ 10 hp 350 gpm @ 10 hp Reject/Wet Weather Storage Ponds Number One (1) Type Unlined Storage Volume 1.3 MG Pond Bottom Invert 45.78 ft Top of Berm 54 ft Digester WWTP No. 1 Number One (1) Total Volume 347,925 gal SWD 14.7 feet Solids Residence (Design) 40 days Digester WWTP No. 2 Number Two (2) Total Volume 244,717 gal SWD 14.7 feet Solids Residence (Design) 40 days Sludge Dewatering Number One (1) Type Portable Belt Filter Press 2568 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-5 1.2. Reuse Facilities 1.2.1. Lake Jesup Reclaimed Water Augmentation Facility, 900 East State Road 434, Winter Springs, Florida 32708. The design intent of the station was to withdraw up to 1.0 MGD of surface water from Lake Jesup as needed to supplement the City’s public access reuse supply. The Station is permitted under Florida Department of Environmental Protection (FDEP) Permit No. FLA011067, which expires July 1, 2029. This station has been offline since 2022 due to mechanical and electrical failures following Hurricane Ian. The City intends to repair the facility once funds are available. Processing equipment and facility components are described as follows: Process Criteria Description Intake Structure Inflow Weirs Two (2) Screen Type Coarse Welded Mesh Screen Size 2 inch Intake Pipe Size 18 inch Intake Pump Station Type Concrete Duplex Wetwell Pumps Two (2) Submersible Capacity (Each) 700 gpm Pre-Screening Filters Number Two (2) Type Automatic Self-Cleaning Amiad EBS Filter Pore Size 80 microns Microfiber Filtration System Number One (1) Type Automatic Self-Cleaning Amiad AMF-370K Pore Size 3 microns Residual Pump Station Type Concrete Duplex Wetwell Pumps Two (2) Submersible Capacity (Each) 700 gpm High Service Pump (HSP) Station Number Three (3) Type Vertical Turbine Pumps Capacity (Each) 500 gpm @ 99 psi 1,500 gpm @ 99 psi 1,500 gpm @ 99 psi Total Firm Capacity 5 MGD Sodium Hypochlorite Storage and Feed System Hypochlorite Storage Tank Number One (1) Hypochlorite Storage Tank Volume 1,000 gal 2569 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-6 Pre-Chlorination Metering Pumps Number Two (2) Pre-Chlorination Metering Pumps Type Skid Mounted Post-Chlorination Metering Pumps Number Two (2) Post-Chlorination Metering Pumps Type Ground Storage Tank (GST) Number One (1) Type Cast-in-place Rectangular Concrete Capacity 240,000 gal 1.2.2. The Oak Forest Reclaimed Water Storage and Repump Facility (Oak Forest RPF), 1001 Papaya Ln, Winter Springs, Florida 32708. The Oak Forest RPF is a 3 MG reclaimed storage and distribution pump station, with 3 total vertical pumps that include 1 jockey pump and 2 high service pumps. Flow is sent from the West WRF distribution system and circulated into the East WRF distribution system. The Oak Forest RPF is operated under domestic wastewater facility permit number FLA011067 issued by the Florida Department of Environmental Protection (FDEP), which expires July 1, 2029. 1.3. Reuse System and Disposal Sites 1.3.1. The reclaimed distribution system is comprised of 55 miles of reclaimed main categorized as: Pipeline Diameter (inches) Length (miles) 6 (or less) 31.8 8 12.4 10 1.3 12 7.8 16 1.5 18 0.1 Total 55.0 Pipeline material composition of the distribution system includes the following: -Ductile Iron (DI) -Polyvinyl Chloride (PVC) 1.3.2. The reclaimed distribution system is serviced by a total of 12 pumps 2570 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-7 located at East WRF, West WRF, and Oak Forest RPF. The mechanical properties of each pump are as follows: 1.3.3. Treated reclaimed water is stored in a total of 3 concrete storage tanks located between the East WRF, West WRF and Oak Forest Reclaimed Water Storage and Pumping Facility. The combined total storage equates to 8.0 MG. Physical characteristics of each tank are as follows: Storage Tank Diameter (ft) Height (ft) Capacity (MG) East WRF 120 35 3.0 West WRF 98 27 2.0 Pump No. Pump Name Type Design Point Flow (GPM) Design Point Pressure (psi) Motor Size (Hp) East WRF 1 Fairbanks Vertical Turbine (Jockey) 500 80 30 2 Fairbanks A4G2- 465514-1 Vertical Turbine (HSP) 1,200 80 (VFD) 75 3 Fairbanks A4G2- 465514-2 Vertical Turbine (HSP) 1,200 80 (VFD) 75 4 Fairbanks A4G2- 465515 Vertical Turbine (HSP) 1,800 80 (VFD) 100 West WRF 1 National M-10, 932670 Vertical Turbine (HSP) 600 80 40 2 National M-10, 932670 Vertical Turbine (HSP) 600 80 (VFD) 40 3 Deming 4771-7120, T-86941 Vertical Turbine (HSP) 950 80 (VFD) 60 4 Deming 4771-7120, T-86940 Vertical Turbine (HSP) 950 80 (VFD) 60 5 Deming 4771-7120, T-86959 Vertical Turbine (Jockey) 180 80 (VFD) 20 Oak Forest RPF 1 Ideal Pump Co. 10RC54 Vertical Turbine (Jockey) 500 80 (VFD) 50 2 Ideal Pump Co. 12RDS150 Vertical Turbine (HSP) 1,500 80 (VFD) 100 3 Ideal Pump Co. 12RDS150 Vertical Turbine (HSP) 1,500 80 (VFD) 100 2571 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-8 Oak Forest RPF 122 35 3.0 1.3.4. Excess reclaimed water is permitted to be disposed through land application at a total of six (6) sites consisting of four (4) rapid infiltration basins (RIBs) and two (2) spray fields, under both domestic wastewater facility permit numbers FLA011067 & FLA011068. The following physical characteristics of each land application site is as follows: RIBs Water Quality Level Permitted Capacity (MG) No. of Cells Site Area (Acres) East WRF Owasco R-001 0.61 4 24 West WRF Dayron R-003 0.53 5 25 Site 17 R-003 0.10 3 16 Mt. Greenwood R-003 0.11 2 18 Spray Fields Water Quality Level Permitted Capacity (MG) No. Sprinkler Heads Site Area (Acres) East WRF Oak Forest R-001 0.20 40 61 West WRF Site 16 R-003 0.20 36 11 1.3.5. Per permit requirements of FLA011067 & FLA011068, a total of 13 monitoring wells shall be routinely sampled and reported to the district. Additional physical characteristics of each well can be found within each permit. Locations of each groundwater monitoring well are as follows: Disposal Site Well ID Latitude Longitude WWRF Dayron MWC-2 28°42’40” 81°18’41” Dayron MWC-3 28°42’41” 81°18’31” Dayron MWC-4 28°42’32” 81°18’36” Dayron MWI-5 28°42’34” 81°18’28” Dayron MWC-5 28°42’14” 81°18’49” EWRF Tuscawilla Golf Course MWB-3-1 28°40’37” 81°15’9” Tuscawilla Golf Course MWI-3-2 28°40’23” 81°15’13” Tuscawilla Golf Course MWC-3-3 28°40’23” 81°15’13” 2572 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-9 Tuscawilla Golf Course MWC-3-4 28°40’28” 81°14’41” Owasco MWB-4-1 28°40’47” 81°13’40” Owasco MWI-4-2 28°40’54” 81°13’46” Owasco MWC-4-3 28°40”47” 81°13’40” Owasco MWC-4-4 28°40’55” 81°13’36” 1.4. Wastewater Collection System 1.4.1. All equipment, grounds and facilities now existing within the present property boundaries of the 50 lift stations comprised of the 27 lift stations serving the East WWTP and the 23 lift stations serving the West WWTP, more specifically identified as follows: West Lift Stations Lift Station Address Type Rated Capacity (GPD) 1W 156 Cory Lane Duplex 96,877 2W 619 David Street Duplex 35,325 3W 600 Sheoah Blvd Duplex 156,421 4W 870 Sheoah Circle Duplex 46,835 5W 51 East La Vista Drive Duplex 40,690 6W 710 Tanglewood Road Duplex 59,616 7W 607 South Edgemon Ave Triplex 609,481 8W 306-B Panama Circle Duplex 31,846 9W 492-B Club Drive Duplex 4,639 10W 800 Alton Road Duplex 318,281 11W 500 Dolphin Road Duplex 74,649 12W 1000 State Road 434 Duplex 72,588 13W 2501 Shepard Road Duplex 9,454 14W 130-A Tuskawilla Road Duplex 40,498 15W 137-B Seville Chase Drive Duplex 18,809 16W 222 Torcaso Court Duplex 16,421 17W 100 Windsor Cresent Street Duplex 101,761 18W 299 Constitution Way Duplex 18,197 2573 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-10 19W 4201 State Road 419 Duplex 1,316 20W Jesup’s Landing Duplex 5,858 21W 150 Hartman Lane Duplex 18,804 22W 900 East State Road 434 Duplex 1,267 East Lift Stations Lift Station Address No. of Pumps Rated Capacity (GPD) 1E 560 Winter Springs B Duplex 690,054 2E 872 Chokecherry Drive Duplex 208,598 3E 728 Sybilwood Circle Duplex 73,198 4E 611 Tuscany Place Duplex 49,430 5E 800 Austin Court Duplex 382,938 6E 1600 Grizzly Court Duplex 49,105 7E 1627 Wood Duck Drive Duplex 31,548 8E 1757 Seneca Blvd Duplex 42,296 9E 940 Old White Way Duplex 20,824 10E 1163 Trotwood Blvd Duplex 110,606 11E 1839-B SenacaBlvd Duplex 26,783 12E 127 Cherry Creek Circle Duplex 25,019 13E 500 Vistawilla Drive Duplex 12,278 14E 160 Nandina Terrace Duplex 36,243 15E 101-B Bridgewood Court Duplex 3,711 16E 314 Streamview Way Duplex 9,598 17E 1109 Courtney Lane Duplex 23,195 18E 310 Tuskawilla Road Duplex 37,057 19E 1599 Wrentham Court Duplex 28,965 20E 361 Pawnese Trail Duplex 17,417 21E 587 Pine Branch Circle Duplex 10,836 22E Fanning Drive Duplex 23,887 2574 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-11 23E Southern Oaks Subdivision Duplex 9,024 24E Integra 360 Duplex 37,285 25E Michael Blake Blvd Duplex 17,669 26E Tuscawilla Crossings Duplex 32,125 27E SR 434 Duplex 5,813 28E Duplex 40,899 The following 12 lift stations are equipped with backup generators. -1E -2E -5E -10E -11E -23E -1W -3W -7W -10W -12W -17W The following 12 lift stations are equipped with a bypass pumps. -3E -4E -5E -7E -14E -20E -22E -3W -4W -14W -16W -18W 1.4.2. The collection system comprises 119 miles of gravity mains categorized as: Pipeline Diameter (inches) Approximate Length (miles) 4 0.1 6 4.3 8 103.9 2575 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-12 10 7.4 12 0.6 15 2.0 18 0.3 20 0.2 Unknown 0.7 Total 119.3 Pipeline material composition of the distribution system includes the following: -Cast Iron (CI) -Ductile Iron (DI) -Polyvinyl Chloride (PVC) -Vitrified Clay (VC) 1.4.3. The collection system comprises 26 miles of force main categorized as: Pipeline Diameter (inches) Length (miles) 6 (or less) 13.6 8 7.3 10 1.5 12 1.4 16 0.4 20 1.1 24 0.6 Total 25.8 Pipeline material composition of the distribution system includes the following: -Ductile Iron (DI) -Polyvinyl Chloride (PVC) 1.4.4. Approximately 14,000 connections are serviced by the wastewater collection consisting of the following diameters: -4 in -6 in -8 in Material composition of service lines within the distribution system include: -Polyvinyl Chloride (PVC) -Vitrified Clay (VC) 1.4.5. Approximately 2900 of manholes are connected between the sanitary gravity 2576 ATTACHMENT B – WASTEWATER FACILITIES, REUSE AND DISPOSAL CITY OF WINTER SPRINGS, FLORIDA B-13 mains within the collection system. 1.4.6. Approximately 410 cleanouts are located within the collection system. 2577 ATTACHMENT C – PLANNED FACILITY IMPROVEMENTS CITY OF WINTER SPRINGS FLORIDA C-1 PLANNED FACILITY IMPROVEMENTS 1.EAST WRF DESIGN & CONSTRUCTION The East WRF is an existing steel ring package plant that was installed in the late 1980s. The facility has consequently reached the end of its useful life, requiring both replacement and modernization. The existing treatment basins will be replaced with a 5-stage BNR facility, capable of meeting advanced wastewater treatment (AWT) standards when needed. The project is currently in the design phase. Construction is anticipated to begin in summer of 2026 and be ongoing for two years (estimated completion of summer 2028). Carollo Engineers is the design engineer and Wharton-Smith is the construction manager at risk (CMAR). 2.WEST WRF DESIGN & CONSTRUCTION The West WRF is an existing steel ring package plant that was installed in the late 1970s. The facility has consequently reached the end of its useful life, requiring both replacement and modernization. The existing treatment basins will be replaced with a 5-stage BNR facility, capable of meeting advanced wastewater treatment (AWT) standards when needed. Project design has not yet kicked off but will closely mirror design of the East WRF (the two facilities will theoretically be “twins” for operational ease and efficiency). Construction is anticipated to lag the East WRF by approximately 1-2 years. Carollo Engineers is the design engineer and Wharton-Smith is the construction manager at risk (CMAR). 2578 ITEM QUESTION RESPONSE 1 Please confirm that a price proposal is not required in the RFQ submittal. If so, what is the evaluation criteria weighted value?There is no price/cost proposal required with the response and there is no weighting related to price/cost in the evaluation process. 2 The RFQ defines the scope of work specific to the operation, maintenance and management of the City's water plants, wastewater plants and reuse facilities in Sections 2&3. However, in Attachments A&B, the City provides information on its water distribution and wastewater collection systems. Please confirm that the scope of work is for the water, wastewater and reuse facilities only. The intent of the RFQ is to address "inside the fence" operations along with required potable water sampling within the distribution system. The distribution and collection information was provided so Respondents could understand the complete system. If the successful Respondent can offer additional system support, that can be explored during the negotiations. 3 When will Supply Well #4 at WTP3 be back online and in-service?Our intent is for this well to be back in service by the time the selected Contract Operator assumes the contract. 4 Will the contractor have access to City owned vehicles and rolling stock to perform the scope of work or is it the City's expecation for the selected contractor to purchase/lease all required vehicles and rolling stock? It is our current intent for Contract Operator to provide vehicles and rolling stock, however, this can be negotiated during contract- development. 5 Can the City provide a list of Critical Spare Parts/Systems/Motors that will be available to the Contract Operator on 10/01? The City intends for the selected Contract Operator to review the existing facilities and existing spare parts, and then provide a list of critical spare parts needed. 6 Will the City move the Belt Press between WWTPs, or will this be the responsibility of the Contract Operator? If so; what vehicle (see question 3) may be available to accomplish this task? The City expects the selected Contract Operator to move the belt filter press between the two WRFs, however, this can be negotiated during contract development. 7 Are there any flow concerns at WWTPs during dewatering operations? Meaning, the capture of all side stream and injection points? Relative to dewatering operations, there are no known current flow concerns at the WRFs. 8 What are the combined current staffing levels at the (5) facilities? The current staffing levels are consistent with the permit. We expect future staffing levels to be consistent with current and future permits/regulations. 9 Provide a list of positions filled with FTE's and their hourly rate. The details of this are privy to the current contract operator. This is not relevant to the RFQ. 10 What are the required shifts (hours/day) and (days/week) for each of the facilities (5)? Read the consent order. Due to operational failures DEP has increased staffing requirements to two shifts/day at the WWTPs. The facility staffing requirements are indicated in the East and West WRF permits (FLA011607 and FLA011068). The City expects all permit requirements to be met. 11 Does the City have a contingency plan in place in the event one of the aeration basin's walls should rupture? The aeration basins at both WRFs have undergone structural repairs over the past three years to mitigate risk of wall ruptures. It is expected that the selected Contract Operator will assist the City and its consultants, in the continued monitoring of the condition of the basins. 12 Can the City confirm as to what databases will be transferable to the selected contractor? These include the CMMS (computerized mainteance management software) and Hach WIMS (laboratory compliance and process control) databases. We anticipate that the selected Contract Operator will have access to required systems and databases. 13 Will the selected incoming contractor be allowed to interview and possibly hire existing staff? The staff currently work for a contract operator. It is not in the City's control to dictate what those staff do. 14 As the required NFPE 70E, can the City confirm if arc flash audits have been performed at the (5) facilities? If so, will the arc flash audit reports be available for the selected contractor to review and implement corrective actions? All available operation and maintenance documentation will be provided to the selected Contract Operator. 15 To avoid violating restrictions in the RFQ regarding any contact with City people, please provide the names of those who will be on the selection committee? Relevant to this RFQ, Respondents shall avoid contacting any City employees other than Stuart MacLean, Procurement Manager, smaclean@winterspringsfl.org. 16 Has the Lake Jesup Reclaimed Water Augmentation Facility been repaired and in service? If not, please share the intended start up date. The facility is not in-service at this itme. RFQ No: 02-25-01 CS QUESTIONS & RESPONSES Addendum 1 - Part 1 2579 17 For Appendix E: Required Supporting Documents, are we required to include copies of our business license and our professionals who hold a FL PE and/or Operator licenses? Or can we provide these details listed in a table format? In the RFQ response information in table format is acceptable 18 Please claify the 11 font size requirement, does that also apply to headers/footers of the document, captions, text in image (i.e., organization chart, flow diagrams, etc.)? The font size is intended to ensure that the critical information in the responses are clear and readable. It is understood that header and footers tend to be a smaller font and some reference documents will have various font sizes. 19 May we be provided with a copy of the sign in sheet from the pre-bid meeting?Yes, it will be included with the Q&A Addendum in Demand Star. 20 Does the City have its own Asset Management/CMMS program that the contractor would use, or would you prefer the contractor to provide one? If it is to be contractor provided, what program does the current contractor use? The City utilizes a work order system through "New World". The City is currently reviewing CMMS program options and intends to discuss this with the selected Contract Operator. 21 Are there any pending consent orders or recent violations that we should be aware of?All FDEP documentation is available online via Oculus. 22 Does the City have testing done for 1,4?The City has sampled for 1,4-Dioxane and had no detects. 23 How are after hours calls addressed?The City anticipates the Contract Operator to propose how they will address after-hour calls. 24 How many wells does the City have operational?The City has a total of 8 wells (four at WTP# 1, two at WTP #2, and two at WTP #3). 2580 Name Company Phone Number E-Mail Y/N Site 5 Christopher Saliba U.S Water Service Corporation 813-416-3992 csaliba@uswatercorp.net Y Y NDA Signed - Document Library Link Sent Marcus McConnell U.S Water Service Corporation 352-281-1202 mmcconnell@uswatercorp.net Y Y Christie Williams ClearWater Solutions Inc 404-790-3885 christie.williams@clearwatersolutions.com Y Y NDA Signed - Document Library Link Sent Ray McCloskey ClearWater Solutions Inc 352-355-5318 ray.mccloskey@clearwatersolutions.com Y Y Chris Thomas ClearWater Solutions Inc 706-215-5276 chris.thomas@clearwatersolutions.com Y Y Bryce Mendenhall ClearWater Solutions Inc 919-482-1858 bryce.mendenhall@clearwatersolutions.com Y Y Glenn Burden Woodard & Curran 407-509-8783 bburden@woodardcurran.com Y Y NDA Signed - Document Library Link Sent Greg Parks Woodard & Curran 201-336-2544 gparks@woodardcurran.com Y Y Troy Kepley Woodard & Curran 239-340-3737 tkepley@woodardcurran.com Y Y Kent Kaughman Inframark 770-329-0899 kent.kaughman@inframark.com Y Y Contact for Document Library Jean Mead Inframark 863-581-6865 jean.mead@inframark.com Y Y Jay Ritchey Inframark 727-858-6759 jason.ritchey@inframark.com Y Y Todd Petrie Veolia 813-508-0218 todd.petrie@veolia.com Y Y Contact for Document Library Lyle Lanham Veolia 772-486-6938 kyle.lanham@veolia.com Y Y Pre-SOQ Mtg & Site Visit Registered Attendees Bid #/Name: RFQ 02-25-01 CS Contract Services Date:Mar. 12, 2025 Time: 8:30 am Location: Winter Springs City Hll Comission Chambers Addendum 2 - Part 2 2581 Brian Dunigan 25 8 2 25 8 3 25 8 4 Leonard Hartman 25 8 5 25 8 6 No. Criteria RFQ Section Weighting Percentage Max Point Score Woodard & Curran Clearwater Solutions U.S. Water BD 80 50 60 CM 95 75 85 CS 95 65 85 LH 85 60 70 MW 95 50 90 1 Respondent Profile Part 2 10% 500 450 300 390 BD 180 150 160 CM 190 150 180 CS 180 140 170 LH 160 150 170 MW 175 100 100 2 Project Team - Team Structure Part 3 - Section A 20% 1000 885 690 780 BD 170 150 160 CM 190 140 180 CS 180 140 170 LH 125 125 125 MW 200 150 200 3 Project Team - Key Personnel Part 3 - Section B 20% 1000 865 705 835 BD 170 150 180 CM 200 130 180 CS 185 140 180 LH 180 150 160 MW 190 150 195 4 Relevant Project Experience Part 4 20% 1000 925 720 895 BD 260 200 230 CM 290 160 240 CS 285 210 270 LH 250 250 250 MW 280 200 290 5 Project Approach Part 5 30% 1500 1365 1020 1280 6 Financial Qualifications Appendix B Pass/Fail NA Pass Pass Pass TOTAL 100% 5,000 4490 3435 4180 1 3 2 RFQ 02-25-01 CS Evaluation 2587 2588 2589 2590 2591 25 9 2 25 9 3 25 9 4 City of Winter Springs A Long-Term Clean Water Partnership to Strengthen a Strong Community… May 2, 2025 2595 The City of Winter Springs… …recognized as a quiet, safe, family- friendly community with a “small-town feel," served by some of the best public schools in Florida… Suburban City (~39,000 residents) Strong education, parks, events, & community Seminole County Schools have maintained an “A” rating for > decade Winter Springs was called “North Orlando” until 1972 Drinking Water system 3 WTPs, storage, 8 wells, & 244 miles of aging distribution piping Asset maintenance to prolong capital assets is a utility priority City working on many improvements, repairs, & infrastructure upgrades Complex Wastewater system 2 WWTPs, 60 lift stations, & 68 miles of collection system piping City investing $200M for two new WWTPs (East & West) City working on improvements, repairs, & infrastructure upgrades Reclaimed Water system with 3 storage tanks 3 storage tanks, 45 miles of mains, & supports City reuse initiatives 2596 A Winter Springs / Woodard & Curran partnership will improve your strong community foundation… 1. Cost Efficient with Transparency, Integrity, & Trust •“Open Book” accounting not driven by profit (employee ownership) •Maximize life of assets by protecting them like we own them 4. Continuity of Operations during Construction •Direct experience maintaining facilities compliance without interruption •There will be no downtime – this is almost routine to us 3. Transition Plan that Ensures Clarity & Success •Simple system that has worked successfully •Proactive proven methods that guarantee compliance 2. Strong Operational Approach •Proactive support that guarantees compliance & community communications •Team of operators, engineers, communications, SCADA, & funding experts Wi n t e r S p r i n g s / W o o d a r d & C u r r a n Pa r t n e r s h i p …this is our promise to your City! 2597 1. Cost Efficient with Transparency, Integrity, & Trust ‣Annual budgeting is based upon actual costs ‣“Open Book” access to financial, operational & compliance data ‣We will treat & prolong your Assets “like we own them” A Partnership is Built on Trust Robust Monthly & Annual Operating Reports Open Book Accounting Environment Reports delivered quickly! Ownership Opportunity for Utilities Staff 2598 The Proof is in our Long-Term Local O&M Partnerships Our projects are similar sizes & nature to Winter Springs! 2599 2. Strong Operational Approach Before the First Day ‣Learn EVERYTHING we can about the Systems ‣Meet with Ops & City staff ‣Start transition First 90-Days ‣Prepare for Emergencies (ERP) ‣Build Annual Work Plan with the City ‣Hire Local Talent Onsite office H&S training & H&S Audit to operate safely ‣Leverage Innovation & Technology Proactive CMMS & Predictive Maintenance to prolong Assets Leverage HachWims for lab data Cyber & Site Security Audit immediately during transition ‣Focus on Compliance Zero NOVs as standing goal, monthly reporting to City on KPIs Develop a deliverables schedule for all compliance requirements 2600 2. Strong Operational Approach (continued) First 120-Days ‣Proactive Outreach to Improve Public Perceptions Improve visibility & reputation with “Utility Ambassador” ‣Change the Culture of the Utility After 1-Year ‣Financial Stewardship & Cost Control Our Funding Team can also help accelerate Capital thru grants ‣Become an Award-Winning utility ‣Go Beyond Expectations – Become Vested! 2601 3. Clear Transition Plan Built for Winter Springs ‣We have a full-time Ops Transition Specialist ‣Recruit & transition the Operations Team with care Manager Interviews and selection (City involvement) Individual, group, and family benefits meetings On-boarding training & development Benefit comparison to “make employees whole” ‣We begin before the contract start date Due diligence (personnel, process, pricing) There is a lot to coordinate! ‣Our Team will descend on the City in force HR, IT, OT, Security, Technology, Safety and more Our tools and resources are built for small Cities Coordinate with partners (including Carollo & collection/distribution Teams) …we time & select Clients carefully – we are ready to go! Support is local! •>60 O&M pros within 60-miles •>50 Florida licensed operators & >20 PEs •10 same -sized O&M projects in the SE Size does matter! •Only 6 of our 95+ projects serve >40,000 •We select our Clients carefully… 2602 4. Continuity of Operations During Construction ‣Lots of Experience with O&M during Construction Five “Pro Tips” for O&M during Construction 1. Build in Bypass flexibility to keep flows moving 2. Stagger shutdowns with “Rolling Redundancy” to maintain process & protect compliance 3. Set-up mobile command post with real-time SCADA to enhance decision-making 4. Use night shifts for risky switchover work 5. Pre-train Operators on “What-if” scenarios >$40M in capital improvements over past 5 yearsGroveland 30 years of R&R and capital projects with Carollo staffConserv II New treatment plant online this spring with 0% downtimeStarke Ready to break ground on WWTP expansionLaBelle $25M project for new clarifiers & deep injection wellsBradenton Took over during $60M in plant upgrades – 0% downtimeSt Charles $160M plant construction project – no interruptions, 100% compliancePWSD #2 2603 Optimizing Ops: Initial Observations from Site Visit Solids Management Savings ‣Innovations to save MONEY! DRYLET to improve SVI & reduce sludge OREGE to reduce chemical usage on sludge cake Analyze sludge processing ROI (in-house vs out-source) Energy Efficiency Savings ‣HORTRONICS electrical usage reducer for energy savings ‣Thermography (infrared) analysis will deliver savings Reclaimed Water Improvements ‣Improve SCADA instrumentation & water quality to Pond ‣Utilize lidar drone to quantify solids in the pond (SediVision® Tech) Process Control & Lab Data Improvements ‣Enhance the process control & lab data being collected (cATP) ‣Organize data in a format ideal for process optimization Control the system, minimize cost, & improve permit compliance Flow Management ‣Develop alternative operations mode for wet weather / high flows IN I T I A L P R I O R I T E S Leverage Technology… •National experts = new ideas In-House SCADA! •National SCADA group •SCADA Service in Florida •Use SCADA template 2604 Why Woodard & Curran? ‣Our partnerships speak for themselves... 2605 Without Woodard & Curran being there to provide their expertise, the problems I was dealing with nine months prior to hiring them, would still be there today… TJ Fish Director of Public Works City of Groveland T 352.460.7725 2606 Woodard & Curran assumed operations of our facility [during design] to ensure we meet compliance until the new WWTP becomes operational…and to ensure the new facility is properly maintained from the beginning. Mayor Julie Wilkins City of LaBelle T 352.460.7725 2607 While we were waiting for our new plant to be built, Woodard & Curran took over, kept our old plant running, met compliance, and closed our Consent Order. It would not have happened without them… Drew Mullins Utilities General Manager City of Starke T 904.368.1330 2608 Last Thoughts, Questions, & Answers… Building a Partnership based upon Trust and Transparency results in the long-term protection of People & Assets! •Offices •Emergency response •Reclaimed water •Unidirectional flushing program •Local vendors •Workforce ideas •Others… Woodard & Curran is 100% Employee-Owned! Our service to Winter Springs has no outside investor interests 2609 Woodard & Curran working offices…we don’t fake it! Water Conserv II – Winter Garden Starke Groveland Lake County NuRF – Astatula 2610 ‣Hurricane Milton example Emergency Response 2611 ‣Local offices: Lake County, Groveland, Winter Garden, ‣Response time: >60 municipal operators within 60 miles Summary of Other Issues WinterSprings Woodard &Curran TampaOffice LakeCounty WaterAuthority NuRF( ) Bushnell (W&WW) WaterConservII Orlando)( )(RW Starke ( )WW LaBelle )(W&WW Bradenton WW)( Groveland ( )W&WW 2612 City of Winter Springs, Florida Operation, Maintenance & Management Water, Wastewater & Reuse Facilities RFQ # 02-25-01 CS Water Treatment Plant #2 Water Treatment Plant #1 West Water Reclamation Facility East Water Reclamation Facility Water Treatment Plant #3 April 11, 2025 COPY 2613 1511 N Westshore Boulevard Tampa, Florida 33607 www.woodardcurran.com T 800.426.4262 April 11, 2025 Mr. Stuart MacLean, Procurement Manager Winter Springs City Hall 1126 East State Road 434 Winter Springs, Florida 32708 Re: Operation, Maintenance & Management Water, Wastewater & Reuse Facilities RFQ # 02-25-01 CS Dear Mr. MacLean and the Selection Committee: Woodard & Curran is proud to present this submittal to the City of Winter Springs, offering our proven Operation and Maintenance (O&M) services and a true partnership rooted in trust, accountability, and results. We are not just another contractor – we are your team of dedicated professionals ready to restore excellence and pride to your utility. We understand the urgency and importance of this effort. Our mission is to ensure your utility operates efficiently, safely, and in full compliance with all state and federal regulations. More than that, we aim to reinvigorate the culture by transforming the culture at Winter Springs into an Award-winning utility that you, your staff, and community can be proud of. As your partner, your priorities become our priorities, and we understand your priorities in selecting your next O&M provider to be the following:  Cost-Efficient O&M Service: Winter Springs gains a transparent pricing approach where you only pay for the actual cost of service without any hidden fees or profit margins. Our consistent identification of optimizations and innovations will further seek to reduce operating costs that directly benefit the City and ratepayers.  Maximize Useful Life of Equipment: You gain a robust asset management program that proactively maintains equipment to continue functioning beyond its expected useful life. We will especially focus on this priority at the East and West Water Reclamation Facilities (WRFs) until their replacements are operational.  Maintain Regulatory Compliance: The City gains a partner well-equipped to fulfill any outstanding requirements from the Florida Department of Environmental Protection’s (FDEP’s) Consent Orders and mitigate the potential of future Consent Orders.  Diverse Technical Expertise: Winter Springs benefits from Woodard & Curran’s fully integrated team of operators, engineers, Supervisory Control and Data Acquisition (SCADA) professionals, and funding/financing experts. One specialty cannot bring the City into compliance – it takes a multi-disciplinary team. 2614 City of Winter Springs (P217499) 2 Woodard & Curran, Inc. Transmittal Letter April 11, 2025  Continuity of Operations During Construction: Your Woodard & Curran team has direct experience and lessons learned from maintaining operations and regulatory compliance during critical upgrades/replacements of treatment facilities, and our proposed team maintains a strong, 20+ year relationship with the City’s engineers from Carollo. The synergy between the Woodard & Curran and Carollo teams will ensure close coordination during construction to ensure minimal operational interruptions and continued regulatory compliance until the new WRFs come online. What sets Woodard & Curran apart is our deep experience with communities just like yours. More than 90% of our municipal O&M projects serve populations under 30,000 people, so we understand the challenges that come with serving a community with limited resources. We bring national resources and innovation with a small-town commitment. For us, this project is very personal – Winter Springs is my hometown, and I guarantee that you will have the attention of our most senior leadership, as well as the unmatched support of our extensive local and national teams focused on driving efficiencies into your utilities. Across Florida, we’ve helped cities like Starke, LaBelle, and Groveland turn their utilities around – delivering measurable improvements in cost control, compliance, equipment performance, asset management, funding, and technology integration. In fact, we currently operate seven major water and/or wastewater systems across the state that are supported by over 60 O&M professionals and dozens of engineers; these resources are all within a short distance of Winter Springs and available to augment our service to your community when necessary. Our Tampa regional office serves as a strategic hub that provides access to local experts in SCADA, engineering, operations, and funding. This gives Winter Springs direct access to the tools, expertise, and rapid response needed to make a long-term partnership successful. Woodard & Curran has reviewed your proposal terms and, if selected, would respectfully request the opportunity to finalize mutually acceptable contract terms – including insurance, responsibilities of the parties, indemnification, and limitations of liability. We are eager to build something lasting with Winter Springs – a partnership that strengthens your utilities, empowers your team, and benefits the entire community. Thank you for considering Woodard & Curran for this important journey. Sincerely, Woodard & Curran, Inc. Glenn Burden Area Manager 2615 City of Winter Springs Operation, Maintenance & Managementi Part 1. Executive Summary ............................................................P1-1 Part 2. Respondent Profile .............................................................P2-1 Part 3. Respondent Team ...............................................................P3-1 Part 4. Relevant Project Experience ..............................................P4-1 Part 5. Approach to Operations Services .....................................P5-1 Appendix A. Mandatory SOQ Forms .............................................A-1 Appendix B. Financial Information................................................B-1 Appendix C. Bonding & Insurance Letter .....................................C-1 Appendix D. Resumes ....................................................................D-1 Appendix E. Required Supporting Documentation ....................E-1 Contents 2616 City of Winter Springs Operation, Maintenance & ManagementP1-1 A Critical Turning Point for Winter Springs Utilities In 2019, the City of Winter Springs made the strategic decision to outsource the O&M of its water and wastewater utilities. The goal was clear: Partner with an experienced O&M firm to bring strong technical expertise, operational excellence, and financial stewardship to ensure the long-term health of the City’s utilities. However, the past six years have not delivered the outcomes Winter Springs had envisioned. Instead of improvement, the City has experienced a series of regulatory setbacks, environmental compliance issues, and continued deterioration of its utility assets. Now, Winter Springs stands at a pivotal moment – one that demands a new approach, a stronger partner, and a commitment to turning the page. Winter Springs Crossroads – Choose a Partner, Not Just Another Contractor Today, Winter Springs faces a defining decision about the future of its utility systems. As you consider your path forward, it’s worth asking: J Will a Wall Street-backed or Private Equity-led O&M firm truly prioritize the long-term needs of your community? J Will a private-equity or foreign-backed contractor’s enthusiasm endure or fade as corporate agendas shift toward maximizing profits and shareholder returns? J The real question is not “Who can operate your system?” It is “Who will treat your community utilities like their own?” Winter Springs doesn’t need another contractor. You need a true partner – one that’s privately owned, built to serve cities just like yours, and committed to your success above all else. Woodard & Curran offers more than promises – we bring a proven, programmatic approach grounded in innovation, accountability, and local expertise. Our team of certified professionals is backed by a deep bench of national talent, ready to deliver results with enthusiasm, integrity, and pride. We’re eager to serve Winter Springs—not just as a vendor, but as a partner invested in your future. Woodard & Curran’s Commitment: Restore Trust and Deliver Results The City of Winter Springs has a clear responsibility to its residents and ratepayers: to deliver safe, reliable, and cost-effective water and wastewater services. Woodard & Curran will take on that responsibility – starting day one. Our first step? A comprehensive audit of your utility systems to uncover inefficiencies, stabilize operations, reduce costs, and ensure full regulatory compliance. But we don’t stop at assessment – we take action. Part 1 | Executive Summary 2617 Part 1 | Executive Summary City of Winter Springs - OM&M P1-2 We bring a proven track record of turning around struggling utility systems: »Groveland – Non-functioning equipment? Faced it and fixed it. »Starke – Sludge and process challenges? Faced it and fixed it. »LaBelle – Improperly maintained infrastructure and safety hazards? Faced it and fixed it. In every case, we brought systems back to life – safely, efficiently, and with lasting impact. And we will do the same for Winter Springs. With Woodard & Curran, you’re not just hiring a contractor—you gain a partner with experience, urgency, and commitment to restore confidence and deliver results. A Partnership Starts with a Transparent, Fair, and Accountable Pricing Approach At Woodard & Curran, we believe a true partnership begins with clarity and trust. That’s why we propose a “Cost-Plus Fixed Fee” pricing model designed to ensure transparency, fairness, and accountability throughout our collaboration with Winter Springs. With this approach, you’ll receive a detailed, open-book budget that outlines every cost line item, backed by clear docu- mentation. Every fiscal year, we’ll collaborate with the City to build an annual budget that accu- rately reflects the anticipated utility costs. At the end of each year, we’ll reconcile the budgeted costs with the actual expenses. If we finish the year under budget, we’ll refund the difference Your Priorities are Our Priorities Through deep conversations with stakeholders both internal and external to the City, we understand that you need an O&M partner that will successfully deliver: 1. Cost-efficient O&M of your water and wastewater facilities 2. Maximization (and/or extension) of the remaining useful life of critical assets and equipment 3. Achievement and maintenance of regulatory compliance 4. Diverse technical expertise to support existing facilities and compliance challenges 5. Experience maintaining continuity of operations during construction of facility improvements Woodard & Curran is not only equipped with these traits, but we model our entire partnership approach to successfully meet these exacting priorities. Delivering Financial Success and Innovation in Groveland In our O&M partnership’s first year, Woodard & Curran eliminated the City’s reliance on a General Fund subsidy for the Utility Enterprise Fund and turned the Utility Fund into a surplus-generating entity. Subsequently, we introduced an innovative revenue stream by capturing Fats, Oils, and Grease (FOG) from local grease traps. Through a process that turns waste into reusable biofuel, we helped the City reduce waste and generated new income for the utility. This is the type of transformative, innovative thinking and results Woodard & Curran brings to every partnership. 2618 Part 1 | Executive Summary City of Winter Springs - OM&MP1-3 to the City – ensuring that you only pay for the actual costs of operating the utility systems, with no hidden fees or cost surprises. This transparent and fair approach guarantees that your needs always come first, providing peace of mind that your financial investment is managed with the highest level of integrity. Woodard & Curran Will Protect Your Assets Like We Own Them Winter Springs’ water and wastewater systems represent some of the City’s largest investments, and we recognize the critical importance of safeguarding these assets. At Woodard & Curran, we take this responsibility seriously. Our expert Asset Management Team, will develop and implement a comprehensive Asset Management Plan (AMP) that catalogs the City’s utility assets in a state-of-the-art Computerized Maintenance Management System (CMMS), enabling us to track and maintain our predictive, preventative, and corrective maintenance programs. This proven methodology extends the life of assets, delays unnecessary capital investment, and pro- tects your financial resources. Winter Springs will gain a strategic, data-driven approach to asset management, that maximizes the value of your utility and protects your investments for years to come. Ensuring Compliance and Operational Continuity Until Replacement The City of Winter Springs acknowledges that certain segments of the water and wastewater systems are well beyond their expected useful life, and the new WRFs will welcome improvements. Woodard & Curran’s primary mission is clear: we will operate your existing facilities compliantly and effectively until their replacement. As part of our AMP and capital planning recommenda- tions, we will apply a strategic approach that carefully balances the costs of equipment replacement, rehabilitation, and rentals relative to the remaining service life of the assets. This methodology will ensure that Winter Springs gets the most out of its existing infrastructure while preparing for the future – without over-committing resources before the new facilities come online. Our commitment is to maximize the performance and compliance of your current systems while minimizing unnecessary costs, ensuring a smooth transition to the new facilities when the time comes. Winter Springs Will be Transformed Into an Award-Winning Utility Winter Springs has faced multiple Consent Orders over the past six years, with a new Consent Order issued during the preparation of this proposal. These recurring compliance issues highlight the need for immediate, focused care and attention. Woodard & Curran is ready to take action. We will immediately deploy experienced operators to Winter Springs, implement comprehensive laboratory The four initial areas we will assess for cost-reducing optimizations include: Labor Can we more efficiently use our labor or reduce the staff size? Chemicals Can we use alternate or more efficient chemicals? Are there more appropriate dosing rates or locations? Can we procure the same chemicals at a reduced cost? Energy Are the blowers being operated in the most energy efficient manner? Is the equipment running appropriately? Solids Management Can we improve dewatering of biosolids, resulting in less hauling costs? 2619 Part 1 | Executive Summary City of Winter Springs - OM&M P1-4 and process testing, optimize WRF biology, and introduce the necessary equipment to support operations. These targeted improvements will restore compliance and begin addressing the Consent Orders, including issues like Fecal Coliform and Total Suspended Solids exceedances and poor man- agement practices. We will partner closely with the FDEP Central District Office to ensure compliance and implement a plan for resolving the Consent Orders. We specialize in achieving permit compliance, under challenging circumstances. Our team has received nearly 100 environmental compliance and safety awards, and the individuals and teams responsible for these accolades will play a central role in Winter Springs. Your residents can trust that an award-winning team is working to steadily improve water quality, compliance, and overall opera- tional performance. With Woodard & Curran, Winter Springs will overcome its challenges and emerge as a model of operational excellence, setting the stage for a future of sustained, award-winning success. A Unique Approach to O&M: Seamless Integration and A Deep Local Bench for Winter Springs Woodard & Curran stands apart from other O&M providers due to the seamless integration between our O&M team and our in-house Engineers, CADA professionals, and Fiscal Solutions experts. This powerful collaboration provides Winter Springs access to the full spectrum of Woodard & Curran’s talent to improve your facilities with efficiency and ease through enhanced operational performance and grant funds to offset costs, thus ensuring that every improvement is cost-effective and sustain- able. With Woodard & Curran, you get more than just operational expertise—you get a fully integrated team working together to drive innovation, efficiency, and financial savings for Winter Springs. Glenn Burden will be your Area Manager leading the successful delivery of our O&M services and will be ultimately responsible for the partnership with Winter Springs. Matt Prendergast will be your Assistant Area Manager and Interim Project Manager until a highly skilled permanent Project Manager is identified. Together, Glenn and Abingdon WEF Compliance Award Victorville CWEA Plant of the Year & Safety Plant of the Year Cohasset George W. Burke Safety Award What Our Clients Say About our Ability to Prolong Their Assets Woodard & Curran has operated Water Conserv II in Winter Garden for nearly 30 years. Not only does the facility look and function as it did in 1996, but we have won 47 awards while lower- ing costs, maintaining compliance, and establishing an impeccable safety record, and this long-term partnership is stronger than ever. ”Our wastewater treatment plant is several years old, and it still looks brand new.” - Felix P. Sr. Project Manager Confidential Industrial Client San Antonio, TX 2620 Part 1 | Executive Summary City of Winter Springs - OM&MP1-5 Matt will leverage their combined 65+ years of water and wastewater experience to operate your facilities cost-effectively within compliance. Furthermore, they will leverage our deep bench of technical experts, most of whom are local to Central Florida, multiplying the benefits you will receive from our partnership. We Solve Financial Challenges – So You Can Focus on What Matters Most At Woodard & Curran, we bring the funding to make technical solutions possible. Our Fiscal Solutions Team is nationally recognized for its expertise in securing grants and alternative funding, helping cities like yours move critical capital projects forward faster and with less reliance on local funds. Led by Tami Ray-Ross and Morgan French, this powerhouse team has already delivered over $600M to our Florida clients. When you partner with Woodard & Curran, Tami and Morgan become your team, actively identifying and pursuing funding strategies tailored to Winter Springs – so you can achieve more with less. Winter Springs’ Facilities Will Remain Fully Operational During Future Construction of Improvements It is a complex task to keep facilities fully operational when improvements to those facilities are under construction. Our team serving Winter Springs is well-versed in the challenges that may be faced and best practices to mitigate and overcome these challenges. Furthermore, we have a strong, 20+ year relationship with the City’s project team from Carollo to implement these practices. A Fresh Start for Winter Springs – Powered by Woodard & Curran Woodard & Curran will deliver the cultural transformation that Winter Springs’ utilities need and deserve. As a 100% employee-owned American company, our priorities are clear: we only answer to our clients and our people. That means your success is our mission. We’re not just here to get you into compliance; we’re here to help you set the standard. We invest in our employees so they can invest in you - delivering service with pride, purpose, and professionalism. Our relentless focus on compliance, safety, and innovation positions Winter Springs to become not just a compliant utility, but an award-winning one. Don’t just take our word for it—reach out to the neighboring communities we serve. They’ll tell you what part- nership with Woodard & Curran really means: Results you can see, and a team you can trust. KEY CHALLENGES DURING CONSTRUCTION • Maintaining Continuous Operations & Process Stability• Regulatory and Environmental Compliance• Cross-Functional Coordination • Logistics Challenges • Integration of New & Existing Systems Winter Springs is my hometown, and Woodard & Curran will be honored to serve the community that made me who I am today. This is deeply personal, so success is the only path forward for our team. -Glenn Burden, Area Manager 2621 City of Winter Springs Operation, Maintenance & ManagementP2-1 Woodard & Curran offers contract operations and management services to public and private clients nationwide. Our operations and management team includes some of the most experienced personnel in the industry, allowing us to deliver balanced, effective solutions to client problems in ways few other firms can. Woodard & Curran blends operations, engineering, and science to meet client needs. Section A Founded over four decades ago by Franklin E. Woodard and Albert R. Curran, our company began with their vision for a company that every employee feels fulfilled in their work. This translates into quality service for the commu- nities we serve. Frank and Al recognized that while engineering is important, more could be accomplished by helping communities address their opera- tions needs. In 1992, we began offering O&M services to municipal utilities to expand our commitment of service in a more intimate manner by building truly vested partnerships with the municipalities we serve. Part 2 | Respondent Profile Woodard & Curran Offices States with contract-operated facilities Woodard & Curran has 26 offices and operates at 98 plants across the United States, employing 1,200+ staff. This extensive network allows the company to serve clients both locally and nationwide, leveraging a nationwide team to meet diverse project needs effectively. In addition to our operations experience in Florida, we have included a listing of our extensive experience at the end of this section. 1,200+ Total Employees 400+ O&M Staff 60+ Florida Engineering Staff 46 Years in Business 33 Years in O&M Est. 1979 2622 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-2 Today, Woodard & Curran is one of the few nationally integrated O&M and engineering firms in the country, and we are proud to say that our Mission Statement and Core Values have remained con- stant through every evolution of our company and are embodied at every level of our organization. Woodard & Curran is a Mainstay for Central Florida Woodard & Curran began partnering with Florida municipalities in 1996 when we assumed oper- ations at Water Conserv II, the largest reclaimed water distribution facility of its kind, under a joint agreement with the City of Orlando and Orange County. As our services expanded throughout the state, our team took a deliberate approach to growth. We carefully select the projects we assume, the municipal partners with whom we work, and complementary vendors that support our onsite staff. We choose to partner with small to mid-sized municipalities with complex challenges where we provide high value service in a cost-effective manner, and our key differentiator is our ability to secure alternative funding sources, such as grants and low-interest loans, that enables our partners to implement capital projects that may otherwise remain unfunded for several years. Winter Springs Woodard & Curran Tampa Office Lake County Water Authority (NuRF) Bushnell (W&WW) Water Conserv II (Orlando) (RW) Starke (WW) LaBelle (W&WW) Bradenton (WW) Groveland (W&WW) Woodard & Curran provides O&M services to several communities in Florida. These projects highlight Woodard & Curran’s commitment to providing comprehensive O&M services across various Florida communities, ensuring efficient and sustainable water and wastewater management. To develop and perpetuate a safe, enjoyable, gratifying, and fulfilling place to work with the important objectives of growth, freedom, challenge, recognition, and reward. To deliver to our clients and the community a continually expanding range of high-quality consulting engineering, science, and operations services, and… In all endeavors of the company to act in a character of good faith and fairness and, at all times, hold protection of the environment in a regard superior to that of all other interests. Our Mission 2623 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-3 Vested Partnerships are Critical for Community Success Woodard & Curran is not just a contractor; we are your partner. We work collaboratively with you to meet your community’s needs. When we assume O&M responsibilities for a utility, you receive a dedicated staff that is onsite daily and local to your community. In addition to our onsite individuals, the entire Woodard & Curran organization gets involved. When our partners have issues, they become our issues. We want to see our partners celebrate and improve their standing in serving their communities. Woodard & Curran commits to this level of investment in our service to Winter Springs. Winter Springs Deserves a Partner with Diversified Skill Sets We aspire to be subject matter experts in every area that touches water and the environment. Our integrated team of O&M profes- sionals, engineers, and planning consultants form a cohesive team to assist our partners conduct operations, planning, permitting, design, funding/financing, construction management, and com- munity outreach for all matters that affect the utility. This holistic approach allows for greater creativity and gives you the confidence that no matter the challenge, Woodard & Curran will provide a solu- tion that meets your goal. The City of Winter Springs may already have a preferred vendor for a variety of these services, and in those cases, our staff will work closely with your desired consultants/con- tractors and support their work as necessary to ensure the Winter Springs community achieves the best possible solution. In addition to O&M services, Woodard & Curran leverages the diverse talents of the organization to most effectively serve our partners in Florida. Additional lines of business within Woodard & Curran is provided to the right. »Stakeholder Engagement »Community Outreach »Community Events/Sponsorships » Water Production, Treatment, and Distribution » Wastewater Treatment and Collections »Stormwater/Flood Protection »Advanced Water Treatment »Groundwater Management »Industrial Water Water Infrastructure Engineering Technology & Innovation SCADA Environmental Consulting Fiscal Solutions Community Relations »Asset Management »Process Optimization » Automated Intelligence/ Machine Learning »Design »Integration »Service »Emerging Contaminants »Hydrogeology »Remediation »Financial Health »Strategic Fiscal Planning »Lobbying »Grant/Loan Applications »Grant/Loan Administration 2624 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-4 Our In-House Services are Available to Winter Springs Woodard & Curran has built solid relationships with communities over the past four decades by meeting their O&M, engineering, SCADA, and fiscal needs with tailored, cost-effective, and practi- cal solutions. Tailored Operations Approach to Provide Winter Springs Peace of Mind Woodard & Curran recognizes each project requires tailoring to meet your unique needs and expectations, as well as those of the community. We take our foun- dational approach to utility management and will apply unique aspects that align with your priorities. Woodard & Curran’s Philosophy J Provide a safe working environment »Every employee goes home safely J Protect facilities with exceptional maintenance; »Extend assets’ service life J Equip staff with appropriate training, tools, and technical support »Enhance professional development and operational success J Set high standards for staff and overall utility performance; »Reduce permit violations J Recommend necessary capital improvements »Ensure infrastructure continues to meet community/environmental needs J Prioritize compliance »Put capital in a priority order reducing costs Whether we are addressing environmental permit issues, customizing management reports, or preparing for and attending special city/regulatory meetings, we cater our approach to serve Winter Springs by drawing on the experience of our regional and national trainers, facility operators, and managers. Technology that Improves Operational Efficiency Woodard & Curran’s Technology and Innovation Team approaches each project with ideas on how to improve efficiency, reduce operating costs, and improve our part- ners’ ability to manage their utilities. The team leverages expertise from all aspects of utility management, from operations, engineering, and digital technology, and our capabilities are further enhanced through strategic partnerships with technology vendors that specialize in the areas of process control and monitoring, energy optimization, chemical usage, and biosolids management. When a piece of innovation may be applicable to a given municipal partner, we thoroughly assess its applicability, benefits, cost of implementation, and return on investment, and work collaboratively to fund imple- mentation with minimal impact on the municipality. Our O&M team will work with Winter Springs and your engineers to identify the most cost-effective tech- nologies and/or process innovations that will bring your current facilities into compliance and incorporate other technologies into the facilities to ensure compliance is maintained. Components of O&M Services: J Full Contract Operations J Operations and Management Assistance J Facility Evaluations J Troubleshooting J Process Control Improvements J Energy and Chemical Optimization J Innovative Sludge Management J Preventive and Predictive Maintenance J Customer Collection Services J Training 2625 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-5 SCADA Functionality and Security is Essential to Maintaining Operations Woodard & Curran maintains a full-service SCADA delivery team that serves our partners in the design, integration, and on-going service. The synergy between our SCADA and O&M teams provides Winter Springs with the value of a multidisciplinary O&M firm with the expertise of control systems integrators. Our SCADA service team, with individuals located in Central Florida, is responsible for maintaining the functionality of the critical systems that allow our operators to continue serving the com- munity, especially when disaster strikes. Furthermore, in today’s day and age, the cyber security of these systems is instrumental to maintaining public health and safety, and our team incorpo- rates leading edge cyber security measures to maintain security of the systems. Securing Vital Funding for Our Partners Woodard & Curran’s Fiscal Solutions Team will help you win the competitive grants and loans to secure outside funding/financing to build and maintain your essential infrastructure. We monitor a wide range of federal and state programs, finding money for water, wastewater, stormwater, resiliency and more. Woodard & Curran consults with federal and state agencies to monitor changing grant requirements to best meet our clients’ needs, and our applica- tions have a capture rate of more than 75%, meaning our clients win compet- itive grants and loans more often than they lose. Since its inception, our Fiscal Solutions Team has helped municipalities across the United States secure over $6 billion in outside funding to support their capital improvement plans. Fiscal Solutions Services: J Capital Improvement Planning (CIP) J CIP Implementation J Strategic Consulting J Funding Application Preparation J Funding Agency-Client Relationship Building J Rate Structure/Fee Studies J Grant & Loan Administration J Financial Impact Assessment J Project Closeout & Audit Oversight J Asset/Financial Management Planning SCADA Services: J Control System Project Management J Automation and Controls J Cyber Security J Control Panel Design J PLC, HMI, and OIT Programming J Process Monitoring Camera System J Troubleshooting and Control System Diagnostics J Network Architecture and Design J Electrical Safety Hazard Analysis J Training Since 2023, Woodard & Curran has secured over $600M in grants and loans for our municipal partners across Florida. 2626 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-6 The following summarizes the results of Woodard & Curran’s funding efforts for our municipal O&M partners in Florida. City of Bushnell, Florida »Wastewater Treatment Plant Upgrades: Woodard & Curran secured a total of $35M for the City to upgrade the wastewater treatment plant (WWTP) from a combination of FDEP loans with principal forgiveness and Legislative Appropriations, with over $12M of the loans’ principals forgiven. Additionally, as of December 2024, the City was listed on the Climate Resiliency intended use plan for an $11M grant towards the construction of a new wastewater treatment facility. »Sumterville Water Treatment Plant Upgrade: Woodard & Curran secured $655,400, with $327,700 in principal forgiveness, from the FDEP Drinking Water SRF Program to facilitate the Sumterville WTP upgrade. »Miscellaneous Funding: Woodard & Curran worked with the City to gain $187,000, with $91,630 in principal forgiveness, for projects to remain compliant with the EPA Lead and Copper Rule. Additionally, our team helped the City receive $100,000 from FDEP to conduct a Vulnerability Assessment. City of Starke, Florida »Clean Water Collection System Improvements: The City hired Woodard & Curran to design upgrades to the wastewater collection system. We worked with FDEP to get funding for the construction and secured grant and loan funding to support the overall project cost of $45M. »USDA Rural Development Wastewater Treatment Facility Grant/Loan: The City con- tracted with Woodard & Curran for the design and construction oversight of the City’s WWTP upgrade to address an ongoing FDEP Consent Order. The collaborative effort between Woodard & Curran and USDA RD Florida Staff resulted in an estimated WWTP project cost to meet Consent Order requirements of $24M. »Drinking Water System Improvements: The City and Woodard & Curran worked to secure funding for a facility planning document for water treatment, storage, and distribution system improvements. The construction of the improvements was approximately $16.3M. City of Groveland, Florida »Drinking Water System Improvements: Woodard & Curran assisted the City in securing $3.1M in grant funding and $2.8M in low interest loans for drinking water system improvements. »Sampey Wastewater Treatment Plant Upgrade: The City and Woodard & Curran worked together to secure $2.2M in grant allocations and $2.6M in low interest loans for upgrades to the Sampey Wastewater Treatment Plant to meet the needs of the community’s growth. 2627 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-7 City of Labelle, Florida »Financial Initiative Plan: Woodard & Curran assisted the City in building a CIP outlining $150M of necessary projects and developed a Financial Initiative Plan to secure outside funding for nearly the entire CIP. »Drinking Water System Improvements: Woodard & Curran secured $29.8M in grants, low interest loans, and appropriations for Hurricanes Fiona and Ian for drinking water system improvements. »Wastewater System Improvements: Woodard & Curran secured over $93M in wastewater improvements from grants, low interest loans, and appropriations for Hurricanes Fiona and Ian for wastewater system improvements. Legal & Ownership Structure Woodard & Curran, Inc. is a corporation established in Maine on May 15, 1979. Among the top five largest O&M firms (by population served) in the United States, Woodard & Curran is the only employee-owned firm. As an employee-owned firm, we are not influenced by the whims of private equity, Wall Street, a European owner, or profits. We choose to invest our time and money in our clients, employees, and projects. This stable ownership structure serves our clients well by allowing our 400+ O&M professionals, supported by 900+ engineers and administrative experts to focus on client service without ownership turnover. Project Office Location Woodard & Curran will manage the City’s project from our Tampa office and pull additional sup- port from our regional team supporting our Florida projects. See map on page P2-2. Section B Current Experience Modification Rate Woodard & Curran’s emphasis on health and safety standards for our employees results in a better than average performance record for the Experience Modification Rate (EMR). The following table summarizes our EMR for the current year and past five years. Woodard & Curran’s EMR is generated from our risk insurance brokerage of Greyling Insurance Brokerage & Risk Consulting in Alpharetta, Georgia, from January 7th, 2025 (the recent copy is on page P2-9). 2025 - 2026 2024 - 2025 2023 - 2024 2022 - 2023 2021 - 2022 2020 - 2021 0.58 0.60 0.61 0.65 0.66 0.79 Conflicts of Interest Woodard & Curran has no known conflicts of interest with other firms or subcontractors. Material Adverse Changes in Financial Position Woodard & Curran has been in business for over four decades with the same name, ownership structure, and original mission statement. We have never been acquired by another firm nor The following summarizes the results of Woodard & Curran’s funding efforts for our municipal O&M partners in Florida. City of Bushnell, Florida »Wastewater Treatment Plant Upgrades: Woodard & Curran secured a total of $35M for the City to upgrade the wastewater treatment plant (WWTP) from a combination of FDEP loans with principal forgiveness and Legislative Appropriations, with over $12M of the loans’ principals forgiven. Additionally, as of December 2024, the City was listed on the Climate Resiliency intended use plan for an $11M grant towards the construction of a new wastewater treatment facility. »Sumterville Water Treatment Plant Upgrade: Woodard & Curran secured $655,400, with $327,700 in principal forgiveness, from the FDEP Drinking Water SRF Program to facilitate the Sumterville WTP upgrade. »Miscellaneous Funding: Woodard & Curran worked with the City to gain $187,000, with $91,630 in principal forgiveness, for projects to remain compliant with the EPA Lead and Copper Rule. Additionally, our team helped the City receive $100,000 from FDEP to conduct a Vulnerability Assessment. City of Starke, Florida »Clean Water Collection System Improvements: The City hired Woodard & Curran to design upgrades to the wastewater collection system. We worked with FDEP to get funding for the construction and secured grant and loan funding to support the overall project cost of $45M. »USDA Rural Development Wastewater Treatment Facility Grant/Loan: The City con- tracted with Woodard & Curran for the design and construction oversight of the City’s WWTP upgrade to address an ongoing FDEP Consent Order. The collaborative effort between Woodard & Curran and USDA RD Florida Staff resulted in an estimated WWTP project cost to meet Consent Order requirements of $24M. »Drinking Water System Improvements: The City and Woodard & Curran worked to secure funding for a facility planning document for water treatment, storage, and distribution system improvements. The construction of the improvements was approximately $16.3M. City of Groveland, Florida »Drinking Water System Improvements: Woodard & Curran assisted the City in securing $3.1M in grant funding and $2.8M in low interest loans for drinking water system improvements. »Sampey Wastewater Treatment Plant Upgrade: The City and Woodard & Curran worked together to secure $2.2M in grant allocations and $2.6M in low interest loans for upgrades to the Sampey Wastewater Treatment Plant to meet the needs of the community’s growth. 2628 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-8 accepted any investment from a private equity firm, and our employees are our sole owners. We do not intend on, nor do we anticipate any, material adverse changes in our financial position during our service to Winter Springs. With the volatility of mergers & acquisition of O&M firms in today’s industry, you can be rest assured that when you partner with Woodard & Curran, you will remain working with Woodard & Curran. Legal Proceedings and Judgements There have been no lawsuits filed against Woodard & Curran with respect to the provision of O&M services in the past five (5) years. Tangential property damage and auto liability insurance claims are not interpreted to be responsive to the request and are therefore not included. Completion of Contracts Woodard & Curran has never failed to complete any design, construction, or O&M contract, or default on a contract which resulted in the other party terminating the contract within the past 5 years. Violation of Laws Woodard & Curran has never been convicted of any criminal conduct or been found in violation of any federal, state or local statute, regulation, or court order concerning employment discrimina- tion or prevailing wages within the past 10 years. Woodard & Curran has no other detail to provide since we have no unfavorable factor or events identified that would adversely impact our ability to perform our contractual commitments to the City if selected. 2629 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-9 -DQXDU\ 7th, 2025 5( Experience Modification Rating (EMR) - All Other States (AOS) :RRGDUG &XUUDQ,QF3RUWODQG0(  7R:KRP,W0D\&RQFHUQ 7KHIROORZLQJLQGLFDWHVWKH$OO2WKHU6WDWHV $26 ([  WKDWDSSOLHVWR:RRGDUG &XUUDQ,QF IRXU  04/01/2025-04/01/2026: 0.5804/01/2024-04/01/2025: 0.6002/23/2024-04/01/2024: 0.6002/23/2023-02/23/2024: 0.6102/23/2022-02/23/2023: 0.65   , Esq.      :RRGDUG &XUUDQ,QF  Sincerely,              2630 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-10 This page is intentionally left blank for double-sided printing purposes. 2631 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-11 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Abingdon, VA Wolf Creek Water Reclamation FacilityWastewater Treatment, Collection System and Pump Stations, Industrial Pretreatment Program, Storm Water Prevention Pollution Plan for 8 sites Start Date: 2022 Renewals: 0 4.95 MGD Population Served: 11,000 • Primary Clarification• Activated Sludge• Secondary Clarification• Filtration/UV Disinfection• Discharge to Surface Water• Anaerobic Digestion• Centrifuge for Solids Dewatering 6 17 117 Miles Acton, MA Wastewater Treatment FacilityCollection System & Pump Stations Start Date: 2001 Renewals: 6 0.299 MGD Population Served: 20,331 • Sequential Batch Reactors• UV Disinfection• Advanced Secondary Treatment• Groundwater Disposal 11 2 12 Miles Ashland, MA Water Treatment Facility• Distribution Compliance Sampling• Regulatory Reporting Start Date: 2004 Renewals: 5 6.0 MGD Population Served: 16,593 • Groundwater• Upflow Clarification• Ozonation• Enhanced Coagulation• Carbon Filtration• Chloramination• Lagoon Discharge 5 Wells 3 N/A Boston Water and Sewer Commission/Massachusetts Water Resources AuthorityUnion Park Pump Station Detention and Treatment Facility Start Date: 2000 Renewals: 8 310 MGD Remote Pump Stations: 1.3-6.5 MGD • CSO Chemical Treatment• Pumping Stations Water - 1 Wastewater - 4 Stormwater - 4• Air Permit Compliance• Carbon Odor Control 10 9 N/A Bradenton, FL Water Reclamation Facility Start Date: 2025 Renewals: 0 9 MGD Population Served: 57,076 • Activated Sludge• Clarification• Post Aeration• Filtration & Chlorination• Reclaimed Water• Biofilter Odor Control 0 14 N/A 2632 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-12 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Bushnell, FL Water Treatment Facility Start Date: 2025 Renewals: 0 0.78 MGD 2.96 MGD 2.96 MGD Population Served: 3,196 • Chlorine Disinfection • Chlorine Disinfection • Chloramines 3 Ground Storage Tanks 2 44 Miles 189 Hydrants Bushnell, FL Wastewater Treatment Facility Start Date: 2025 Renewal: 0 0.5 MGD • Sequencing Batch Reactor• Chlorine Disinfection• Slow Rate Restricted Effluent Disposal 20 Lift Stations 300 LP Grinder Pump Stations 3 40 Miles Carlinville, ILDepartment of Public Works Start Date: 2017 Renewals: 1 Population Served: 6,053 • Management of engineering services and right of way authority• Downtown beautification, landscaping, and maintenance of public grounds N/A 6 41.6 Miles of Roadway Carlinville, ILWastewater Treatment, Collection System and Pump Stations Start Date: 2017 Renewals: 1 3.75 MGD Population Served: 6,053 • Activated Sludge• Oxidation Ditch• Clarification• Post Aeration• Chlorine Disinfection• CSO 7 2 21.5 Miles Carlinville, ILWater Treatment Facilities • Distribution Compliance Sampling• Distribution System• Meter Reading |Testing and Replacement• Customer Service and Billing Start Date: 2017 Renewals: 1 1.8 MGD Population Served: 6,053 • Upflow Claricones (2)• Filtration• Chlorine Disinfection• 2 Surface Retention Ponds • 6,000 Residents• 3,000 Meters N/A 4 102.3 Miles 2 Water Towers 1 GST 2633 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-13 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Cashmere, WAPublicly Owned Treatment Works Water & Wastewater Treatment, Collection System and Pump Stations Start Date: 2022 Renewals: Current Term 1.23 MGD Population Served: 3,000 • Modified Bardenpho• Activated Sludge• Enhance Biological Phosphorus Removal• Ultraviolet Disinfection 4 5 20 Miles Collection System Cashmere, WAWater Treatment Facility • Distribution System, Pump Stations and 1,120 Meters Start Date: 2022 Renewals: Current Term 3.46 MGD Population Served: 3,000 • Slow Sand Filtration• Disinfection 2 5 2 Storage Tanks 20 Miles Collection System Cohasset, MAWater Treatment Facility • SW & GW Blended System• Distribution Flushing & Valve Maintenance• Compliance Sampling Watershed Management Start Date: 2012 Renewals: 4 3.0 MGD 0.12 MGD Population Served: 7,222 • Corrosion Control• Residuals Management• Conventional Treatment• Meter Reading• Hydrant Flushing• Streamflow Management 1 Inter- Connect Pump Station 7 38 Miles 430 Hydrants 750 Valves 2,700 Services 3,000 Meters 2 Storage Tanks Cohasset, MAWastewater Treatment Facility • Submersible Membrane, Collection System Start Date: 2019 Renewals: Current Term 0.45 MGD Population Served: 6,053 • Activated Sludge• Membrane (Zenon)Filtration• UV Disinfection 8 3 24 Miles Low Pressure 8 Miles Gravity 2634 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-14 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Concord, MAWastewater Treatment Facility Start Date: 1995 Renewals: 5 1.2 MGD Population Served: 9,211 • Advanced Secondary Treatment• Trickling Filters• Phosphorus Removal - CoMag• Rotary Belt Thickeners• UV Disinfection N/A 4 N/A Confidential Client, GATechnical Operations Center/Industrial Wastewater Treatment Facility • Hazardous Waste Management Start Date: 1999 Renewals: 4 0.8 MGD • Oily Waste Treatment• Plating Wastewater Treatment• Hazardous Waste Collection & Shipping• Plate & Frame Presses N/A 11 N/A Derby Street ShopsWastewater Treatment Plant Start Date: 2020 Renewals: 1 54,000 GPD • Chemical Addition• RBC • Clarifier• Filtration• Effluent Pumping to Leach Field 2 1 Collection System with Grease Traps Confidential Client, MOWastewater Treatment System Start Date: 2014 Renewals: 3 4,500 GPM • Chemical Addition• CoMag for Metals Removal• Clarifier• Sludge Wasting• Effluent Pumping 2 Influent 2 Effluent 5 (total) for all of the systems N/A Confidential Client, MOWastewater Treatment System Start Date: 2016 Renewals: 1 10,000 GPM • Chemical Addition• CoMag for Metals Removal• Clarifier• Sludge Wasting 2 Influent N/A Confidential Client, MOWastewater Treatment System Start Date: 2016 Renewals: 1 12,000 GPM • Chemical Addition• CoMag for Metals Removal• Clarifier• Sludge Wasting 2 Influent N/A 2635 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-15 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Confidential Client, MOWastewater Treatment System Start Date: 2017 Renewals: 1 12,000 GPM • Chemical Addition• CoMag for Metals Removal• Clarifier• Sludge Wasting 2 Influent N/A Confidential Client, MOWastewater Treatment System Start Date: 2017 Renewals: 1 18,000 GPM • Chemical Addition• CoMag for Metals Removal• Clarifier• Sludge Wasting 2 Influent N/A Confidential Client, MOWastewater Treatment System Start Date: 2021 Renewals: Current Term 250 GPM • Chemical Addition• Clarifier• Sludge Wasting• Effluent Pumping 1 Influent 2 Effluent N/A Ellijay-Gilmer County Water Pollution Control PlantWastewater Start Date: 2020 Renewals: Current Term 4 MGD Population Served: 1,736 • Vertical Loop Reactors• Phosphorus Removal (Alum)• Aeration Basins• Secondary Clarifiers• AquaDisk Filtration• Chlorination/Dechlorination• IPP/FOG N/A 5 N/A Confidential Client, TNIndustrial Wastewater Start Date: 2018 Renewals: 1 86,000 GPD • Pre-Equalization - pH Control• Primary DAF• Aerobic Activated Sludge• Final Clarification N/A 5 N/A 2636 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-16 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Groveland, FLWater Treatment Facilities • Distribution Flushing• Compliance Sampling• Meter Reading Start Date: 2019 Renewals: Current Term 0.60 MGD 1.44 MGD 4.99 MGD 1.152 MGD 1.296 MGD Population Served: 16,327 • 9 Production Wells• Chlorination• 7,364 Residential Water Meters 8 100 Miles of Water Pipelines 5 Ground Storage Tanks Groveland, FLWastewater Treatment, Collection System and Lift Stations Grease Receiving & Processing Start Date: 2019 Renewals: Current Term (2) @ 1 MGD Population Served: 16,327 • Activated Sludge• Oxidation Ditch• Clarification• Post Aeration• Filtration & Chlorination• Reclaimed Water• RIBs• IPP/FOG• Greasezilla Grease Procession 54 20 2 30 Miles of Reclaimed Water Lines 35 Miles of Sanitary Force Main 50 Miles of Gravity Sewer Lines Confidential Client, KS Industrial Wastewater Pretreatment Start Date: 2018 Renewals: 2 0.120 MGD • Pre-Equalization• Upflow Anaerobic Reactor• Sequential Batch Reactor• Biogas Flare N/A 2.5 N/A Confidential Client, TXIndustrial Wastewater Pretreatment Start Date: 2017 Renewals: 2 1.05 MGD • Anaerobic Digestion• Final Clarification – DAF• Biogas Flare• Centrifuge Sludge Dewatering• Boiler Steam• Odor Control 3 5 N/A Confidential Client, TXIndustrial Wastewater Pretreatment Start Date: 2024 Renewals: Current Term 0.75 MGD • Pre-Equalization• Final Clarification – DAF 2 3 N/A 2637 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-17 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Confidential Client, IL Start Date: 2017 Renewals: 2 0.120 MGD • Pre-Equalization• Anaerobic Digestion• Anaerobic Digestion - SBR• Post Equalization• Biogas Flare/Biogas Skid• Chemical Addition• Land Application/Sludge Transfer• DAF N/A 2 N/A Hillsboro, ILWater Treatment System Start Date: 2018 Renewals: 1 2.5 MGD Population Served: 5,829 • Claricones (2)• Sand Filtration Units (4)• Disinfection, Chlorine• Coagulation (Alum) N/A 5 N/A Hillsboro, ILWastewater Treatment System Start Date: 2018 Renewals: 1 1.04 MGD Population Served: 5,829 • Imhoff Clarifiers (3) • Trickling Filters (2) • Secondary Clarification • Tertiary Sand Filters • Disinfection • Excess Flow Lagoons 23 2 N/A Confidential Client, MI Industrial Wastewater Pretreatment Start Date: 2022 Renewals: Current Term 200,000 GPD • Pre-Equalization - pH Control• Primary Clarification - DAF• Aerobic Digestion – MBR• Final Clarification - DAF• Screw Press 1 3 N/A Hull, MAWastewater Treatment Facility, Collection System, and Pump Stations Start Date: 2015 Renewals: Current Term 3.07 MGD Population Served: 10,475 • Primary Treatment• Activated Sludge• Disinfection• Ocean Outfall• Liquid Sludge Disposal 7 WW 1 SW 6 44 Miles Gravity 4 Miles Low Pressure 175 Grinder Pumps 2638 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-18 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems LaBelle, FLWater Treatment Plant Start Date: 2021 Renewals: Current 1.5 MGD Population Served: 5,950 • Reverse Osmosis • Degasifier • Chlorination• Fluoridation• Deep Well injection 4 4 N/A LaBelle, FLWastewater Treatment Plant Start Date: 2021 Renewals: Current Term 1.125 MGD Population Served: 5,950 • Sequential Batch Reactors• Disinfection• Ground Water recharge 200 acre RIB• IPP/FOG 23 4 N/A Lake County Water Authority, FLNutrient Reduction Facility Start Date: 2022 Renewals: Current Term 300 CFS • Alum Addition• Sludge Dewatering N/A 6 N/A Lawrence, MAWater Treatment Facility • Distribution Compliance Sampling• Regulatory Reporting Start Date: 2008 Renewals: 2 16 MGD Population Served: 89,143 • Chlorine Dioxide• Upflow Clarification• Coagulation (Alum)• GAC Filtration• UV Disinfection 4 7 N/A Linden Ponds, MAWastewater Treatment Facility Start Date: 2008 Renewals: 10 306,000 GPD • Influent Pumping• Primary Clarifier• SBRs• UV Disinfection• Denitrification Filters• Effluent Pumping• Groundwater Discharge 2 2 1 Mile Confidential Client, NJGroundwater Remediation and Landfill Gas Extraction Start Date: 1998 Renewals: 6 0.216 MGD • Equalization• Powder Activated Carbon/Activated Sludge• Plate & Frame Press N/A 3 N/A 2639 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-19 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Manchester-By-The-Sea, MAWater Treatment Facilities GW & SW Blended System • Distribution Compliance Sampling• Regulatory Reporting Start Date: 2000 Renewals: 6 3.0 MGD 0.43 MGD 0.72 MGD Population Served: 5,136 • Coagulation (Alum)• Surface Water with Trident Upflow Absorption• Lagoon Discharge• Fluoridation• Corrosion Control • Groundwater Transfer• Groundwater Treatment 2 2 1 Elevated Storage Tank Maple Shade, NJWastewater Treatment Facility Collection System & Pump Stations • Surface Discharge• Water Reuse Start Date: 2010 Renewals: 1 3.4 MGD Population Served: 18,528 • Orbal Treatment System• Belt Press for Biosolids Dewatering• PS Odor Control and Flow Management• Activated Sludge• Reclaimed Water• SW Discharge 9 5 55 Miles Gravity 5 Miles Force Main Maple Shade, NJWater Treatment Facility • Distribution Compliance Sampling• Meter Reading• Regulatory Reporting Start Date: 2010 Renewals: 1 3.4 MGD 1.5 MGD 5 Wells Population Served: 18,528 • Flocculation• Sedimentation• Filtration • Ion Exchange• Fe Removal • Hydrant Flushing• Meter Reading• Residuals Management N/A 6 53 Miles 355 Hydrants 870 Valves 4,800 Meters 1 Tank 2640 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-20 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Confidential Client, MESite Remediation Start Date: 2011 Renewals: 5 N/A • Groundwater extraction• Equalization• CoMag Solids Removal• Carbon Absorbation• Mercury Removal• Surface Water Discharge 12 2 N/A Confidential Client, WIIndustrial Wastewater Treatment Facility & Compliance Reporting Start Date: 2013 Renewals: Current Term 0.25 MGD 0.05 MGD • Equalization• Dissolved Air Flotation• Anoxic/Oxic• Activated Sludge • Equalization• Dissolved Air Flotation• Activated Sludge N/A 2.5 1 N/A Monmouth, ILDepartment of Public Works Start Date: 2013 Renewals: 1 Population Served: 9,724 • Management of engineering services and right of way authority• Downtown beautification, landscaping, and maintenance of public grounds 9 80 Miles of Streets Monmouth, ILWastewater Treatment, Collection System and Pump Stations Start Date: 2013 Renewals: 1 10.23 MGD 4.62 MGD DAF Population Served: 9,724 • Activated Sludge• Oxidation Ditch• Chemical Phos Removal• Clarification• Post Aeration 7 4 55 Miles Monmouth, ILNorth Plant Industrial Pretreatment Start Date: 2013 Renewals: 1 1.5 MGD 1.1 MGD DAF Population Served: 9,724 • Anaerobic Treatment• Extended Aeration Activated Sludge• Clarification• Chemical Phos Removal Utilizing GEMS Technology N/A 2 N/A 2641 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-21 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Monmouth, ILNorth Water Treatment Facilities • Distribution Compliance Sampling• Meter Reading• Testing and Replacement• Customer Service & Billing Start Date: 2013 Renewals: 1 2.0 MGD Population Served: 9,724 • Ion Exchange (2)• 5 Deep Wells• 9,500 Residents• 3,500 Meters 9 7 60 Miles 3 Water Towers Monmouth, ILSouth Water Treatment Facilities • Distribution Compliance Sampling• Meter Reading• Testing and Replacement• Customer Service & Billing Start Date: 2013 Renewals: 1 1.4 MGD Population Served: 9,724 • Ion Exchange (2)• 5 Deep Wells• 9,500 Residents• 3,500 Meters 9 7 60 Miles 3 Water Towers Confidential Client, UTIndustrial Wastewater Facility Start Date: 2001 Renewals: 5 1.0 MGD • DAF• Physical/Chemical 1 5 N/A 2642 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-22 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems City of Orange Township, NJ Water Treatment and Water Distribution Sewer Collection System Stormwater System Start Date: 2023 Renewals: Current Term 5.8 MGD • Groundwater • PFAS Removal • CCTV Inspection • Catch Basin Cleaning and Inspection 1 5 80 Miles of Water Main 510 Hydrants 5200 Water Meters 40 Miles of Sewer Main Pipe 641Catch Basins Confidential Client, CTGroundwater Remediation Facility Start Date: 2004 Renewals: 3 90,000 GPD • Groundwater Remediation• Hazardous Waste Handling• Advanced Oxidation• Sludge Handling N/A 5 10 Wells Confidential Client, NJStormwater Collection and Pumping, Site Remediation Start Date: 2010 Renewals: 2 0.65 MGD • Groundwater Remediation• Hazardous Waste Handling• Stormwater Pumping• RCRA Landfill Maintenance N/A 8 N/A Confidential Client, NYClosed Landfill Monitoring Start Date: 2021 Renewals: Current Term 3 MG Annually • Groundwater Sampling• Landfill Monitoring and Maintenance• Leachate Pumping• Soil Gas Survey 2 2 to 3 Support Staff Unmanned Site N/A 2643 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-23 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Confidential Client,GAIndustrial Wastewater Pretreatment Facility Start Date: 2024 Renewals: Current Term 250,000 GPD • Equalization• Primary DAF• Secondary Biological Ammonia Removal• Activated Sludge• Final Clarification• Rotary Screw Press• Storm Water Management 1 6 N/A Pinehills, LLCWastewater Treatment Facility Start Date: 2014 Renewals: 4 450,000 GPD Population Served: 1,419 • SBR Facility• UV Disinfection• Filtration• Groundwater Disposal 24 4 57,000 feet of gravity sewer, 7,000 feet of force main Plymouth, MAWastewater Treatment Facility • Collection Systems• Pump Stations• Septage/Sludge Treatment Start Date: 2020 Renewals: Current Term 3.0 MGD Population Served: 63,042 • Collection Systems Inspections & Maintenance• Sequence Batch Reactors• Disinfection with chlorination/dechlorination• Effluent Discharge• Infiltration Basins• Solids Handling• Gravity Belt 8 11 60 Miles of gravity sewer mains, 1500 manholes, 3400 service connections Plymouth, MA South High SchoolWastewater Treatment Facility Start Date: 2020 Renewals: Current Term 22,000 GPD • Mechanical Bar Screen• BioProcess• H2O• Membrane Batch Reactor System• UV Disinfection 1 .5 N/A Provincetown, MAWastewater Treatment Facility • Collection System & Pumping Stations Start Date: 2001 Renewals: 1 0.75 MGD Year Round Population Served: 2,947 Seasonal Population Served: 45,000 • Vacuum and Grinder Pump Collection System• Sequential Batch Reactors (SBR)• Effluent Filtration• UV Disinfection and Groundwater Discharge• Advanced Secondary Treatment• Rotating Drum Thickener• Carbon Odor Control 12 4 6.7 Gravity Miles 5.3 Vacuum Miles 12 Grinder Pump Stations 388 Vacuum Structures 2644 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-24 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Public Water Supply District #2, MOWater Treatment Facility • Distribution System• Pump Stations• 38,000 Meters Start Date: 2018 Renewals: Current Term 22 MGD • 9 Wells• Lime Softening • Upflow Clarification• Filtration• HypoChlor. Generation• Disinfection• 75,000 Customers 13 30 450 Sq Miles 29 Towers/Tanks Public Water Supply District #2, MOWastewater Treatment Facilities • Collection System Lift Stations Start Date: 2018 Renewals: Current Term 600,000 GPD 250,000 GPD 15,600 GPD to 50,000 GPD 15,000 GPD & 42,000 GPD 500,000 GPD • SBR (1)• MBR(1)• Extended Aeration (4)• Oxidation Ditch (2)• Aerated Lagoons (1)• Disinfection C12 & UV 48 11 N/A Rockport, MEWastewater Collection System & Pump Stations Start Date: 1995 Renewals: 4 N/A Population Served: 3,330 • Collection System 22 2 15 Miles Seabrook Island Utility Commission, SC (SIUC)Wastewater Treatment Facility Start Date: 2023 Renewals: Current Term 1.1 MGD Population Served: 5,200 • Extended Aeration• Disinfection with Sodium Hypochlorite 32 11 37 Miles Sewer Collection System 29 Miles Water Distribution Starke, FL Wastewater Treatment Facility Start Date: 2023 Renewals: Current Term 1.25 MGD Population Served: 5,800 • Activated Sludge• Extended Aeration• Disinfection with Sodium Hypochlorite N/A 4 N/A 2645 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-25 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems St. Charles, MO Mississippi River Wastewater Treatment • 1 Vacuum Pump Station• 19 Pump Stations• Industrial Pretreatment Program (IPP) • Fats, Oil & Grease (FOG)Reduction Program Start Date: 2014 Renewals: 1 9.6 MGD Population Served: 70,764 • Activated Sludge• UV Disinfection• Gravity Belt Thickeners• Belt Filter Press• Landfill 13 9 N/A St. Charles, MO Missouri River Wastewater Treatment • Pump Stations• Industrial Pretreatment Program (IPP) • Fats, Oil & Grease (FOG) Reduction Program Start Date: 2014 Renewals: 1 7.5 MGD Population Served: 70,764 • Activated Sludge• UV Disinfection• Centrifuge• Landfill 13 4 N/A Confidential Client, GAIndustrial Wastewater Pretreatment Start Date: 2023 Renewals: Current Term 0.15 MGD • Oil Water Separation• Pre-Equalization• pH Control• Primary Clarification• GEM Unit• Aeration Basins• Secondary Clarification• GEM Unit- Liquid Sludge Land Application N/A 4 N/A Confidential Client, KY Industrial Wastewater Pretreatment Start Date: 2023 Renewals: Current Term .300 MGD • Pre-Equalization • Primary Clarification - DAF• Aerobic Digestion – MBR• Final Clarification - SBR• Centrifuge 3 4 N/A 2646 Part 2 | Respondent Profile City of Winter Springs - OM&M P2-26 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Troy, MO • Wastewater Treatment• Pump Stations• Industrial Pretreatment Program (IPP)• Fats, Oil & Grease (FOG) Reduction Program Start Date: 2018 Renewals: 1 1.5 MGD Population Served: 13,578 • Mechanical Screen• Extended Aeration Basins with Anoxic Zones• Secondary Clarifiers• Tertiary Filtration• UV Disinfection• Cascade Aeration• Aerobic Sludge Digestion• Sludge Storage• Sludge Land Applied 12 4 N/A University of Connecticut Start Date: 2013 Renewals: 1 1.0 MGD Population Served: 7,412 • Membrane Micro Filtration• UV Disinfection• Chemical Feed Systems• Reuse Water Distribution N/A 5 4800 Linear Feet of Reuse Force Main University of New England, MEWastewater Treatment Facility Start Date: 1991 Renewals: 14 60,000 GPD Population Served: 13,439 • Secondary Activated Sludge• Sequential Batch Reactors (SBR)• Ocean Discharge N/A 1 N/A University of New Hampshire Water Treatment Facility • Manage 8 Pure Water Systems for University Laboratories Start Date: 2019 Renewals: Current Term 1.9 MGD Population Served: 6,867 • Clarification• Filtration • Corrosion Control• Manganese Removal • Fluoridation• Disinfection• Residuals Management• Net Zero Discharge 3 2.5 N/A Victorville, CAWastewater Treatment Facility Start Date: 2010 Renewals: 2 2.5 MGD • Sanitary Waste Treatment• Industrial Waste Treatment• Upflow Anaerobic Sludge Bed• Activated Sludge• Membrane Filtration• UV Disinfection• Water Reuse N/A 5 N/A 2647 Part 2 | Respondent Profile City of Winter Springs - OM&MP2-27 Facility Size Processes # of Pump Stations # Staff Coll. Distr. Systems Water Conserv II, FLWater Reuse Facility Start Date: 1996 Renewals: 4 50 MGD • Reclaimed Water Transmission; Distribution and Reuse• Rapid Infiltration Basins (RIBs) N/A 17 74 Miles Wellesley College, MA• Compliance Sampling & Reporting Start Date: 2006 Renewals: 15 0.44 MGD • Groundwater Pumping• pH Adjustment• Chlorination 1 1 7 Miles Wolfeboro, NHWastewater Treatment Facility Start Date: 1996 Renewals: 7 0.60 MGD • Secondary Treatment• Activated Sludge/ Cyclic Aeration• Spray Irrigation • Gravity Thickening• Rapid Infiltration Basins• Effluent Storage N/A 3 N/A Confidential Client, MNWastewater Treatment Facility Start Date: 2022 Renewals: Current Term 1.6 MGD • Anaerobic Lagoons (4)• Plug Flow Aeration Basins (2)• Phosphorus Removal & Alkalinity Additional• Disk Filters (2)• Solids Handling 3 3 N/A 2648 City of Winter Springs Operation, Maintenance & ManagementP3-1 Woodard & Curran brings Winter Springs an exceptional team with vast experience working together serving municipalities just like yours. Our team members are committed to bringing the City into compliance with FDEP, developing stable, long-term success for your operations, and working together with the City to provide utility service that the entire community can rely on and be proud of. Woodard & Curran maintains an integrated organizational structure that fosters a culture of synergy and communication while eliminating silos among our business units and between senior leadership and junior staff. We can confidently say that Woodard & Curran is the only national O&M provider whose CEO genuinely takes the time to meet and visit our onsite staff members to learn more about what they do and why they take pride in their jobs. Brian Bzdawka, our President of O&M, further embodies this character and rou- tinely drops in at project sites to spend time with our operators, getting to know them on a per- sonal level, and personally directing resources to our project teams that serve their communities. Part 3 Section A Partnering with Local Subconsultants/Subcontractors Woodard & Curran will act as the prime consultant under the City’s contract. We routinely work with a variety of subconsultants and subcontractors on our projects to complement our staff. For your contract, we propose to develop project teams that are specific to the needs of each task. As part of this team approach, all subconsultants will be an integral part of the team, and they will be coordinated in a similar way to how our in-house staff is managed and directed—that is, with both broad authority to meet the goals of the project and very close supervision of their work products. Joe Kilsheimer from Kilsheimer & Associates joins Woodard & Curran in our service to Winter Springs and will be responsible for our public communications strategy and implementation. Joe is a former journalist with The Orlando Sentinel and former Mayor of the City of Apopka. He is a Our vision is simple — clean water, safe environment, healthy communities, and happy people. Our O&M team is instrumental in fulfilling our vision because they are on the front lines treating drinking water, ensuring clean water goes back into the environment, and personally providing that customer service. They are the face of Woodard & Curran, often serve as the face of the cities we work for, and I’m incredibly proud of the work we do. My father was the manager of a water treatment plant during my childhood, so I grew up surrounded by the dedication and sacrifice that operators embody on a daily basis. I’m proud of the success our O&M team has brought to our partners in Florida, and I’m excited to see the type of partnership we’ll create with Winter Springs.- Alyson Watson, pe CEO of Woodard & Curran Part 3 | Respondent Team 2649 Part 3 | Respondent Team City of Winter Springs - OM&M P3-2 full-time public relations and public affairs consultant who will help ensure that Winter Springs officials and residents receive timely and accurate information about the operation of their utilities. We know that your rate payers are actively attuned to matters related to your water and wastewater utilities, so employing a strategic approach to public communications will provide tremendous value in securing public trust in the City’s utilities and support for future projects, initiatives, and/or rate adjustments. Throughout the term of our agreement, there will be events where we require additional subcon- tractors to provide specialty maintenance services, lab analyses, or additional training for staff, as well as vendors in the procurement of specialty goods and services. Because of our long history in Central Florida, we maintain established relationships with a variety of subcontractors and ven- dors. Prior to our assumption of operations, and following a more detailed site evaluation, we will identify specific contractors and vendors with whom we will partner and begin establishing formal agreements. Furthermore, if the City already has preferred specialty contractors or vendors, then we will incorporate them into our service to maintain continuity with the City. Established Contractors/Vendors & Previous Collaborations Woodard & Curran is committed to partnering with established contractors who share our dedi- cation to safety, quality, and environmental stewardship. Our rigorous pre-qualification process ensures that we collaborate with contractors who excel technically and uphold our core values. By leveraging internal and external referrals, we select contractors who are not only skilled but also prioritize safety and environmental responsibility. This approach ensures that every project is executed with the highest standards, benefiting our clients and the communities we serve. The following is a listing of several contractors and vendors we partner with at our local plants. Reliability Playbook | Orlando, FL – Maintenance & Asset Management • Groveland, FL; Lake County Water Authority RCM Utilities | Eustis, FL – Underground Utility Repair and Rehabilitation • Groveland, FL Barney’s Pump | Coral Springs, FL – Pump & Electrical Repair • Water Conserv II; Groveland, FL; Lake County Water Authority Advanced Environmental Laboratories | Altamonte Springs, FL • Starke, FL; Water Conserv II; Groveland, FL; LaBelle, FL Hydra Service, Inc | DeBary, FL – Pump Repair • Groveland, FL Brenntag | Orlando, FL – Chemical Supplier • LaBelle, FL; Groveland, FL Utility Repair Experts, LLC | Groveland, FL – Pump Repair • Groveland, FL; Water Conserv II; LaBelle, FL; Starke, FL Hawkins, Inc | Apopka, FL – Chemical Supplier • Starke, FL; Groveland, FL; LaBelle, FL Our Project Management Team has a long history working with the Winter Springs engineers from Carollo. While these individuals have worked for a variety of engineering firms, they have consistently provided engineering services for our mutual clients, and our teams have a documented history of mutually supporting and complimenting each other’s services. Kilsheimer & Associates, Inc. Joe Kilsheimer, President & CEO Location: Apopka, FL, serving Central Florida Previous Collaboration: Groveland, FL; Bushnell, FL; Starke, FL; and Lake County Water Authority 2650 Part 3 | Respondent Team City of Winter Springs - OM&MP3-3 Project ManagementArea Manager Interim Project Manager Operations Leader President of O&M Subconsultant Public CommunicationsKilsheimer & Associates, Inc. Technical Support Additional Contractors/Vendors Service/RepairsWater Testing & GW SamplingEquipment/Chemical VendorsSee listing on P3-2 Relationships and Responsibilities Our team structure is designed to ensure clear reporting relationships and responsibilities between all entities involved in a project. The Interim Project Manager will serve as the central point-of-contact, responsible for managing the scope, schedule, and budget. The Project Management Team is directly involved in technical work and client communications. The Technical Support Team oversees the operation and startup for the facilities, while the Area Manager ensures that resources are focused on meeting your project objectives and satisfaction. This structure facilitates seamless integration of subcontractors and ensures that all team members are aligned with project goals. Additional contractors and vendors support our team based on their technical specialties on an as-needed basis. Our Team’s Approach in Management of Other Firms We employ a Project Management Framework that integrates quality and project management throughout every phase of a project. This framework includes standards for work plans, templates for agendas, quality assurance review requirements, and guidelines on project communications with clients. The work plan is not a project deliverable, but a monitoring and communication tool, serving as a reference guide for the project and client team. The work plan remains fluid through- out the project and incorporates changes as the project unfolds. Woodard & Curran promptly and effectively identifies, evaluates, and communicates these changes to implement the appropriate course correction to the project work plan. This ensures consistent and responsive services that exceed your expectations. Woodard & Curran effectively manages other firm by implementing key strategies that ensure project success. These strategies enhance collaboration, ensure quality, and help achieve project objectives efficiently. Clear Communication: Establishing open lines of communication to align all parties on project goals, timelines, and deliverables. Defined Scope and Expectations: Clearly outlining the scope of work and expectations in contracts to prevent misunderstandings and ensure accountability. Regular Monitoring and Reporting: Conducting regular check-ins and progress reports to monitor perfor- mance and address issues promptly. Collaboration Tools: Utilizing project management and collaboration tools to facilitate seamless interaction and document sharing among stakeholders. Performance Evaluation: Performing periodic evaluations of the subconsultant’s work to ensure quality and adherence to project standards. Risk Management: Identifying potential risks associated with subconsultants and developing mitigation strate- gies to minimize project impact. 2651 Part 3 | Respondent Team City of Winter Springs - OM&M P3-4 Other subcontractors that may be incorporated in this project will be selected based on the best value of service they can provide to the City, and Woodard & Curran will establish standing agreements with a variety of contractors and vendors to facilitate simple, responsive service. Additionally, there will be a select group of contractors with whom we will establish agreements for emergency repair services to ensure rapid response to emergency situations. If we contract with contractors or vendors we have worked with before, we are familiar with the quality of their work and may not require as much direct supervision of their tasks. However, if we are not famil- iar with a given subcontractor, closer supervision will be required as we establish trust. Part 3 Section B Woodard & Curran will utilize a cross-trained team of professionals to operate and maintain Winter Springs’ facilities. Consistent with our philosophy, we manage all projects on principles of employee empowerment, teamwork, and partnership. As such, we operate with a streamlined management structure to ensure senior management involvement with our service to you. With Woodard & Curran as your O&M partner, Winter Springs will be assured of the highest level of commitment from our organization. »Our onsite O&M staff will be guided at the top by a senior-level Project Management Team, consisting of several of the firm’s owners. »Our dedicated Key Personnel will bring their expertise in respective fields to lead and mentor our onsite personnel. »The project staff will be supported by a Technical Support Team that draws on an extensive resource base and is organized to cover the key areas of Process Control, Environmental Compliance, Maintenance Management, Staff Training, Technology Applications, Cyber Security and Fiscal Solutions. »Assistance with finance, personnel, recruiting, and other non-technical areas will come from the Administrative Support Team. »In addition to the core technical support, additional functional areas that are essen- tial to Woodard & Curran’s management approach for Winter Springs includes Key Subcontractors to round out our team and provide dedicated services to the City. Woodard & Curran and Joe Kilsheimer have maintained a strong partnership since 2019. We regularly work together to enhance our clients’ strategic communications to the public, and when doing so, Joe is fully embedded into the Project Management Team to ensure we share the same message and collaboratively work together to advance our clients’ goals. He has the authority to work directly with Winter Springs in support of this project, and our Project Manager is not required to be an interme- diary. Under this structure, he will routinely coordinate with our Project Management Team when conducting his services but also has the autonomy to work independently on his assigned responsibilities. Pictured from (l) to (r): Gregory Parks, Troy Kepley, Justin deMello, Joe Kilsheimer, Paul Adams, and Brian Bzdawka. 2652 Part 3 | Respondent Team City of Winter Springs - OM&MP3-5 Brian Bzdawka | President of O&M As the President of Operations & Maintenance at Woodard & Curran, Brian is dedicated to prioritizing Winter Springs’ needs, especially in areas where you may have felt under-served by other O&M firms. He has a keen ability to ask the right questions to truly understand the challenges and empower our team to apply the most appropriate solution that will not only solve the immediate challenge but also generate second and third order benefits for your community. His leadership ensures that you will receive attentive and customized service that delivers value through innovative and efficient solutions. As an Executive Vice President and Senior Principal in the firm, Brian will participate in scheduled project meetings and perform project reviews to ensure that contractual obligations are met and our service to Winter Springs exceeds your expectations. “What sets us apart as a firm is our desire to truly understand the challenges that our partners are facing with their utilities, and our team has spent considerable time learning about your challenges in Winter Springs and developing solutions to remedy them. The outstanding, trusted relationships that the individuals highlighted in this submittal have built with communities across Central Florida are testaments to the dedication and service that you will see from the entire Woodard & Curran team on Day 1. I tell our people every day that I’m here to serve and empower them so they can provide the highest quality service to you and your community, and I am making the same commitment to Winter Springs.” Key Personnel Availability Our current and committed workload has been carefully considered in the development of this proposal. We have dedicated staff and resources to successfully undertake this assignment, draw- ing from our extensive pool of in-house expertise. Our proposed team members have a proven track record of balancing workload and delivering projects on schedule. The following biographies of our Project Management, Key Personnel, and Technical Support staff provide an overview of their qualifications along with an estimated percentage (%) commitment to the City’s assignment. Our detailed organization chart is provided on the following page. We have included detailed biographies of our Key Personnel herein along with biographies for additional support staff. Resumes of our team as noted in the organization chart are included in Appendix D. Project Management Team You Can Trust Woodard & Curran’s project team is led by Glenn Burden, Area Manager, Matt Prendergast, Assistant Area Manager/Interim Project Manager; Paul Roux, Operations Leader and Brian Bzdawka, President of O&M. Glenn, Paul, and Brian are all Senior Principals in Woodard & Curran and are empowered to make management, financial, and other business-related decisions in a quick, streamlined manner that cuts through bureaucratic processes. They bring extensive expe- rience in providing contracted O&M services in Florida for water and wastewater facilities, water reuse systems, and water distribution and wastewater collection systems. They have a thorough understanding of the regulations and requirements that affect your facilities and are familiar with the internal and external challenges that Winter Springs currently faces. Upon award of the contract, Woodard & Curran will begin interviewing the Veolia staff currently serving Winter Springs to assess their qualifications and willingness to join Woodard & Curran’s team serving the City. For those that meet our requirements, and with the blessing of the City, we may offer employment to join our onsite staff. Several Key Personnel indicated herein will hold these roles on an interim basis through the transitional period until individuals are hired on a permanent basis. 2653 Part 3 | Respondent Team City of Winter Springs - OM&M P3-6 Project Management Area Manager Glenn Burden* Interim Project Manager Matt Prendergast* Operations Leader Paul Roux* Key Personnel Interim Operations Manager John Sowka* Interim Maintenance Manager Troy Kepley* Interim Quality Manager Taylor Humes* Safety Lead Stephen Lindemann, csp, sms, cit * Permitting Lead Justin deMello, pe* Subconsultant † Public Communications Kilsheimer & Associates, Inc. Additional Contractors/Vendors † Service/RepairsWater Testing & GW Sampling Equipment/Chemical Vendors See listing on P3-2 Administrative Support † Project Administration Joyce Garnett Human Resources Linsay McAuliffe Lizzie Dovich Information Technology Jeannie Dubois Technical Support Technical Support Coordination Matt Prendergast* Wastewater Operations and Innovation & Process Technology Gregory Parks* Water Operations Paul Roux* Environmental Compliance and Training Mike Cherniak Maintenance Troy Kepley Operations Technology Alan Fabiano Technology Implementation Celina Bland Asset Management Ken Davis Water/Wastewater Engineering Kelly Saikkonen, pe Justin deMello, pe* Paul Dombrowski, pe, bcee SCADA & Instrumentation Ronnie Harrison Cyber Security Joseph Parks Fiscal Solutions Tami Ray-Ross Thomas Bryant, pe Morgan French President of O&M † Brian Bzdawka * Key Personnel: Included required qualifications on the following pages. † Resumes are not included. 2654 Part 3 | Respondent Team City of Winter Springs - OM&MP3-7 All of the projects listed of our team are current and ongoing; please refer to Part 4 | Relevant Project Experience for additional details of the projects listed for our key personnel’s bios. Glenn Burden | Area Manager Estimated Availability: 20% Registrations: Wastewater Treatment Operator, Class A - FL 0007809; Reclaimed Water Field Site Inspector - FL1569; Stormwater Technical Level “C” - FL 1986 Glenn has 37 years of experience in the operation, maintenance, and management of municipal water, wastewater, and reclaimed water treatment and distribution facilities. He will work closely with the City on the development and implementation of annual budgets, capital improvement programs, permit renewals, operating protocols, and programs meant to meet and exceed compliance regulations. Glenn began his career at Woodard & Curran as our Operations Chief at Water Conserv II and rose through the ranks to become our Area Manager in Florida overseeing the outstanding O&M service we continue to provide to our municipal partners. From his experience operating and subsequently managing our operation at Water Conserv II, Glenn is one of the foremost experts in Florida on reclaimed water operations and was sought after to develop training curriculum for the State’s Reclaimed Water Distribution Operator A, B, and C certifications. He is also a certified Reclaimed Water Site Inspector. As our Area Manager for Winter Springs, Glenn will oversee the management, operations, mainte- nance, financial administration, and related safety programs for the City’s facilities. Why Glenn? Glenn develops trusting relationships with our municipal partners, and his leadership inspires our project teams to think creatively to solve complex challenges. Furthermore, Glenn has a personal connection to Winter Springs, and that further drives him to bring excellent service to his hometown neighbors. J City of Orlando/Orange County, FL – Water Conserv II Contract Operations. As the Operations Chief, Glenn oversaw the collection of all field data, the groundwater quality monitoring program, the Reclaimed Water Field Site Inspection Program, the SCADA system, and the project’s safety and training program. As the Operations Chief through his current role as the Area Manager, he has personally led the optimizations and innovations that allowed us to consistently enhance our operations while driving down operating costs. address-card Christopher Andres, Division Manager, City of Orlando, 5100 L.B. McLeod Road, Orlando, FL 32811 phone 407.246.3510 ENVELOPE christopher.andres@orlando.gov and address-card Mark Ikeler, Orange County Utilities Wastewater Division Manager, 9150 Curry Ford Road, Orlando, FL 32825 phone 321.229.2628 ENVELOPE MarkC.Ikeler@ocfl.net J City of Groveland, FL – Water and Wastewater Utility Contract Operations. As Area Manager, Glenn leads our team and coordinates with the City on capital planning, oversight of technology programs and investments, performance of assigned staff, regulatory compliance submittals, and agency communications. Glenn led our early improvements to the treatment process that ensured the wastewater facilities consistently met reclaimed water quality standards, and he was instrumental in eliminating illicit dischargers that negatively impacted the City’s wastewater system. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov What Inspires Glenn’s Service to Winter Springs? I grew up in Winter Springs as a kid, graduated from Oviedo High School when it was the only high school in town, and later graduated from the University of Central Florida. I was fortunate to start my career as a wastewater operator at Winter Springs in 1988, and looking at the East WRF now brings back fond memories from when I was first learning this trade. It’s really rewarding to have the opportunity to come back to my hometown to serve my community and help move the City’s utility into its next chapter. 2655 Part 3 | Respondent Team City of Winter Springs - OM&M P3-8 J City of LaBelle, FL – Water and Wastewater Treatment Plant Contract Operations. Glenn is the Area Manager for our team serving LaBelle, and he takes a hands-on leadership role to assist the City in meeting the requirements of its Consent Order. He expertly coordinates our integrated team of O&M experts, engineers, and funding professionals to make improvements to the City’s utility in a holistic, cost-effective manner. address-card Mayor Julie Wilkins, 481 West Hickpochee Avenue, LaBelle, FL 33935 phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com Matt Prendergast | Interim Project Manager/Assistant Area Manager Estimated Availability: 80%/35% Registrations: Drinking Water Treatment Plant Operator, Class C - FL 0017198; Wastewater Treatment Plant Operator, Level A - FL 0008997 Matt brings over 30 years of experience in operating and managing water, wastewater, and reclaimed water facilities. He is highly equipped to direct all phases of utility operations, including the utility’s business operations, regulatory compliance, engineering sup- port, facility maintenance, and vehicle and equipment maintenance. Matt will serve as the Interim Project Manager through the Transition Period. He will lead the team to ensure continuity of operations through the Transition Period and implement our initial improvements to the utility’s operations and maintenance. Once a permanent Project Manager is identified and hired, Matt will conduct a thorough hand-off of responsibilities and transition to his role as an Assistant Area Manager. As an Assistant Area Manager, he will remain involved serving Winter Springs to provide mentorship to our onsite staff, leverage additional technical support, coordinate with the City on continued planning and operational improvements, and work closely with the Carollo/Wharton-Smith team to conduct operability reviews of the new East WRF. Why Matt? Winter Springs gains Matt’s experience leading complex utilities through critical moments. Matt is currently leading Woodard & Curran’s assumption of operations for the City of Bushnell’s water and wastewater system, and while each transition is unique, he will have fresh lessons learned from that transition to apply to Winter Springs. J City of Bushnell, FL – Contract Operations for Water and Wastewater Utility. Assistant Area Manager for the operation, maintenance, and management of the water treatment and distribution system, wastewater collection and treatment system, and meter reading under a 5-year contract. Matt is currently leading the transition for Woodard & Curran’s assumption of operations that officially began on April 1, 2025. Matt interviewed and onboarded employees, implemented a CMMS program to improve tracking and completion of maintenance, and led our health & safety team in making critical improvements to ensure the welfare of our employees and visitors to the sites. address-card Morgan Wilson, Assistant City Manager, City Hall, 117 E. Joe P. Strickland Jr. Avenue, Bushnell, FL 33513 phone 352.793.2591 ENVELOPE mwilson@cityofbushnellfl.com J City of Starke, FL – Contract Operations. Assistant Area Manager for the operational support and management of the City’s WWTP. Implemented software for preventative maintenance, process control, and compliance reporting. Data collection and reporting is now streamlined for staff with the integrated software systems. address-card Russell “Drew” Mullins, General Manager of Public Works, 209 North Thompson Street, Starke, FL 32091 phone 904.368.1330 ENVELOPE dmullins@cityofstarke.org J City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Assistant Area Manager, Matt supports Glenn with contractual support for our O&M services. Furthermore, he manages our innovative brown grease Helping our communities have reliable and quality water and sewer service has always been a passion of mine. People tend to take water for granted, and we often aren’t in their minds until something goes wrong. My goal is to ensure Winter Springs’ residents never have to question the safety or effectiveness of their utilities. 2656 Part 3 | Respondent Team City of Winter Springs - OM&MP3-9 treatment system that generates an additional revenue stream for the City. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov Our Key Personnel Assigned to Deliver Project Success Our leaders bring extensive experience in their respective fields and will work closely with you and the project team to develop a detailed understanding of the current issues and evaluate viable and cost-effective solutions. They are leaders in their field, participating in local, regional, and national professional organizations through committee contributions, presentations, and publications. John Sowka | Interim Operations Manager Estimated Availability: 95% Registrations: Wastewater Treatment Operator, Class A - FL 0018247 John has over 30 years of experience in the operations and management of wastewater treatment facilities ranging from 0.3 MGD to 6.0 MGD, including lift stations and collection systems. He is recognized for developing technical solutions involving process control data management, land application of residual solids, and operations troubleshooting. He is knowledgeable of relevant environmental laws and regulation of wastewater NPDES permits. He is skilled in client and financial management, and is experienced in handling emergency situations such as flooding, hurricanes, power outages, and emergency pumping. John has been with Woodard & Curran for 25 years and held nearly every position on a project from Project Manager to Operator I and currently serves on our operations staff at Water Conserv II’s distribution center. He will serve as the Interim Operations Manager for Winter Springs and may assume the permanent role as Operations Manager. Why John? John is a natural leader and well-respected by our entire O&M team in Florida and has the innate ability to inspire others for excellence. John has served at multiple project sites across Woodard & Curran and is a proven ambassador of Woodard & Curran’s culture. In addition to ensuring continuity of operations, he will be instrumental in bringing Woodard & Curran’s culture to Winter Springs and its ultimate adoption by the onsite staff. J City of Orlando/Orange County, FL – Water Conserv II – Contract Operations. Water Conserv II is the largest water reuse facility of its kind in the world that combines reuse distribution and rapid infiltration basins for the reuse of the City of Orlando and Orange County’s reuse water. As the Reclaimed Water Specialist, John operates the Water Conserv II Distribution Center. address-card Christopher Andres, Division Manager, City of Orlando, 5100 L.B. McLeod Road, Orlando, FL 32811 phone 407.246.3510 ENVELOPE christopher.andres@orlando.gov and address-card Mark Ikeler, Orange County Utilities Wastewater Division Manager, 9150 Curry Ford Road, Orlando, FL 32825 phone 321.229.2628 ENVELOPE MarkC.Ikeler@ocfl.net J City of Starke, FL –Wastewater Utility Contract Operations. As the Reclaimed Water Specialist, John has operated the facility as specified in the WWTF Operating Permit, ordered specialized equipment to monitor and record operating permit parameters, replaced all transfer pump bearing and seal cavity lubricating oils, replaced all mechanical blower motor lubricating oils, assisted in closing out safety audit items identified as potentially hazard to meet or exceed industry standards and OSHA compliance, and emptied tanks to perform corrective maintenance or preventative repairs. address-card Russell “Drew” Mullins, General Manager of Public Works, 209 North Thompson Street, Starke, FL 32091 phone 904.368.1330 ENVELOPE dmullins@cityofstarke.org 2657 Part 3 | Respondent Team City of Winter Springs - OM&M P3-10 J City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Reclaimed Water Specialist, supported the Area Manager with contractual support for all Utility Operations personnel. The City’s water and wastewater contract assigns responsibility for water and wastewater treatment operations, distribution system hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump station and sewer lift station operations and full maintenance and management tasks. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov Troy Kepley | Interim Maintenance Manager Estimated Availability: 75% Registrations: Drinking Water Treatment Plant Operator, Class C - FL 0023075; Wastewater Treatment Plant Operator, Level A - FL 0007992; Backflow Prevention Assembly Repair - FL R1778 Troy has over 39 years of experience managing and operating water and wastewater treatment systems for the industrial, commercial, and municipal sectors. As a Senior O&M Specialist, he provides operations and management assistance and technical support to water and wastewater plants across Florida, and routinely leads the development of new maintenance programs. Troy will serve as the Interim Maintenance Manager for Winter Springs until an employee is identified to assume the long-term role. During the Transition Period, he will be responsible for establishing our maintenance program; implementation of the CMMS program; and prioritizing maintenance activities based on the degradation of assets, their likelihood of failure, and their consequence of failure. Once an individual assumes the long-term role, Troy will transition to providing maintenance support and guidance as needed. Why Troy? Troy has first-hand experience reviving equipment and facilities that are long past their useful life expectancy. With the significant age and degradation of Winter Springs’ facilities, Troy’s proactive and creative approach to maintaining these facilities, especially the existing East and West WRF’s, will be critical to ensuring continued operation until new facilities are operational. J City of LaBelle, FL – Contract Operations. Troy served as the Project Manager for our contract operations of the water and wastewater treatment plants and lift stations. LaBelle’s WWTP’s operations were significantly degraded and under a consent order for non-compliance, and maintenance procedures were subpar; Troy led the team in making immediate improvements to the facility and coordinated with our engineering team for additional engineering and funding support to bring the facility into compliance. Additionally, he led the operation of the City’s WTP using reverse osmosis treatment to provide high quality drinking water for the community. address-card Mayor Julie Wilkins, 481 West Hickpochee Avenue, LaBelle, FL 33935 phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com J City of Groveland, FL – Contract Operations. Provided maintenance support for our team operating and maintaining the City’s water, wastewater, and reclaimed water systems. He instituted a comprehensive maintenance management program and asset management program that allows our team to effectively maintain system operations. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J City of Bushnell, FL – Contract Operations. Troy is a key member of Woodard & Curran’s transition team implementing a comprehensive maintenance management program and asset management program to ensure the City’s water and wastewater systems are properly maintained to achieve their full useful life. address-card Morgan Wilson, Assistant City Manager, City Hall, 117 E. Joe P. Strickland Jr. Avenue, Bushnell, FL 33513 phone 352.793.2591 ENVELOPE mwilson@cityofbushnellfl.com 2658 Part 3 | Respondent Team City of Winter Springs - OM&MP3-11 Taylor Humes | Interim Quality Manager Estimated Availability: 50% Taylor brings over 10 years of operations compliance ensuring that the facili- ties are in compliance with state and federal regulations and assists in the daily management of the facilities. Taylor also assists the staff with using newer technologies that allow for better data collection and more robust reporting to better evaluate the plants’ performance on a day-to-day basis. Taylor has experience managing a NELAP certified laboratory conducting comprehensive regulatory analysis and reporting for water, wastewater, and reclaimed water compliance. Taylor will support our onsite team serving Winter Springs by reviewing the laboratory and process control procedures and sampling processes, provide necessary updates, and serve as a resource as new environmental regulations are established and enforced. Why Taylor? Taylor’s attention to detail in the laboratory and process control environment will be instrumental in ensuring our regulatory reporting is accurate and meets compliance requirements. She is currently a key member of our transition team serving the City of Bradenton as we assume operations from another O&M firm, and she will apply lessons learned from that transition to Winter Springs. Furthermore, she is a member of our O&M technology team and will apply additional technical resources to further enhance our treatment process control. J City of Groveland, FL – Contract Operations. As the City’s Operation Compliance Specialist, Taylor’s responsibilities include overseeing and ensuring technology is updated for the water and wastewater treatment facilities. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J Maple Shade, NJ – Water and Wastewater Contract Operations. As Operations Compliance Specialist, Taylor was responsible for managing the utility’s NELAP certified laboratory. Her responsibilities included overseeing regulations and requirements were met and both utilities remained in compliance. She ensured technology was updated and made edits/adjustments to improve helpfulness and functionality, Additionally, she provided support and assistance during the day-to-day management of the utilities. address-card Susan Danson, Township Manager, 200 Stiles Avenue, Maple Shade, NJ 08052 phone 856.779.9610 ENVELOPE twpmgr@mapleshade.com Stephen Lindemann, csp, sms, cit | Safety Lead Estimated Availability: 20% Steve is Woodard & Curran’s O&M Health & Safety Manager providing technical guidance, assistance, and consultation to our O&M teams regarding regulatory and company compliance requirements pertaining to occupa- tional safety and health. He works with the Woodard & Curran Health & Safety Director to conduct a health and safety gap analysis and create/merge safety programs when Woodard & Curran assumes operations for new utilities. Why Stephen? Upon our selection by the City, Steve will conduct a health & safety audit of the City’s utility and provide recommendations for improvements that may be required to maintain OSHA compliance. During the Transition Period, Steve and his team will procure necessary safety equipment and provide initial health & safety training for all new Woodard & Curran employees. Furthermore, he will develop and/or refine safety SOPs for Winter Springs’ facilities. He will continue to provide training, both virtually and in-person, throughout the term of our contract with the City, and he will facilitate City and County staff and first responders to participate in select training alongside our staff. 2659 Part 3 | Respondent Team City of Winter Springs - OM&M P3-12 As the O&M Health and Safety Manager, Stephen is responsible for managing the safety proce- dures at all our O&M projects in Florida, to include the following: J City of Bushnell, FL – Contract Operations address-card Morgan Wilson, Assistant City Manager, City Hall, 117 E. Joe P. Strickland Jr. Avenue, Bushnell, FL 33513 phone 352.793.2591 ENVELOPE mwilson@cityofbushnellfl.com J City of Groveland, FL – Water and Wastewater Facilities address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J City of LaBelle, FL – Water and Wastewater Facilities address-card Mayor Julie Wilkins, 481 West Hickpochee Avenue, LaBelle, FL 33935 phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com Justin deMello, pe | Permitting Lead Estimated Availability: 15% Registrations: Professional Engineer - FL PE85668 Justin has nearly 20 years of experience working on municipal water, waste- water and water resource infrastructure projects. He has managed permitting, planning, design, and construction, and pursuit of alternative funding of all manners of pipelines, pump stations, and water/wastewater treatment plants for several clients. Why Justin? Justin leads our engineering team in Florida and has a strong understanding of FDEP and EPA permitting requirements. As the City’s water and wastewater permits are updated and/or amended, Justin will ensure that they are appropriate and coordinate with our O&M team to ensure the facilities meet the permit requirements. J City of Groveland, FL – Continuing Engineering Services. Project Manager for engineering services for Groveland’s water, wastewater, and reclaim water utilities. Projects to date have included reclaim water hydraulic model, CIP develop- ment, sewer use ordinance and industrial pretreatment program development, headworks evaluation and design, wastewater sampling, WWTF permit renewal, well evaluation and abandonment, hydrology evaluations, and sprayfield permitting. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J City of Bushnell, FL – Continuing Engineering Services. Principal-in-Charge responsible for various planning, engineering and construction administration tasks for the City. Projects include but are not limited to: Department of Economic Opportunity (DEO) grant construction administration of a Water Treatment Facility Upgrade, emergency repairs of wastewater treatment facility, design of new wastewater treatment facility, and all required permitting of new and existing facilities. address-card Mike Eastburn, City Manager/Director of Public Works, 118 E. Joe P. Strickland Jr. Avenue, Bushnell, FL 33514 phone 352.7793.2592 ENVELOPE meastburn@cityofbushnellfl.com J City of Starke, FL – WWTF Design, Funding and Construction Administration. Principal-in-Charge responsible for the funding, design, and permitting of a 1.25 MGD wastewater treatment facility upgrade. Project includes new influent pump station, headworks, 5-stage oxidation ditch, clarifiers, chlorine contact chambers, effluent disk filters, sprayfield modifications, emergency generator, electrical improvements, SCADA monitoring and control upgrades, site lighting and layout, stormwater improvements and a new administration building. address-card Russell “Drew” Mullins, General Manager of Public Works, 209 North Thompson Street, Starke, FL 32091 phone 904.368.1330 ENVELOPE dmullins@cityofstarke.org 2660 Part 3 | Respondent Team City of Winter Springs - OM&MP3-13 Additional Key Personnel Paul Roux | Operations Leader/Water Operations Estimated Availability: 20% Paul currently oversees Woodard & Curran’s contract O&M services for the Eastern United States. He will work directly with you on issues dealing with contract terms and performance, and he will coordinate the technical support necessary for our team to make immediate improvements to the City’s operations. Paul is also a certified water and wastewater treatment operator with over 30 years of experience managing and operating water and wastewater facilities. Paul will be personally involved in project management and has ultimate responsibility for Woodard & Curran to ensure operational success and total client satisfaction. Why Paul? Paul is recognized for his expertise in water treatment operations where the source water quality requires a unique approach to treatment. With a more complex treatment process at Winter Springs’ WTP #3, he will provide technical direction to the team to ensure all three WTP’s produce high quality water that meets all health standards for your community. As the operations leader for Florida projects, Paul is responsible for our delivery of O&M services for the following clients: J City of Groveland, FL – Water and Wastewater Facilities address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J City of Orlando/Orange County FL – Water Conserv II address-card Christopher Andres, Division Manager, City of Orlando, 5100 L.B. McLeod Road, Orlando, FL 32811 phone 407.246.3510 ENVELOPE christopher.andres@orlando.gov and address-card Mark Ikeler, Orange County Utilities Wastewater Division Manager, 9150 Curry Ford Road, Orlando, FL 32825 phone 321.229.2628 ENVELOPE MarkC.Ikeler@ocfl.net J City of LaBelle, FL – Water and Wastewater Facilities address-card Mayor Julie Wilkins, 481 West Hickpochee Avenue, LaBelle, FL 33935 phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com Greg Parks | Wastewater Operations and Innovation & Process Technology Estimated Availability: 20% Greg is an expert in wastewater process control and has been managing environmental treatment facilities for 29 years. He specializes in identifying, evaluating, and implementing innovative technologies and operations prac- tices to maximize a treatment facility’s capabilities while minimizing treatment costs associated with sludge, chemistry, energy, and manpower. Furthermore, Greg leads the internal training program to continuously improve the professional development of our entire O&M business unit. Given the complexity of the City’s facilities, Greg will evaluate the existing process strategy and develop innovative options that might be more effective and reduce the cost of meeting effluent compliance. He will be a resource to the local staff and work with the Area and Project Manager to evaluate system performance and provide advice to improve project quality. Why Greg? Greg is unique in the wastewater industry through his ability to identify opportunities for improvement and immediately leverage an innovative approach to more efficient operations. These innovations may be a new technology 2661 Part 3 | Respondent Team City of Winter Springs - OM&M P3-14 but more often consists of a simple, low-cost modification to the operation that yields tremendous value, and he already identified several opportunities for innovation and improved operation of the City’s WRF’s. J City of Groveland, FL – Water and Wastewater Utility Contract Operations. Greg has provided Operator Training for both obtaining and maintaining Operator Licenses. He has coordinated and overseen multiple R&D Projects, many of which have resulted in significantly improved WWTP performance with reduced operations costs. He also helped develop and implement the Industrial Pretreatment Program and FOG Program for the community. Furthermore, Greg spearheaded the implementation of a FOG treatment system in Groveland that generates an additional source of revenue for the City. address-card T. J. Fish, Director of Transportation & Public Works, 156 S. Lake Avenue, Groveland, FL 34736 phone 352.429.2141 x2604 ENVELOPE TJ.fish@groveland-Fl.gov J City of LaBelle, FL – Water and Wastewater Utility Contract Operations. Greg supports our onsite team with continued wastewater operations support to improve the City’s wastewater compliance and ultimately meet all require- ments of their Consent Order. address-card Mayor Julie Wilkins, 481 West Hickpochee Avenue, LaBelle, FL 33935 phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com J City of Starke, FL –Wastewater Utility Contract Operations. Greg provides technical operations support to our team to enhance wastewater compliance for the City. During the design and construction phase of the new WWTP, Greg provided operability reviews to Woodard & Curran’s design team, and he made recommendations for new technologies that will further improve the WWTP’s operations. address-card Russell “Drew” Mullins, General Manager of Public Works, 209 North Thompson Street, Starke, FL 32091 phone 904.368.1330 ENVELOPE dmullins@cityofstarke.org Our Technical Support Team Will Respond to Your Needs Woodard & Curran maintains a dedicated Technical Support Team that will support the local project staff when needed. They are experienced professionals and are ready to dedicate as much time as necessary to ensure that your expectations are met. Matt Prendergast | Technical Support Coordination As the Assistant Area Manager, Matt is the key person to work with the Woodard & Curran project staff to identify what resources are needed to meet our quality goals. He is familiar with the company’s technical and administrative capabilities and will coordinate those resources to assist the project staff in meeting the City’s expectations. Matt will be our onsite team’s primary resource in leveraging additional technical support throughout our service to Winter Springs. Mike Cherniak | Environmental Compliance and Training Mike has over four decades of experience operating and managing municipal utilities. He served as Senior Vice President of Technical Services for the O&M team and oversaw environmental compliance, laboratory QA/QC, training and develop- ment, and technical support programs for Woodard & Curran. Mike will work with the project staff to assess training needs and develop programs to enhance their professional capabilities. He will also review environmental compliance and support the staff in resolving any issues that might arise. 2662 Part 3 | Respondent Team City of Winter Springs - OM&MP3-15 Alan Fabiano | Operations Technology Alan is the Technology Manager for Woodard & Curran’s O&M unit and supports Hach WIMS, Job Cal, SEMS, doForms and Cartegraph software. He implements and monitors progress using these software programs and provides training to the O&M staff where needed. Alan will customize these programs to meet the specific needs of Winter Springs, including the integration of SCADA and GIS data. Celina Bland | Technology Implementation Celina has 21 years of experience operating, maintaining, and managing water and wastewater facilities. She will lead the on-site implementation of the various tech- nology programs and customize reports for the project staff to facilitate process evaluation and performance. Celina will collaborate with our staff in Winter Springs to complete the implementation of the technology programs and provide ongoing training. Ken Davis | Asset Management Ken has 18 years of experience working in the wastewater industry with a primary focus in IT and asset management of wastewater facilities. Ken will work with the Project Team and Alan Fabiano to review, refine, and/or develop the site-specific asset management program; conduct training with the on-site Project Team; and implement any modifications to the asset management program. He will continue to support the team during the term of the contract to ensure procedures are being followed, equipment is being maintained and managed appropriately, and support the capital planning process each year. Kelly Saikkonen, pe | Water/Wastewater Engineering (FL PE90567) Kelly is an engineering project manager with over 20 years of experience in wastewa- ter, reuse and biosolids industries. She has extensive experience with design, regu- latory permitting and coordination, construction, operations, and alternative project execution methods, including design-build. Kelly will provide engineering support services to our onsite team, and she will serve as an additional engineering resource to the City as new facilities are planned and designed. Paul Dombrowski, pe, bcee | Wastewater Engineering Paul has over 35 years of experience providing civil and environmental consult- ing services to municipalities across the country. He is well recognized for his practical treatment process expertise and has contributed to many of the current design and operations Manuals of Practice published by the Water Environment Federation. Paul is one of the foremost process control and operations experts for the wastewater industry across the United States. He develops and administers the Operations Challenge at WEFTEC, and he is one of the best individuals in the nation to mentor and train our onsite operations staff to exceed Winter Springs’ operational expectations. Justin deMello, pe | Water/Wastewater Engineering (FL PE85668) In addition to serving as our Permitting Lead for Winter Springs, Justin will provide additional engineering support for our onsite team. He will coordinate additional resources in water, wastewater, reclaim water, stormwater/flood protection, and water resources to support the City as necessary. Justin is deeply integrated with our O&M team in Florida and provides engineering support to the majority of our O&M projects in Florida. He has the uncanny ability to creatively tie a City’s engineering needs to unique funding sources, and acts as an additional resource to our O&M team in applying the full suite of Woodard & Curran services to our utility operations. 2663 Part 3 | Respondent Team City of Winter Springs - OM&M P3-16 Ronnie Harrison | SCADA & Instrumentation Ronnie brings over 35 years of experience in automation and controls in improv- ing systems at plants to run effectively and efficiently. He is an accomplished and motivated technical leader with extensive experience overseeing the planning, development, testing, and launch of groundbreaking applications and industrial solutions, delivering results in automation and control systems. Ronnie applies strong attention to detail and efficient multi-tasking abilities to excel in time-critical environments, meeting all standards for quality and produc- tivity. He will be relied upon for ongoing SCADA service to ensure Winter Springs’ SCADA system remains operational and recovers quickly during any outages. Joseph Parks | Cyber Security Joe has over 16 years of experience protecting critical infrastructure as well as proprietary and intellectual property against outside adversarial, insider and cyber threats in the military, public, private, and international sectors. He leads the security efforts for our O&M team to conduct risk assessments and implement new security policies and procedures to ensure the safety and well-being of our employees, the facilities we operate, our clients, and the community. Joe leverages his dynamic military background to partner with federal law enforcement and intelligence agencies to stay abreast of the evolving threats, understand the current best practices, and in some cases, conduct simulated attacks against our facilities to assess our readiness. Joe will provide this expertise to Winter Springs to ensure appropriate security measures are in place, implement new policies and procedures for the Project Staff, and provide recommendations to Winter Springs for new policies to implement beyond our scope of work. Tami Ray-Ross | Fiscal Solutions Tami leads Woodard & Curran’s Fiscal Solutions Team and has a wide variety of grant and loan experience with a strong emphasis on federal and state program development and multi-discipline project funding and management. Her experi- ence and knowledge comes from a diverse background including working for city and county government, serving design firms as a program development specialist, owning and operating a multi-faceted Florida-based corporation, and serving as director of program develop- ment for a Design-Build-CMAR Firm. Tami, along with her team of grant funding specialists, has assisted communities throughout the country securing alternative funding totaling over $6B. Tami is a former City Manager and utility owner, so she intrinsically understands the importance of applying funding appropri- ately to capital projects. She will work closely with our onsite team and the City to leverage our robust Fiscal Solutions Team in identifying creative approaches to funding the City’s projects. Thomas Bryant, pe | Fiscal Solutions (FL PE36481) Tom provides over 40 years of experience in civil engineering planning services related to water and wastewater systems, and he assesses the overall financial health of the utilities we serve. This includes rate assessments, capital improve- ment planning, and developing funding strategies specific to individual capital improvements. Tom is a former Public Works Director in Florida, and similar to Tami, understands the intricacies of prioritizing funding relative to a capital improvement plan. Tom will work closely with our onsite team to develop funding strategies relative to the capital improvement recommendations we may provide throughout our partnership. 2664 Part 3 | Respondent Team City of Winter Springs - OM&MP3-17 Morgan French | Fiscal Solutions Morgan is our Fiscal Solutions Regional Leader in Florida with seven years of expe- rience serving municipalities across the state in positioning for and securing alter- native funding. She works hand-in-hand with Florida municipalities to holistically plan their financial approach to capital improvements and secures outside funding for projects that would otherwise remain unfunded, and she has secured approximately $600M for our clients in Florida. Morgan and her team are respected across the state as being a critical lifeline for communities that struggle funding improvements to their utilities. If requested, Morgan and her team can review the City’s SRF application for the East WRF’s construction, and we will assist in securing funding for the West WRF’s construction when the time comes. Furthermore, Morgan will work directly with the City to identify alternative opportunities to fund additional capital improvements that will ultimately mitigate the impact on your rate payers. Administrative Support Team To keep focused on the business of operating and maintaining the facility, Project Managers also need support with non-technical functions such as those outlined below. This team will ensure that personnel, financial, and other issues are professionally managed. Joyce Garnett| Project Administration Joyce has over 35 years of experience in contract and administrative management in long-term, multi-assignment contracts. She provides training and education to project staff on a wide variety of financial issues including cost reporting and analysis. In serving Winter Springs, she will be responsible for cost/schedule tracking and analysis, budget preparation, subcontractor invoice management, variance analyses, project set-up, project transitions, and project financial reporting. Linsay McAuliffe | Human Resources - Talent Management Partner Linsay is our Talent Management Partner and will assist Project Team with a wide range of personnel issues such as benefits, recruiting, personnel relations, and payroll. She also supports the team with management training on non-technical topics. Linsay will be responsible for the transition and onboarding of our onsite staff in Winter Springs. Lizzie Dovich | Human Resources - Recruiting Specialist Lizzie leads our O&M recruiting team, and she will be responsible for initial interviews of Veolia’s existing staff that may apply to join Woodard & Curran in Winter Springs, and she will recruit for other vacancies that may exist during this Transition Period. Through her national network of operators, participation in professional associ- ations, and partnership with a specialty staffing agency, Lizzie will work to ensure any vacancies we experience in Winter Springs are quickly filled. Jeannie Dubois | Information Technology Jeannie has over 15 years of experience in Information Technology and will develop communication links that enable Winter Springs officials to have direct access to the plant O&M programs. She leads Woodard & Curran’s IS team in their support of O&M projects to ensure that all managers can access the firm’s network and resources. Furthermore, she will work with Joe Parks to ensure the network security of the utility’s systems. 2665 City of Winter Springs Operation, Maintenance & ManagementP4-1 For over three decades, Woodard & Curran has been a valued O&M partner across the United States, and this service has been continuous in Florida since 1996. The water, wastewater, and reclaimed water facilities we operate vary in size and complexity, from 0.3 MGD to 310 MGD of capacity with both conventional and more advanced water and wastewater treatment processes. Woodard & Curran’s outstanding service to Florida communities has been instrumental in our partners’ improved service to their rate payers and allows their communities to continue growing in a responsible manner. In the following section, you will read about some of our successful partnerships with other communities in Florida. We encourage you to contact those communities to hear their perspectives on why they continue to partner with Woodard & Curran. The value we bring to these communities created a reputation for Woodard & Curran across the state as a trusted resource that improves the community’s confidence in local government and prioritizes the community’s success over corporate profits. Part 4 | Relevant Project Experience Winter SpringsWoodard & Curran Tampa Office Lake County Water Authority (NuRF) Bushnell (W&WW) Water Conserv II (Orlando) (RW) Starke (WW) Seabrook Island Utility Commission South Carolina (W&WW) Confidential Client Atlanta, GA (IWW) Ellijay-Gilmer County (WW) Confidential Client Atlanta, GA (IWW) Confidential Client Atlanta, GA (IWW) Confidential Client Douglas, GA (IWW) LaBelle (W&WW) Bradenton (WW) Groveland (W&WW) Woodard & Curran’s continuously growing service across the Southeastern U.S. is a testament to the strength of our partnerships with the communities we serve. Many of our municipal partners, especially those in Central Florida, have enhanced service to their communities, achieved upgrades to their water infrastructure, and unlocked new opportunities for funding infrastructure projects through a Woodard & Curran partner- ship. Our experience across the state serving municipalities with similar challenges as Winter Springs provides the City with a partner that truly understands the regulatory landscape, solves complex operational challenges, and helps restore public trust and confidence in their utilities. 2666 Part 4 | Relevant Project Experience City of Winter Springs - OM&M P4-2 Water Conserv II, City of Orlando & Orange County, Florida Largest Water Reclamation Project Water Conserv II is the largest water reclamation project of its kind in the world that combines citrus and landscape irrigation and rapid infiltration basins (RIBs). The firm employs 17 on-site personnel who provide operational coverage 24 hours a day, 365 days a year. Benefiting Local Agriculture and Surrounding Communities Water Conserv II is the first water reclamation project of its kind in world to combine irrigation of crops destined for human consumption and the utilization of RIBs for aquifer recharge. For many years, we maintained a partnership with the University of Florida Institute of Food and Agricultural Sciences and the University of Florida for ongoing research of the long- term effects of irrigating citrus with reclaimed water. In recent years, due to the citrus industry’s shift away from Central Florida, Water Conserv II’s output has been reallocated for residential irrigation purposes, causing a dynamic shift in our operational processes. When serving citrus growers, their irrigation schedules were driven by our availability to provide water. However with residential irrigation, the customers’ irrigation schedules drive the facility’s diurnal flows, so our operations required modification to ensure adequate water supply is available when customers irrigate. The entire process is monitored and carefully controlled by a state-of-the- art SCADA system housed at the distribution center. We implemented an Automated Intelligence process that augments our staff in distributing water to appropriate RIBs for optimal recharge of the aquifer and more effective use of manpower. Rapid Infiltration Basins Replenish Aquifers The system includes 131 individual RIBs covering a total percolation area of approximately 185 acres. Each site consists of one to five cells built over a natural sand ridge, and our staff maintains the sand’s porosity with the project’s equipment. Beneath the sand is a dense concentration of semi-permeable clay known as the Hawthorn Formation where surficial sands and deep limestone layers continue the polishing process before the reclaimed water replenishes the Floridan Aquifer. Since 1996, Woodard & Curran has won 47 awards for both individual and project operational and safety achieve- ment from organizations such as FW&PCOA, Florida Safety Council, FWEA, and EPA. At A Glance Staff Size – 17 FTE (Originally 35 FTE) Central Distribution Pumping Center 21 mile Transition Main 70 Mile Distribution System 71 RIBs 25 Supplemental Wells Project Details address-card Christopher Andres, Division Manager City of Orlando phone 407.246.3510 ENVELOPE christopher.andres@orlando.gov address-card Mark Ikeler, Utilities Wastewater Division Manager Orange County phone 321.229.2628 ENVELOPE MarkC.Ikeler@ocfl.net calendar-alt 1996 - Ongoing Money-Bill-Wave-Alt $12,000,725 users Same Key Personnel Proposed for Winter Springs KEY SUCCESS Dollar-Sign Operational optimizations and technology implemen- tation allowed us to significantly reduce the labor require- ment and save nearly $1.5M annually. 2667 Part 4 | Relevant Project Experience City of Winter Springs - OM&MP4-3 City of Groveland, Florida The City of Groveland is one of the fastest growing cities in the United States with a population growth of 44% that places increased demand on the City’s utilities. To meet these challenges, the City partnered with Woodard & Curran in 2019 to operate, maintain, and manage its five water treatment plants, two wastewater treatment plants, and a reclaimed water operation serving approximately 14,000 residents (24,000 today). Furthermore, Woodard & Curran’s strategic communications team has supported the utility’s external communications to rate payers, industries, and other stakeholders and gained more public support for utility projects, expansions, and overall growth of the City. Prior to Woodard & Curran’s operations, Groveland had 80 days of non-compliant reclaimed water during the previous year. Our team implemented a process to recirculate and retreat water that did not meet the regulations, and during our first year, we provided reclaimed water for residential irrigation every day. In addition to improving the operation, this also generated an additional revenue stream for the City. After further investigation, it was determined that the reason for the plant’s inability to meet reclaimed water quality standards was due to an illicit discharger that was responsible for degrading the WWTP’s effectiveness. Woodard & Curran worked with the City to establish its first Industrial Pretreatment Program, pass a new City Ordinance governing commercial and industrial discharges, and ultimately hold illicit dischargers accountable for their actions. Holistic Fiscal Management Solutions Our Fiscal Solutions Team has secured nearly $100M in low-interest loans and grant funds to support the City’s Capital Improvement Plan. Due to the improved reliability in the City’s utility, additional industries established themselves in the City, generating over 400 new jobs and adding approximately $60M into the local economy. Furthermore, the City had previously subsidized their enterprise fund from the general fund. With our support, the City eliminated the subsidy and began generating a surplus of nearly $1M in the enterprise fund. “Without Woodard & Curran being there to provide their expertise, the problems I was dealing with 9 months prior to hiring them would still be there today.” – T.J. Fish, Director of Public Works and Transportation At A Glance Staff Size – 24 FTE (5) WTPs – Combined Capacity 9.5 MGD 100 mile Distribution System (2) WWTPs – Combined Capacity 2.0 MGD 85 mile Collection System Residential/Commercial Reclaimed Water Use IPP/FOG Program Project Details address-card T. J. Fish, Director of Transportation & Public Works phone 352.429.2141 x2604 ENVELOPE TJ.Fish@groveland-fl.gov calendar-alt 2019 - Ongoing Money-Bill-Wave-Alt $5,086,670 users Same Key Personnel Proposed for Winter Springs KEY SUCCESS Dollar-Sign Savings to Groveland - More Efficient Use of Labor - New Certified Lab for Testing and Analysis - Reduced Chlorine Usage 30% with Improved Residual 2668 Part 4 | Relevant Project Experience City of Winter Springs - OM&M P4-4 Pilot Test Site for Technology The Sampey Road wastewater treatment facility was Woodard & Curran’s pilot test site for new dewatering technology by Orege called SLG. The SLG is designed to optimize conditioning of urban sludge to improve the overall performance of sludge treatment plants, reduce sludge volumes, and lowers treatment plant operating costs. This technology reduces chemical costs associated with sludge hauling costs due to improved dewatering. This trial was conducted at no cost to Groveland and allows Woodard & Curran the option to bring this technology to other facilities we operate. Furthermore, Woodard & Curran has partnered with the City to install a new technology to receive grease trap waste from local suppliers that separates the grease into three components – pasteur- ized water, sludge, and brown grease that can be reused as biodiesel. Woodard & Curran financed this project and established a cost-sharing agreement with the City with the revenue generated from sales of the brown grease. City of LaBelle, Florida Improving Safety and Operational Efficiency While Looking to Expand Service Area The City of LaBelle is home to approximately 5,300 residents. The City was subject to a FDEP Consent Order when they hired Woodard & Curran as their O&M and engineering partner. LaBelle’s priorities were to bring their water and wastewater systems back into compliance, set them up to replace aging infrastructure, secure funding for needed improve- ments, and eventually expand their service area. Within the first month of the partnership, Woodard & Curran onboarded the staff and conducted several critical onsite safety trainings. A health and safety audit of both water and wastewater treatment facili- ties was conducted, resulting in a punch list of items to improve OSHA compliance. Our technology experts implemented software to store, manage, and report data from both facilities and launched a new CMMS. Data collection and reporting are now streamlined for staff with the integrated software systems. Upgrades were performed on both the water and wastewater SCADA systems to bring programmable logic control- lers (PLCs) at both locations up to date. An initial review of systems on both the water and wastewater sides helped identify potential weak- nesses in service sustainability. This resulted in a list of actionable items to ensure resiliency. Other At A Glance Staff Size – 8 FTE (1) WTP - 1.5 MGD & (1) WWTP - 1.125 MGD IPP/FOG Program 200 acre RIB Project Details address-card Mayor Julie Wilkins phone 863.675.2872 ENVELOPE juliewilkins@citylabelle.com calendar-alt 2021 - Ongoing Money-Bill-Wave-Alt $1,607,766 users Same Key Personnel Proposed for Winter Springs KEY SUCCESS Dollar-Sign The project team used the first year of operations and engineering to help the City create a $150M CIP and prioritize expenditures to achieve their goal of maintain- ing existing services and expanding services to other area residents. To date, our team has secured and/or manages $123M of outside funding to advance the City’s CIP. 2669 Part 4 | Relevant Project Experience City of Winter Springs - OM&MP4-5 updates and utilization of equipment from another project helped the facility optimize wastewater treatment, ultimately saving money in the process. “Woodard & Curran has operated and maintained our water and wastewater utilities since 2021 and its been fantastic....It is the personal relationship that we have. Knowing that the staff, that they care, they’re going to go above and beyond and that we can trust that the operation is being handled.” – Mayor Julie Wilkins City of Starke, Florida The City of Starke, with a population of 6,000, residents and lies in a corridor linking Jacksonville and Gainesville targeted for future development and investment in Florida. As the City of Jacksonville con- tinues to grow, Starke has been attracting developers seeking new land and opportunity. The City’s utilities required significant infrastructure and operational improvements and was subjected to a Consent Order by FDEP. Starke partnered with Woodard & Curran in 2020 to provide engineering and funding support services, and this partnership continued evolving when the City asked us to assume operations of their WWTP in 2023. Wastewater Treatment Plant Upgrade and O&M The City partnered with Woodard & Curran to design, secure outside funding, and perform construction administration services for an advanced WWTP upgrade that will ultimately replace the original facility. As the new facility was in design, Woodard & Curran assumed operations of the existing facility to ensure it continues meeting compliance until the new WWTP became operational. Upon assumption of operations, we immediately implemented WIMS data management software to improve record-keeping and reporting and a CMMS to ensure the new facility is properly maintained from the beginning. Staff proficiency was a historical challenge for the City, so we established a comprehensive training program focused on operational processes, maintenance, and health & safety. Furthermore, there were a number of health & safety issues at the facility that were addressed to protect our employees, City staff, and other visitors that come onsite. Today, the new WWTP has reached substantial comple- tion and is undergoing performance testing. Woodard & Curran’s integration between O&M staff, engineers, and fiscal planners and the trusting partnership developed with the City has been critical to the success we share with Starke. At A Glance Staff Size – 4 FTE 1.25 MGD Activated Slude WWTP Project Details address-card Russell “Drew” Mullins, General Manager of Public Works phone 904.368.1330 ENVELOPE dmullins@cityofstarke.org calendar-alt 2023 - Ongoing Money-Bill-Wave-Alt $998,877 users Same Key Personnel Proposed for Winter Springs KEY SUCCESS hard-hat Woodard & Curran’s O&M team provided valuable input into the design and construction of the facility to ensure long-term operational goals are met. Our Project Manager closely coordinated with the engineers and contractors to properly phase construction and demoli- tion in a manner that maintained continuity of operations through construction. 2670 Part 4 | Relevant Project Experience City of Winter Springs - OM&M P4-6 Our Fiscal Solutions Team leveraged the Consent Order to secure over $85M for infrastructure improvements, and our O&M team is continuing to improve the utility to ultimately lift the Consent Order. Lake County Water Authority, Tavares, Florida The Lake County Water Authority built the Nutrient Reduction Facility (NuRF), the largest facility of its kind in the world, as part of a regional strategy to restore water quality in the Harris Chain of Lakes. The NuRF is a 194 MGD alum treatment facility design to remove dissolved phosphorous from the water to address the high phosphorous levels that have historically plagued the eutrophic Lake Apopka. The Authority had struggled with high chemical costs, overwhelming residual solids accumulation, and concerns over staff proficiency. In 2022, the Authority partnered with Woodard & Curran to enhance the operations and implement necessary capital improvements. By implementing advanced operational procedures and chemical optimizations, our team improved the overall efficiency of the treatment process and reduced operational costs by approximately $300,000 in the first year alone. We are currently in the process of implementing phosphorous monitoring probes that will further enhance this process during periods of low flow by tying alum addition to the specific concentra- tion of phosphorous and further reducing chemical usage. The LCWA struggled with the disposal of bio- solids generated from the facility. Our team partnered with a vendor that not only accepted the biosolids, but reused them in a beneficial, environmentally sustain- able manner. Our team identified staff proficiency as one of the biggest hinderances to the NuRF’s operations, so we provided a senior Project Manager to manage the facility. Not all the existing staff chose to join Woodard & Curran and we quickly hired additional staff. The NuRF does not require certified operators, so this allowed us to tap a larger pool of individuals with strong work ethic that fit within Woodard & Curran’s culture of serving the community and the environment. Through our Project Manager’s leadership and extensive support from our technical support staff, a robust training program was developed that directly resulted in a significantly improved operation. At A Glance Staff Size – 6 FTE 194 MGD Facility Alum Addition Sludge Treatment Project Details address-card Bobby Bonilla, Executive Director phone 352.253.4950 ENVELOPE Roberto.bonilla@lakecountyfl.gov calendar-alt 2022 - Ongoing Money-Bill-Wave-Alt $3,017,638 users Same Key Personnel Proposed for Winter Springs’ KEY SUCCESS HANDS-HELPING Woodard & Curran has been a vital partner to the region, and after two years of service, in conjunction with other regional partners, our streamlined and efficient operations are resulting in the receiving waters of the NuRF containing its lowest concentrations of phosphorous in decades. 2671 City of Winter Springs Operation, Maintenance & ManagementP5-1 Woodard & Curran’s approach to the operation of your facilities includes a thorough understand- ing of environmental compliance standards, review of existing procedures, full evaluation of utility processes, review of the operating strategy currently being utilized, and the condition of the equipment used to accomplish these activities. In the following section, Woodard & Curran provides a simple narrative that establishes our understanding of your facilities’ operations, our approach to improv- ing those operations, bringing the systems back into compliance, and continuously adding more value than you’ve received to date. While we recognize that there is much to be learned and refined from actual day-to-day, hands-on operation, this technical approach explains the underlying goals of individual and interconnected processes and equipment. Operational Approach Our approach to the operation, maintenance, and management of Winter Springs’ water, waste- water, and reclaimed water facilities will be done in a professional manner, built upon Woodard & Curran’s proven reputation for operational excellence, and a sense of ownership over the facilities embodied within our staff. Based on the Consent Orders the City has received from FDEP over the past several years and our meaningful conversations with the City, it is clear there are numerous issues that must be addressed across the entire operation of your utility. The following overall principles will guide our team in providing Winter Springs with an operation that you and the community can be proud of: 1. Robust training for onsite staff to ensure operational proficiency and safety 2. Hands-on leadership to mentor staff, ensure tasks are executed correctly in a timely manner, and hold our staff accountable when they do not meet the standards 3. Proactive preventative and predictive maintenance program to ensure existing facili- ties function appropriately until new facilities are built 4. Detailed, accurate, and regulatorily compliant reporting to both the City and FDEP 5. Leverage our regional and national technical resources to bring the wastewater facili- ties back into compliance In the following pages, you will read that our operational approach is multi-faceted and encom- passes aspects such as health & safety, compliance, staff training and proficiency, innovative operational technology, and a variety of areas for optimization. With some exceptions, the major- ity of these aspects will be applied equally to the water, wastewater, and reclaimed water facilities. Technology & Innovation Greg Parks, located in Orlando, leads Woodard & Curran’s O&M Technology and Innovation Team. He actively engages with technology vendors in the water/wastewater industry to stay abreast of existing and emerging technologies that reduce operating costs and enhance our team’s Part 5 | Approach to Operations Services 2672 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-2 compliance. After careful analysis of a given technology and the operating conditions of Winter Springs, Greg may offer to conduct a pilot study at one of the facilities at little to no cost to the City. If proven to be effective, our team will collaborate with City staff to develop a plan for imple- mentation, and this may include funding, planning, engineering, installation, and/or shared invest- ment and savings. Development of Standard and Exceptional Operating Procedures Standard Operating Procedures (SOP) guide our team in the performance of their responsibilities and provide a baseline for success. Through 33 years of project transitions, it is our experi- ence that existing SOPs are often ineffective, outdated, or do not exist. During the transition period prior to assuming operations, Woodard & Curran will review and update all existing SOPs and develop new SOPs for processes where they are lacking. These SOPs will guide the successful completion of compliance-related duties; compliance requirements will drive SOP development rather than equipment-specific functionality. If practical, we will complete this task during the transition period so that new Woodard & Curran employees have the new and revised SOPs on their first day as Woodard & Curran employees. Meeting Regulatory Federal and FDEP Requirements & Familiarity with Agency Reviews and Permitting Process The City’s Consent Orders outline specific deficiencies in recent years, and accurate sampling and reporting appears to be a consistent challenge. Our team will immediately ensure equipment is properly calibrated, sampling procedures are updated with training provided to the staff, and reporting procedures are standardized to provide accurate and timely reports to FDEP. Woodard & Curran maintains an outstanding track record complying with federal and FDEP regu- lations for water and wastewater treatment and reclaimed water operations and have consistently received individual and facility awards for excellence in operations, safety, and compliance from agencies such as, EPA Region IV, FWEA, Florida Water & Pollution Control Operators Association IDENTIFY THE LOCAL NEED IDENTIFY APPLICABLE TECHNOLOGY CONDUCT PILOT STUDY (MINIMAL/ NO COST TO CITY) PLANNING, FUNDING, DESIGN, INSTALLATION/ CONSTRUCTION SUCCESS – COMPLIANCE, REDUCED COSTS, IMPROVED OPERATIONS Health & Safety Water/Wastewater Operations (facility-specific) Compliance Reporting Maintenance Biosolids Management Examples of SOPs that we will implement include, but are not limited to: Based on our site visit to Winter Springs on March 12th, Greg identified a variety of technologies that may benefit the existing WRF’s and may be considered for the upgraded WRF’s to enhance the biological treatment process, improve monitoring of biological health, reduce energy and chemical consumption, and improve biosolids production and handling. Greg Parks 2673 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-3 (FW&PCOA). Our integrated team of operations, engineering, and funding professionals has been the foundation of our success to holistically solving compliance-related challenges with our munic- ipal partners. When we partnered with the City of LaBelle, they became subject to a Consent Order from FDEP, similar to the case for Winter Springs. Our team leveraged the entire firm’s resources to assist LaBelle in meeting all of FDEP’s requirements to comply with the Consent Order and eventually come back into compliance. Furthermore, we capitalized on the Consent Order to position the City for grants that were needed for capital improvements to regain compliance. Our O&M team has extensive experience working with the Central District of FDEP, and we are well positioned to navigate between the various departments that each have jurisdiction over separate portions of Winter Springs’ utilities. Reclaimed Disposal Woodard & Curran is recognized as an authority across Florida on meeting reclaimed water requirements and disposal processes. Glenn Burden, our proposed Area Manager, assisted FDEP and FW&PCOA in drafting the state certifi- cation program for Reclaimed Water Distribution A, B, and C certifications and taught the Reclaim Water Field Site Inspector Course. With his leadership, the City can rest assured that one of the foremost experts on reclaimed water treat- ment and disposal standards will personally train our onsite staff in Winter Springs to ensure they consistently meet the regulatory requirements for reclaimed water. Immediately upon assumption of operations, we will conduct a thorough assessment of all reclaimed water disposal areas. The inspection will include all aspects required by FAC. 62.610, to include site security (required fencing and setbacks), signage, and condition of disposal areas with respect to scarification and the alternation of disposal areas. This will also include a thorough City of LaBelle’s WWTP Chlorine Contact Tank Before and After Woodard & Curran’s Assumption of Operations. Steve Schwab, Water Conserv II Operations Chief, teaching at FW&PCOA Region 11 Short School. 2674 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-4 review of the historical groundwater monitoring results and procedures with updates made as necessary. Furthermore, the Lake Jesup Reclaimed Water Augmentation Facility has been offline since 2022 due to mechanical and electrical failures. Woodard & Curran’s Fiscal Solutions Team will assist the City in planning for and securing funding to bring the facility back into operation. Since these failures were a result of Hurricane Ian, additional funding sources beyond traditional SRF loans may be available, such as funding from FEMA, Florida Division of Emergency Management, and Community Development Block Grant – Disaster Recovery. Solids Disposal We will identify opportunities to optimize solids disposal processes to reduce this expense since aside from labor, sludge costs can be one of the highest expenses in a utility budget. Initial improvements will be made through a more effective use of chemicals and improved O&M of dewatering equipment. If applicable, we will lever- age our strategic partnerships with dewatering equipment manufacturers to conduct pilot studies for further optimizations. A data-driven approach guides these improvements by tracking chemical dosing rates, dewatering equipment run time, volume of sludge produced, solid percentage of sludge, and frequency and cost of hauling. Through numerous performance tests, our staff in Groveland identified the optimum dewatering polymer and most effective chemical feed point and reduced overall solids handling costs by $200,000 per year. Interaction and Integration with the Requirements/Demands of the Regulatory Requirements of Water Quality, as it Relates to the City’s Water Distribution System Routine collaboration with the City’s distribution operators is fundamental to the overall delivery of clean water to the community. Upon assuming operations at the WTPs, we will coordinate with City staff to conduct a profile study of the chlorine residual levels throughout the distribution sys- tem to ensure the connections furthest from the WTPs maintain proper disinfection. Additionally, we will support the distribution operators, as necessary, in their identification of dead-end water mains and execution of unidirectional flushing. Glenn led an initiative to improve Groveland’s reclaimed water treatment and disposal where previously, the City sustained 80 days of non-compliant reclaimed water for irrigation during the year. Glenn immediately instituted a process to retreat non-compliant water to meet irrigation standards, and during our first year of service to Groveland, we met full compliance with these standards for the entire year. This process not only improved operations and compliance, but also increased the reclaimed water revenue stream and credits for the City. Ho w d o w e r e d u c e c o s t s ? Preferred pricing from national vendor partnership Alternative chemical selection Improved dosing rates and locations Reduced power consumption Improved dewatering leading to less hauling costs Less labor hours dedicated to solids handling 2675 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-5 Interaction and Integration with the Requirements/Demands of the Regulatory Requirements of the Wastewater Collection System and Customers We will monitor the influent water quality at the WRFs, and in cases of plant upsets or challenges meeting compliance standards, we may coordinate with the City staff responsible for the collec- tions system to identify any illicit discharges negatively impacting the WRFs. Emergency Situations (including, but not limited to, hurricane preparedness, response and recovery, and boil water notices) Contingency and emergency response plans must be rele- vant, meaningful, and usable. Woodard & Curran developed our approach to emergency response from real-world lessons learned, both from our experiences and other case studies, in a variety of emergencies, such as catastrophic equipment failure, chemical spills/contamination, and natural disasters. We have foundational SOPs for these situations, and site-specific SOPs will be developed to ensure effective response protocols. Upon assumption of operations, our staff will review, revise, and develop enhanced response procedures: J Review and revise existing contingency plans J Conduct Vulnerability Assessment and identify necessary capital improvements J Partner with outside resources (i.e. fire, Hazmat teams, and clean-up contractors) J Confirm generator functionality/availability J Review chemical release and containment risks and solutions J Develop SOPs for emergency response situations J Invite other City and/or County staff to participate in safety training Prior to our assumption of operations, our staff will establish relationships with the local first responders to ensure clear lines of communication, align emergency response procedures, identify facility hazards, and coordinate joint training sessions. The primary first responders with In Groveland, one of the WWTPs was unable to consistently meet reclaimed water quality standards, and we determined a specific discharger’s wastewater was the cause. What was the solution? • Established an Industrial Pretreatment Program for the City. • City adopted ordnances to hold illicit dischargers accountable. Specific discharger was barred from discharging wastewater and eventually discontinued their operation. • WWTP has consistently met reclaimed water quality standards. Emergency Response Tenets: • Maintain public health and safety • Ensure safety of Woodard & Curran and City staff • Safety of infrastructure During Hurricane Ian, we augmented our staff in LaBelle with personnel, mobile pumps, and generators from unaffected areas. Our staff worked 16-hour days and maintained potable water service and 100% sewage containment through the entire storm and recovery efforts. 2676 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-6 whom we will establish relationships are anticipated to be Seminole County Fire Department Stations 21, 24, and 26 due to their proximities to the facilities. Nearest First Responder Locations Facility SCFD Station 24 SCFD Station 26 SCFD Station 21 WTP #1 4.7 miles 10 min 350 feet 1 min 5.4 miles 10 min WTP #2 1.5 miles 5 min 6.3 miles 13 min 4.1 miles 9 min WTP #3 1.1 miles 4 min 5.1 miles 10 min 2 miles 6 min East WRF 5.8 miles 13 min 1.7 miles 5 min 6.6 miles 13 min West WRF 1.4 miles 5 min 6 miles 13 min 2.7 miles 8 min Lake Jesup 3.1 miles 9 min 3.1 miles 9 min 5.6 miles 14 min Oak Forest RPF 4.8 miles 11 min 1.8 miles 6 min 6.2 miles 13 min Training, Tools, and Technical Support Woodard & Curran’s commitment to the professional development of our personnel is critical to our clients’ success. Our approach to professional development encompasses several factors: Each year, facility staff participate in a training needs assessment with their manager. The assess- ment is designed to: J Identify training needed to fulfill licensing requirements J Determine educational topics desired by the individual to improve themselves and/or their contributions to their project and Woodard & Curran J Plan the logistics for training J Assist in the planning of budgets Each Woodard & Curran employee receives at least 40 hours of formal training each year, and at least 20 hours must be dedicated to health & safety. Our robust training programs will ensure the staff serving Winter Springs remains highly qualified to maintain regulatory compliance and outstanding water quality, and our team of technical support staff, from both within and beyond Florida, is committed to providing our onsite team with the tools and support needed to bring your facilities into compliance. Example Classes »Confined Space Entry »Lockout/Tagout » Qualified Electrical Worker »Hazard Awareness »Bloodborne Pathogens »Slips, Trips, and Falls Examples » Biological Nutrient Removal (BNR) »Biosolids Management »Disinfection » Maintenance Procedures » Water/Wastewater Cross-Training »Safety Walk-Through Examples » Licensure Advancement » College Education (Woodard & Curran Tuition Assistance) » Additional Certification Courses 2025 Training Syllabus (Eligible for CEUs) »Innovation »Jar Testing and Chemical Optimization »Electrical »Preventative Maintenance & Repair » Sample Collection, Preservation, and Lab Procedures » Water Tower Operations, Pressure Zones, & PRVs Woodard & Curran Annual Operations Training Program Annual Health and Safety Training Project-Specific O&M Training Individual Development 2677 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-7 Optimizing Electricity, Natural Gas, and Chemical Use Our Technology and Innovation Team excels at identifying optimization of facilities’ operations, and through our internal expertise and partnerships with technology vendors, data-driven anal- yses are conducted to identify opportunities to improve compliance, reduce operating expenses, and improve operating efficiencies. Electricity & Natural Gas Older facilities are often energy inefficient and require significant capital upgrades These inefficien- cies may include constant speed pumps, ineffective use of blowers for aeration, and operators’ poor decision-making in the operation of this equipment. As new facilities are built, our operators collabo- rate with City’s engineers and contractors to ensure energy efficient equipment is selected. Chemicals We maintain strategic partnerships with chemical vendors and conduct thorough assessments to ensure the proper chemicals are used for each application, dosing rates are appropriate, and optimal injection points are used. We assess the types of chemicals available based on each need, compare how each chemical behaves under different conditions, and conduct jar testing and pilots to validate our findings. Our team identified that Groveland was overfeeding chlorine to maintain a proper residual. To solve this, we recycled under-chlorinated water to the influent side of the chamber to create a homogenous mix that evenly distributed chlorine and ultimately decreased overall chlorine usage and significantly reduced chemical costs. Water Conserv II’s buried electrical infrastructure was 10 years beyond its expected life when our staff developed an innovative approach to upgrade the electrical systems that saved our client over $20M had they conducted a conventional replacement. The first phase converted all low-demand stations to solar power, providing a reliable and stable solution. Phase two transitioned high-demand stations to individually fed service drops to ensure any single fault would not affect the entire electrical grid. This approach resulted in lower maintenance costs, reduced labor and equipment expenses, significant capital savings, and a more reliable and resilient electrical network. Woodard & Curran successfully converted a boiler for Groveland’s FOG treatment system to propane with minimal investment required. This solution burns cleaner than the previous power source and does not clog during cold weather. Further more, it also allows the facility to run unattended because the cleaner fuel does not require filter maintenance. 2678 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-8 Use of Asset Management/CMMS, SCADA, SCADA Historian, Water Management Database, Laboratory Information Management System, and Other Management Software Systems Our asset management approach develops system-based asset hierarchies, analyzes systems for business risk-based priority, and establishes regular condition assessments. Our program lever- ages all industry standard tools such as CMMS and inventory management in an industry leading, technologically advanced method. Our practices facilitate more accurate data collection by enhancing worker experience through mobile devices for documenting inspections, preventative and corrective maintenance activities, and reviewing data and information. This asset manage- ment approach will better inform Winter Springs and Woodard & Curran on budgeting, capital improvement planning, system improvement initiatives, and compliance management. Through a robust, proactive asset management program, Winter Springs will achieve the full useful life of the utility’s assets, plan, and prioritize appropriately for capital improvements, and reduce emergency replacements. Woodard & Curran will take advantage of all available technologies to improve the performance of Winter Springs’ facilities. These software programs will improve staff efficiency by reducing time spent collecting and entering data, providing managers with information on the overall condition of the infrastructure, and assist in developing operational strategies that ultimately benefit Winter Springs. Computerized Maintenance Management System (CMMS) Cartegraph is Woodard & Curran’s preferred CMMS to manage municipal utilities and is a mobile GIS-based O&M management system that provides locational awareness for our field staff. Users open Cartegraph on their mobile devices, identify the equipment or facility, quickly document inspections and preventive and corrective maintenance tasks, and update their assets while in the field. Cartegraph’s ability to interface with other systems, like WIMS, allows our staff to efficiently collect data once, without the need to manually transcribe it later, and mitigates the potential for human error in compliance reporting. Asset Management Plan Outline Asset Inventory: Verify completeness, expand depth of information and attributes, mapping. Level of Service: Define desired level of service. Criticality/Risk Analysis: Identify critical assets, Consequence/Likelihood of Failure (CoF/LoF) assessment. Life Cycle Cost Analysis: Operations/rehabilitation/replacement/expansion costs. Funding Analysis: Determine full cost of service, inform rate structure, third-party funding. Asset Management Report (AMR): Compilation of analyses. Public Education: The AM planning should include provisions for sharing the conclusions of the AM planning or the status and capabilities of the AMP with the public. 2679 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-9 Water Information Management System (WIMS) WIMS is Woodard & Curran’s standard operations database at all our facilities across the country. We will work with Veolia to seamlessly transfer the existing database into our WIMS server without any down time. Our technology services team takes WIMS to the next level through advanced reporting and interfacing with information and systems like laboratory data, Net DMR, Cartegraph, and dashboarding/data analytics systems. WIMS is hosted on a powerful cloud server for speed and security, allowing Woodard & Curran and City staff to access the system from anywhere with an internet connection. SCADA/SCADA Historian SCADA systems are instrumental in the modern management of utilities, and our team conducts a thorough assessment of the existing SCADA system’s capabilities upon assumption of operations. Through the effective use of SCADA, we gain real-time monitoring of the systems, enhanced control through automation and remote control, cost savings through reduced labor requirements, and improved data collection. Coupled with SCADA Historian’s ability to store historical data, our team identifies trends in the treatment processes that inform operational modifications for continued optimization. The integrated nature of Woodard & Curran provides our operators with ready access to high-quality SCADA professionals in the design, integration, and on-going service of SCADA sys- tems. Our SCADA service team dedicated to Winter Springs is located in Central Florida within a 1-2 hour drive and will respond to emergencies to ensure minimal downtime for the SCADA system. Other software doForms/Mobile Data Collection Systems DoForms replaces paper and pen data collection with a tablet or smartphone and is our method of oper- ations data collection across the country. DoForms collects richer data than traditional methods, including photos, video, signatures, and automatic date and time stamping. Woodard & Curran has developed soft- ware that interfaces doForms data to both Cartegraph and WIMS, which eliminates the paper transcription activities associated with work order management and operations data collection. Cartegraph was selected after a three-month pilot comparing multiple softwares across several project sites and its simple and effective functionality made it the primary choice from our operators in the field. Woodard & Curran maintains a standardize internal audit process to ensure data collection from the field and accurately transfers to WIMs, DMRs, and other compliance reports. Staff quickly opens doForms and completes an existing Cartegraph work order and has data sent to WIMS all at once. 2680 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-10 Power BI Power BI is a cloud-based reporting and analytics system that connects our technology users to a broad range of data through interactive reports, dashboards, and compelling visualizations. Woodard & Curran seamlessly integrates Power BI into our suite of tech- nology. Our O&M technology services team will work with City staff to develop customized dashboards that monitor the O&M of the facilities. Providing Routine Status Reporting to the City Solid communication and reporting between Woodard & Curran and the City will be the foundation of the vested partnership we build with Winter Springs. Through our detailed reporting process, you will gain weekly operations updates, formal Monthly and Annual Operations Reports, ad-hoc meetings, and attendance/presentations at City Council Meetings. Through this transparent process, we empower the City to make appropriate decisions regarding the utility and service to your community. Power BI graph tracking effluent quality Health & Safety Compliance Operations Tasks Maintenance Activities Personnel Capital Improvement Planning Financial Accounting These updates and reports will provide detailed information on the following: PowerPoint slide cover of a Monthly Report to the City. 2681 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-11 Interaction and Communication with City Leadership and the Community Our partnership with the City embeds Woodard & Curran as an extension of staff and a trusted member of the community. Through close collaboration with City staff, will improve service to the community, enhance public trust in the City, and ensure a positive public image of the City. Woodard & Curran tailors our communications approach around three audiences: City elected officials, City staff, and the public. Woodard & Curran will develop a proposed Communication Matrix that outlines what we commu- nicate to whom. A portion of a sample Communication Matrix is provided (below) and will be refined during the transition process of Woodard & Curran’s assumption of operations. Concerns Solutions Public Image/Trust Transparency w/ Public Fiscal Responsibility Responsible, transparent O&M budget Increased Development Reliable utility leads to more commercial/residential development ELECTED OFFICIALS Concerns Solutions Capital Improvement Planning Proactive CIP support/recommendations Fiscal Planning Responsible budgeting, W&C Fiscal Solutions Team Less Headaches W&C carries burden of management, provides solutions for identified challenges CITYSTAFF Concerns Solutions Maintain public health Maintain compliance Transparency Public communications strategy (i.e. social media) Trust in City Leadership Give credit to the City/Make the City the hero PUBLIC CommunicationType Audience*Frequency Method/ Channel Purpose Activity Report Winter Springs: Clete, CliftonW&C: PM, AM Weekly (each Friday) Email and In-Person(from PM) Each Friday, W&C PM sends email to City summa-rizing what was completed by W&C during the prior week with expectations for the upcoming weeks. Operations Report Winter Springs: Kevin,Clete, CliftonW&C: PM, AM, OL Monthly (1 week before Ops Meeting) Email & Hard Copies (from PM) W&C develops a Monthly Operating Report (MOR) summary of compliance (laboratory), safety, process control, and maintenance activities for the month. Operations ReviewMeeting Winter Springs: Kevin,Clete, CliftonW&C: PM, AM, (OL, CM optional) Monthly In-personmeeting The Team meets to review the MOR, and answer questions. This is also a chance for the City to update W&C on the City’s current projects and discuss Budget Requests. Project Accomplishments(Annual Report) Winter Springs: Commission, Kevin,Clete, Clifton, PhillipW&C: PM, AM, OL, CM Annually Email & Commission Presentation W&C provides the City with an Annual Report that summarizes the prior 12 months of work. There are many accomplishments within each Annual Report that the City could message to the Public/Customers. Draft Invoice City: Holly, Clete, CliftonW&C: PM, AM Monthly Email W&C provides the City with the monthly invoice in Draft form in anticipation of City feedback. 2682 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-12 Maintenance Plan Computerized Maintenance Management System Woodard & Curran will implement a CMMS for Winter Springs and ensure all assets are reflected in the program. Unless the City maintains its own CMMS subscription that Woodard & Curran is expected to use, it is assumed we will implement Cartegraph for our assigned assets. Condition Monitoring and Operational Assessment Our condition monitoring and operational assessments are rooted in deliberate predictive mainte- nance activities. These activities are performed by instrument technicians using infrared detectors, vibration analyzers, temperature probes, sound level recorders, and power factor/amperage meters. Within six months after project initiation, our O&M Specialists who are certified/licensed in the appropriate equipment will conduct predictive analyses of select assets at the facilities.. Recent studies indicate utilities save approximately 25% in total capital investments with a well established and strictly followed maintenance program. Establishing and Maintaining Levels of Service Guided by the Asset Management Plan, an appropriate schedule for preventative and predictive maintenance will be developed and loaded into the CMMS. Proper preventative and predictive mainte- nance activities are essential to achieving the full useful life of equipment and deferring capital replace- ment costs. Woodard & Curran will establish a dedicated maintenance team for the City’s facilities. Furthermore, completing maintenance tasks for the City’s new facilities and equipment, once built, is critical in maintaining warranties and guarantees that equipment vendors and contractors provide. Since we treat your equipment like our own, we also treat your investments like our own. Our preferred pricing structure with utilities eliminates hidden incentives to reduce maintenance service, and our detailed reporting process allows the City to hold Woodard & Curran accountable for any deviations from the prescribed maintenance plan. Glenn Burden presents a rebate to the Lake County Water Authority Board for realized cost savings during our first contract year. Given the age and condition of Winter Springs’ facilities, as well as the eventual decommissioning of the two WRFs, extra emphasis will be placed on a solid preventative and predictive maintenance program to mitigate capital replacements prior to the new facilities becoming operational. 2683 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-13 Corrective Maintenance Even with the best maintenance program, there are instances where equipment fails unexpectedly for reasons beyond our control, and corrective maintenance must be planned for in our mainte- nance plan. Our maintenance and repair budgets include contingency funds for potential correc- tive maintenance tasks, and if none are required during the year, then those funds will be refunded to the City. If the cost to make repairs, excluding our on-site labor, exceeds a predeter- mined amount, then Woodard & Curran will provide bid documentation and seek City approval prior to making repairs. Maintenance Support Woodard & Curran maintains a bench of O&M Specialists that support multiple projects to aug- ment operational or maintenance requirements. These individuals are highly skilled in a variety of equipment serving water, wastewater, and reclaimed water facilities, and are often mentors to the local project staff to improve their proficiency. Transition Plan A smooth transition of responsibility lays the foundation for a successful O&M partnership, and we have extensive experience transitioning O&M responsibility from your current O&M firm. Our Transition Plan is tailored around four categories: Health & Safety, Facility Operations, Administrative Procedures, and Staffing. Woodard & Curran developed a preliminary Transition Plan, and we will finalize this plan with the City to align each task with a Task Leader, start date, completion date. Because of our established presence serving Central Florida municipalities, we have existing relationships with a variety of vendors and contractors that we may work with to serve Winter Springs, allowing us to bypass a lengthy process establishing business relationships with new vendors. A majority of the transition tasks will begin upon award of the contract and will continue through the first six months of operations. Transition Team Drawing upon the experience that Woodard & Curran’s team mem- bers have gained from performing over 100 transitions, we assigned the most experienced staff to specific tasks, and Glenn Burden and Matt Pendergast will lead the overall transition. These senior Preventative Maintenance Predictive Maintenance Corrective Maintenance Cost Savings & Minimized Disruption 2684 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-14 Woodard & Curran members will ensure our corporate values and experience are quickly brought to Winter Springs. Other key members of the transition team are identified in the following table: Transition Team Assignments Assignment Personnel Transition Lead Glenn Burden Interim Project Manager Matt Prendergast Health and Safety Steve Lindamann Project Administration Joyce Garnett Operations Greg Parks Maintenance Troy Kepley Environmental Compliance & Training Mike Cherniak Community Service Joe Kilsheimer Human Resources Linsay McAuliffe & Lizzie Dovich Woodard & Curran’s primary goal in this transition is to efficiently transfer responsibilities while maintaining continuity of operations and service to the community. Glenn will coordinate and implement the Health & Safety, Administrative, and Staffing tasks, and Matt will direct the facilities’ operations. This team will be supported by additional technical and administrative resources from across Woodard & Curran, to include administrative personnel, training staff, and O&M Specialists that will provide operations while new employees conduct onboarding tasks. Health & Safety The Woodard & Curran Health & Safety program will be imple- mented under the leadership of Steve Lindemann, our O&M Health & Safety Manager. We have already performed a cursory audit during our site evaluation on March 12 to assess overall safety factors. Steve will develop a detailed action plan of items to address and will lead the health & safety training, development of health & safety SOPs, and purchase safety equipment. Steve will also establish relationships with local first responders during the transition period. Facility Operations The Facility Operations tasks will focus on maintaining continuous operations during the initial transition and review and update historical O&M practices and laboratory procedures. Matt Prendergast will lead these efforts and will be aided by a team of O&M Specialists and support staff located within Central Florida and beyond. These tasks will be finalized prior to start-up following another more detailed review of O&M reports and data. From these evaluations, SOPs will be updated, and train- ing requirements will be identified and implemented. Facility optimization, sampling procedures, and laboratory programs will be defined and initiated. All maintenance management programs 2685 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-15 and processes will be reviewed, corrected, updated, and installed, and we will work with Veolia to transfer the maintenance records to that software. Management Assessment Profile Audit Within the first 30 days of operations, Woodard & Curran will conduct a Management Assessment Profile (MAP) audit. The MAP sets the Woodard & Curran performance bar for operational, main- tenance, and management performance against 25 standards in the areas of customer service, management leadership, technical management, community involvement, and future vision. The audit provides clear directions to our staff to meet our quality standards. This report will be delivered to the City within 90 days of start-up and reviewed to make sure that the community’s needs are addressed. Our Project Manager then reports progress made in the Monthly Operating Report on those items that need improvement. The MAP audit is conducted annually to ensure that long-term issues are addressed and that the quality achieved is not compromised due to conflicting priorities. Employee Transitions We understand that our most important assets are our staff; we go above and beyond to ensure they are cared for according to the first principle of our mission statement. We know that operational changes can create strain on the staff and their families, and for those members of Veolia’s staff that are qualified and willing to join Woodard & Curran, we will make their transition a seamless process to minimize stress. Linsay McAuliffe and Lizzie Dovich will conduct employee interviews and pro- vide job offers to acceptable, qualified candidates prior to our assumption of operations. For positions that remain vacant, our team will quickly recruit qualified individuals, with an emphasis on those from the local area. Our entire Transition Team doubles as ambassadors to new employees to ensure a simple onboarding process and indoc- trinate them into the Woodard & Curran culture. During Groveland’s transition, our team identified the necessary staffing requirements, opportunities to improve staff proficiency and certification, and met with each employee and their spouses to discuss Woodard & Curran’s offerings. Nearly every vacancy was filled prior to our assump- tion of operations and a robust training program was implemented to increase the proficiency and qualifications of the staff. Immediately, I saw that Woodard & Curran is a company of integrity in that our Core Values have meaning & purpose. They’re not just words printed on a piece of paper…the Woodard & Curran culture is infectious. Everyone I spoke to or met didn’t just believe it, they lived it. - Chris Russell, O&M Project Manager, Starke WWTP 2686 Part 5 | Approach to Operations Services City of Winter Springs - OM&M P5-16 Administration Administrative tasks during transition include establishing local credit accounts, working with new vendors, setting up office operations, and establishing billing procedures that match the expectations of the City. Joyce Garnett will lead these tasks so the technical support team can focus on the operations tasks. Establishing the project purchasing systems ensure all financial procedures are in place and proper reporting templates are developed to meet the City’s needs. Operations During Construction Plans Replacement of the East WRF is currently underway,, and it is anticipated that the West WRF replacement will commence as the East WRF nears completion. We understand the current sched- ule to be the following: Our operations during construction of the East WRF, and subsequently the West WRF, will have the following priorities: J Maintaining Continuous Operations & Process Stability: Redundant systems or temporary bypasses may be required to maintain balance in the treatment process. J Regulatory and Environmental Compliance: Temporary systems must be carefully selected to ensure compliance is maintained, and additional monitoring and reporting may be required. J Increased Safety Concerns: Enhanced safety protocols will be developed with regular training and timely communication to prevent incidents. We recently refined our procedures for operations during construction from our experience in Starke. For the past 2 years, the City’s new WWTP has been in construction, and we are currently in the final stages of acceptance testing. 2687 Part 5 | Approach to Operations Services City of Winter Springs - OM&MP5-17 J Cross-Functional Coordination: Our team has a 20+ year relationship with the City’s project team from Carollo, and we will stay abreast of construction updates to swiftly adjust opera- tions as necessary without compromising safety or plant performance. J Logistics Challenges: Our team will coordinate with the Carollo-Wharton Smith team to ensure all equipment is effectively staged to maintain operations and emergency response, and operational and construction schedules will be closely coordinated to mitigate potential conflicts. J Integration of New & Existing Systems: We will ensure the new systems are fully operational through a clearly defined start-up/commissioning process and any existing systems that will transition to the new facility are properly integrated. Operability Reviews Our O&M staff will work with Carollo and Wharton-Smith to provide operability reviews on the design and construction of the new facilities to ensure that the new facility meets regulatory requirements, selected equipment efficiently minimizes operating costs, and is ultimately operator-friendly. In cases where an O&M team does not adequately provide this review, future operational or maintenance challenges may inadvertently be created that could have a significant financial impact on the City. Since the East WRF’s design is not anticipated to be completed until Q4 2025, our partnership with the City may begin at a critical point of the project where we can review the design prior to finalization. Operability reviews are a minor level of effort that provide tremendous value with input of those that will ultimately be responsible for the facility’s operation. Our O&M team has a 20+ year relationship with the individuals from Carollo serving Winter Springs in the replacement of the WRFs. This team has consistently provided engineering services at Water Conserv II, and our Project Management Team maintains strong synergy with your engineers that will provide the optimal solution for Winter Springs. 2688 City of Winter Springs Operation, Maintenance & ManagementA-1 Appendix A | Mandatory SOQ Forms The following SOQ Forms and Statements are attached herein. »Respondent Information & Acknowledgement Form »Insurance Requirements Form »Scrutinized Company Certification »Non-Collusion Affidavit »Drug Free Workplace Form »Public Entity Crimes Statement »Debarment, Suspension etc. Certification »E-Verify Statement »Conflict of Interest Statement »SMWBE Utilization Plan »Byrd Anti-Lobbying Certification 2689 Appendix A | Mandatory SOQ Forms City of Winter Springs - OM&M A-2 This page is intentionally left blank for double-sided printing purposes. 2690 2691 2692 2693 2694 2695 2696 2697 2698 2699 2700 2701 2702 2703 2704 2705 2706 RFQ 02-25-01 CS Operation, Maintenance & Management of Water & Wastewater Facilities SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization Respondent Company Name: _________________________________________________________________ Project Name : ________________________________ RFQ Number : RFQ 02‐25‐01 CS CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that Respondents (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. • Placing qualified small and minority business and women’s business enterprises on solicitation lists. • Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. • Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. • Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. • Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd Woodard & Curran, Inc. Operation, Maintenance & Management Water,Wastewater & Reuse Facilities See attached page for SMWBE Utilization Plan. 2707 SMWBE Utilization Plan Woodard & Curran will comply with CFR §200.321 in completing the necessary affirmative steps assuring that minority business, women’s business enterprises, and labor surplus area firms are used when possible. Woodard & Curran's approach involves identifying key subconsultants that complement our team, ensuring compliance with small and disadvantaged business requirements, and leveraging the expertise of S/M/WBE firms to deliver high-quality services. The S/M/WBE subconsultants will be embedded within our delivery system and will provide seamless service to Winter Springs. We will: • Place qualified small and minority business and women’s business enterprises on solicitation lists. • Assure that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. • Divide total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses and women’s business enterprises. • Establish delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. • Use the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity 2708 2709 City of Winter Springs Operation, Maintenance & ManagementB-1 Appendix B | Financial Information Woodard & Curran has consistently experienced solid financial performance in growth of both revenues and profits. We look for communities that we can partner with rather than being viewed as just a contractor. As a privately-held firm, Woodard & Curran’s owners are employees of the firm who have influence over strategy and ownership changes. This independence and financial stability have enabled the firm to maintain consistent focus and direction while avoiding the multiple ownership and management changes that characterize many of the firms in the busi- ness. Woodard & Curran have demonstrated financial stability by continuing to grow and thrive throughout its 45-year history. The company currently has over 500 Shareholders who are actively involved in the business. As stated in the City’s RFQ, we have provided a letter from our Chief Financial Officer, David Remick, certifying of financial stability for the current year along with the last three years under separate envelope, marked as “Confidential Information – For review by the City of Winter Springs Director of Finance only.” Our audited financial statement for the current year will be completed within the next month and can be provided upon request. 2710 Appendix B | Financial Information City of Winter Springs - OM&M B-2 This page is intentionally left blank for double-sided printing purposes. 2711 City of Winter Springs Operation, Maintenance & ManagementC-1 Performance Bond or Alternative Financial Assurances Woodard & Curran has provided evidence to secure a performance bond for the duration of the contract. The Performance Bond Letter from Cross Surety, Inc. is included herein. Evidence of Insurance Coverage Woodard & Curran has provided a Certificate of Insurance included herein. Appendix C | Bonding & Insurance Letter 2712 Appendix C | Bonding & Insurance Letter City of Winter Springs - OM&M C-2 This page is intentionally left blank for double-sided printing purposes. 2713 2714 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY 2/20/2025 Edgewood Partners Insurance Agency3780MansellRd.Suite 370AlpharettaGA30022 Sharon Brubaker 770.756.6599 770.756.6599 greylingcerts@greyling.com Continental Casualty Company 20443 The Continental Insurance Company 35289Woodard&Curran,Inc.12 Mountfort StreetPortland,ME 04101 New Hampshire Insurance Company 23841 National Union Fire Ins Co of Pittsburg 19445 376652753 D X 2,000,000 X 500,000 25,000 2,000,000 4,000,000 X X GL3960965 4/1/2024 4/1/2025 4,000,000 D 2,000,000 X X X CA4629109 4/1/2024 4/1/2025 B X 1,000,000 X 7063893898 2/23/2024 4/1/2025 1,000,000 X 10,000 CD X N WC38240185WC38240184 4/1/20244/1/2024 4/1/20254/1/2025 2,000,000 2,000,000 2,000,000 A Professional Liabilityincl.Pollution AEH114135520 2/23/2025 2/23/2026 Per ClaimAggregate 1,000,0001,000,000 Evidence of Insurance Evidence of Insurance 2715 City of Winter Springs Operation, Maintenance & ManagementD-1 Included herein are resumes of our team. Appendix D | Resumes 2716 Appendix D | Resumes City of Winter Springs - OM&M D-2 This page is intentionally left blank for double-sided printing purposes. 2717 Operation, Maintenance & ManagementD-3 Appendix D | Resumes Education • Bachelors, Public Administration, University of Central Florida Registrations • Wastewater Treatment Operator, Class A - FL 0007809 • Reclaimed Water Field Site Inspector - FL1569 • Stormwater Technical Level “C” - FL 1896 • 40-Hour HAZWOPER Training - OSHA Professional Associations • Florida Rural Water Association • Florida Water and Pollution Control Operators Association, FW&PCOA Reclaimed Water Field Site Inspector Education Committee • Daytona Beach State College, Technical Advisory Board for the Environmental Sciences Department Glenn Burden Area Manager Professional Profile Glenn has 37 years of experience in the management, operation, and maintenance of municipal water, wastewater, and reclaimed water treatment and distribution facilities. These facilities were designed for the treatment and distribution of public access reuse and the use of an extensive Rapid Infiltration Basin (RIB) system designed for the recharge of the Floridan aquifer. As an Area Manager, Glenn oversees the management, financial administration, maintenance, operations and related safety programs of several facilities throughout the Southeast operated by Woodard & Curran. Glenn works closely with municipal and private industry clients on the devel- opment and implementation of annual budgets, capital improvement programs, permit renewals, operating protocols, and programs meant to meet and exceed compliance regulations. His experience includes providing WWTP troubleshooting, laboratory for process control, training of new personnel, implementation of data collection via tablets and smartphones, interpretation of data and reporting, operation of SCADA systems, groundwater sampling, biosolids handling, lift station operations, meter reading, and billing. Related Experience City of Winter Park, FL – Treatment Plant Operator. Responsible for the overall operations of a 1 MGD activated sludge plant with public access reuse applications and SCADA monitoring. City of Orlando/Orange County, FL – Water Conserv II Contract Operations. As Operations Chief, Glenn oversaw the collection of all field data, the groundwater quality monitoring program, the Reclaimed Water Field Site Inspection program, the Supervisory Control and Data Acquisition (SCADA) system and the project’s safety and training programs. Water Conserv II is the largest water reuse facility of its kind in the world that combines reuse distribution and rapid infiltration basins for the reuse of the City of Orlando and Orange County’s reuse water. Glenn evaluates all laboratory data generated by the project and subcontract laboratories to ensure compliance with local and state discharge permit regulations and oversees the preparation and submission of all required reports. City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Area Manager, Glenn provided contractual support for all Utility Operations personnel. He served as the Client liaison contributing with capital planning, oversight of technology programs and investments, performance of assigned staff and regulatory compliance submittals and agency 2718 D-4City of Winter Springs - OM&M Appendix D | Resumes communications. The City’s water and wastewa- ter contract assigns responsibility for water and wastewater treatment operations, distribution system hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump station and sewer lift station operations and full maintenance and management tasks. City of Newberry, FL – Optimization Report. Glenn performed an optimization report in 2015 on the wastewater treatment plant and wastewater pump stations. Inverness, FL – Contract Operations. As the Area Manager for the city of Inverness Water and Wastewater utility contract operations, Glenn had provided contractual support for all Utility Operations personnel. Glenn served as the Client liaison contributing with capital planning, oversight of technology programs and investments, performance of assigned staff and regulatory compliance submittals and agency communications. The City of Inverness’ Water and Wastewater contract assigns responsibility for water and wastewater treat- ment operations, distribution system hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump sta- tion and sewer lift station operations and full maintenance management tasks. Ellijay-Gilmer County Water & Sewer Authority, Ellijay GA – Operate and Manage Wastewater Treatment Plant. Area Manager of a 2.5 MGD municipal and industrial wastewater treatment plant that has a design capacity of 4 MGD. The plant receives a vari- ety of challenging waste streams to include industrial discharge from a Chicken processing plant, hauled concentrated landfill leachate, hauled septage waste and a municipal waste stream. Staff also perform compliance and process control laboratory analysis on site. Staff are responsible for oversight, inspection, and administration of a FOG (Fats, Oils and Grease) program and oversight of the Sewer Use Ordinance. Assist client in CIP and R&R development and implementation. Walt Disney World, Reedy Creek Energy Services, FL – Wastewater Treatment Operations. Sanitary Systems Operator responsible for the operations and main- tenance of a 15 MGD five stage Biological Nutrient Removal (BNR) plant. Operated a wet chemistry laboratory for process control and optimization. Extensive experience in solids handling to include Belt Filter Presses, Gravity Belt Thickeners (GBT’s) and Diffused Air Floatation (DAF’S) units. Operated the public access reuse system and a 1,000-acre Rapid Infiltration Basin (RIB) system. Confidential Client, GA – Contract Operations. As Area Manager, Glenn provided full support of the assigned staff to fulfill con- tractual responsibilities for this Fortune 50 cli- ent. There are two industrial treatment streams treated within the same footprint: metal plating and oily waste. Each stream is unique and provides challenges for regulatory compliance and assigned maintenance programs. Glenn meets regularly with client representatives, engineering consultants and contractors for capital projects from conception and design through construction. Glenn assists in manag- ing Woodard & Curran’s H&S program, SEMS computerized maintenance program, HACH WIMS software for process optimization and our regulatory compliance program. City of Winter Springs, FL – Treatment Plant Operator. Responsible for groundwater sampling, lift station operations and main- tenance and plant operations of a 1.5 MGD extended aeration facility with onsite bio solids handling.* * Experience prior to joining Woodard & Curran 2719 Operation, Maintenance & ManagementD-5 Appendix D | Resumes Professional Profile Matt brings over 30 years of extensive experience in utilities, water, wastewater, and public ser- vice. Highly equipped to direct all phases of utility operations, including business operations, GIS, regulatory compliance, engineering support, building and facility maintenance, vehicle and equip- ment maintenance, and recycling efforts. He possesses strong expertise in planning, designing, and delivering multi-disciplinary capital improvement programs for municipal facilities, utility, and other infrastructure systems. Matt is a strategic leader with a proven track record of building and leading effective cross-functional, multisite teams, driving change initiatives and implementing EHS strategies. He is able to manage and coordinate all construction activities and ensure that all project deliverables regarding safety, quality, program, and cost are achieved. Related Experience City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Assistant Area Manager, Matt supported the Area Manager with contractual support for all Utility Operations personnel. The City’s water and wastewater contract assigns responsibility for water and wastewater treatment operations, distribution system hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump station and sewer lift station operations and full maintenance and management tasks. City of Starke, FL – Contract Operations. Assistant Area Manager for the operational support and management of the City’s wastewater treatment facility under a three-year contract for the Operations personnel. Implemented software for preventative maintenance, process control and compliance reporting. Data collection and reporting is now streamlined for staff with the inte- grated software systems. Lake County, FL – Lake County Nutrient Reduction Facility Operations Support. Assistant Area Manager for the operational support of the Lake County Nutrient Removal Facility (NuRF). The NuRF utilizes off-line liquid alum injection to remove pollutants flowing out of Lake Apopka into the Harris Chain of Lakes. Because of its off-line design, the NuRF retains all of the target pollutants and alum by-products sending only clean water downstream. The process removes at Education • Associates, Education, Brevard Community College Registrations • Drinking Water Treatment Plant Operator, Class C - FL 0017198 • Wastewater Treatment Plant Operator, Level A - FL 0008997 • Stormwater Management Inspector - FL • Industrial Pre-treatment Class B - FL • Biological Wastewater Operator Level A - SC • Disaster Management for Water and Wastewater Utilities - MGT-343 - FEM • Industrial Pre-treatment Association • Intro to Incident Command System, ICS 100 - FEMA • Single Resources and Initial Action Incident, ICS 200 - FEMA Professional Associations • American Water Works Association (AWWA) • Southeast Desalting Association (SEDA) • Water Environment Federation (WEF) • Brevard County Executive Leadership Institute (ELI) Graduate Class XV of 2020 Matt Prendergast Interim Project Manager & Technical Support Coordination 2720 D-6City of Winter Springs - OM&M Appendix D | Resumes least 67% of the target algae-feeding nutrients and provides for the achievement of lake man- agement goals for Lakes Beauclair, Dora, Eustis and Griffin. Clearer water will allow more beneficial plant growth resulting in better fish habitat and less sediment resuspension. City of LaBelle, FL – Contract Operations for Water and Wastewater Treatment Facilities. Assistant Area Manager to operate and manage the water treatment and distribu- tion and wastewater collection and treatment under a seven-year contract. Woodard & Curran onboarded the staff and conducted several crit- ical safety training courses. A health and safety audit of both water and wastewater treatment facilities was conducted, resulting in a punch list of items to improve for OSHA compliance. Our technology experts helped implement software to help store, manipulate, and report data from both facilities and launched a new Computerized Maintenance Management System (CMMS). Data collection and reporting is now streamlined for staff with the integrated software systems. Upgrades were performed on both the water and wastewater SCADA systems to bring programmable logic controllers (PLCs) at both locations up to date, along with retool- ing of the distribution and collection systems. 2721 Operation, Maintenance & ManagementD-7 Appendix D | Resumes Professional Profile As the Operations Leader for the East Region, Paul oversees the management teams responsible for contract deliverables, Health & Safety programs and policies, financial administration, and asset man- agement & maintenance practices of facilities that are contract operated by Woodard & Curran. He has over 30 years of experience managing and operating water treatment facilities. Paul’s experience with treatment systems ranges from conventional to upflow-pulsation clarifier treatment systems to micro-floc clarification for surface water facilities, and submersible membrane & pressure filtration systems on groundwater facilities. He also has experience with Ozone, UV, and Chlorine Dioxide sys- tems for precursor and organic removal. Paul works closely with clients in developing, managing, and implementing capital improvement plans (CIPs) to include assisting with obtaining outside funding. Additionally, he has worked with many clients in managing energy audits to include renewable energy surveys resulting in the installation of solar arrays and wind turbines at treatment facilities. Related Experience City of Groveland, FL – Water and Wastewater Treatment Facilities. Operations Leader for the City’s water, wastewater, reclaim & FOG utility contract. Paul supports the project staff, client representatives and consulting teams on the daily operation and maintenance for the water and wastewater treatment operations, water distribution system to include service installation & repairs, hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump stations. Support is provided in the same capacity to the sewer collection system to include sewer lift station operations, odor control systems, jetting, and CCTV inspections. Assistance is also provided in implementing and managing W&C H&S program and policies, HR, recruiting and reten- tion, full capital planning, budget planning and maintenance and management tasks. City of Orlando/Orange County FL – Water Conserv II. As Operations Leader, Paul supported project staff with the collection of all field data, the groundwater quality monitoring program, the Reclaimed Water Field Site Inspection program, the Supervisory Control and Data Acquisition (SCADA) system and the project’s safety and training programs. Water Conserv II is the largest Education • Bachelors, Industrial Technology, University of Massachusetts Registrations • Risk Assessment Methodology, Water Utilities Certified (RAM-W) - ME • Wastewater Operator Grade 3 - MA • Water Fluoridation Systems - MA • Water Operator Grade 3T - NH • Water Operator Grade 4D - MA, ME • Water Operator Grade 4T - MA Professional Associations • American Society of Civil Engineers • American Water Works Association • Massachusetts Water Works Association • New England Water Environment Association • New England Water Works Association • Water Environment Federation • Technical Expertise • Process Optimization • Process Evaluations • Interpreting SCADA data points Specialized Training • Ocean Desalinization • Reverse Osmosis (high pressure) • Chlorine Dioxide • Ozone & UV Paul Roux Operations Leader and Water Operations 2722 D-8City of Winter Springs - OM&M Appendix D | Resumes water reuse facility of its kind in the world that combines reuse distribution and rapid infiltra- tion basins for the reuse of the City of Orlando and Orange County’s reuse water. City of LaBelle, FL – Water and Wastewater Treatment Facilities. Operations Leader for the City’s water treatment, wastewater and reclaim utility systems collection and treat- ment under a long-term contract. Woodard & Curran onboarded the staff and conducted several critical H&S training courses for new staff and city personnel. A health and safety audit was conducted by W&C certified staff using OSHA standards, resulting in an action list to align with OSHA compliance. Our tech- nology experts helped implement software to help store, manipulate, and report compliance data from both facilities and launched a new Computerized Maintenance Management System (CMMS). Data collection and reporting is now streamlined for staff with the integrated software systems. Upgrades were performed on both the water and wastewater SCADA sys- tems to bring programmable logic controllers (PLCs) at both locations up to date, along with retooling the remote communications network of the distribution and collection systems. Town of Villa Rica, GA – Contract Operations. Led the transition efforts and several capital upgrades to include process improvements to the treatment facility. Woodard & Curran assumed operations of the water treatment facility in February of 2012. The water plant is a 1966 conventional surface water treatment facility permitted for 1.5 MGD. Improvements to date include the conversion to poly aluminum chloride (PACL) from aluminum sulfate (ALUM), conversion to sodium hypochlorite from 150-lb chlorine gas cylinders, re-location of the post-hydrated lime feed for pH and alkalinity adjustment, SCADA hardware and software upgrades, VFD installation on the finished water, raw water and backwash pumps, on line instrumentation installation to include reagent less chlorine analyzers and pH probes. Filter control panels were replaced with one control module and the installation of an air wash system is to take place in the fall of 2013. The liquid fluoride chemical feed system was re-located to the old chlorine gas cylinder room while the hypochlorite feed system was installed in the old fluoride area. Over 160 Health & Safety OSHA deficiencies have also been addressed. The water system also has a small 40,000 GPD groundwater pump station where numerous upgrades have been completed on ventilation and electrical systems. Woodard & Curran also manages a 0.50 MGD water transfer pump station and has recently managed the instal- lation of a new flow meter. Additionally, new discharge valves with automated actuators were installed at the Highway 61 inter-connect pump station for the purchase of supple- ment water from Carroll County during peak demand periods. In building on the success of the water treatment facility improvements, Town of Cohasset, MA – Contract Operations. As the Area Manager, managed the transition to Woodard & Curran. Woodard & Curran assumed operations of the Cohasset Water Department through a competitive pro- curement process in July of 2012. The project includes the operation and management of a 2.5 MGD conventional surface water treatment facility, geo-bag sludge residuals management (2-lagoons), a 0.12 MGD groundwater facility, the distribution system, the Whitney Crossing interconnect pump station, watershed man- agement to include 46 rain gardens and two stream flow release structures for inter-basin water transfer provisions. The distribution component consists of performing and managing quarterly meter readings, bi-annual hydrant flushing events, two water storage tanks, distribution piping repairs, water service repairs, replacements, installations, turn-ons and shut-offs. 2723 Operation, Maintenance & ManagementD-9 Appendix D | Resumes Professional Profile John has over 30 years of experience in the operations and management of wastewater treat- ment facilities ranging from 0.3 MGD to 6.0 MGD, including lift stations and collection systems. He is recognized for developing technical solutions involving process control data management, land application of residual solids, and operations troubleshooting. John is knowledgeable of relevant environmental laws and regulation of wastewater NPDES permits. He is skilled in client and financial management, and is experienced in handling emergency situations such as flooding, hurricanes, power outages, and emergency pumping. Related Experience City of Orlando/Orange County, FL – Water Conserv II – Contract Operations. As the Reclaimed Water Specialist, John is operating the Water Conserv II Distribution Center. Water Conserv II is the largest water reuse facility of its kind in the world that combines reuse distribu- tion and rapid infiltration basins for the reuse of the City of Orlando and Orange County’s reuse water. City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Reclaimed Water Specialist, John supported the Area Manager with contractual support for all Utility Operations personnel. The City’s water and wastewater contract assigns responsibility for water and wastewater treatment operations, distribution system hydrant flushing, meter reading, valve exercising, emergency response efforts, water pump station and sewer lift station operations and full maintenance and management tasks. City of Starke, FL – Wastewater Utility Contract Operations. As the Reclaimed Water Specialist, John has operated the facility as specified in the WWTF Operating Permit, ordered specialized equipment to monitor and record operating permit parameters, replaced all transfer pump bearing and seal cavity lubricating oils, replaced all mechanical blower motor lubricating oils, assisted in closing out safety audit items identified as potentially hazard to meet or exceed industry standards and OSHA compliance, and emptied tanks to perform corrective maintenance or preventative repairs. Education • Associates, Chemical Engineering, Broome Community Registrations • Wastewater Treatment Operator, Class A - FL 0018247 • Spray Irrigation System Operator, NC • Land Application Residual Operator, NC • Wastewater Operator Grade 4B, NC • Wastewater Operator Grade 3B, NC • Wastewater Operator Grade 2, NC Professional Association • North Carolina WEA/AWWA John Sowka Interim Operations Manager 2724 D-10City of Winter Springs - OM&M Appendix D | Resumes City of Claremont, NC – Operations and Maintenance. John is the Project Manager responsible for the daily operations and main- tenance of two wastewater treatment facilities and five lift stations at the City of Claremont. One facility is a 100,000-GPD extended aer- ation plant and the second is a 300,000-GPD sequential batch reactor (SBR) activated sludge plant. John fine-tuned plant operations to achieve compliance with two NPDES permits, upgraded and repaired various pieces of equipment to improve efficiencies and stabilize operation, and worked closely with the City to coordinate activities in the utility. Also man- aged the City’s water distribution sampling and analysis program. Interface Fabrics, Elkin, NC – Operations and Maintenance. Woodard & Curran Project Manager responsible for the daily operations and maintenance of the 4.0-MGD extended aeration wastewater treatment facility at Interface Fabrics. Maintained effluent quality with no violations of monthly NPDES permits reporting; supervised operators; and oversaw safety, training, and maintenance programs as well as process control and daily labora- tory analysis. Prepared numerous standard operating procedures to effectively manage the equipment and perform non-routine main- tenance tasks. Implemented a secondary solid treatment program to increase solids removal by 300% in three years and saved the client $30,000 annually in land application and dis- posal and hauling fees. Environmental Control Technician responsible for performing a variety of wastewater/chemical treatment procedures to prepare process and biological wastes for disposal, coordinating the removal of chemi- cals from production processes and insuring they were received in the correct treatment tanks, monitoring treatment process, operat- ing control processes and chemical transports, taking chemical samples to test for acidity and metal content, controlling wastewater dis- charge to the community treatment facilities, maintaining chemical use and waste treatment logs as well as material and supply inventories, performing preventive maintenance and repair of treatment system pumps and filters, training, and participating on the Hazardous Incident Team to respond to chemical spills. 2725 Operation, Maintenance & ManagementD-11 Appendix D | Resumes Troy Kepley Interim Maintenance Manager Registrations • Drinking Water Treatment Plant Operator, Class C - FL 0023075 • Wastewater Treatment Plant Operator, Level A - FL 0007992 • Backflow Prevention Assembly Repair - FL R1778 • Wastewater Operator Class 1 - GA Professional Association • Water Environment Federation Professional Profile Troy has over 39 years of experience managing and operating water and wastewater treatment systems for the industrial, commercial, and municipal sectors. As a Senior O&M Specialist, he provides operations and management assistance as well as technical support to water and waste- water plants in the southeast. Related Experience City of Groveland, FL – Contract Operations. Troy oversaw water and wastewater treatment facilities operation and maintenance (5 water treatment plants, 2 wastewater reclamation facili- ties), all facets, collection and distribution and operations. City of LaBelle, FL – Contract Operations. Troy worked in contract operations of the water and wastewater treatment plant, collection and distribution system repairs/operation and lift station operation and maintenance. City of Inverness, FL – Contract Operations. Water plant systems operation and maintenance, water distribution operation and repairs (piping, lines, meters, backflow devices & hydrants). Wastewater reclamation plant systems and operation from collection (lift stations) transmission, treatment and disposal to golf course or spray field. City of Polk City, FL – Contract Operations. Water (2) and wastewater (2) plant systems operation and maintenance, treatment and distribution in all facets; helped decommission one treatment facility and divert flow to larger/ewer facility. Collection and transmission systems (lift stations, gravity and force mains). North Fort Myers Utility, FL – Contract Operations. As project manager, oversaw two wastewa- ter plants with 105 lift stations, 8 employees, and approximately 15,000 connections (service area of 36 square miles). The wastewater facilities are reclamation for golf course use with an Injection well for backup. Also maintained one water plant and two distribution systems with approximately 3,000 connections. North Fort Myers Utility, FL – Contract Operations. As assistant Plant Manager, Troy assisted the project manager with overseeing two wastewater plants with 105 lift stations, and approxi- mately 15,000 connections (service area of 36 square miles). The wastewater facilities are reclama- tion for golf course use with an Injection well for backup. Also maintained one water plant and two distribution systems with approximately. 30,00 connections. 2726 D-12City of Winter Springs - OM&M Appendix D | Resumes North Fort Myers Utility, FL – Contract Operations. As Chief Operator, Troy assisted with the plant expansions, and solids handling facilities upgrades, and wastewater plant 2 MGD to 3.5 MGD capacity upgrades. North Fort Myers Utility, FL – Contract Operations. Troy served as Lab Director at a 2 MGD water reclamation facility in house laboratory. North Fort Myers Utility, FL – Contract Operations. As Operator Trainee, training included field technician work, lift stations, collections and force mains. Gilmer County Water & Sewer Authority, Ellijay, GA – Operate and Manage Wastewater Treatment Plant. Maintenance Support Staff/Operator of a 2.5 MGD municipal and industrial wastewater treatment plant that has a design capacity of 4 MGD. The plant receives a variety of challenging waste streams to include industrial discharge from a Chicken processing plant, hauled concentrated landfill leachate, hauled septage waste and a munic- ipal waste stream. Staff also perform compli- ance and process control laboratory analysis on site. Staff are responsible for oversight, inspection, and administration of a FOG (Fats, Oils and Grease) program and oversight of the Sewer Use Ordinance. Assisted client in CIP and R&R development and implementation. Confidential Client, Industrial WWTF, GA – Contract Operations. Operations and Maintenance on treatment facility equipment. Worked with Woodard & Curran I&C SBU on pipeline rehabilitation project installing CIPP (cured in place pipe) feeding IWWTF. Confidential Client, Industrial WWTF, GA – Contract Operations. Operations of treat- ment facility. Confidential Pharmaceutical Client, Bound Brook, NJ – Contract Operations. Assisted the staff with bringing a new plant online which included equipment repairs and main- tenance at new and old facility as well as site work, and daily operations. Fowler Wastewater Treatment Facility, Cumming, GA – Contract Operations. Membrane wastewater reclamation treatment facility operation and maintenance of facility collection and reclaim distribution equipment. City of Villa Rica, GA – Contract Operations. Wastewater plant operation and maintenance, all facets. City of Victorville, CA – Contract Operations. Combined industrial/domestic membrane wastewater treatment facility and maintenance at facility. 2727 Operation, Maintenance & ManagementD-13 Appendix D | Resumes Taylor Humes Interim Quality Manager Registrations • Bachelors, Civil Engineering, University of Connecticut Professional Profile Taylor brings over 10 years of operations compliance experience for several of Woodard & Curran’s facilities. She ensures that the facilities are in compliance with state and federal regula- tions and assists in the daily management of the facilities. Taylor also assists the staff with using newer technologies that allow for better data collection and more robust reporting to better evaluate the plants’ performance on a day-to-day basis. Related Experience City of Groveland, FL – Contract Operations. As the City’s Operation Compliance Specialist, her responsibilities include overseeing and ensuring technology is updated for the water and wastewa- ter treatment facilities. Maple Shade, NJ – Contract Operations. As Operations Compliance Specialist, Taylor’s respon- sibilities include overseeing regulations and requirements are met and both utilities stay in compliance; ensuring technology is updated and make edits/adjustments to improve helpfulness and functionality; and providing support and assistance during the day-to-day management of the utilities. Dedham, MA. Sewer, Water, & Service Line Intern J Designed municipal sewer line systems for Billerica, MA and Lawrence, MA with a team of consulting engineers. J Reviewed/verified design specifications and worked heavily with Plan and Profile drawings. UConn Reclaim Water Facility, Storrs, CT. Reclaim Facility Intern J Created a binder of all plant assets and any relevant information used in the facilities asset management program. Andover, MA. Plant Technology Intern J Worked with Hach WIMS, doForms, and SEMS on a regular basis. J Traveled to New England treatment plants to help implement different programs and technologies. 2728 D-14City of Winter Springs - OM&M Appendix D | Resumes This page is intentionally left blank for double-sided printing purposes. 2729 Operation, Maintenance & ManagementD-15 Appendix D | Resumes Professional Profile Steve is experienced in the implementation and management of complex safety systems and projects with specific expertise in personal and industrial safety, industrial hygiene, process safety, compliance auditing, change management, continuous improvement, construction safety, and regulatory compliance in diverse utility, manufacturing, and construction environments. Related Experience St. Charles, MO. Health and Safety Manager J Provide technical guidance, assistance, and consultation to internal clients regarding regula- tory and company compliance requirements pertaining to occupational safety and health. J Manage the incident investigation process, provide guidance to employee managers and ensure completion of resulting preventative measures. J Develop and present health and safety training material. J Establish and publish annual health and safety goals for O&M Services. J Review data to identify trends and opportunities for improvement. J Ensure consistency of health and safety strategies and programs across O&M SBU. J Controls budget, scope, and schedule of Health and Safety initiatives. J Work with the Health & Safety Director to conduct a health and safety gap analysis and create/ merge safety programs when new and existing projects. Mallinckrodt Pharmaceuticals, St. Louis MO. Principal Health and Safety Engineer J Provided technical support to several internal value stream customers in all aspects of health and safety. J Performed Environmental, Health, & Safety (EHS) functional reviews on new and modified processes, equipment and raw material acquisition, and construction/demolition activities. J Developed, updated, and delivered EHS and emergency response training for site personnel. Education • Bachelors, Business Administration, Fontbonne University • Masters, Engineering, University of Alabama Birmingham • Bachelors, Environmental Management, University of Maryland University College Registrations • Certified Safety Professional (CSP) • Safety Management Specialist (SMS) • Ceritifed Instructor Trainer (CIT) • USEPA 40 Hour Hazardous Waste Operations and Emergency Response • ProBoard certified NFPA 472 Hazardous Materials Incident Command • ProBoard certified NFPA 472 Hazardous Materials First Responder Operations • ProBoard certified NFPA 1006 Rope Technical Rescue I • ProBoard certified NFPA 1006 Confined Space Technical Rescue I & II • NIMS 100/200 and 700/800 • OSHA 30 Hour Safety and Health, General Industry & Construction • OSHA Outreach Trainer, General Industry • Fall Protection Competent Person Trainer • Certified Lean Leader Stephen Lindemann, csp, sms, cit Safety Lead 2730 D-16City of Winter Springs - OM&M Appendix D | Resumes J Performed EHS auditing and trend analysis to identify opportunities for improvement and vulnerability gaps. J Supported strategic growth plans at site utilizing Safety Through Design processes in manufacturing expansions. J Performed incident and near miss inves- tigations to determine root causes and identify solutions for hazard mitigation. J Evaluated, reviewed, and promoted site wide safety and health procedures. J Supported process Safety activities through participation in Process Hazard Analysis in supported value streams. J Guiding member of enterprise wide Center of Excellence Team for LOTO, Confined Space Entry / Rescue, and Elevated Work. Eastman Chemical, Sauget, IL. Site Safety Specialist J Managed the effective review, implemen- tation of, and compliance with site envi- ronmental health and safety policies and procedures to include Lock-OutTag-Out, Hot Work, Confined Space, Fall Protection, and Hazard Recognition, Evaluation, and Control. J Utilized process safety tools including Management of Change (MOC), facility siting, Layers of Protection Analysis (LOPA), and Process Hazard Analysis (PHA) to enhance facility safety. J Created and delivered hands-on instruction in several areas of personnel and process safety; developed enterprise wide Process Safety training and conducted train the trainer instruction. J Ensured the timely reporting and investi- gating of all personnel and process safety incidents and environmental releases including root cause analysis, solution screening, action tracking and resolution implementation. J Assisted multiple other corporate sites to perform EHS needs assessments, develop action plans, and assist in implementa- tion of continuous improvement safety systems. J Lead the OSHA Voluntary Protection Program efforts at the site to ensure com- pliance and re-certification as a Star site. J Active participant in the site Emergency Response Team. J Managed site permit to work program and associated audits for continuous improvement. J Afton Chemical, Sauget, IL – Production Operations J Controlled and operated equipment though manual and automated systems in which chemical changes and reactions take place during the production of fuel additives. J Troubleshooted complex mechanical/ chemical systems to identify bottlenecked and malfunctioning systems. J Involved in the Job Safety Analysis (JSA) and PHA process to assist in the achievement of a safe working environment. Environmental Operations, Inc., St. Louis, MO. Health & Safety Project Manager J Responsible for management and opera- tional administration of environmental and demolition projects as well as industrial hygiene monitoring assessments. J Performed environmental and safety oversight as a third-party representative. J Conducted sampling for numerous com- pounds using sophisticated direct-read instrumentation, passive monitoring badges, and standard sampling pumps. J Managed project personnel safety to include fall protection, LOTO, confined space, hazard recognition, hearing conser- vation, and respiratory protection. 2731 Operation, Maintenance & ManagementD-17 Appendix D | Resumes Professional Profile Justin has nearly two decades of professional experience working on a wide range of wastewater, water, and water resource projects for municipalities and private sector clients. His municipal infrastructure experience includes planning, funding, permitting, design, bidding, construction administration, start-up and operations of water and wastewater treatment and conveyance systems. As a registered professional engineer, a licensed general contractor with a multi-year history of in-field wastewater operations, he is an expert in managing multi-disciplinary teams that deliver complex wastewater treatment design and construction solutions. Related Experience City of Groveland, FL – Continuing Engineering Services. Project Manager for the Groveland Continuing Engineering services contract. Projects to date have included reclaim water hydraulic model, CIP development, sewer use ordinance and industrial pretreatment program development, headworks evaluation and design, wastewater sampling, electrical system and SCADA upgrades, site plan and development review, WWTF permit renewal, well evaluation and abandonment, hydrology evaluations and sprayfield permitting. City of Groveland, FL – Clean Water and Drinking Water Facility Plans and Asset Management Program. Principal-in-Charge responsible for the funding and development of a drinking water and clean facilities plan. This project is funded by Florida State Revolving Fund and includes mapping of utilities, evaluation of water and wastewater facilities, population and water demand/production forecasts, evaluation of future developments, and development of a 20-year planning document and funding strategy for drinking water, wastewater and reclaim water capital improvement and asset management projects. City of Groveland, FL – Wastewater Treatment Facility Design, Funding and Construction Administration. Principal-in-Charge responsible for funding and design of a 2.0 MGD wastewater treatment facility (WWTF) upgrade. Project includes new mechanical headworks with washer compactor, dual tank oxidation ditch expansion, two new clarifiers, RAS/WAS upgrades, chlorine contact chambers and chemical pumps, effluent disk filters, effluent pumps, 1.5 MG reject storage tank, sprayfield improvements, plant water reclaim pumps, alum fed system upgrades, aerobic Education • Masters, Business Administration, Babson College • Bachelors, Civil Engineering, University of Massachusetts Registrations • Professional Engineer - FL PE85668, MA • NASCO Pipeline, Lateral and Manhole Assessment Certification Professional Associations • Florida Water Environment Foundation • Florida Business Watch (Business Member) • Massachusetts Water Pollution Control Association • New England Interstate Water Pollution Control Commission • New England Water Works Environment Association, Collection Systems Committee • New Hampshire Water Pollution Control Association • Water Environment Federation Justin deMello, pe Permitting Lead & Water/Wastewater Engineering 2732 D-18City of Winter Springs - OM&M Appendix D | Resumes digester improvements, new biosolids dewa- tering equipment, SCADA monitoring and control upgrades, site lighting, site layout and emergency generator. City of Groveland, FL – Water Treatment Facility Design, Funding and Construction Administration. Principal-in-Charge respon- sible for funding and design of a 4.32 MGD lower Floridan aquifer well and water treat- ment facility that included land acquisition, dual well construction, hypochlorite disinfec- tion, a 3.1MG ground storage tank, new pump station with high service and jockey pumps with VFDs, 13,000 LF of 24” diameter water line extension, SCADA monitoring and control, new electrical system and emergency power. City of Groveland, FL – Reclaim System Improvements Design, Funding and Construction Administration. Principal-in- Charge responsible for funding and design of a 2.3 MGD lower Floridan aquifer well and reclaim system improvement that include, a new well, 1.0 MG ground storage tank, reclaim pump station capable of providing 5.76 MGD of reclaim water to customers, air release and flushing stations, SCADA monitoring and con- trol upgrades and associated site layout and electrical improvements. City of Tampa, FL – Citywide Distribution Watermain Improvements. Principal-in- Charge to provide design-build engineering and construction services and replace up to 25-miles of small diameter watermains throughout the City over the next five years. City of Starke, FL – Wastewater Treatment Facility Design, Funding and Construction Administration. Principal-in-Charge responsi- ble for the funding and design of a 1.25 MGD WWTF upgrade. Project includes new influent pump station, headworks, 5-stage oxidation ditch, clarifiers, chlorine contact chambers, effluent disk filters, sprayfield modifications, emergency generator, electrical improvements, SCADA monitoring and control upgrades, site lighting and layout, stormwater improvements and a new administration building. City of Starke, FL – Collection System Phase 1 Design, Funding and Construction Administration. Principal-In-Charge respon- sible for the funding and design of approxi- mately 2 miles of gravity sewer rehabilitation and the installation of approximately 2 miles of new gravity and pressure sewer. Project also included survey, FDOT, CSX and environmental permitting, relocation of a wastewater lift sta- tion, SCADA system upgrades at 15 wastewater lift stations and FDEP funding management. City of Bushnell, FL – Continuing Engineering Services. Principal-in-Charge responsible for various planning, engineering and construction administration tasks for the City. Projects include but are not limited to: Department of Economic Opportunity (DEO) grant construction administration of a Water Treatment Facility Upgrade the funding and development of a drinking water and clean facilities plan, mapping of utilities, design of lift stations, hydraulic modelling, forcemain evalu- ations, emergency repairs of wastewater treat- ment facility, design of new oxidation ditch style wastewater treatment facility and funding strategy for drinking water, and wastewater capital improvement and asset management projects. City of Bushnell, FL – Clean Water and Drinking Water Facility Plan and Asset Management Program. Principal-in-Charge responsible for the funding and develop- ment of a drinking water and clean facilities plan. This project is funded by Florida State Revolving Fund and includes mapping of util- ities, evaluation of water facilities, population and water demand forecasts, evaluation of future developments, and development of a 20-year planning document and funding strat- egy for drinking water, and wastewater capital improvement and asset management projects. 2733 Operation, Maintenance & ManagementD-19 Appendix D | Resumes Professional Profile Greg is the National Innovation & Technical Support Manager with 29 years of experience in municipal and industrial wastewater operations seeking to identify, evaluate, and implement innovative technology and operations practices that maximize a facility’s potential (Hydraulic Maximization, Carbon Loading Increases and Nutrient Removal) and minimize the sludge, chem- istry, energy, and human power expenses. He has worked on improving more than 100 municipal and industrial wastewater facilities in North and South America, Europe, the Caribbean, the Middle East, and Australia. He is focused on upgrading and enhancing operations at our existing facilities and potential sites across the United States. Related Experience Woodard & Curran, Tampa, FL – National Innovation and Technical Support Manager. Leads the Innovation and Technology team in developing Best Operating Practices (BOPs) and Best Available Technologies (BATs) for the purpose of process optimization at new and existing municipal and industrial wastewater treatment facilities. Develops capital estimates for upgrades, enhancements, and long-term operations and maintenance budget estimates, including expenses for power (gas/electric), M&R plus R&R, staffing, laboratory, safety, chemical, residuals, and start-up. Performs financial analysis for potential projects, including life-cycle cost and NPV analy- ses for technologies being evaluated for implementation. City of Groveland, FL – Water and Wastewater Utility Contract Operations. As the Innovation and Technical Support Manager, Greg has provided support for all Utility Operations personnel. He has provided Operator Training for both obtaining and maintaining Operator Licenses. He has coordinated and overseen multiple R&D Projects, many of which have resulted in significantly improved WWTP performance as well as significantly reduced operations costs. He also helped develop and implement the Industrial Pretreatment Program and FOG Program for the commu- nity. He is also responsible for general support and troubleshooting of WWTP Operations. LaBelle, FL – Water and Wastewater Utility Contract Operations. Greg has supported opera- tions/oversight support to the Plant and Area Managers. Starke, FL – Water and Wastewater Utility Contract Operations. Greg has supported opera- tions/oversight support to the Plant and Area Managers. World Water Works, Inc. (WWW), Oklahoma City, OK – Technology Sales. Vice President/ Director of Municipal Sales, led the global municipal sales team in promotion of innovative tech- nologies for enhanced solids removal, BNR and Phosphorous removal (physical & biological) with Gregory Parks Wastewater Operations and Innovation & Process Technology Education • Bachelors, Environmental Earth Science, Allegheny College • Various Courses, Water Resources & Environmental Engineering, Rutgers University-Camden Professional Association • WEFTEC 2734 D-20City of Winter Springs - OM&M Appendix D | Resumes a focus on energy reduction, reduced depen- dency chemical, as well as residuals reduction. Oversaw internal sales team members and more than 100 equipment representatives across 30 different international firms. Assisted in the project management of ongoing WWW installations and upgrades for both municipal and industrial clients. Responsible for aiding in system design, equipment specifications, and cost development for projects. During tenure at WWW designed, sold, and commissioned more than 100 dissolved air flotation (DAF) systems ranging from 5 GPM to more than 20MGD for municipal clients and numerous industries, including food and beverage, oil and gas, pharmaceuticals, biodiesel, algae harvesting, desalination, steel, and more.* World Water Works, Inc., Oklahoma City, OK – Technology Sales Vice President of Technology. Led the WWW technical team in system design, equipment specification, system pricing, and development of sales proposals. Worked with both municipal and industrial clients to optimize processes pro- vided by WWW and other vendors. Assisted in research and development of in-house testing protocols, construction of test units, and pilot testing for the purpose of evaluating new and existing WWW technologies. Responsible for project management of ongoing WWW installations and upgrades world-wide. Key technologies of focus included Anammox, AvN/ AvN+, inDENSE/S-Select, DAFs, MBBR/IFAS, and various dewatering technologies.* EMC/BOC, O’Fallon, MO – Contract Operations. Technical Solutions/Project Development Engineer. Led estimate and evaluation teams for new and existing clients. Developed capital estimates and 10-year operation and maintenance budget estimates for power (gas/electric), M&R plus R&R, staff- ing, laboratory, safety, chemical, residuals, and start-up. Developed conceptual designs and engineering for Greenfield and existing client facilities. Aided in daily operations and maintenance, sample collection and analysis, regulatory and client reporting, and residuals handling for EMC client wastewater treatment plants at multiple dairies utilizing anaerobic digestion, activated sludge, DAFs, circular clarifiers, aerobic sludge digestion, oxidation ditches, trickling filters, and chemical systems including lime, polymer, mag ox, caustic, and metal salts. Oversaw startup and operations, or consulted on dissolved air flotation (DAF) for numerous clients including Kraft, Dairy Farmers of America, Perdue, Tyson, Pepsi/ Frito-Lay, Deans Foods/Morningstar Foods, Ventura Foods, and Townsends Poultry.* Mount Holly MUA, Mount Holly, NJ – Municipal WWTP. Department Head of Support Services/IPP Coordinator. Responsible for operations and maintenance troubleshoot- ing of 5.0 MGD municipal plant with 15 percent industrial flow, including trickling filters, rectangular and circular clarifiers, grit and screen system, activated sludge with Zimpro process, sand filters, chlorination/dechlori- nation, sludge processing, thickening tanks, RSTs, centrifuges, belt presses and a US Filter Dragon dryer. Developed a residuals handling program eventually adopted by New Jersey. Developed and enforced an FOG program for restaurants located in the MHMUA collection system. Completed a beneficial reuse study for plant effluent and performed a stream fecal study for New Jersey. Responsible for research, development and pilot testing for start-up, operation, and efficiency analysis of MBRs, bio- filters, thermal oxidizers, IAFs, sludge dryers, sludge centrifuges, electrical T-phos removal, UV disinfection. * * Experience prior to joining Woodard & Curran 2735 Operation, Maintenance & ManagementD-21 Appendix D | Resumes Professional Profile Michael Cherniak has 44 years of experience as an environmental consultant for the municipal and industrial sectors, specializing in water and wastewater systems operations, maintenance, manage- ment, and compliance strategies. Before retiring, Mike served as a Regional Operations Manager for Woodard & Curran’s O&M services team, providing direct oversight of the Fort Myers Beach Water Utilities team, the Polk City water and wastewater treatment plants and the City of Inverness, FL water and wastewater services department. As a Senior Vice President with the firm, he also pro- vided technical and management support for water and wastewater treatment operations projects outside of Florida. His current role with Woodard & Curran is as a senior consultant. Related Experience Hillsborough County, FL – Technical Assessment. Conducted a technical assessment of three wastewater and one solids residual facility. Reviewed staffing levels and operational and mainte- nance programs from a perspective of automation, cost savings, and utility competitiveness. Brevard County, FL – Technical Assessment. Conducted a technical assessment of six waste- water and water treatment facilities. Reviewed staffing levels and operational and maintenance programs from a perspective of automation, cost savings, and utility competitiveness. Durham County, NC – Startup of a 12 MGD, 5 Stage Kruger Biological Nutrient Removal Facility. Developed process control format and operational SOPs to maintain compliance with all NPDES permit requirements throughout the 3-month startup phase. University of Florida TREEO Center, FL – Training. Delivered five SBR training courses for Florida State Department of Environmental Protection wastewater inspectors. Programs focused on design considerations, nitrification/denitrification processes, process control strategies, moni- toring approaches, and troubleshooting considerations. City of Charlotte, NC – Technical Assessment/Training. Provided troubleshooting, technical assistance and assessment services for two, 20-MGD activated sludge treatment facilities. Participated in the development and implementation of process SOPs and a curriculum for staff training. Fircrest Farms, OR – Process Control. Developed startup plan for SBR to treat high ammonia poultry wastewater. Created process control strategy and trained operator on monitoring, analy- sis, and troubleshooting procedures. Served in an advisory capacity during first year of operation. General Electric – Technical Assessment/Training. Provided assessment, troubleshooting, and training services for water, biological, and metals treatment facilities within the Plastics and Engines Divisions. Michael Cherniak Environmental Compliance and Training Education • Masters, Environmental Engineering, Pennsylvania State University-Main Campus • Bachelors, Agriculture, University of Delaware Professional Associations • American Public Works Association • American Water Works Association • National Environmental Safety and Health Training Association • Water Environment Federation 2736 D-22City of Winter Springs - OM&M Appendix D | Resumes Weyerhaeuser Corporation – Comprehensive Plant Evaluation. Participated in a Comprehensive Plant Evaluation (CPE) and subsequent Composite Correction Program (CCP) for a 50-MGD acti- vated sludge wastewater treatment plant. State of Idaho – Training. Developed and delivered more than 50 water and wastewater treatment training programs for utility person- nel throughout the state over the course of an 8-year contract. Curriculum included water chemistry, surface water treatment, activated sludge, lagoon operations, disinfection, and health and safety programs. Indian Health Service/EPA, Multiple States – Training. Developed and delivered over 40 water system technical assistance and training programs to tribal operations and utility man- agers in eight western states and Alaska. Native American Water Association, Minden, NV – Instructor. Lead SBR, MBR, and wastewater BNR instructor. University of Florida, FL – Adjunct Trainer. Adjunct trainer at TREEO Center in Gainesville, Florida. 2737 Operation, Maintenance & ManagementD-23 Appendix D | Resumes Professional Profile Alan is a Technology Manager responsible for leading the implementation and support of wide range of technologies including operations databases; Enterprise Asset Management systems; mobile data collection systems; Geographic Information Systems (GIS); GPS data collection systems; and business analytics and intelligence systems. He leads a support team that guides the imple- mentations, design, user interface, and integrations as well as interfacing with client technologies. He serves as the technology leader for the operations and management (O&M) strategic business unit (SBU) with the goal of increasing overall efficiency at all water, wastewater, and remediation projects across the country. Over the last 13 years, Alan has taken the SBU from paper, pen and spreadsheets to a robust technology program, providing operators and management the tools and skills needed to accurately store and report operations and asset management data. In addition to increasing efficiency at water, wastewater and remediation facilities, Alan has also focused on corporate reporting through benchmarking/KPIs. With all projects utilizing technology, we provide the ability to monitor compliance, process control, KPIs. He also implements mobile device management across the O&M business including tablets, phones and hotspots. These tools allow the O&M business to seamlessly roll out and support technology to users across the organization. Related Experience Woodard & Curran, CT – O&M CMMS Pilot, Evaluation and Procurement. In 2022 the Woodard & Curran’s O&M Strategic Business Unit (SBU) conducted a needs assessment for asset management software systems to ensure we are meeting the needs of our clients and projects. The initial evaluation included a SWOT and GAP analysis of existing systems. Based on the analysis Woodard & Curran shortlisted 3 software vendors and embarked on a 3-month pilot at several large O&M facilities. During the pilot the O&M technology services team conducted a thorough evaluation focusing on usability, functionality, administration, and cost. These categories were broken down into subcategories which were evaluated in depth, weighted, and scored based on the outcome of the pilots, staff feedback and organizational needs. At the end of the pilot and evaluation, Woodard & Curran procured a new system and began the process of scheduling imple- mentations across the organization. Confidential Client, Atlanta, GA – Data Management and Business Intelligence. Woodard & Curran was asked if we could replace their waste storage facility inventory entry and reporting system. Using existing technology, Alan was able to meet the client’s needs. Inventory reports are automatically emailed to Delta staff daily so emergency management personnel have an accurate Education • Bachelors, Environmental Science/GIS Minor, SUNY College at Plattsburgh Alan Fabiano Operations Technology 2738 D-24City of Winter Springs - OM&M Appendix D | Resumes account of what type of Hazardous materials are currently at the facility. A mobile data collection tool was created that allows staff to document waste pickups at multiple locations around the airport daily. All data is funneled into a web dashboarding tool where staff can immediately report anything to the client at any time from any mobile device or computer. Confidential Pharmaceutical Client, Bound Brook, NJ – O&M SBU. Alan began working for the O&M SBU as a Plant Manager for a large remediation facility. He effectively managed and coordinated staff, contractor and engi- neering activities. Alan was also responsible for environmental compliance, database management and financials. He served as the site safety officer & emergency response coordinator. Town of Hull, MA – Wastewater Treatment Facility and Collection System for the Mobile Data Collection, GPS, GIS and CMMS. Worked with the Hull Wastewater Collection system staff to replace their existing paper and pen method of data collection with a robust mobile data collection system. A GIS/ CMMS system was also introduced for the Wastewater Collection system staff so they could efficiently document their maintenance without wondering “where am I.” A survey grade GPS system was also introduced to the staff which allows non-surveyors the ability to collect 1cm accuracy in on any tablet or smart- phone, using any application. Pinehills Wastewaer Treatment Facility, Plymouth, MA – Mobile Solutions and CMMS. Replaced existing data collection and reporting system with mobile applications and cloud operations databases. Operators can perform manhole and lift station inspections on tablets and smartphones loaded with cus- tom forms that send data directly to the opera- tions database and Computerized Maintenance Management Systems. Wheaton College Norton, MA – GIS and GPS. Developed a GIS database consolidating existing inspection data from multiple sources including hardcopy figures, photographs and tabular data. Implemented a manhole inspec- tion program using GIS mobile tools and com- pleted a full GPS verification including adding and inspecting new structures. Town of Wolfeboro, NH – Wastewater Treatment Facility for the Mobile Data Collection. Eliminated the paper trail by imple- menting a mobile application sending all data to a centralized database system. The plant staff can enter data in the plant and out in the field which seamlessly completes regulatory reports. After data is reviewed and approved, reports are automatically emailed to the appropriate agencies on a scheduled basis. 2739 Operation, Maintenance & ManagementD-25 Appendix D | Resumes Professional Profile Celina has 21 years of experience working in the wastewater industry with primary focus in the operation and maintenance and management of wastewater treatment facilities. She is expe- rienced in industrial and municipal operations. Celina has been involved with the design, con- struction, start-up and transition of several treatment facilities in her career. As Project Manager of the Perdue Industrial Wastewater Treatment Facility, she has been responsible for permit compliance, health and safety, plant maintenance, and financial performance. Her strengths are commitment, creative thought process analysis, technical abilities, and an eagerness to learn. She has strong leadership abilities and has succeeded in creating a positive work atmosphere where continuous improvement and change are expected. Related Experience Woodard & Curran, Operation Specialist. Participated in several new project start-ups. Provided a support role for asset management and Hach WIMS, Woodard & Curran’s compliance database. Clients included: J City of Groveland, FL J City of LaBelle, FL J Ellijay-Gilmer County Water & Sewerage Authority, GA J City of Carlinville, IL J City of Hillsboro, IL J City of St. Charles, MO J Flowers Bakery J Perdue Farms J HEB, TX J Town of Plymouth, MA Environmental Management Corporation (EMC), Perdue Farms, Monterey, TN – Operations and Management. Facility Manager for the Industrial Pretreatment Facility with a 0.60 MGD biological nutrient removal system. In addition to operations and management, responsibilities include ensuring compliance for the stormwater permit, annual Tier II reporting, sludge hauling and application program and logistics. Provides assistance and training with operations, laboratory, and safety, maintenance, and compliance documentation retention programs to other EMC sites.* Celina Bland Technology Implementation Education • Associates, Environmental Science, Crowder College Registrations • Wastewater Operator Class C - MN, MO • Wastewater Operator Grade 2 - CA, TN • NASSCO Pipeline, Lateral and Manhole Assessment - CA 2740 D-26City of Winter Springs - OM&M Appendix D | Resumes Environmental Management Corporation, Worthington, MN – Industrial Wastewater Treatment Facility. Manager-in-Training/ Operator for the Worthington, MN Industrial Wastewater Treatment Facility where the facil- ity maintained at 2.0MGD flow from the Swift Pork Processing Facility.* Wentzville Wastewater Treatment Facility, MO – Laboratory Technician. Maintained a 2.0 MGD extended aeration wastewater facility with responsibilities including daily laboratory testing per EPA approved methods; dewatering digesters; adjusting and tracking flow to units; daily checks on equipment; dissolved oxygen monitoring; equipment maintenance and calibrations; organized a backflow prevention inspection program for over 600 devices citywide; scheduled and organized inspections per classification twice a year; and maintained grease trap inspections for the entire city, approximately 100 inspected twice a year.* Fru-Con Construction, Pickneyville, IL – Sub-Station. As Document Control Clerk, duties included reproducing and distributing new revisions of blueprints to many different subcontractors at job sites. Responsibilities included working with complex spreadsheets, merging orders together, organizing incoming international shipments via excel. Other duties included plotting out large operation manuals, reproducing, and distributing to multiple job sites with multiple subcontractors.* * Experience prior to joining Woodard & Curran 2741 Operation, Maintenance & ManagementD-27 Appendix D | Resumes Professional Profile Ken has 18 years of experience working in the wastewater industry with a primary focus in IT and Asset Management of Collections Systems and Wastewater Treatment facilities. He is a highly experienced Asset Management Professional with over 10 years of experience in Advanced Asset Management Leadership and over 25 years of Enterprise IT Leadership. Ken has successfully implemented Asset Management programs at two Government utilities in South Carolina where he directed and managed the Asset Management Program (AMP), including developing Strategic Asset Management Plans, Asset Management Program Strategy and overall development and implementation of the Asset Management Program. His strengths include his knowledge of asset management practices, experienced leadership, data analysis, communication, team building, and continuous personal improvement and development. Related Experience Woodard & Curran – O&M SBU Asset Management. Services Manager responsible for the implementation of our Advanced Asset Management Program at 56 projects located around the United States. Ken’s responsibilities include working with our teams to develop asset management strategies and procedures for efficient and effective facility management. Task include framework development, programming strategy, program standards and tools, Risk Assessment Framework Development, Condition Assessment Framework development, perform Condition Assessments, perform Risk Assessments, perform Business Risk Exposure Assessment using Probability of Failure and Consequence of Failure, risk mitigation strategies, risk assessment reports, life cycle planning, long-term planning and CIP Planning. City of Groveland, FL – Groveland Water and Wastewater Facilities. The City’s facilities include: two wastewater treatment facilities, four water treatment plants, and one booster pump- ing station. Our team developed an Asset List by using plant drawings and field visits to construct an asset hierarchies list for all seven facilities. Woodard & Curran performed Level 1 Condition Assessments on all the assets. We gathered basic condition inspection data using a condition assessment matrix and holding field discussions with maintenance staff. The purpose of this type of inspection is to determine assets that need further specialized assessments and identify any assets that need immediate attention or pose safety risks. Our team determined asset install dates, expected useful life, Probability of Failure (POF), redundancy, consequence of failure (COF), and business risk associated with the assets. This was done using estimated useful life tables and Ken Davis Asset Management Education • Bachelors, Computer Science, Lander University Registrations • Essentials of Asset Management - Virginia Tech • Pipeline, Lateral and Manhole Assessment - National Association of Sewer Service Companies Professional Associations • SC Asset Management Committee • SCWWA/WEASC Joint Asset Management Committee 2742 D-28City of Winter Springs - OM&M Appendix D | Resumes holding workshops with leadership and staff. We have also established a risk framework to determine the risk of the assets. Woodard & Curran developed a Power BI Risk Matrix to display asset and risk related reports to staff and leadership. Our team continues to work with this staff to develop the needed Preventative Maintenance for the assets, and to get the Computerized Maintenance Management System/Asset Management System (CMMS/AMS) configured for use at this facility. Pilgrim’s Pride, Pre-Treatment Wastewater Facility, GA – New Project Implementation. Newly built facility that Woodard & Curran is contracted to operate and maintain. Our team developed an Asset List based on plant draw- ings, onsite team asset data collection, and field visit to construct an asset hierarchy for this facility. Ken helped determine asset install dates, expected useful life (EUL), probability of failure (POF), redundancy, consequence of failure (COF), and business risk associated with the assets. This was done using EUL tables and holding workshops with leadership and staff. We also have a risk framework to determine the risk for the assets. Our team created a Power BI Report to display asset and risk related reports to staff and leadership. Ken worked with the Operations Specialist team to develop Preventative Maintenance (PM) for the assets at this facility. He worked with Technology staff to implement the PMs for the assets, and to configure the CMMS/AMS system for the facility. Performed training with the Technology team, to train staff and lead- ership on how to use the CMMS and perform asset management practices for the facility. Our team is continuing to monitor this facility for any changes and updates that need to be made to the asset data in the CMMS/AMS sys- tem. We are tracking life cycle changes such as installs, repairs, refurbishments, replacements, and decommissions as well as all PM activities. Confidential Client, Horse Cave, KY – Pre- Treatment Wastewater Facility. Woodard & Curran developed an Asset List based on plant drawings and field visits to construct an asset hierarchy for this facility. Our team collected asset-related data for the assets and performed Level 1 Condition Assessments on the assets. We gathered basic condition inspec- tion data using a condition assessment matrix and holding field discussions with maintenance staff on the assets. The purpose of this type of inspection is to give a basic condition score to the assets based on physical inspections, determine assets that need further specialized assessments, and identify any assets that need immediate attention or pose safety risks. Woodard & Curran determined asset install dates, expected useful life (EUL), probability of failure (POF), redundancy, consequence of failure (COF), and business risk associated with the assets. This was done using EUL tables and holding workshops with leadership and staff. We also have a risk framework to determine the risk for the assets. Ken worked with Operations Specialist team to develop preventative maintenance (PM) for the assets at this facility. He also worked with Technology staff to implement the PMs for the assets, and to configure the CMMS/AMS system for this facility. Ken performed trainings with the Technology team, to train staff and leadership on how to use the CMMS and perform asset management practices for the facility. Woodard & Curran created a Power BI Report to display asset and risk related reports to staff and leadership. We created an Asset Management Report for this facility to highlight items that need attention from the condition assessments and risk assessments. This highlighted high risk assets, assets with negative useful life, defective assets, and assets in failed states. 2743 Operation, Maintenance & ManagementD-29 Appendix D | Resumes Professional Profile Kelly is an engineering project manager with over 20 years of experience in wastewater, reuse and biosolids industries. She has extensive experience with design, regulatory permitting and coordination, construction, operations, and alternative project execution methods, including design-build. Related Experience City of Groveland, FL – Wastewater Treatment Facility Design, Funding and Construction Administration. Project Manager responsible for funding and design of a 2.0 MGD wastewater treatment facility (WWTF) upgrade. Project includes new mechanical headworks with washer compactor, dual tank oxidation ditch expansion, two new clarifiers, RAS/WAS upgrades, chlorine contact chambers and chemical pumps, effluent disk filters, effluent pumps, 1.5 MG reject storage tank, sprayfield improvements, plant water reclaim pumps, alum fed system upgrades, aerobic digester improvements, new biosolids dewatering equipment, SCADA monitoring and control upgrades, site lighting, site layout and emergency generator. City of Starke, FL – Wastewater Treatment Facility Design, Funding and Construction Administration. Project Manager responsible for the design of a 1.25 MGD WWTF upgrade. Project includes new influent pump station, headworks, 5-stage oxidation ditch, clarifiers, chlorine contact chambers, effluent disk filters, sprayfield modifications, emergency generator, site lighting, site layout and new administration building. The project is funded through the UDSA. City of Starke, FL – Collection System Phase 1 Design, Funding and Construction Administration. Project Manager responsible for the rehabilitation of approximately 2 miles of gravity sewer and the installation of approximately 2 miles of new gravity and pressure sewer. Project also included survey, FDOT, CSX and environmental permitting, relocation of a wastewater lift station, SCADA system upgrades at 15 wastewater lift stations and FDEP funding management. City of Starke, FL – Wastewater Treatment Compliance. Project Manager responsible for work- ing closely with the City to develop approach to bring existing WWTF into compliance for permitted effluent limits, to meet DEP Consent Order requirements. City of Starke, FL – Wastewater Treatment Facility Permit Renewal. Project Manager respon- sible for developing permit renewal application package for the City’s existing WWTF, including the operations and maintenance report, biosolids management plan and capacity analysis report. Education • Bachelors, Agricultural and Biological Engineering, Cornell University • Masters, Biological & Environmental Engineering, Cornell University Registrations • Professional Engineer - FL PE90567, NY Kelly Saikkonen, pe Water/Wastewater Engineering 2744 D-30City of Winter Springs - OM&M Appendix D | Resumes City of Starke, FL – Saratoga Heights Lift Station. Project Manager for the assessment and conceptual design of an upgraded waste- water lift station, including an evaluation of electrical, structural, site/civil and process/ mechanical elements. City of Bushnell, FL – Clean Water Facility Plan and Asset Management Program. Project Manager responsible for the devel- opment of a clean water facilities plan. This project is funded by Florida State Revolving Fund and includes mapping of utilities, evalu- ation of wastewater facilities, population and water demand forecasts, evaluation of future developments, and development of a 20-year facility plan and asset management plan the City’s wastewater assets. City of Bushnell, FL – Wastewater Treatment Facility Capacity Increase. Project Manager for the conceptual design and project permitting to provide additional capac- ity at the City’s wastewater treatment facility to accommodate recent and ongoing population growth and development. City of Bushnell, FL – Roadway Improvements. Project Manager responsible for the design and permitting for roadway improvements within the City. Project includes survey work, wetland delineation and coordi- nating within Sumpter County. City of Newberry, FL – Clean Water Facility Plan. Project Manager responsible for the development of a clean water facilities plan. This project is funded by Florida State Revolving Fund and includes mapping of utili- ties, evaluation of wastewater facilities, popu- lation and water demand forecasts, evaluation of future developments, and development of a 20-year facility plan and asset management plan the City’s wastewater assets including regional considerations. 2745 Operation, Maintenance & ManagementD-31 Appendix D | Resumes Professional Profile Paul has over 35 years of experience providing civil and environmental consulting services to municipalities and clients in the private sector. He focuses on the evaluation, design, construc- tion, and operation of wastewater treatment facilities. He has completed more than 50 facilities plans and plant evaluations. He has served as the technical lead on the evaluation, design, con- struction administration and/or startup of numerous upgrade projects that cumulatively exceed $750M. Paul is well recognized for his practical treatment process expertise and has contributed to many of the current design and operations Manuals of Practice (MOP) published by the Water Environment Federation (WEF) (MOP-8, 29, 31, 34,35 and OM-9) and the New England Interstate Water Pollution Control Commission (the 2011 edition of TR-16 and subsequent revisions related to flood resiliency). Paul also serves on the Editorial Advisory Committee of the Operations Forum section of the WEF magazine Water Environment and Technology. He regularly lectures on waste- water design and operation at the University of Massachusetts, Worcester Polytechnic Institute and for many of the state operator associations throughout New England. Paul is currently participating on the Water Environment and Reuse Foundation (WE&RF) work group investigating Sidestream Enhanced Biological Phosphorus Removal with numerous industry leaders and an academic team from Northeastern University. Related Experience Narragansett Bay Commission, Bucklin Point Wastewater Treatment Facility, RI – BNR and SC Operational Assistance. Technical lead on a program to evaluate BNR performance and secondary clarifier capacity and develop operational guidance to provide a balance between per- formance and capacity of the 31 MGD multi-stage activated sludge system. The program included evaluation of plant data, development of plant operating models that were calibrated to plant performance, preparation of a set of standard operating procedures (SOP) and a series of training workshops with plant staff. Paul Dombrowski, pe, bcee Wastewater Engineering Education • Masters, Environmental Engineering, Worcester Polytechnic Institute • Bachelors, Civil Engineering, Worcester Polytechnic Institute Registrations • Professional Engineer - CT, MA • Board Certified Environmental Engineer • Professional Land Surveyor - MA • Wastewater Operator Grade 6C - MA Professional Associations • American Academy of Environmental Engineers, Board Certified Environmental Engineer • Chi Epsilon - Honor Society of Civil Engineers • Connecticut Water Environment Association • Massachusetts Water Pollution Control Association • New England Water Environment Association, Plant Operations Committee Chair, 2001- 2005, Executive Committee and Director-at- Large, 2008-2011, Awards Committee Chair, 2011-present • Tau Beta Pi National Engineering Honor Society • Water Environment Federation, Technical Practice Committees for various manuals of practice • Water Environment Federation, Operations Forum Editorial Advisory Committee, 2007-present 2746 D-32City of Winter Springs - OM&M Appendix D | Resumes City of Chicopee, MA – Water Pollution Control Facility Nitrogen Removal Evaluation. Principal-in-Charge and Technical Lead for the evaluation of both near- and long- term options for total nitrogen removal for the existing 15.5 MGD High Purity Oxygen (HPO) facility. Evaluation Options with cost rankings were developed for potential effluent limits of 3, 5 and 10 mg/L as well as the ability of the facility to maximize nitrogen removal using the existing facility. City of Holyoke, MA – HPO Wastewater Treatment Plant Aeration Controls Upgrade . Process Technical Lead for the implementation of modifications to the oxygen control system for an open tank High Purity Oxygen (HPO) activated sludge process at the 17.5 MGD facility. Current evaluation includes consideration of ammonia based aeration control (ABAC), nitrate-based control and improvements to oxygen gas flow for process stability. City of Troy, MO – Wastewater Treatment Plant Upgrades. Technical Reviewer providing design and operational assessments related to the development of a facility plan to increase the wastewater treatment plant (WWTP) capac- ity and improve permit compliance. City of O’Fallon, MO – Wastewater Treatment Plant Capital Improvement Plan. Technical Reviewer for process selection and design for the comprehensive upgrade of the WWTP. WWTP upgrade focused on meet- ing more stringent ammonia discharge limits included in their most recent permit. Town of Warren, RI – Wastewater Treatment Facility Upgrades. Technical Lead for the planning, detailed design and con- struction of $20M in upgrades to the 3.4 MGD Warren WWTF. One of the primary drivers for the facility upgrades is to meet a new low effluent nitrogen limit in the discharge permit. In addition to new permit requirements, two particular challenges need to be addressed through the upgrade of the Warren WWTF, (1) that the WWTF experiences short-duration, wet weather events that result in extreme flow spikes, and (2) that the WWTF site is very space limited and requires a compact treatment pro- cess for this upgrade. To meet all of the chal- lenges of the project, a number of alternative configurations were evaluated and the Variable Operating Mode (VOM) process was selected. Town of Windsor Locks, CT – Dexter Pump Station Upgrade. Principal-in-Charge and Technical Lead for the comprehensive upgrade of the 7 MGD pump station using an oper- ator-friendly horizontal dry-pit submersible pump configuration Town of Windsor Locks, CT – Water Pollution Control Facility Mechanical Systems Upgrade. Principal-in-Charge and Technical Lead for the upgrade of various mechanical system at the 2.1 MGD BNR facility. Systems upgraded include; screening, primary clarification, aeration, secondary clarification, plant water pumping and various building systems. Town of Enfield, CT – Facilities Plan. Technical Lead for the preparation of a com- prehensive facilities plan. The evaluation of this 10 MGD plant included particular focus on biological nitrogen removal and sludge processing alternatives as well as the rehabili- tation of an aging WPCF. Woodridge Lake Sewer District, Goshen, CT – Facilities Plan. Principal-in-Charge and Technical Lead for evaluation of treatment and groundwater disposal alternatives compared to conveyance system improvements to con- nect to the City of Torrington’s sanitary sewer system. Town of Warren, RI – Facilities Plan. Technical Lead for the preparation of a com- prehensive facilities plan for the 3.43 MGD wastewater treatment facility that included a detailed evaluation of biological nitrogen removal alternatives to meet stringent nitro- gen limits, provide for significant wet weather treatment capacity and upgrade the plant on a very constrained site. 2747 Operation, Maintenance & ManagementD-33 Appendix D | Resumes Professional Profile Ronnie brings over 35 years of experience in automation and controls in improving systems at plants to run effectively and efficiently. He has extensive experience overseeing the planning, development, testing, and launch of groundbreaking applications and industrial solutions, deliv- ering results in automation and control systems. Ronnie applies strong attention to detail and efficient multi-tasking abilities to excel in time-critical environments, meeting all standards for quality and productivity. He also translates business requirements into technical specifications while working collaboratively with business and technical stakeholders. Related Experience City of Mascotte, FL – Instrumentation and Controls Engineering. Served as Engineer respon- sible for implementation, upgrade, and start-up of a SCADA system for the Town’s wastewater treatment facility and collection system, including the programming of PLCs, OITs and HMI. The treatment facility consists of 8 local control panels. The hardware used is Allen-Bradley PLCs and the SCADA software used is VTSCADA. City of Groveland, FL – Instrumentation and Controls Engineering. Served as Engineer responsible for troubleshooting, and implementation of several SCADA system upgrades at various water, wastewater and reclaim sites across the city. The hardware used is Allen-Bradley PLCs and the HMI software used is VTSCADA. City of Tavares, FL – Instrumentation and Controls Engineering. Served as Engineer respon- sible for implementation, upgrade, and start-up of a SCADA system for the Town’s wastewater treatment facility and collection system, including the programming of PLCs, OITs and HMI. The treatment facility consists of 8 local control panels. The hardware used is Allen-Bradley PLCs and the SCADA software used is Factory Talk View Site Edition. City of Orange City, FL – Instrumentation and Controls Engineering. Served as Engineer responsible for implementation, upgrade, and start-up of a SCADA system for the Town’s waste- water treatment facility and collection system, including the programming of PLCs, OITs and HMI. Completed controls retrofit for 14 lift stations to Siemens S7-1200 PLC’s and the SCADA software used is VTSCADA. City of Abingdon, VA – Instrumentation and Controls Engineering. Served as Engineer respon- sible for implementation, upgrade, and start-up of a SCADA system for the Town’s wastewater treatment facility to include upgrading to MicroLogix PLCs on 9 PLC applications at the facility and complete PLC and OIT modifications to their Aqua filter process. The hardware used is Allen- Bradley PLCs and the SCADA software used is VTSCADA. Education • Associates, Electronics Engineering, Ivy Tech Community College-Whitewater • Associates, Computer Science, Ivy Tech Community College-Whitewater Ronnie Harrison SCADA & Instrumentation 2748 D-34City of Winter Springs - OM&M Appendix D | Resumes This page is intentionally left blank for double-sided printing purposes. 2749 Operation, Maintenance & ManagementD-35 Appendix D | Resumes Professional Profile Joseph has over 16 years of experience protecting critical infrastructure as well as proprietary and intellectual property against outside adversarial, insider and cyber threats in the military, public, private, and international sectors. He leads the security efforts for Woodard & Curran’s opera- tions & management group nationwide. Related Experience O&M Projects, Various Locations – Mobile Device Patch Management. Lead O&M wide patch management program for mobile devices, ensuring mobile devices used at WTP, WWTP and Industrial WWTP have latest security patches minimizing potential vulnerabilities from these sites’ networks. O&M Projects, Various Locations – Network Access Management. Initiated and collaborated with O&M Network Infrastructure Manager to create Guest Networks at all WTP, WWTP, and Industrial WWTP with O&M managed networks for non-Woodard & Curran owned devices to connect to. Eliminating unknown and unmanaged devices from potentially having access to critical IT systems. O&M Projects, Various Locations – Initiated Supply Chain Risk Management Process. Initiated the process to review network connected devices prior to connection to minimize potential threats and vulnerabilities from products manufactured with malicious vulnerabilities or backdoors in them which could pose a threat to the IT and SCADA networks. City of Cashmere, WA – WTP and WWTP Security Assessment. O&M Information Security Manager responsible for the physical security and cyber security assessment of the city of Cashmere, WA water treatment and wastewater treatment plants. Assessment resulted in the identification and correction of several key physical security vulnerabilities at the site and in daily operations. Initiated partnership with the Cybersecurity and Infrastructure Security Agency (CISA) which led to the procurement of free monitoring of public facing IT network equipment. Confidential Client, North Haven, CT – Security Assessment and Security Upgrades. Led security assessment of treatment facility, identified and prioritized security vulnerabilities which has led a capital improvement projects designed to improve physical and cyber security stance and allow for monitoring of the facility during remote night operations. These capital improve- ments will also assist in lowering manpower costs and improve the safety of the staff. Joseph Parks Cyber Security Education • Bachelors, Computer and Information Science, Wilmington University • Associates, Community College of the Air Force • Associates, Criminal Justice, Community College of the Air Force Specialized Training • Federal Law Enforcement Training Center – Criminal, Fraud and Counterintelligence Investigations • Defense Cyber Investigation Training Academy – Intro to Cyber Investigations and Digital Forensic previewing and extraction courses • Joint Counterintelligence Training Academy – Advanced Counterintelligence Investigation Course, Counterintelligence Research, Development and Acquisitions 2750 D-36City of Winter Springs - OM&M Appendix D | Resumes This page is intentionally left blank for double-sided printing purposes. 2751 Operation, Maintenance & ManagementD-37 Appendix D | Resumes Professional Profile During her 35-year career, Tami has a wide variety of grant and loan experience with a strong emphasis on federal and state program development and multi-discipline project funding and management. Her experience and knowledge comes from a diverse background including work- ing for City and County government, serving design firms as a program development specialist, and owning and operating a multifaceted Florida-based corporation. Her experience in planning, administration, permitting, engineering, and construction has given her the ability to provide flexibility to local governments working within the boundaries of promulgated rules and require- ments. Tami has led a team of professionals that includes engineers, planners, financial special- ists, and administration specialists. She has initiated financial planning programs that created over $4B in design and construction. Related Experience City of Groveland, FL – Utility System Upgrades. Groveland is the fastest growing community in Florida according to current growth information from the Florida Department of Economic Opportunity in FY2020. Infrastructure within Groveland is inadequate to support continued growth and due to age has insufficiencies to meet environmental demands. The City is working with Woodard & Curran to upgrade the drinking water, clean water and stormwater utilities throughout the service area. Tami has worked diligently with staff to secure seventy-percent (70%) grant fund- ing and low-interest loans to address pre-construction and construction of the utility upgrades. City of Newberry, FL – Wastewater Treatment Plant Upgrade and Expansion. Fiscal Solutions Lead responsible for development and execution of the Newberry Wastewater Treatment Facility (WWTF) Upgrade funding program. To date, Tami has created funding pathways and executed a team approach to delivery of over $10M toward the WWTF upgrade. She continues working to create applications and execute agreements for Newberry utility improvements, land acquisition and pub- lic-private partnership agreements. Tami will continue efforts to access alternative financial resources to lower the local cost share burden of the City of Newberry customer base and address additional costs related to potential future growth and regionalization. Her team’s efforts will keep in line with the City’s desire to keep utility rates affordable. Education • Bachelors, Business/Finance, Riley College Professional Association • America Grant Consultants Technical Expertise • Grantsmanship • Intergovernmental Coordination and Agreements • Public Participation • Request for Inclusion • Capital Finance Planning • Program Draw Requests • Monitoring and Status Reporting • Legislative Coordination • Agency Coordination • Fiscal Analysis • Alternative Financial Planning • Alternative Analysis • CIP Review • Program Administration Tami Ray-Ross Fiscal Solutions 2752 D-38City of Winter Springs - OM&M Appendix D | Resumes City of Dunedin, FL – Wastewater Treatment Facility Upgrade and Lift Station Rehabilitation Project. Dunedin has experi- enced increasing demands on the wastewater treatment facility (WWTF) and city-wide lift station system. City staff are continually look- ing for opportunities to upgrade the system to decrease energy and chemical costs to decrease budget demands. Tami has worked with Dunedin to secure $15.5M in funding to accomplish goals associated with WWTF upgrades and lift station repair system wide. The ability to create a path toward principal forgiveness and low-interest funds has dramat- ically decreased the cost of the overall funding program and allowed construction to proceed. City of Mascotte, FL – Funding. Funding Specialist responsible for working to execute funding agreements for City-wide utility improvements that total over $100M. She is supporting City efforts to expedite a five-year capital improvements program while lowering the local cost share in an effort to keep utility rates affordable. City of Largo, FL – Wet Weather Program Grant/Funding Specialist. The project included wet weather improvements, treat- ment improvements and system-wide collec- tion improvements. The total project funding was $90M and was funded over a nine-year time period. The City’s cost savings has been estimated in excess of $40M by using alterna- tive finance revenue in lieu of bond to finance the improvement program.* City of St. Augustine and St. Johns County, FL – Central Wastewater Collection System. Funding Specialist for the City of St. Augustine and St. Johns County worked together to fund and implement a central wastewater collection system within a disadvantage community located partly within the city limits and partly within the unincorporated county limits. The project will convert 1,250 homes on private septic system to the City’s central sewer. The estimate value of this project is $24M. Services include development of the funding application, administrative duties and facilities planning.* City of North Miami, FL – Drinking Water and Wastewater System Improvements. As the Funding Specialist, assisted the City of North Miami in funding drinking water and wastewater system improvement. This included treatment, distribution and collection system rehabilitation. The estimated value of these projects $30M.* City of Tavares, FL – Infrastructure Replacement/Rehabilitation. Grant/Funding Specialist for the City’s aging infrastructure (water, wastewater, storm water and roadway) that must be replaced or upgraded. This project included engaging the United Stated Department of Agriculture, Rural Development (USDA-RD) to fund the $27M project in phases. The project includes grant and low interest loan funding and interim financing.* * Experience prior to joining Woodard & Curran 2753 Operation, Maintenance & ManagementD-39 Appendix D | Resumes Professional Profile Tom provides over 40 years of experience in civil engineering planning services related to water and wastewater systems. He works with communities to master-plan improvements to exist- ing infrastructure and system expansion for growth. His goal is to provide a common-sense, hands-on approach to problem solving through direct involvement with utility operations, combining the latest technology and processes to create a quality, long-term facility that results in minimal operating and maintenance costs. From concept to completion, he is directly involved in every aspect of a project to ensure that budgets and schedules remain on task and that the end product is as planned. Tom strives to maintain long-term relationships with clients through providing outstanding customer satisfaction. Related Experience Funding Programs for Clean Water and Drinking Water Projects – Statewide. Thomas’s fund- ing program experience includes the State of Florida Department of Environmental Protection, State Revolving Fund (FDEP-SRF), State and Federal Legislative Appropriations, Community Development Block Grants (CDBG), United States, Department of Agriculture, Rural Development, Utilities (USDA-RD), State of Florida, Department of Parks, and Recreation (FRDAP), United States Army Corp of Engineers (USACE), and others. His experience in these programs includes project concept collaboration, application, planning, engineering, construction services as grant adminis- trator and project closeout. His total grant funding involvement to date is estimated at $2B. Most recent successful SRF program included the Cities of Groveland, Mascotte, and Largo, Florida which provided nearly $140M of loan and grant funding via FDEP. City of Groveland, FL – Drinking Water, Wastewater, and Reclaim Water Utilities Master Plan. Oversaw the development of a City-wide Utilities Master Plan (UMP) for drinking water, wastewater, and reclaim (irrigation) water. This project includes mapping of all utilities, evaluation of all facilities across the City, population and water demand forecasts, evaluation of future devel- opments, and development of the following plans: 5-year and 20-year Capital Improvement Plans, 5-year Facility Improvement Plans, a 20-year Master Plan, a 10-Year Drinking Water Compliance Plan, and a Funding Initiative Plan. City of Mascotte, FL – Drinking Water and Wastewater Facilities Plan. This project is funded by the Florida State Revolving Fund and includes mapping of utilities, evaluation of water facilities, population and water demand forecasts, evaluation of future developments, and development of a 20-year facility plan and asset management plan for both drinking water and wastewater. This project is currently underway. Thomas Bryant, pe Fiscal Solutions Education • Bachelors, Agriculture Engineering, Auburn University Registrations • Professional Engineer - FL PE36481, AL 2754 D-40City of Winter Springs - OM&M Appendix D | Resumes City of Newberry, FL – Wastewater Treatment Plant Upgrade with SRF Funding. Conduct analysis of historical data for wastewater demand from 2010 to 2019. Project wastewater needs through 2043. Analyze funding needs to meet debt service. Analyze Comprehensive Plan requirements for infrastructure needs as it relates to growth of the community. Work with the Utility Director and City Manager to ensure deliverables meet the client’s needs. Master Planning for Clean Water and Drinking Water Studies. Thomas provides civil engineering planning services related to clean water and drinking water funding programs. He works with communities to master-plan improvements to existing infrastructure and system expansion for growth. His goal is to provide a common-sense, hands-on approach to problem solving through direct involvement with utility operations, combining the latest technol- ogy and processes to create a quality, long-term facility that results in minimal operating and maintenance costs. From concept to comple- tion, he is directly involved in every aspect of a project to ensure that budgets and schedules remain on task and that the end product is as planned. Tom strives to maintain long-term relationships with clients through providing outstanding customer satisfaction. His goal is to plan facilities around the community needs and within their affordability. Asset Management Programs. Thomas has been instrumental in the development and support of Asset Management (AM) Teams across Florida, to implement an effective, operational “Asset Management, Fiscal Sustainability and Computerized Maintenance Management Program”, for use in FDEP-SRF compliance. Tasks include the identification of: Staff, Support Consultants, GIS collection and measurement equipment, computer software, computer hardware, coordination with the City/County GIS database, identification of key infrastructure attributes and education of key decision makers. Development of algorithms from data retrieved in the AM program, for use in: Capital improvements, renewal and replacement, operations and maintenance, rate sufficiency and other ongoing annual fiscal activities. Water Operations Management. Thomas oversaw Water Operations for the City of Tallahassee with a service population of approximately 225 thousand people (75,000 meters). The operation division included a staff of approximately 125 employees in the areas of engineering, water production, main- tenance and meters, construction, and taps. Responsibilities included the development of an operating and capital budget in excess of $15M annually, development of a five-year plan to remain competitive with the private sector and continue to provide outstanding service, administration of City and division policies, long- term facility planning and systems engineering, compliance with federal, state, and local rules and regulations, incorporation of directives of the City Commission and City Manager into the operation, development and oversight of a plan to continually improve efficiency and effective- ness of the unit, administration of all personnel matters and customer relations (rated #1 in customer survey), processing of contracts, and procurement of goods and services.* * Experience prior to joining Woodard & Curran 2755 Operation, Maintenance & ManagementD-41 Appendix D | Resumes Professional Profile Morgan has five years specializing in municipal owned utilities to include water, wastewater, and stormwater. She has served as an application specialist on several federal and state grant appli- cations. Working hand-in-hand with Florida municipal clients has prepared her for comprehensive assistance to multiple facets of grant/loan processes and procedures. Morgan has served the municipal client market and worked well with federal and state program agency officials. Related Experience City of Bushnell, FL. State of Florida Department of Environmental Protection State Revolving Loan Fund planning and application preparation for drinking water and clean water. Project cost $605K. City of Groveland, FL. United States Department of Agriculture Community Facilities grant/loan application preparation. Project Cost $4M. City of Starke, FL. Planning and application preparation for upgrades to the wastewater treat- ment and collection system. Project cost $15M. City of Newberry, FL. State of Florida Department of Environmental Protection State Revolving Loan Fund planning and application preparation for drinking water and clean water. Project cost $275K. City of Dunedin, FL. State of Florida Department of Environmental Protection State Revolving Loan Fund planning and application preparation for clean water projects. Project cost $11M. City of Mascotte, FL. State of Florida Department of Environmental Protection State Revolving Loan Fund planning and application preparation for drinking water and clean water. Project cost $780K. City of Tavares, FL. Florida Department of Environmental Protection State Revolving Fund Application for asset management sustainability. Town of Inglis, FL. Planning for regional wastewater program to implement centralized sewer. City of Chipley, FL. Prepared and submitted United States Department of Agriculture Rural Development Wastewater Infrastructure grant/loan application for the city’s wastewater treatment plant and collection system upgrades. Project cost $2M.* City of Largo, FL. Administration of Phase I city-wide Wet Weather Program. Conducted Davis- Bacon interviews. Project cost $20M.* Education • Associates, Business Administration, Northwest Florida State College Specializing Training • Grant Application Specialist • American Iron and Steele • Davis-Bacon Morgan French Fiscal Solutions 2756 D-42City of Winter Springs - OM&M Appendix D | Resumes Washington County, FL. Prepared United States Department of Agriculture Farm Program Application for the Washington County Chamber of Commerce for economic development and growth. Project cost $1.5M.* City of Tavares, FL. Prepared and submitted State of Florida Department of Environmental Protection Recreational Development Assistance Application. Project cost $300K.* City of Largo, FL. Florida Department of Environmental protection State Revolving Loan Fund Program administration services.* * Experience prior to joining Woodard & Curran 2757 City of Winter Springs Operation, Maintenance & ManagementE-1 Appendix E | Required Supporting Documentation Evidence of Licenses Woodard & Curran is a registered business in Florida, the Department of Business and Professional Regulation (DBPR) will no longer require firms to renew their registration and licenses since those are now perpetual [no certificate or license to print]. Woodard & Curran Business License #7479. In addition, we have listed licenses from our project team who hold either a Florida Professional Engineer (PE) and/or Operator license. Copies of the licenses can be provided upon request. Staff Member Credentials (Licenses) Glenn Burden Wastewater Treatment Operator, Class A - FL 0007809 Reclaimed Water Field Site Inspector - FL1569 Stormwater Technical Level “C” - FL 1896 Matt Prendergast Drinking Water Treatment Plant Operator, Class C - FL 0017198 Wastewater Treatment Plant Operator, Level A - FL 0008997 John Sowka Wastewater Treatment Operator, Class A - FL 0018247 Troy Kepley Drinking Water Treatment Plant Operator, Class C - FL 0023075 Wastewater Treatment Plant Operator, Level A - FL 0007992 Backflow Prevention Assembly Repair - FL R1778 Justin deMello Professional Engineer - FL PE85668 Kelly Saikkonen Professional Engineer - FL PE90567 Thomas Bryant Professional Engineer - FL PE36481 Shareholder As a privately-held firm, Woodard & Curran’s owners are employees of the firm who have influ- ence over strategy and ownership changes with not a single shareholder owning more than 10% of the issued stock. This independence and financial stability have enabled the firm to maintain a consistent focus on our clients’ needs and direction while avoiding the multiple ownership and management changes that characterize many firms in the engineering industry. As stated in Part 2 – Respondent Profile, Woodard & Curran has no other detail to provide since we have no unfavorable factor or events identified that would adversely impact our ability to perform our contractual commitments to the City if selected. 2758 Appendix E | Required Supporting Documentation City of Winter Springs - OM&M E-2 This page is intentionally left blank for double-sided printing purposes. 2759 1511 North Westshore Boulevard, Suite 420 map-marker-alt Tampa, Florida 33607 . 800.426.4262 phone woodardcurran.com desktop 2760 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities –RFQ # 02-25-01 CS City of Winter Springs, Florida | May 2, 2025 2761 Chad Ashley Contract/Project Manager Sr. Project Manager Gary Deremer Project Executive President & CEO Brad Labella, PE Engineering Support Sr. Engineer Charlotte Worsfold Operations Manager Area Manager Introducing Our People – The Team for Winter Springs Chris Saliba Transition/Quality Manager VP O&M 2 2762 Operational Approach Transition Plan Maintaining Operations During Construction Questions and Open Discussion Agenda 3 Clarifications & Why U.S. Water?01 02 03 04 05 FGUA Del Prado – 4.25 MGD Wastewater Treatment 2763 Clarifications & Why U.S. Water? 42764 U.S. Water Has Unmatched Florida Experience & Resources Florida’s Largest Water and Wastewater O&M Provider •Providing operations, maintenance, engineering, consulting, residuals management, customer service, and more •Employing over 800 employees (500 utility professionals in Florida and over 250 Florida Licensed Operators) •Operating over 1,000 Florida water and wastewater treatment facilities •Serving over 1,000,000 Floridians daily •Providing services in 57 Florida counties •Licensed Engineering Firm •Value engineering capabilities and operational approach •Experienced Design Build capabilities •Licensed General, Underground, and Electrical Contractor •Operability expertise 5 Chuluota 2765 Local Experience U.S. Water Highlights: 6 Ideally-Sized Company – Large enough to provide highest level of utility expertise; small enough to commit continuous involvement of leadership Unmatched Resources –The density of our operations in the surrounding area allows us to support the project team with resources and near-immediate availability. Local Management – Senior managers reside within 30 minutes of the project City of Winter Springs 2766 U.S. Water Guiding Principals 7 Client Satisfaction: We prioritize exceptional service and long-term client relationships - our managers are accountable for meeting client expectations and delivering consistent value above all else. Employee Satisfaction: We foster a positive, supportive work environment — ensuring our teams are engaged, empowered, and aligned with our mission. Financial Performance: We maintain strong financial stewardship — balancing operational excellence with cost efficiency to support sustainable service delivery. All U.S. Water managers are evaluated based on these three core principles. 2767 Long-term Florida Public-Private Partnership (P3) Experience We are proud to say that we still provide services to our first customer, of over 20 years. 8 Client Name Start Date Florida Department of Corrections 2003 Florida Department of Transportation 2003 Florida DEP – Parks 2004 City of North Lauderdale 2006 East Central Regional WWTF 2007 Monroe County School Board 2008 Florida Governmental Utility Authority 2009 Pasco County 2009 City of Coconut Creek 2013 Hillsborough County 2014 City of Boynton Beach 2015 City of Crystal River 2016 City of Dania Beach 2016 City of Jacksonville 2017 City of Dunnellon 2018 City of Inverness 2018 Flagler County 2019 Nassau County 2019 City of Hollywood 2022 City of Lauderhill 2022 Tampa Bay Water Authority 2023 Polk Regional Water Cooperative (PRWC)2023 Water Cooperative of Central Florida (WCCF)2024 City of Inverness – 1.5 MGD Wastewater Treatment 2768 Operational Approach 92769 Operational Approach 10 Chuluota Water Treatment Plant, Chuluota , FL Ion Exchange Water Treatment Plant Client satisfaction is our top priority Strong alignment in reputation, public image, and responsiveness Dedicated teams for management, operations, and maintenance Extensive roster of local personnel, equipment, and resources Licensed general, underground, and electrical contractors ensures greater control and accountability Open and Honest pricing with multiple contract models available Use of electronic record systems to monitor labor utilization and facility maintenance Fleet of specialized equipment for utility work, excavation, locating, and repairs - immediate resource availability for the City Interlocal support through U.S. Water’s broad Florida client base, providing access to generators, equipment, spare parts, and other resources Additional corporate-level support available specifically for Winter Springs 2770 Operational Objectives 90 Day Milestones (Included in Transition) o Conclude Transition Activities o Finalize Statement of Conditions Report o Finalize SOPs, Daily Log Sheets, and integrate CMMS o Resolve all Priority 1 items identified in SOC o Finalize monthly reporting format and content 180 Day Milestones o Fully integrate Winter Springs into US Water’s portfolio o Establish KPIs and performance benchmarks o Develop draft contract incentives for power, chemicals, and sludge o Address and correct any remaining initial system deficiencies  1 Year Milestones o Solicit client feedback on performance (includes US Water senior leadership, President & CEO o Finalize all contract incentives o Negotiate at-risk cost agreements – power, chemicals, sludge and R&R 11 Plantation Bay Wastewater Treatment Plant, Flagler, FL Public Access Reuse Wastewater Treatment Plant 2771 Statement of Conditions Report 12 Provides a comprehensive baseline assessment of water & wastewater systems at the start of a new operations contract Identifies infrastructure conditions, compliance gaps, safety risks, and liability exposures Provides valuable insight for budgeting, capital planning, asset management, and grant readiness Preliminary cost for identified improvements and deficiencies Areas of focus: Health and Safety; Liability Exposure; Facility Operations; Facility Maintenance Most important component of transition 2772 Click to edit Master title style 1313 Transition Approach CITY OF WINTER SPRINGS Transition Schedule for Water and Wastewater Operations & Maintenance Service Start Date: October 1, 2025 4 Weeks Out 3 Weeks Out 2 Weeks Out 1 Weeks Out 1-Oct-25 1 month post 2 months post 3 months post 4 - 6 months post Task Division 9/3/2025 9/10/2025 9/17/2025 9/24/2025 Take over date 10/1/2025 10/31/2025 12/1/2025 12/31/2025 1/31/2026 Contract Completion and Signing Admin Sludge Disposal Contract Compliance SOC, Statement of Conditions Operations Facility signs appropriate Logo, contact number, approvals Operations Identify & List of Existing City Vendors Operations List of Properties from the City that USW will Maintain Operations System Maps and Prints Compilation Operations Group meetings HR Staff Interviews HR Offer Letters HR Drug Testing HR Benefit Enrollment HR Personal Protection Equipment, Uniforms HR Procure Cell Phones, Tablets, Laptops Admin Insert Shadow Personnel at WTP & WWTP Operations Resolution of Insurance of Jointly Used Vehicles & Lease Admin Vehicles & Fleet equipment Condition assessment Admin Job Costing, Tracking & Time Sheets Admin Begin job Costing Admin Vehicle Transfer and Vehicle Signage Admin Baseline Compliance Analysis and monitoring Schedule Compliance Review Sample Schedule/plans Compliance Review Historical Data - Compliance (5yr)Compliance Permit Transfers for systems Compliance Signatory Authority for signing regulatory docs Compliance Review Permitting Schedules/Renewals Compliance Determine City tools available and procure what is needed Operations Communication Plan w/ Emergency Phone Numbers Operations 2773 Click to edit Master title style 1414 Transition Approach (cont.) Service Start Date: October 1, 2025 4 Weeks Out 3 Weeks Out 2 Weeks Out 1 Weeks Out 1-Oct-25 1 month post 2 months post 3 months post 4 - 6 months post Task Division 9/3/2025 9/10/2025 9/17/2025 9/24/2025 Take over date 10/1/2025 10/31/2025 12/1/2025 12/31/2025 1/31/2026 Emergency Preparedness Plan Operations Secure Miscellaneous Maintenance Contractors Operations Operations and maintenance Staff Assignments Operations Chemical & Sludge Inventory Operations Statement of Conditions (SOC)Operations Review finalize Ops/Maintenance staff plan Operations Implement Safety plan Operations Safety Audit/Security Preparedness Operations Establish after hours first Responder plan Operations Review access/easements Operations Develop Monthly Reporting Format Operations Training Needs Assessment (O&M)Operations Establish Emergency Response Plan Operations Schedule additional safety training as needed Operations Operation & Maintenance Plan Operations O&M Employee Process and Standards training (O&M)Operations Establish Grounds Maintenance Plan Operations Develop 5 year Capital Plan Operations R&R Plan Implementation Operations Inventory spare parts/supplies/mat.Operations List of ongoing maintenance, R&R & OS Equipment Operations CMMS Development Operations CMMS Current Data listing Operations SCADA Access and Pass Codes Operations Access Locks and replacements Operations Signs, Change Emergency Notification on Facilities Operations Setup Vendors (U.S. Water)Admin Transfer Line Locate responsibilities with Sunshine Operations Notify local emergency management Operations Establish Contacts with Neighboring Utilities Operations Populate CMMS Operations Implementation of CMMS Operations Bond (after contract signing and if required)Admin 2774 Click to edit Master title style 1515 Organizational Chart U.S. Water is committed to partnering with the City to retain and hire qualified existing staff, and we have the workforce to support operator and technician roles, as needed. Engineering Support Brad Labella, PE Compliance Melisa Rotteveel Safety Darlene Rouselle Quality Manager Chris Saliba Maintenance/Construction David Martin Ronald Cineas Camille Crawford Lead Operators Water Treatment Plants Mark Edwards Tori McCants Maintenance Technicians Thomas Ricci Maintenance Manager Chris Saliba Project Leadership Chad Ashley Project Manager Charlotte Worsfold Operations Manager East WRF Brandon Henderson Gary West West WRF Thomas Wheeler Calvin Rodriguez Lead Operators Wastewater Treatment Plants City of Winter Springs Corporate Support 2775 Public Access Reuse and Reclaimed Water U.S. Water manages over 38 MGD in total public reuse capacity across Florida. We have successfully maintained operations at many of these facilities during plant expansions, system upgrades, and major weather events —consistently upholding treatment and reuse quality standards. With public access reuse as Winter Springs’s primary effluent disposal method, U.S. Water’s extensive experience uniquely positions us to provide reliable, high-quality technical operations to the City. 16 Florida Public Access Reuse Facilities – Operated by U.S. Water Facility Name Capacity MGD Facility Name Capacity MGD East County Regional (70 MGD)20.000 Sumter Correctional – FDOC 0.350 Del Prado – FGUA 4.250 City of Key Colony Beach 0.340 Lehigh Acres – FGUA 3.000 Lake Fairways - FGUA 0.30 Seven Springs – FGUA 2.500 South Seas Plantation - FGUA 0.260 Winter Springs - West WRF *2.070 Chuluota – FGUA 0.250 Winter Springs - East WRF *2.010 Charlotte Correctional – FDOC 0.250 City of Crystal River 1.500 Country Woods / Meadows 0.170 City of Inverness 1.500 City of Everglades City 0.160 MacDill Air Force Base – FGUA 1.200 Meadowoods 0.150 Nassau County – Amelia 0.950 Fairways 0.150 Flagler County 0.475 Palm Valley 0.150 Martin Correctional – FDOC 0.375 Island Dunes 0.120 Total Public Access Reuse Experience - 38.40 * Excluded Winter Springs capacity from total 2776 Unmatched Experience in Advanced Wastewater Treatment (AWT) Proven Experience Currently operate over 100 Florida wastewater treatment facilities with biological nutrient removal processes Co-Presented w Central District FDEP staff on Biological Nutrient Removal (BNR) Operate multiple FDEP-owned facilities Created a customized operator training program focused specifically on BNR and AWT processes Hired by FDEP as operational experts Monroe County (Florida Keys) Involved during the introduction of AWT to Florida Commissioned the first AWT plant at FDEP –owned John Pennekamp State Park (Key Largo, FL) - 4-stage Bardenpho process Successfully completed the commissioning and startup of over 30 AWT facilities Key Colony Beach: o Conducted the initial start up in early 2000’s o Has maintained full compliance for over 20 years and continues operations today 17 2777 We Will Execute a Comprehensive and Proven Compliance Approach Unmatched compliance record > 99.98% compliant More than 100,000 samples collected annually Dedicated project compliance staff, supported by U.S. Water’s corporate compliance department in Florida Multiple layers of review and accountability In-house engineering experts in compliance, regulatory, and operational support Proven Consent Order Compliance Expertise Strong track record supporting municipalities in achieving and maintaining consent order compliance U.S. Water has been directly engaged by FDEP/FDOH to resolve troubled water systems In Riviera Beach, U.S. Water currently provides professional utility O&M expertise and staffing support to improve compliance readiness Services address consent order negotiation, process reliability, water quality improvements, procedures, maintenance, and performance improvement 18 Nassau Amelia Utilities – Amelia Island; Fernandina Beach, FL 2778 Our Communication & QA/QC Approach Ensures Transparency and Compliance Clear communication protocols between the City, media, and regulatory agencies: •External: Regulatory bodies and City stakeholders •Internal: Monthly reports, KPIs, emergency notifications Monthly project meetings and reporting •Content and KPIs to be collaboratively developed and agreed upon Attend council meetings to ensure transparency and alignment Annual updates to key planning documents: •Maintenance plan •Capital projects plan •Renewals and replacements plan Quarterly senior management meetings •Focused on strategic planning, regulatory compliance, and key operational issues 19 2779 Maintenance, Rehabilitation, and Construction Self-Performance o Florida licensed General, Underground, Electrical, and Plumbing contractor o Allows U.S. Water to self-perform all maintenance, rehabilitation, and construction work ensuring successful projects Completed over $160M of large-scale infrastructure maintenance projects over the prior 5-year period Successfully delivered numerous design-build-operate projects o ± $30M at MacDill AFB o ± $31M with FGUA 20 •Excavation Equipment Operations •Electrical Maintenance •Heavy Mechanical Maintenance •CDL & Heavy Equipment Operators •Specialized Locating Equipment •Ground Penetrating Radar •Backflow Testing & Repair •Electronic Reporting •Fire Hydrant Repair & Maintenance •Crane Truck Operations •Meter Replacements •Meter Calibrations •Jet/Vac Cleaning Operations •Map/Atlas Review U.S. Water provides water and wastewater rehabilitation services specializing in lift station rehabilitations, water and wastewater treatment plants assets, and collection and distribution systems. Hernando County Quality Drive Lift Station Rehabilitation Project Ongoing Florida Maintenance Contracts •Pasco County, FL Contracts •Pump Station Rehabilitation Program •Valve Change Out Program •As-Needed Plant and Infrastructure Contracts •Hillsborough County, FL Contracts •Lift Station (2” –6”) Rehabilitation Services -WORCS 3 •Lift Station (8” -12”) Rehabilitation Services –WORCS 4 •Fire Hydrant Replacement –WORCS 5 •Water & Wastewater Treatment Facility R&R –WORCS 9 •Immediate Pipeline Repair and Reconstruction –WORCS 11 •Additional Maintenance Services Provided: 2780 Grant Experience Successfully executed >$300M of projects that are publicly-funded via grants in Florida Our most successful projects provide clear public benefit, while maintaining affordable rates Septic-to-sewer grants City of Crystal River o Grant by-pass pumps and generators o Meter replacement grant – SRF o Hurricane Ian response to Lee County / FGUA $700,000 Highway 79 FL Division of Economic Development grant 21 City of Crystal River – 1.5 MGD Wastewater Treatment 2781 Transition Plan 222782 Providing customers with uninterrupted, safe and reliable drinking water and wastewater services is crucial to utility owners. The importance of a seamless transition of contract operation providers cannot be overstated. Project Project Contract Operations Provider Transitioned from Start Date Overall Contract Value Fort Dodge, IA Operation, Maintenance, and Management of the Water, Wastewater and Stormwater Utility Systems Veolia North America 2010 $76.2 MM City of Grimes, IA Operation, Maintenance, and Management of the Water and Wastewater Utility System, Distribution and Collection Systems, Field Service and Meter Reading PeopleService 2014 8.1 MM Chickasha, OK Water and wastewater plant operations, maintenance and management, resident project representative, construction administrative services and engineering support.Inframark 2015 $18.1 MM City of Crystal River, FL Water and wastewater management, treatment, distribution and collection system operations, maintenance, and field customer services Veolia North America 2016 $7 MM City of Inverness, FL Water and wastewater treatment operations, maintenance, and lift station operations and maintenance Woodard and Curran 2018 $8 MM Everglades City, FL Water and wastewater operations, maintenance, field customer services Veolia North America 2019 $2.8 MM Galena, IL Water and wastewater management, operations and maintenance Veolia North America 2019 $3.63 MM City of Heavener, OK Operation, Maintenance and Management of domestic and industrial wastewater treatment systems, distribution, collection, field customer services, meter reading Veolia North America 2020 $13.1 MM City of Mercedes, TX Water and wastewater operations, maintenance and management Jacobs 2020 $12.55 MM City of Tecumseh, OK Operation, Maintenance and Management of Wastewater Treatment Facilities Veolia North America 2021 $3.6 MM Tampa Bay Water Operation, Maintenance, and Management of the 29 MGD desalination facility American Water Services 2023 $16 MM Hartsville, SC Water, wastewater collection and distribution operations and maintenance. 3.5 MGD Extended Aeration WWTP, 1.5 MGD Chemical Addition WTP Clearwater Solutions 2023 $4.07 MM Jenks, OK Operations, Maintenance and Management of Wastewater Treatment Facilities, Lift Stations and Water Booster Pump Stations Veolia North America 2023 $5.7 MM Transition Experience – We have successfully transitioned over 100 projects 2783 Transitional Organizational Chart 24 U.S. Water is committed to ensuring a smooth, seamless transition that is completely transparent to the City. Chris Saliba Transition Manager •Overall management of U.S. Water efforts •Condition Assessment •Evaluate current O&M Protocols •Staffing Assessment & Interviews •Inventory and Procurement Brad Labella, P.E. Engineering •Manage CIP Development •Assist w/ Condition Assessment •Review Capacity Analysis •R/R Planning – Current and Future •Review Construction Plans Melissa Rotteveel Compliance •Historical compliance review •Sampling forecast & costing •Staffing review for facilities •Special monitoring requirements Nick Layman Fleet •Rolling stock requirements •Heavy equipment assessment •Vehicle assessment & evaluation •Identify & procure vehicle & equipment needs Backed by our proven, successful transition approach and implementation plan, we guarantee continuity of service without disruption, while maintaining the highest standards of water quality, reliability, communication, and customer care. Saila Bradl HR •Manage CIP Development •Assist w/ Condition Assessment •Review Capacity Analysis •R/R Planning – Current and Future •Review Construction Plans Ed Mitchell General Manager •Employee transition •Benefit comparison •Group staff meeting •Contract completion •Key staff interviews Mo Kader, PE Engineering •Permit review •Capacity analysis revie •Future compliance analysis Dave Martin Construction •Assessment of CIP in progress •Cost estimating for CIP •Maintenance assessment • Facility assessment •Review SOC report Scotty Soares Technical Support •SOC report •Manages field assessment crew •Populate CMMS database 2784 Maintaining Operations During Construction 252785 Proven Track Record of Operational Continuity During Capital Projects Maintain uninterrupted operations and compliance during major upgrades Expertise in operating facilities through construction, transitions, and expansions Deliver high-quality effluent and meet all regulatory standards $100M+ in infrastructure upgrades managed while operating systems Seamless integration of operations and engineering for compliance and efficiency PRWC and Cypress Lakes projects 26 FGUA/Flagler County upgrade projects at the Plantation Bay WWTP to boost capacity and efficiency: o U.S. Water is both the system operator and design engineer o Key additions: digester, aeration basin, and clarifier for Class I reliability. Flagler County – Plantation Bay Improvements 2786 Startup and Commissioning Approach – Coordinated and Collaborative 27 Startup and Commissioning Objectives o Plant successfully commissioned on time and without incident o Seamless handover from design & construction to O&M o Maximize asset protection and useful life of assets o Transparent relationship Our Proven Approach o Leverage insights from commissioning hundreds of facilities o Engage stakeholders early and often o Identify and manage equipment defects proactively o Integrate feedback into SCADA and controls o Mobilize O&M teams early for smooth handover o Perform Factory Acceptance Tests (FATs), Site Acceptance Tests (SATs), and Performance Tests o Validate equipment and facility performance at design capacity o Finalize Management Plans and Standard Operating Procedures (SOPs) o Populate Computerized Maintenance Management System (CMMS) o Define expectations and Key Performance indicators (KPIs) o Maintain Warranty Representatives 1.25 MGD - Lake Hamilton WWTP – Phase 1 2787 Our Approach to Emergency Management Based on Thoughtful Planning Response time: Less than 2 hours In an emergency, the primary concerns are the health & safety of employees, the public, and environment and maintaining water quality Emergency Management Plan will be prepared and reviewed annually o Emergency Notification Procedures o Standard Operating Procedures o Communication Plan o Emergency System Management o Vulnerability Assessment o Hazardous Materials Release o System Failures U.S. Water operates the Lehigh Acres WTP, the only utility in Lee County to maintain water service during Hurricane Ian Highly experienced in emergency response Sole private company FlaWARN steering committee member Provided resources and assistance immediately following all hurricanes in Florida since 2003 28 U.S. Water Response to Hurricanes Ian and Micheal 2788 SCADA Integration DBA Companies - Wholly owned and operated by U.S. Water Services Corporation Blackburn Controls DBA BCI Technologies (BCI) was acquired by U.S. Water in July 2023. BCI specializes in instrumentation and control systems. The acquisition of BCI expanded USW’s service offerings to include systems integration. Rocha Controls (RC) was acquired by U.S. Water in October 2024. RC specializes in instrumentation and control systems. Following the acquisition of RC, the division played a key role in supporting the Tampa Bay Water rehabilitation project and helping U.S. Water stay on a tight schedule. Process Control & Monitoring (PC&MTM) is U.S. Water’s proprietary monitoring system that streamlines data entry, enables real-time remote oversight, and optimizes operations to improve efficiency, reliability, and asset performance. Operating Entity U.S. Water Services Corporation 29 Proprietary Technology 2789 Proprietary, Industry-Leading Technology 30 Billing Accuracy Indicator – Combined U.S. Water 1.17 75th percentile 1.9 Median 11.7 25th percentile 36.4 68,000 70,000 72,000 74,000 76,000 78,000 80,000 82,000 84,000 86,000 88,000 90,000 $0.000 $0.050 $0.100 $0.150 $0.200 $0.250 $0.300 $0.350 $0.400 $0.450 $0.500 January-22 February-22 March-22 April-22 May-22 June-22 July-22 August-22 September-22 October-22 November-22 December-22 Monthly Flow (1,000 Gallons)Total Power Cost per 1,000 gallon treated Total Chemical Cost per 1,000 gallon treated Total Annual O&M Cost per Account U.S. Water $ 142 75th percentile $ 318 Median $ 470 25th percentile $ 641 Total Annual O&M Cost per MG U.S. Water $ 983 75th percentile $ 1,778 Median $ 2,645 25th percentile $ 4,168 Lehigh Acres – WTP 2022 Flow in 1,000 983,854 Power Cost per 1,000 $ 0.142 Chemical Cost per 1,000 $ 0.379 Source: AWWA Utility Benchmarking - Lehigh Acres WTP Sample Process Control & Monitoring (PC&M ) Solution Output U.S. Water is technology agnostic and will adopt the City's preferred systems and platforms. 2790 Energy Savings, Solutions and Strategies •Water and wastewater treatment plants can consume 30–40% of municipal energy use •Improving energy efficiency offers cost savings, carbon emissions reduction, and resilience benefits •Key energy consuming processes include pumping and aeration •Audits identify savings and inform long-term energy planning •Common Audit Findings •Improperly trained employees •Worn equipment •Oversized or undersized equipment •Inefficient blowers or aeration •Failed or fouled check valves •Common opportunities: •High-efficiency pumps and motors •Variable frequency drives (VFDs) •Process control optimization •Asset management •LED lighting and sensor upgrades 31 Total Annual O&M Cost per MG US Water $ 983 75th percentile $ 1,778 Median $ 2,645 25th percentile $ 4,168 Source: AWWA Utility Benchmarking - Lehigh Acres WTP Energy Efficiency in Water & Wastewater Treatment Plants 2791 Energy Savings Examples – Excerpt from Tampa Bay Water’s Monthly Project Performance Report 32 15.0 kW-hr Incentive Average monthly electrical cost of $1MM 2792 Energy Savings Examples – Excerpt from City of Inverness Annual Report 33 U.S. Water has reduced power consumption for the City of Inverness for four consecutive years and continues to identify new opportunities for cost savings and operational and energy efficiencies. 2793 Questions and Open Discussion 2794 ow Statement of Qualifications: Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS City of Winter Springs Winter Springs, Florida April 11, 2025 2795 Table of Contents TRANSMITTAL LETTER II PART 1 – EXECUTIVE SUMMARY 1 Why Choose U.S. Water? 2 PART 2 – RESPONDENT PROFILE 5 Section A – Company Overview and General Information 6 Section B – Ability to Perform 9 PART 3 – RESPONDENT TEAM 10 Section A – Composition of the Project Team 11 Section B – Project Team Members 12 PART 4 – RELEVANT PROJECT EXPERIENCE 26 1) FGUA; Water & Wastewater Facility O&M Contract 27 2) City of Crystal River; Water/Wastewater Facility O&M 29 3) City of Inverness; Water & Wastewater Facility O&M 30 4) Tampa Bay Water (TBW); Seawater Desalination Facility O&M and Plant Upgrades 32 PART 5 – APPROACH TO OPERATIONS SERVICES 33 Section A – Operational Approach 34 Section B – Maintenance Plan 44 Section C – Transition Plan 46 Section D – Operations During Construction Plans 50 APPENDIX A – SOQ FORMS 52 APPENDIX B – FINANCIAL INFORMATION 54 APPENDIX C – SURETY AND INSURANCE LETTERS 56 APPENDIX D – RESUMES 59 APPENDIX E – REQUIRED SUPPORTING DOCUMENTS 61 PREPARED BY: U.S. Water Services Corporation 4939 Cross Bayou Blvd. New Port Richey, FL 34652 NOTICE: This copyrighted material represents the proprietary work product of U.S. Water Services Corporation. This material was prepared for the specific purpose of securing a contract with the above-named client. No other use, reproduction, or distribution of this material or of the approaches it contains, is authorized without the prior express written consent of U.S. Water. However, the recipient may make as many copies of this document as deemed necessary for the sole purpose of evaluating this document for final selection and award. © 2025 U.S. Water Services Corporation All rights reserved. 2796 PREPARED BY: U.S. Water Services Corporation 4939 Cross Bayou Blvd. New Port Richey, FL 34652 NOTICE: This copyrighted material represents the proprietary work product of U.S. Water Services Corporation. This material was prepared for the specific purpose of securing a contract with the above-named client. No other use, reproduction, or distribution of this material or of the approaches it contains, is authorized without the prior express written consent of U.S. Water. However, the recipient may make as many copies of this document as deemed necessary for the sole purpose of evaluating this document for final selection and award. © 2025 U.S. Water Services Corporation All rights reserved. 1 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Transmittal Letter 2797 U.S. Water Services Corporation 4939 Cross Bayou Blvd. New Port Richey, FL 34652 866-753-8292 www.uswatercorp.com 4/11/2025 City of Winter Springs Stuart MacLean Procurement Department Winter Springs City Hall 1126 East State Road 434 Winter Springs, Florida 32708 Re: Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Dear Mr. MacLean: U.S. Water Services Corporation (U.S. Water) is pleased to submit this proposal to the City of Winter Springs for operations, maintenance, and management (O&M) services for the City’s water, wastewater, and reuse facilities. Founded in New Port Richey, Florida, in 2003, U.S. Water has been serving clients for over 22 years. As Florida’s largest provider of water and wastewater operations services, we offer a full range of O&M, engineering, consulting, customer service, and construction solutions. Our unmatched expertise and resources in Florida is backed by extensive in-state experience. As a licensed engineering firm and a certified underground, general, and electrical contractor, we self- perform nearly all maintenance and repair services on our projects. Our continued growth reflects the trust and success we’ve built with our clients—we are proud to still serve our first customer. We appreciate the opportunity to submit this proposal and look forward to your decision. Please feel free to contact me with any questions or for further clarification. Sincerely, U.S. Water Services Corporation Chris Saliba Vice President of Operations and Maintenance (813) 416-3992 csaliba@uswatercorp.net 2798 1 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Part 1 – Executive Summary 2799 2 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Why Choose U.S. Water? FLORIDA’S LEADING PARTNER IN UTILITY OPERATIONS A Proven Partner in Florida’s Water and Wastewater Management U.S. Water Services Corporation (U.S. Water), headquartered in New Port Richey, Florida, is the largest provider of water and wastewater operations services in the State of Florida. Since its founding in 2003, U.S. Water has become a trusted partner to over 1,000 utility clients nationwide, with a concentrated focus and unmatched expertise in Florida. Our team of more than 800 professionals, including over 250 licensed operators, delivers comprehensive utility management, engineering, customer service, and construction services tailored to meet the unique needs of municipalities across the state. DEEP FLORIDA ROOTS AND RESPONSIVE LOCAL SUPPORT Extensive Resources and Rapid Response Backed by 20+ Years of Statewide Success U.S. Water is uniquely positioned to provide operations, maintenance, and management (O&M) services to the City of Winter Springs. Our extensive Florida footprint ensures rapid response and local support. With over 20 years of successful service delivery in the state, we understand Florida's regulatory environment, climate, and operational complexities. This deep-rooted presence translates into seamless, reliable, and compliant operations. The density of U.S. Water's operations in the surrounding area allows us to support the dedicated project team with unmatched resources and near-immediate availability. This extensive regional support network enables the City of Winter Springs to benefit from the full With over 20 years of successful service delivery in the state, we understand Florida's regulatory environment, climate, and operational complexities. 2800 3 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS complement of U.S. Water’s capabilities— without bearing the financial burden of maintaining those resources exclusively. HANDS-ON LEADERSHIP AND ACCOUNTABILITY Direct Access to Decision-Makers Committed to Project Success U.S. Water is 100% employee-owned, and our leadership team is directly involved in every project we undertake. The City of Winter Springs will have direct access to U.S. Water's corporate leadership—each of whom is personally committed to the success of this project and the satisfaction of the community. This commitment to direct engagement and accountability further strengthens our ability to deliver high-quality, responsive service to our clients. OPERATIONAL EXCELLENCE DURING COMPLEX PROJECTS Proven Track Record in Managing Upgrades Without Interrupting Service One of U.S. Water's core strengths is our proven ability to maintain uninterrupted operations and regulatory compliance while simultaneously managing capital improvement projects. We specialize in operating facilities during construction, upgrades, and transitions— ensuring continuous service delivery, high- quality effluent, and compliance with all State and Federal standards. Notable examples include our work with the Florida Governmental Utility Authority (FGUA), where U.S. Water has served as the exclusive O&M provider since 2009. For FGUA and other Florida clients, we have successfully operated water and wastewater systems while executing over $100 million in infrastructure upgrades. Another key example of our expertise is the FGUA / Flagler County Plantation Bay Wastewater Treatment Plant (WWTP) replacement project. U.S. Water serves as both the system operator and the project design engineer for this comprehensive plant replacement. This dual-role engagement ensures seamless coordination between operational needs and engineering execution, enabling continuous compliance and service throughout construction. The project demonstrates our capacity to integrate design and operations for enhanced performance, efficiency, and long-term value. SUCCESSFUL TRANSITIONS WITHOUT DISRUPTION People-Focused Approach Ensures Seamless Operational Continuity U.S. Water's transition philosophy is centered around people. We ensure that no eligible employee will lose their job as a result of a management change. U.S. Water is committed to offering employment to all eligible existing employees. Our experience has shown that with the right leadership, support, and development, many employees not only succeed but thrive under new management—often expanding into key roles on surrounding projects or advancing within the company. Throughout our history since inception, U.S. Water has successfully transitioned hundreds of facilities without issue. Our extensive transition experience ensures the City of Winter Springs a seamless, transparent transition that is invisible to the residents and customers of the utility. 2801 4 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS TRUSTED PARTNERSHIPS AND PROJECT FAMILIARITY Established Relationships with Carollo Engineers and Wharton-Smith U.S. Water is currently engaged on numerous projects with both Carollo Engineers and Wharton-Smith using the Construction Manager at Risk (CMAR) delivery approach. These ongoing collaborations demonstrate our strong working relationships with both firms and reinforce our readiness to support Winter Springs’ wastewater treatment plant replacement project alongside these trusted partners. INNOVATIVE, SELF-PERFORMING SERVICE MODEL Advanced Technology and In-House Expertise for Maximum Efficiency Our approach emphasizes proactive communication, asset preservation, and environmental stewardship. U.S. Water leverages advanced technologies, such as SCADA integration and our proprietary Process Control and Monitoring system, to enhance efficiency, reduce downtime, and improve system performance. We are a self-performing contractor, holding licenses in general, underground, and electrical contracting, which allows us to maintain full control over operations and expedite project delivery without reliance on subcontractors. U.S. Water is proud to have built a legacy of performance, compliance, and client satisfaction. We remain committed to delivering operational excellence and value to the City of Winter Springs through customized, hands-on service and a steadfast dedication to water quality and community well-being. For FGUA and other Florida clients, we have successfully operated water and wastewater systems while executing over $100 million in infrastructure upgrades. 2802 5 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Part 2 – Respondent Profile 2803 6 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section A – Company Overview and General Information GENERAL U.S. Water Services Corporation (U.S. Water) is a locally owned and operated firm with over 20 years of experience providing comprehensive operations, maintenance, and management (O&M) services for municipal and private water and wastewater systems. Established in 2003 in Florida, U.S. Water has grown into the largest private water and wastewater operations provider in the state, serving over 1,000 clients across the country. Our corporate headquarters is located in New Port Richey, Florida, ensuring accessibility and rapid response for municipal clients like the City of Winter Springs. With over 800 employees, including more 250 licensed operators, U.S. Water possesses the workforce, expertise, and resources necessary to efficiently operate, maintain, and manage the City’s water and wastewater facilities. U.S. Water provides a full suite of utility management services, including: • Operations & Maintenance (O&M) – Ensuring compliance with all state and federal regulations while optimizing efficiency. • Utility Management & Consulting – Offering expertise in regulatory compliance, capital planning, and asset management. • Engineering & Technical Support – Licensed professional engineers and technical experts available for system analysis and optimization, infrastructure improvements, and capital projects. • Customer Service & Administrative Support – Meter reading, billing support, and customer engagement. • Financial & Due Diligence Services – Budgeting, cost analysis, and funding strategy support. The map above shows U.S. Water’s offices and client locations across the country. With 12 offices in Florida, we are strategically located to serve the City of Winter Springs. 2804 7 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Experience & Local Commitment U.S. Water is uniquely positioned to support the City of Winter Springs with a hands-on, localized approach. Unlike larger global firms, our leadership team—including our President and shareholders—resides within 2-½ hours of the City, allowing for expeditious decision-making, emergency response, and direct client engagement. Our extensive knowledge of Florida’s regulatory environment, including FDEP (Florida Department of Environmental Protection) and Water Management Districts (WMDs), ensures that Winter Springs’ facilities will be operated with full compliance, efficiency, and reliability. Regulatory agencies frequently call on U.S. Water to assist with resolving operational and public health issues, demonstrating our proven track record of performance and compliance. As shown in the map below, U.S. Water has a strong presence in the Winter Springs area, with extensive staff and projects nearby, ensuring ample coverage and resources for the City. City of Winter Springs 2805 8 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Technical Expertise & Business Lines To enhance our O&M services, U.S. Water leverages the expertise of its affiliate companies, specializing in SCADA, controls, and technical solutions: • Rocha Controls; Tampa, FL is a Tampa, Florida-based systems integrator specializing in automation and control solutions for critical industries, particularly water and wastewater treatment facilities. Their services encompass design and engineering, UL508A and ULNNNY-certified panel fabrication, PLC and SCADA programming, telemetry solutions, and field technician support. As a licensed electrical contractor in Florida, Rocha Controls also offers on-site infrastructure support, including conduit installation and site preparation. • BCI Technologies, also known as Blackburn Controls Inc., is an automation and controls company with over 30 years of experience specializing in industrial controls and wireless solutions. The company operates two divisions: one focusing on water and the other on power. They offer services such as system integration, wireless solutions, and SCADA systems, aiming to enhance customer efficiency. BCI Technologies serves as the Schneider Electric Advanced Software Distributor in Florida, providing authorized access to sell and support Schneider Electric's software solutions. • Technical Sales Corporation is a Tampa, Florida-based distributor and manufacturer specializing in pre-fabricated sewage and stormwater pump stations, along with related equipment. The company offers services including system design, equipment supply, and support for water and wastewater management projects. Additionally, Technical Sales Corporation is an authorized distributor for various pump manufacturers, such as EBARA Pumps Americas Corporation. Through these affiliated business lines, U.S. Water brings advanced technology, data-driven decision-making, and real-time system monitoring to ensure Winter Springs’ water and wastewater facilities operate at peak efficiency. LEGAL STRUCTURE U.S. Water is a Subchapter S Corporation, consisting solely of employee shareholders. The company has no outside investors, private equity, or external stakeholders, ensuring that all decision-making remains aligned with the long-term interests of its employees and clients. U.S. Water is 100% employee-owned, with Gary Deremer as the majority shareholder. No other single shareholder owns more than 10% of the company, reinforcing a governance structure that prioritizes stability, independence, and operational excellence. PROJECT OFFICE LOCATION U.S. Water maintains multiple office locations across Florida, including a facility in Chuluota, Seminole County, which provides a strategic advantage in supporting the City of Winter Springs. Our intention is to establish a dedicated office within Winter Springs to support local project staff. This office will serve as the primary hub for local administrative functions, ensuring seamless coordination of operations, maintenance, and customer service activities within the City. 2806 9 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section B – Ability to Perform U.S. Water has thoroughly evaluated all factors and events that could potentially impact our ability to fulfill contractual commitments. We confirm that there are no adverse conditions, events, or circumstances that would hinder our ability to successfully perform under this contract. Our strong financial position, safety record, experienced personnel, and proven track record in utility management ensure our continued reliability and operational excellence. CURRENT EXPERIENCE MODIFICATION RATE (EMR) U.S. Water has in-house safety professionals dedicated to developing and maintaining safety programs and training for staff. Below is the five-year chart of EMR ratings: Year EMR 2021 0.8 2022 0.78 2023 0.81 2024 0.94 2025 0.98 CONFLICTS OF INTEREST U.S. Water has no conflicts of interest relating to the services under this solicitation. MATERIAL ADVERSE CHANGES IN FINANCIAL POSITION U.S. Water has no historical or anticipated changes in financial position that would influence our ability to provide service as it relates to the solicitation. U.S. Water is continually engaged in various confidential due diligence efforts that may result in future acquisitions of related service providers. Any of these acquisitions would enhance our ability to provide service delivery to the City of Winter Springs. LEGAL PROCEEDINGS AND JUDGEMENTS U.S. Water has no such legal proceedings, judgments, or any contingent liability that would adversely affect our financial position or ability to perform contractual commitments. Sworn Statement As General Counsel and Senior Vice President of U.S. Water Services Corporation (the “Company”), I can affirm under the penalty of perjury, that there are no legal actions or proceedings threatened or pending against the Company that would or could materially and adversely impact the Company financially or otherwise hinder the Company’s ability to fully and faithfully perform all of its’ contractual obligations under the above referenced Request for Proposals. Sincerely, Dan Elias, General Counsel and Senior Vice President, U.S. Water Services Corporation COMPLETION OF CONTRACTS U.S. Water has no contracts that we have failed to perform on resulting in termination. VIOLATION OF LAWS U.S. Water has no convictions or violations of laws as described in our history of doing business. 2807 10 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Part 3 – Respondent Team 2808 11 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section A – Composition of the Project Team U.S. Water will self-perform the work described in this solicitation. Our core discipline is operation, maintenance, and management of water and wastewater utilities. As the largest provider in the state of Florida, we are a licensed general, underground, and electrical contractor. It has been our experience that to provide best in class service, you must be capable to self-perform the work rather than depend on a subcontractor. This approach allows U.S. Water to guarantee response times in under two hours on a 24/7 basis to all of our clients. FIRM NAME AND LOCATION • Firm Name: U.S. Water Services Corporation • Corporate Headquarters: 4939 Cross bayou Boulevard, New Port Richey, FL 34652 • Local Office: 115 E 10th Street, Chuluota, FL 32766 (less than 30 minutes from Winter Springs) PREVIOUS COLLABORATIONS There are no previous collaborations as U.S. Water is self-performing the services under this solicitation. ORGANIZATIONAL CHART As this work will be self-performed, an organizational chart showing the reporting relationships among other firms performing services under U.S. Water’s direction is not applicable. Please refer to Section B for a project team organization chart showing roles and reporting relationships among the U.S. Water project team members. MANAGEMENT OF SUBCONTRACTORS As this work will be self-performed, there will not be a need to manage other contractors or subconsultants. With over 800 employees, including more 250 licensed operators, U.S. Water possesses the workforce, expertise, and resources necessary to efficiently operate, maintain, and manage the City’s water and wastewater facilities. 2809 12 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section B – Project Team Members KEY PERSONNEL U.S. Water is proud to present the key personnel for the City of Winter Springs project. Collectively, these team members bring decades of experience working in the state of Florida. U.S. Water shall rely on its unmatched industry knowledge to provide exceptional service delivery to the City of Winter Springs. The professionals assigned to support Winter Springs represent the best in their respective disciplines within U.S. Water. These seasoned experts embody the company's philosophy and are dedicated to implementing its principles in their daily operations. With extensive statewide experience operating similarly situated facilities, U.S. Water is confident that its key personnel are not only highly skilled and technically proficient but also have a genuine vested interest in the communities where they live and work. Below we have identified the key personnel along with short biographies. A table presenting the anticipated time commitment to this project and licenses held by each team follows the biographies. Resumes for key management personnel are located in Appendix D. Project Leadership/Transition Manager/Quality Manager Chris Saliba oversees a project portfolio of more than 1,200 O&M sites and 300 staff. With over 20 years at U.S. Water, he has held senior leadership, project management, and technical advisory roles. He leads O&M services for public and private water and wastewater utilities, facilities services, and public works, driving strategic growth, cost management, safety, innovation, and quality. For the past 15 years, he has played a key role in delivering multiple O&M projects and conducting assessments for acquisitions, due diligence, and operational transitions. He also develops and manages U.S. Water’s environmental health and safety (EHS) program and serves on the Florida Water/Wastewater Agency Response Network (FLAWARN) steering committee and other advisory boards. Transition/Technical Support Scotty Soares has more than 30 years of experience in the oversight of several water and wastewater utility systems and associated capital projects in the municipal utility industry. He serves as regional operations supervisor for U.S. Water’s projects in the north Florida and south Georgia regions providing leadership to all employees and contractors. Mr. Soares has experience in water production, wastewater treatment, collection systems, distribution systems, line maintenance, customer service, meter reading, and billing management. As an operations supervisor, works on large projects in Florida, including Nassau-Amelia Island, FGUA Flagler County Utilities, City of South Bay, North Lauderdale, and West Palm Beach, Florida. In this role, he coordinates routes for operators, interviews operators and maintenance staff, and provides back-up on-site operations. Contract/Project Manager Chad Ashley has 21 years of experience in the water and wastewater industry and has been with U.S. Water for 19 years. As a key leader in maintenance and capital project coordination, he oversees various contract projects. Chad’s expertise includes managing large-scale infrastructure projects, including lift station rehabilitation and county-wide construction and rehabilitation efforts exceeding $40M. His 2810 13 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS responsibilities include scheduling and overseeing maintenance activities, ensuring contract fulfillment, and managing staff and vendors to maintain high-quality work standards. Mr. Ashley has extensive experience working with Florida Governmental Utility Authority (FGUA) in both Central Florida and the Florida Keys, where he directs maintenance operations, contract completion, and staff oversight. His role also involves writing proposals, creating material lists, training personnel, and working hands-on in the field to ensure project success. Operations Manager Charlotte Worsfold has more than 10 years of professional experience specializing in water and wastewater operations and maintenance (O&M). She is an experienced water and wastewater operations professional with a strong background in managing treatment facilities and optimizing utility performance. With hands-on experience as a plant operator and a wastewater trainee, Ms. Worsfold has worked extensively with SCADA systems, chemical feed automation, sampling, and preventive maintenance. Her expertise spans across public and private utilities, where she has played a key role in optimizing operations, ensuring compliance, and improving water and wastewater treatment processes. Maintenance Manager Thomas Ricci has more than 38 years of professional experience. As a U.S. Coast Guard Licensed Engineer and Department of Defense Contractor, Mr. Ricci has honed a diverse skill set in risk assessment, safety management, and complex system maintenance. His expertise spans diagnosing, repairing, and maintaining systems and equipment, overseeing inventory and parts management, and ensuring regulatory and OSHA compliance across various industries. His leadership in maintenance supervision, project management, and repair planning has been instrumental in driving efficiency, optimization, and safety standards. Throughout his career, Mr. Ricci has gained extensive experience in water and wastewater, hazardous materials handling, resource allocation, and documentation/report preparation. In his current role as an Area Manager at U.S. Water Services, Mike leads maintenance services across Central and South Florida, focusing on expanding the capabilities of water and wastewater systems to meet growing demand. Permitting Lead Melisa Rotteveel has more than 30 years of progressive experience. She is responsible for the oversight of all monthly regulatory reporting for U.S. Water, totaling over 1,100 monthly reports. She works directly with all U.S. Water’s Regional Managers and their staff involved with the FGUA to ensure compliance with regulatory policies and procedures. Ms. Rotteveel has extensive experience working in NELAC laboratories performing analysis in the water and wastewater industry. Mrs. Rotteveel has worked with U.S. Water since the inception of the company, starting as an operator and has been promoted to the Regulatory Compliance Director. Safety Lead Darlene Rouselle Ms. Rousselle brings 30 years of experience in the Health and Safety (H&S) field and currently serves as the Health & Safety Coordinator at U.S. Water. In this role, she provides expert H&S guidance across all operations, maintenance, and construction- related projects. Her responsibilities include conducting field assessments, evaluating and training personnel on personal protective equipment (PPE), and maintaining all H&S records and documentation. She develops job 2811 14 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS safety analyses (JSAs) and project-specific safety plans, while also overseeing the collection and updates of Safety Data Sheets (SDS). Maintenance/Construction David Martin is a seasoned maintenance expert with 26 years of industry experience specializing in water and wastewater construction, maintenance, and operations. Throughout his career, he has played a pivotal role in improving and maintaining critical infrastructure across Florida. His experience includes performing as the maintenance manager for the City of Pembroke Pines, where he oversaw the operation and upkeep of over 200 lift stations, two water booster stations, a water treatment plant, and a wastewater treatment plant, ensuring reliable service and regulatory compliance. His extensive project experience also includes leading the crew for a large plant demolition and reconstruction for Tampa Bay Water Desalination Plant, where he managed the removal of seven RO skids and the rebuilding of five. He also played a key role in the installation of new RO skids for the City of Hollywood and has successfully completed numerous lift station rehabilitations for various counties throughout Florida. Mr. Martin has also contributed to water treatment expansion projects for the City of Venice and led wastewater treatment plant improvements and upgrades for the City of West Palm Beach. In addition to his maintenance expertise, Mr. Martin is a Certified Crane Operator, further enhancing his ability to manage complex infrastructure projects. Lead Operators Ronald Cineas has eight years of combined experience in wastewater and drinking water operations. He is on track to complete the required hours for his Class B Drinking Water License by December 2025. Mr. Cineas has expertise in advanced water treatment processes, including reverse osmosis (RO), ion exchange, and ozonation. He currently manages an ion exchange drinking water plant and a wastewater reuse facility while also overseeing night shift operations for another U.S. Water client. His hands-on experience and commitment to operational excellence make him a valuable asset in the water and wastewater industry. Camille Crawford is a dual-licensed water and wastewater operator with five years of experience in utility operations. She holds a Class C Wastewater License and a Class B Drinking Water License, specializing in extended aeration, oxidation ditches, and both liquid and gas chlorination. Before joining U.S. Water, Ms. Crawford served as the Lead Operator for the City of Minneola. She now plays a key role in special projects, applying her expertise to optimize operations and ensure compliance. Brandon Henderson is a dual-licensed water and wastewater operator with three years of experience in utility operations. Mr. Henderson is currently pursuing a Class B Drinking Water License, expected to be completed in 2026. He began his career as a trainee in customer service, advancing to Customer Service Lead before transitioning into operations as a Dual- Licensed Operator. He was recently promoted to Route Supervisor, overseeing system performance and compliance. Mr. Henderson 2812 15 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS has extensive experienced in ion exchange treatment and chloramine disinfection. Gary West brings over 50 years of operational experience and holds both Class A Wastewater and Class A Drinking Water Licenses. He currently supports U.S. Water by leading special projects, including troubleshooting distressed treatment facilities and assisting clients in restoring compliance. Mr. West has extensive expertise in biological nutrient removal (BNR) and reuse facilities. Prior to his current role, he served as a lead operator for the City of Winter Garden for more than a decade. Thomas Wheeler brings eight years of operational experience in the water and wastewater industry. He currently holds a Class B Wastewater License and a Class C Drinking Water License. His expertise includes reuse wastewater facilities, advanced tertiary treatment, and various disinfection methods such as free and total chlorination and monochloramine application. Calvin Rodriguez brings over three years of hands-on experience operating both water and wastewater treatment plants. During this time, he has developed a strong understanding of plant processes, equipment maintenance, regulatory compliance, and safety protocols. His work includes monitoring system performance, troubleshooting operational issues, and ensuring the delivery of clean, safe water while effectively managing wastewater treatment to protect public health and the environment. Technicians Mark Edwards is a seasoned water and wastewater utility professional with extensive experience in lift station mechanics, wastewater collection, and public works operations. He specializes in maintaining lift stations, repairing residential sewer pumps, equipment operation, meter reading, and air release valve maintenance. Previously, Mr. Edwards held roles, including Field Technician at St. John's River Utilities in Astor, FL and Public Works Director for the City of Webster, where he led maintenance crews, handled municipal grants, and oversaw city infrastructure projects. His tenure as a Collections Technician for the City of Bushnell further strengthened his skills in lift station maintenance, BOD and TSS sampling, and wastewater system management. He also worked as a Lift Station Electrician in The Villages, FL, where he maintained electrical systems for lift stations, water plants, and wastewater facilities. Mr. Edwards holds multiple certifications, including a C Wastewater Collection License and has special training in Wastewater Collection Operations and Maintenance, Basic Electrical Safety, Confined Space Training, and Arc Flash. Tori McCants is a skilled maintenance technician and estimator at U.S. Water with three years of experience in water and wastewater maintenance. Her expertise includes the repair and restoration of main lines, service lines, fire hydrants, and manholes, as well as preventative maintenance, electrical troubleshooting, pump diagnostics, and lift station rehabilitations. With one year of hands- on experience in CCTV and vacuum truck operations, she has specialized in building and programming inspection robots, as well as the inspection and cleaning of water and sewer lines. She is a certified Backflow Prevention Tester and is actively working toward obtaining her water and wastewater operator licenses while preparing for a supervisory role. 2813 16 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS TIME COMMITMENT AND LICENSES The table below presents the anticipated time commitment to the project as well as the licenses held by all personnel named on the following organizational chart. Name/Role Time Commitment Licenses Chris Saliba Project Leadership/ Transition Manager 90% During Transition As needed during routine operations • Florida Class C Drinking Water Operator- 0015865 • Florida Class C Wastewater Operator- 0014814 • Authorized OSHA Instructor for the General Industry • Authorized OSHA Instructor for the Construction Industry • DHP Certified Expert Level Troubleshooting RO • TREEO Backflow Testing Instructor • Stormwater Treatment Operator “B” • Chlorine First Responder Technician Scotty Soares Transition/Technical Support 90% During Transition • Florida Class A Wastewater Operator - 0009433 • Florida Class C Water Operator- 0008573 • Georgia Class 1 Wastewater Operator • Georgia Class 3 Water operator Chad Ashley Contract/Project Manager 20% • Florida Class C Wastewater Operator license - 0014830 • OSHA 10-Hour certification • Crane Operator, NCCCO • Backflow Assembly Tester • Confined Space Certified Charlotte Worsfold Operations Manager 20% • Florida Class A Drinking Water Operator license - 0024521 • Florida Class B Wastewater Operator license - 0026516 • Backflow Assembly Tester Thomas Ricci Maintenance Manager 20% • U.S. Coast Guard Licensed Engineer Melisa Rotteveel Permitting Lead 90% During Transition As needed during routine operations • Florida Class C Wastewater Operator – 0009596 • Florida Class C Drinking Water Operator – 0010111 2814 17 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Name/Role Time Commitment Licenses Darlene Rouselle Safety Lead 90% During Transition >5%, and as needed during routine operations • CPR/AED/Bloodborne Pathogens Certified First Responder • OSHA 30 Hour Construction Certification • Train the Trainer Certified (Forklifts) • FEMA ICS-100 Incident Command System • FEMA IS-2200 Emergency Operations Center • Six Sigma Certified David Martin Maintenance/ Construction 90% During Transition As needed during routine operations • Certified Crane Operator Ronald Cineas Operator 100% • Florida Class C Drinking Water Operator – 0028721 • Florida Class B Wastewater Operator license - 0026726 Camille Crawford Operator 100% • Florida Class C Wastewater Operator license - 0027195 • Florida Class B Drinking Water Operator license - 0027902 Brandon Henderson Operator 100% • Florida Class C Drinking Water Operator- 0029218 • Florida Class C Wastewater Operator license - 0029944 Gary West Operator 10% • Florida Class A Drinking Water Operator- 0006501 • Florida Class A Wastewater Operator license - 0007070 Thomas Wheeler Operator 100% • Florida Class C Drinking Water Operator- 0027638 • Florida Class B Wastewater Operator license - 0026028 Calvin Rodriguez Operator 100% • Florida Class C Drinking Water Operator- 0029177 • Florida Class C Wastewater Operator license - 0028306 Mark Edwards Technician 100% • Florida Class C Wastewater Collections - 7330 Tori McCants Technician 100% • Florida Backflow Prevention Assembly Testing – 8049 2815 18 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS ORGANIZATIONAL CHART U.S. Water will leverage the strengths and abilities of our Team to provide a deeply experienced and uniquely capable management team for the City and envision employing key experienced employees for the transition and operations. The organization chart identifying key people who will be involved with the project is presented below. * U.S. Water has a sufficient workforce to fill operator and technician roles; however, we are committed to collaborating with the City to retain and hire qualified existing staff. Please refer to the transition plan for further details. Technicians* Mark Edwards Tori McCants Lead Operators* Water Treatment Plants Ronald Cineas Camille Crawford Operations Manager Charlotte Worsfold City of Winter Springs Project Leadership/ Transition Support Chris Saliba Scotty Soares Project Support Permitting Lead Melisa Rotteveel Safety Lead Darlene Rouselle Quality Manager Chris Saliba Maintenance/Construction David Martin Contract/Project Manager Chad Ashley Lead Operators* Wastewater Treatment Plants East WRF Brandon Henderson Gary West West WRF Thomas Wheeler Calvin Rodriguez Maintenance Manager Thomas Ricci 2816 19 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS RELEVANT PROJECTS FOR KEY PERSONNEL The table below presents brief summaries of relevant experience for key personnel. Key Personnel Project/Position & Relevance Project Leadership/ Transition Manager/Quality Manager – Chris Saliba • Plantation Bay WWTP Replacement / FGUA, Vice President – Provide senior level support and technical expertise during construction of replacement wastewater treatment facility ensuring service delivery. • Nassau Amelia Island Utilities / FGUA, Vice President / Transition Manager – Responsible for overseeing the seamless transfer of utility operations from Nassau County to the Florida Governmental Utility Authority (FGUA). Key responsibilities included coordinating due diligence activities, facilitating asset inventory and condition assessments, ensuring regulatory compliance, and developing a detailed transition plan. Served as the primary point of contact between Nassau County, FGUA, and key stakeholders, ensuring clear communication, minimal service disruption, and operational continuity throughout the transition process. • Tampa Bay Water – Desalination Facility - Provided management and oversight in utility operations and the concurrent major construction project to replace and upgrade the desalination treatment process. He supported plant operations while coordinating closely with engineering and construction teams to ensure a smooth transition during refurbishment. His role included operational planning, process review, and integration of new systems to maintain water quality and reliability throughout the project. Transition/Technical Support – Scotty Soares • Plantation Bay WWTP Replacement / FGUA, Operations Manager – Provide operational support and technical expertise during construction of replacement wastewater treatment facility to ensure uninterrupted operations and delivery of public access reuse water for golf course irrigation. Served as operations transition manager during transition of operations from Flagler County to the FGUA. • Nassau Amelia Utilities / FGUA, Operations Manager – Served as operations transition manager from Nassau County to FGUA operations. Led the hands-on coordination of daily utility operations during the transfer from Nassau County to the FGUA. Responsible for ensuring uninterrupted service delivery, aligning operational procedures with FGUA standards, and managing the onboarding of personnel and vendors. Key role in system evaluations, field coordination, and troubleshooting to ensure a smooth and efficient operational handoff. 2817 20 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance Contract/Project Manager – Chad Ashley • Unified Aqua / FGUA, Sr. Project Manager – Led the management and oversight of maintenance programs for water systems, surface water management assets, wastewater systems, and associated facilities. Directed subordinate supervisors and large field crews in the construction, maintenance, and repair of infrastructure. Responsibilities included analyzing and estimating project scope, cost, and duration, and developing efficient work plans and operating procedures. Created and monitored project budgets, schedules, and resource needs. Managed field operations to ensure timely and effective execution. Ensured compliance with safety regulations through job site inspections, injury trend analysis, corrective actions, and regular safety and training meetings. Also responsible for preparing, maintaining, and updating emergency response plans. • Pasco As Needed Pump Station Rehabilitation / Pasco County, Contract Manager – Managed a $7M lift station rehabilitation project across Pasco County. Acted as the primary liaison with county leadership, overseeing all phases of project execution. Responsibilities included scope development, estimating, procurement, crew coordination, permitting, and ensuring project profitability. Conducted on-site safety meetings and maintained a strong focus on schedule adherence and regulatory compliance throughout the project lifecycle. Operations Manager – Charlotte Worsfold • City of Saint Cloud – Water Treatment Plant- Supported MIEX (ion exchange) water treatment operations through process monitoring, performance evaluation, and water quality testing. Assisted in ensuring consistent removal of organics and compliance with regulatory standards. • Seven Springs Water Treatment Plant- Served as a Water Treatment Specialist with a focus on monochloramine disinfection. Responsibilities included monitoring disinfectant levels, optimizing dosing strategies, and maintaining system balance to ensure effective residual control and public health protection. • City of West Palm Beach – Water Treatment Plant- Assisted in surface water treatment operations by supporting process control and optimization activities. Contributed to plant performance evaluations and efforts to maintain compliance with water quality goals and regulatory requirements. Maintenance Manager – Thomas Ricci • City of Apopka – Utility Maintenance Foreman- Supervised personnel responsible for preventive and corrective maintenance of the city’s residential water meters, FlexNet communication systems, and related equipment. Oversaw daily operations of the residential water distribution system, including equipment inspection, testing, and adherence to established procedures. Assigned and coordinated daily work tasks, managed facility maintenance, and 2818 21 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance supported other utility teams as needed. Ensured compliance with city policies and procedures, and regularly reported operational updates to senior management and the Mayor. • Kaman Industrial Technologies – General Manager, Shops & Service (Orlando & Hialeah, FL)- Directed day-to-day operations at service facilities in Orlando and Hialeah, ensuring excellence in customer service, safety, productivity, and operational efficiency. Led and developed teams by setting clear performance standards, providing coaching, and evaluating outcomes. Maintained contractual compliance, delivered regular reports to senior leadership, and introduced strategies for business growth. Fostered a strong team culture through effective communication, daily safety and risk management meetings, and proactive problem-solving to eliminate operational barriers. Served as a key liaison to internal departments and external clients, building trusted relationships that supported long-term success. Permitting Lead – Melisa Rotteveel • Compliance & Regulatory Transition Lead – Nassau Amelia Island, Flagler County Utility Systems - Responsible for overseeing the transition of compliance and regulatory responsibilities for multiple utility projects being assumed by U.S. Water. Her role included coordinating permit transfers, ensuring continuity in regulatory reporting, and aligning all operations with local, state, and federal environmental standards. Melisa worked closely with agencies and internal teams to maintain compliance throughout the transition period, minimizing risk and supporting a smooth regulatory handoff. Safety Lead – Darlene Rouselle • Tampa Bay Seawater Desalination, O&M, Gibsonton FL, Health & Safety- U.S. Water, in partnership with Acciona, provides full-time operations and maintenance (O&M) services for the 25 million gallons per day (MGD) reverse osmosis facility. Responsibilities include providing H&S support to the project. • FGUA Utilities Florida, O&M, Florida, Health and Safety- U.S. Water manages and operates the water and wastewater treatment facilities for FGUA. Responsible for the overall performance of the site safety program and conducting annual safety audits. • New Orleans Sewage & Water (NOSW), O&M Services, New Orleans LA, Health & Safety- GE Power & Water provides O&M services for NOSW. A GE Engineer provides routine O&M services, including assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls. Responsible for the overall performance of the site safety program. 2819 22 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance Maintenance/ Construction – David Martin • Tampa Bay Seawater Desalination Facility – Construction Manager (Gibsonton, FL)- Oversaw the full scope of construction activities at the Tampa Bay Water Desalination Facility, ensuring projects were delivered on time, within budget, and in accordance with quality standards. Responsibilities included project planning, scheduling, budgeting, and ensuring compliance with safety regulations and industry standards. Managed construction teams, coordinated with stakeholders, addressed project challenges, and maintained a strong emphasis on cost control and efficient resource allocation. • South County Wastewater Treatment Plant – Construction Manager (Hillsborough County, FL)- Managed the construction of the South County Wastewater Treatment Plant, with responsibility for project planning, scheduling, budgeting, and quality assurance. Ensured compliance with safety and regulatory requirements while coordinating teams and managing stakeholder communication. Effectively addressed construction issues and delays, with a continual focus on meeting project goals through strategic cost control and resource management. Operator – Ronald Cineas • Chuluota Water Treatment Facility / FGUA – Lead Operator- Served as Operator-in-Charge, overseeing both ion exchange water treatment and reuse wastewater systems. Managed daily operations, conducted process control, and monitored system performance to ensure compliance with regulatory standards and treatment efficiency goals. • Marion Corrections Wastewater Treatment Plant / FDOC – Lead Operator- Oversaw the operation of an extended aeration system with effluent discharge to spray fields. Responsibilities included process monitoring, sampling, regulatory reporting, and optimizing treatment to maintain consistent effluent quality for land application. • Avon Park Wastewater Treatment Plant / FDOC – Lead Operator- Managed operations at a 4-stage Bardenpho facility with surface water discharge. Focused on biological nutrient removal, compliance with strict discharge requirements, and troubleshooting plant processes to maintain high performance and regulatory compliance. 2820 23 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance Operator – Camille Crawford • City of Minneola – Wastewater Treatment Plant, Lead Operator- Provided technical support and operational oversight for an oxidation ditch system utilizing extended aeration. Responsibilities included monitoring process performance, conducting process control testing, and implementing operational adjustments to maintain effluent quality and ensure compliance with state discharge permits. • Chuluota Water and Wastewater Treatment Facility / FGUA – Lead Operator- Oversaw daily operations of both an ion exchange water treatment system and a reuse wastewater system. Duties included routine sampling, system monitoring, and process adjustments to ensure regulatory compliance and that reclaimed water consistently met reuse standards. Operator – Brandon Henderson • Parkway Water Treatment Plant / Toho Water Authority – Lead Operator- Managed daily operations of an ion exchange drinking water treatment system. Responsibilities included system monitoring, chemical feed adjustments, and process testing to ensure consistent compliance with state and federal drinking water standards. • Floridan Wastewater Treatment Plant / Roots Management Company – Lead Operator- Oversaw operations of a nutrient removal wastewater treatment facility. Focused on optimizing biological treatment processes, maintaining detailed operational records, and ensuring compliance with environmental permits and discharge requirements. • Fairways and Palm Valley Reuse Wastewater Facilities / Hometown America – Lead Operator- Directed reclaimed water operations at two reuse wastewater treatment plants. Duties included monitoring effluent quality for non-potable reuse, conducting preventive maintenance, performing system inspections, and ensuring reliable system performance and regulatory compliance. Operator – Gary West • City of Winter Garden, Reuse Wastewater plant, Lead Operator- Duties included overseeing reclaimed water production, maintaining effluent quality for non-potable reuse, and performing preventive maintenance and system inspections to ensure reliable operation. • Disney Reedy Creek, Drinking Water Facility, Lead Operator- Duties included overseeing water facility, maintaining water quality, and performing preventive maintenance and system inspections to ensure reliable operation. Also participated on emergency response team for Chlorine gas. • Toho Water, Wastewater Treatment Plants, Operator - Support operations of the wastewater treatment plants. Responsible for system monitoring, maintaining chemical balances, maintaining effluent quality for non-potable reuse, and performing preventive maintenance and system inspections to ensure reliable operation. 2821 24 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance Operator – Thomas Wheeler • Avon Park Wastewater Treatment Plant / FDOC, Operator - Operator at the Avon Park facility, which used a 4-stage Bardenpho process discharging to a stream. He was responsible for managing biological nutrient removal, ensuring compliance with stringent discharge limits, and troubleshooting plant processes. Operator – Calvin Rodriguez • Palm Valley Wastewater Treatment Plant / Hometown America – Lead Operator- Oversees daily operations and regulatory compliance of the Palm Valley Wastewater Treatment Plant, which produces high-quality public access reuse water primarily for golf course irrigation. Responsibilities include supervising treatment processes to ensure effluent quality meets state and federal reuse standards, coordinating with golf course and municipal stakeholders on water delivery schedules, and managing plant staff to maintain optimal performance of advanced filtration and disinfection systems. Ensures facility compliance with Florida Department of Environmental Protection (FDEP) guidelines, leads resource optimization efforts, and minimizes environmental impact through efficient operational practices. • City of Minneola Wastewater Treatment Plant – Lead Operator- Manages core wastewater treatment operations at the City of Minneola’s Basic Wastewater Treatment Plant, serving both residential and commercial sectors. Ensures compliance with operational permits, monitors system performance to meet effluent discharge standards, and oversees preventive maintenance of mechanical and electrical systems. Provides leadership and training for operators, resolves process issues, and collaborates with city officials on infrastructure upgrades and planning. Manages sampling and lab analysis to ensure regulatory compliance and operational efficiency. Technician – Mark Edwards • Full Lift Station Rehabilitation – City of Bushnell, Supervisor- Oversaw the full rehabilitation of a lift station, including the installation of a 30-foot wet well, 100 feet of new piping, and a 4-inch tap. Managed the project to ensure all tasks were completed properly and efficiently, providing a critical service to the Bushnell Area. Ensured adherence to safety protocols, quality standards, and project timelines. • Establishing New Low-Pressure Systems – City of Webster, Public Works Director- Led a project to convert existing septic tanks into low-pressure lift stations for 278 homes. Managed the project to ensure the work was completed on time, within budget, and met safety and quality standards. Coordinated with contractors and stakeholders to ensure smooth execution and successful conversion of residential systems. • E1 to Barnes Duplex Lift Station Conversions – St. John River Utilities, Lead Maintenance Technician- Led the conversion of over 1,300 E1 lift stations to 2822 25 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Key Personnel Project/Position & Relevance Barnes duplex lift stations. Managed the full project lifecycle, from removal of old E1 pumps to rewiring existing panels and replacing them with new panels. Provided hands-on leadership and technical expertise throughout the process, ensuring successful system upgrades and operational efficiency. Technician – Tori McCants • Lift Station Rehabilitation – Breeze Hill Wastewater Treatment Plant (FGUA), Technician- Led the full rehabilitation of a lift station, starting with a complete teardown of the existing structure down to the wet well. Managed the installation of new components, including the top slab, panel, panel rack, pumps, and integration into the existing underground system. Completed site restoration with new sod and plantings around the lift station, ensuring a safe, functional, and aesthetically improved facility. • CIPP Repairs – Tampa East Resort (Sun Communities), Lead Technician- Managed CIPP repairs for sewer systems and manholes at the Tampa East Resort, ensuring the infrastructure was restored to optimal operational status. Collaborated closely with contractors and clients to meet project requirements, providing hands-on expertise to ensure quality and timely completion of repairs on the sewer system and manhole covers. • Tampa Bay Seawater Desalination Facility – O&M, Maintenance Technician (Gibsonton, FL)- Provided installation and ongoing maintenance for the reverse osmosis filtration systems at the Tampa Bay Seawater Desalination Facility, supporting U.S. Water's partnership in delivering high-quality water to the Tampa Bay Area. Ensured the filtration system's operational integrity by performing routine maintenance, troubleshooting issues, and ensuring system performance met standards. 2823 26 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Part 4 – Relevant Project Experience 2824 27 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS 1) FGUA; Water & Wastewater Facility O&M Contract Project Owner Contact Scott Towler, System Manager, (407) 435-4582, scott.towler@accenture.com Project Location Various Sites Across Florida Project Description/ Services Management, Operations, Maintenance, and Field Customer Services, Infrastructure Improvements & Upgrades Contract Dates 2009 – Ongoing Contract Value/Term $40M/year (5-year contract term w/ 5-year renewal) Project Successes/ Lessons Learned • Improved service delivery and utility performance • Increased operational efficiency through better asset management, preventative maintenance, and SCADA optimization. • Compliance and regulatory excellence • Delivered cost effective operations through optimized staffing, vendor management, and resource planning. • Improved customer service reliability, responsiveness, enhanced transparency and communication with the public. Current Project Team Involvement • Christopher Saliba – VP of Operations and Maintenance, Service Delivery • Chad Ashley – Regional Manager • Charlotte Worsfold – Operations Manager • Scott Soares – Operational and Technical Support • Melisa Rotteveel – Director of Compliance • Brad Labella, PE – Engineering Support • David Martin – Maintenance and Construction Support Project Relevance • FGUA consists of 98 water and wastewater treatment facilities, many of which are nearly identical to those of Winter Springs • U.S. Water has been the exclusive operations and maintenance provide to the FGUA since 2009. During our tenure our scope has expanded to provide engineering support, construction management, design build operate (DBO) project delivery, utility acquisition due diligence, assist with rate cases, construction, and capital project delivery. Project Description: The FGUA is a multi-jurisdictional utility system that provides water and wastewater services to various communities across Florida. Formed in 1999, the FGUA is a public entity created to acquire, manage, and improv e private utility systems that may be underperforming or in financial distress. Its primary mission is to ensure reliable, safe, and cost-effective utility services while focusing on environmental stewardship and customer service. The FGUA operates without profit motives, reinvesting revenues into system improvements and maintenance to benefit the communities it serves. The FGUA currently owns 98 utility systems across 14 Florida counties. U.S. Water has been the exclusive operations, maintenance, and customer services provider for the FGUA since 2009. 2825 28 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Since 2009, U.S. Water has been providing full-service operation, maintenance, management services for the FGUA; currently serving more than 97 separate community system utilities, spanning across 14 counties. The portfolio of projects include 95 water treatment plants with an aggregate capacity of more than 34 MGD and 24 wastewater treatment plants with an aggregate capacity of 10.35 MGD. The projects also include over 525 miles of pipelines and hundreds of miles of distribution and collection system piping serving over 110,000 retail utility customers. The total O&M staff serving the FGUA is 175 full-time equivalents (FTEs). U.S. Water’s scope includes providing water and wastewater treatment O&M; equipment R&R, preventative and corrective maintenance, pipeline cleaning, R&R; residuals management; capital planning; and wholesale and retail customer service and billing services. The FGUA and U.S. Water staff have continued to improve on the independent Customer Satisfaction Survey which is presented to the FGUA Board every two years. Currently, the FGUA three customer service offices, implements 479 rate structures, and performs over 60,000 service orders annually for the most diverse customer base of any Florida utility. Additionally, U.S. Water has executed more than $100M of capital improvements to the FGUA systems. The contract was renewed for another 10-year term in 2019 through 2029. Chuluota, Seminole County The FGUA also owns and manages the Chuluota drinking water system. The Chuluota Water Treatment System is a Category IV Class C facility designed to provide safe and reliable drinking water. The system includes two facilities: the Water Treatment Plant located at Avenue H and Brumley Road, and a Booster Station on 7th Street. The treatment plant features two raw water wells with vertical turbine pumps, a chloramine disinfection system, a Tonka anion exchange system for removing total organic carbon (TOC) and hydrogen sulfide (H₂S), two ground storage tanks with aerators, and an emergency generator. The booster station includes two additional wells, a 100,000-gallon ground storage tank, a chloramine disinfection system, two high-service pumps, and an emergency generator. The treatment process utilized at Chuluota nearly mirrors the treatment process utilized by Winter Springs water treatment facilities; with water treatment consisting of aeration and an ion exchange process to ensure high- quality drinking water for customers and residents. Flagler County Plantation Bay Improvements; Flagler County The FGUA is undertaking significant improvements at the Plantation Bay Wastewater Treatment Plant in Flagler County. The project aims to enhance the plant's efficiency and capacity by introducing new infrastructure components. These enhancements include the addition of a digester, an aeration basin, and a clarifier, which will serve as the primary biological treatment processes. These upgrades are designed to provide Class I reliability and increase the plant's capacity. U.S. Water serves as both the system operator and the project engineer for the construction work, ensuring technical oversight and operational continuity throughout the improvement process. Beginning in early 2024, significant progress was made, including 2826 29 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS the placement of the base slab, setting of wall panels, and installation of precast walkways and top slabs. The extended aeration basin, encompassing both the concrete structure and mechanical equipment, is projected to reach substantial completion by mid-2025. 2) City of Crystal River; Water & Wastewater Facility O&M Project Owner Contact Troy Slattery, Director of Public Works, (352) 795-5219, tslattery@crystalriverfl.org Project Location Crystal River, Florida Project Services Management, Operations, Maintenance, and Infrastructure Improvements Contract Dates 2016 – Ongoing Contract Value/Term $2.0M/year (5-year contract term) Project Successes/ Lessons Learned • Water Meter Replacement Program – U.S. Water led the water meter replacement program funded through SRF. U.S. Water demonstrated the failing accuracy of the existing water meters and coordinated with FRWA staff to secure SRF funding with principal forgiveness for the comprehensive water meter replacement program. • Infrastructure Improvement – U.S. Water provides strategic planning on behalf of the utility department related to capital improvements, regulatory compliance, and community growth. Current Project Team Involvement • Chris Saliba – VP of Operations and Maintenance, Service Delivery • Charlotte Worsfold – Operations and technical support • Scott Soares – Operational and Technical Support • Melisa Rotteveel – Director of Compliance • Brad Labella, PE – Engineering Support Project Relevance • Long-term facility operations similar to Winter Springs treatment facilities • Design/Build/Operate Project delivery while providing uninterrupted operation and service delivery to residents and customers Project Description: In December 2016, the City of Crystal River awarded a five-year contract to U.S. Water Services Corporation (U.S. Water) for the operation, maintenance, and management of its water and wastewater utility systems. Through a competitive bidding process, the City severed a 25- year-long relationship with the previous operations contractor, Veolia, to provide these services. Although U.S. Water was not the lowest bidder, they were awarded the contract with an initial five-year term and an option for a five-year renewal. 2827 30 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS U.S. Water’s services include the operation, maintenance, and field customer services for approximately 4,500 customers both inside and outside the City limits. The water system comprises three water treatment plants with a combined capacity of 2.16 MGD and a distribution system of over 53 miles of pipelines ranging from 2 to 12 inches in diameter. The wastewater system includes one wastewater treatment plant with a rated capacity of 1.5 MGD, along with 67 lift stations and two large air-vac collection systems. Operational Improvements: A comprehensive meter audit conducted by U.S. Water identified substandard meter functionality that was negatively impacting City revenues. As a result, U.S. Water recommended a system-wide meter replacement program, which has been incorporated into the City’s Capital Improvement Plan (CIP). The new meters are expected to significantly improve revenue collection. U.S. Water also played a key role in securing State Revolving Fund (SRF) low-interest loans, including principal forgiveness, to fund infrastructure improvements. This funding, combined with improved revenue collection from the meter replacement program, is expected to delay the need for a rate increase for Crystal River customers. At the start of the contract, U.S. Water conducted a comprehensive assessment of the City’s utility operations, resulting in the "Statement of Conditions" (SOC) report. This report highlighted key priorities in Health & Safety, Liability Exposure, and Facility Operations and Maintenance. The SOC provided corrective action recommendations for deferred maintenance, outlined immediate and long-term utility needs, and introduced a Repair/Replacement Program (RRP) and a Five-Year Capital Improvement Program (CIP). U.S. Water also identified revenue enhancement opportunities, including the residential water meter replacement program and an enhanced leak detection program. Furthermore, they helped the City develop a sustainable approach to residuals management through composting as a beneficial reuse product. Through these efforts, U.S. Water has demonstrated a strong commitment to improving the efficiency, reliability, and sustainability of Crystal River's utility services, while ensuring positive community engagement and financial stability. 3) City of Inverness; Water & Wastewater Facility O&M Project Owner Contact Eric Williams, City Manager, (352) 726-2611 Ext. 1011, ewilliams@inverness- fl.gov Project Location Inverness, Florida Project Services Management, Operations, Maintenance, and Field Customer Services, Infrastructure Improvements & Upgrades Contract Dates 2018 - Ongoing Contract Value/Term $1.3M/year O&M (5-year contract term), ~$1.7M/year CIP (varies by year) 2828 31 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Project Successes/ Lessons Learned • The successful five-year contract renewal in 2024 highlights the City’s confidence in U.S. Water’s performance, driven by improved operations, infrastructure upgrades, and effective management. • Infrastructure Improvements – U.S. Water has completed several infrastructure improvements that have reduced operating costs (purchased power and chemicals) creating efficiencies in operations Current Project Team Involvement • Chris Saliba – Vice president of O&M, Service Delivery • Charlotte Worsfold – Operations and technical support • Scott Soares – Operational and Technical Support • Melisa Rotteveel – Director of Compliance • Brad Labella, PE – Engineering Support Project Relevance • Long-term facility operations similar to Winter Springs treatment facilities • Design/Build/Operate Project delivery while providing uninterrupted operation and service delivery to residents and customers Project Description: In 2018, U.S. Water was awarded a five-year contract to provide full O&M services for the City’s water and wastewater utility systems. As part of the initial transition, U.S. Water retained the City’s two existing utility employees, ensuring continuity of local expertise and uninterrupted service. U.S. Water’s responsibilities include managing all water and wastewater facilities, as well as the City’s 46 lift stations, to support dependable utility operations across the community. In 2024, the City renewed this contract for an additional five years, reflecting its satisfaction with U.S. Water’s performance and the value of this partnership. The City’s water system includes a single treatment plant with a capacity of 2.52 million gallons per day (MGD), while its wastewater system comprises a 1.5 MGD treatment plant and an extensive wastewater collection network with 46 lift stations. At the start of the contract, U.S. Water conducted a comprehensive assessment, resulting in a Statement of Conditions (SOC) report that highlighted key areas for improvement, including Health & Safety, Liability Exposure, and Facility Operations and Maintenance. The SOC outlined immediate corrective actions, a repair/ replacement program (RRP), a five-year capital improvement program (CIP), and identified potential revenue enhancement opportunities for the City. Leveraging insights from the SOC, U.S. Water has made significant progress in addressing delayed maintenance and implementing critical upgrades across the system. Each year, we rehabilitate a couple of lift stations, enhancing system reliability. We have also rehabilitated the Rotary Press, installed a new reuse pipeline to provide irrigation for Citrus County’s Holden Park, and are planning to install an emergency interconnect between Citrus County and the City of Inverness to improve regional water resiliency. Additionally, we have implemented a new controls system to convert an outdated water treatment plant into a booster station for the water distribution system, ensuring more efficient water flow throughout the network. 2829 32 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS 4) Tampa Bay Water (TBW); Seawater Desalination Facility O&M and Plant Upgrades Project Owner Contact Paul Stanek, Chief Operating Officer, (727) 791-2354, pstanek@tampabaywater.org Project Location Apollo Beach, Florida Project Description/ Services Management, Operations, Maintenance, and Field Customer Services, Infrastructure Improvements & Upgrades Contract Dates 2023 - Ongoing Contract Value/Term $5.1M/year (10-year contract term) $12M Construction Project Project Successes/ Lessons Learned • Completed major plant upgrade ahead of schedule in 13 months • Replaced existing membranes with to improve membrane performance Current Project Team Involvement • Chris Saliba – Vice president of O&M, Service Delivery • Brad Labella, PE – Project Manager • David Martin – Construction Manager Project Relevance • Long-term facility operations • Design/Build/Operate Project delivery Project Description: In 2023, U.S. Water acquired a 50% partnership interest for the O&M of the Tampa Bay Seawater Desalination Facility in Apollo Beach, Florida. This facility is the second largest seawater desalination facility in the United States and has been providing up to 29 million gallons per day (MGD) of drinking water to the Tampa Bay region since 2007. The plant, constructed in 2020, showed signs of significant corrosion and aging when U.S. Water began contract operations in October 2023. During plant startup in November 2023, one of the RO units' structural members failed due to corrosion, causing a pressure vessel to fall from the frame. As a result, the plant was deemed unsafe for operations, and TBW entered into a rehabilitation contract with U.S. Water in January 2024. The rehabilitation project focused on replacing five structural frames that support the reverse osmosis pressure vessels and membranes. Each frame supports 168 pressure vessels, which contain over 1,300 membranes. U.S. Water began this project in January 2024, and by December 2024, three of the RO units were completed and providing vital drinking water. The remaining two RO units were completed in February 2025. The newly rehabilitated stainless-steel frames, along with the new pressure vessels and refurbished equipment and instrumentation, ensure the facility provides a reliable water source that meets current standards. After receiving approval from the Tampa Bay Water Board of Directors in January 2024, U.S. Water promptly initiated the project. Thanks to careful planning and diligent effort by the project team, the fast-track project was completed ahead of schedule. 2830 33 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Part 5 – Approach to Operations Services 2831 34 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section A – Operational Approach U.S. Water is prepared to deliver best-in-class utility management services tailored to the City of Winter Springs. Our operational strategy emphasizes: • Optimization of treatment processes to ensure efficiency and compliance. • Preventive and predictive maintenance to minimize downtime and costly repairs. • Real-time monitoring and SCADA integration for proactive system management. • Cost-effective, sustainable solutions that prioritize the City’s financial and environmental goals. • Emergency response readiness, ensuring rapid mobilization in critical situations. Our operational experience spans facilities ranging from 5,000 gallons per day to 70 million gallons per day, utilizing advanced treatment technologies including reverse osmosis, treatment lagoons, and conventional treatment processes. OPERATIONAL APPROACH Facilities Operations, Maintenance, and Management U.S. Water is the largest management, operations, and maintenance provider in the state of Florida by several measures, including the number of facilities operated (>1,000), licensed operators (>250), regulatory samples collected (>1,000,000 annually), regulatory compliance reports filed, and annual revenue. U.S. Water’s operations strategy emphasizes optimizing treatment processes, maintaining staff proficiency, ensuring safety, and enhancing energy efficiency. Our experienced operations staff employs proven Process Control Measures designed to monitor and adjust chemical dosages throughout the treatment process. This ensures optimal treatment performance while minimizing chemical overfeed and excess sludge generation. By utilizing analytical monitoring, our team maintains processes within desired operating conditions while adapting to system limitations. As Florida’s largest O&M provider, U.S. Water recognizes the ongoing operator shortage and the increasing age of licensed operators. To address this challenge and maintain reliable operations, U.S. Water’s staffing plan includes three Operator Trainee positions. These trainees report to Chief or Lead Operators, who mentor them to develop both practical skills and regulatory knowledge. To further ensure a pipeline of capable operators, U.S. Water actively participates in the Florida Rural Water Apprenticeship Program, which combines on-the-job training with structured classroom learning. This proactive approach strengthens our workforce, protects Winter Springs from the growing operator shortage, and enhances operational continuity. Trainees are also cross-trained to support maintenance and customer service field staff, reinforcing U.S. Water’s philosophy of developing versatile Utility Technicians who avoid the typical silos seen in larger or municipal utility systems. 2832 35 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Water Treatment Optimization U.S. Water has extensive experience operating water treatment systems similar to the Winter Springs water treatment processes. Including the FGUA Chuluota system. The efficient operations ion exchange facilities can be greatly impacted by properly operating, backwashing and extending the media useful life to the extent possible. This is a proven benchmark for U.S. Water. Wastewater Treatment Optimization U.S. Water has extensive experience optimizing biological and hydraulic treatment processes. Our team will review Winter Springs’ wastewater treatment facilities to ensure optimal performance, identifying opportunities for enhanced efficiency and improved effluent quality. FRAGMENTED UTILITY SYSTEM EXPERIENCE Winter Springs’ utility system is fragmented across multiple sites, which aligns with U.S. Water’s extensive experience in operating similarly configured systems. As the Florida Governmental Utility Authority’s contract operator, U.S. Water operates 98 utility systems spread across 14 Florida counties. We have successfully adapted our management strategies to deliver efficient service under these conditions. To ensure effective operations, U.S. Water leverages GPS-enabled dispatching, allowing us to assign staff efficiently in response to service requests or emergencies. This system minimizes downtime, enhances resource allocation, and provides cost savings to Winter Springs. UTILITY OWNERSHIP EXPERTISE A unique distinction that sets U.S. Water apart is our role as utility owners. Having participated in the acquisition of over $1 billion in utility assets, our ownership experience enables us to apply valuable insights when managing infrastructure investments. By strategically leveraging O&M cost savings to fund capital improvements, we help clients improve system reliability and redundancy. For instance, reducing O&M costs by $60,000 can translate into over $1 million in capital bonding opportunities. This data-driven strategy underpins our approach to developing Capital Improvement Plan (CIP) recommendations that maximize financial impact. STAFFING AND TECHNICAL EXPERTISE U.S. Water recognizes that the successful operation of utility assets depends on knowledgeable, trained, and experienced personnel. To meet and exceed Winter Springs’ expectations, our Project Manager will oversee a well-organized, competent, and highly motivated team. We recruit and train licensed operators with expertise in design, operation, and maintenance, ensuring our staff is equipped to manage Winter Springs’ utility system efficiently. Our commitment to comprehensive staffing resources and technical support is essential to ensuring Winter Springs' assets are operated and maintained in accordance with State and Federal regulations. COMMITMENT TO WATER QUALITY AND EFFLUENT STANDARDS U.S. Water agrees to operate and maintain Winter Springs’ water and wastewater treatment facilities in a manner that ensures 2833 36 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS discharged effluent meets or exceeds all State and Federal water quality regulations. Our focus on asset performance and cost control will ensure that Winter Springs’ investments are protected, while achieving consistently high- quality effluent standards. To demonstrate our understanding of Winter Springs’ operational needs, U.S. Water will assess the system’s major process areas and implement tailored operating and maintenance procedures for each. Standard and Exceptional Operating Procedures (SOP & EOP) U.S. Water maintains comprehensive Standard Operating Procedures (SOPs) and Exceptional Operating Procedures (EOPs) tailored to the facility’s unique requirements. SOPs focus on day-to-day operations, ensuring consistency and compliance. EOPs provide clear protocols for managing critical situations such as system failures, extreme weather, or public health concerns. Our team regularly updates these procedures based on operational insights, regulatory changes, and best practices. Our approach incorporates the SOP’s developed and integrates the daily log sheets, process flow diagrams, sampling, and reporting procedures. This comprehensive approach allows U.S. Water to provide efficient operations using technology to streamline the daily operational reporting and recording requirements. PC&M Software Solution Integration U.S. Water leverages its proprietary Process Control & Monitoring (PC&MSM) system to enhance daily operations and integrate Standard Operating Procedures (SOPs) effectively. The PCM software serves as a centralized platform that guides operators through routine operational tasks, monitors critical process variables, and ensures facility performance aligns with regulatory standards. By integrating SOPs directly within the PC&M software, U.S. Water ensures operators follow precise procedures in real- time, enhancing operational consistency and ensuring compliance. PC&M also tracks chemical dosages, energy consumption, and system performance metrics, empowering operators to make informed decisions that optimize treatment processes. The software’s proactive alert system identifies anomalies early, ensuring preventive measures are taken before issues escalate. This ensures smooth facility operation, improved efficiency, and reduced downtime. The integration of PC&M allows our operators to achieve consistent results and maintain effective control over treatment processes. Regulatory Compliance Our dedicated compliance staff, located in Pasco County Florida, are an essential part of our EOPs. The compliance department includes seasoned professionals and former regulatory staff members with over 120 years of combined experience in Florida water and wastewater regulatory compliance. Our dedicated compliance team ensures full adherence to Federal and Florida Department of Environmental Protection (FDEP) standards. We maintain active engagement with regulatory agencies, participating in reviews, permitting processes, and inspections. We provide timely 2834 37 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS reporting, documentation, and coordination with agency personnel to uphold regulatory obligations. We have a proven track record of keeping the plants we operate in compliance. U.S. Water’s approach to compliance requires that local staff be intimately involved and are responsible for preparing Winter Springs compliance and regulatory reports. All Chief or Lead operators are responsible for their respective monthly reports and are involved in any regulatory matters for their facilities. U.S. Water’s Project Manager shall review and submit all regulatory reports for the Winter Springs. In addition, U.S. Water’s Corporate Compliance Department provides oversight and redundant record maintenance. U.S. Water will provide support to the Winter Springs as required or requested with the regulatory agencies, assisting with staff meetings, special reports, permits, and other regulatory matters. Public notices and compliance reporting are typically prepared by the U.S. Water Compliance Department and approved by the Winter Springs Manager. U.S. Water then performs noticing, posting, sampling, and clearance. All of these steps are overseen by the Winter Springs Manager through complete and transparent updating and reporting. Hazardous registration reports, annual reuse reports, consumer confidence reports and annual progress reports are other regulatory reports that will be prepared by U.S. Water on behalf of the Winter Springs. Winter Springs monthly report, annual maintenance plans, CIP & R&R reports, and annual safety audit reports will be prepared and submitted to the Winter Springs Manager. U.S. Water will continue to support the Winter Springs with the regulatory agencies, assisting with staff meetings, special reports, permits, etc. RECLAIMED DISPOSAL U.S. Water has extensive experience operating public access reuse wastewater treatment facilities, managing over 38 MGD in total reuse capacity across Florida. Our expertise ensures effective public access reuse water disposal while maintaining water quality and meeting regulatory standards. Our operations staff have demonstrated our technical abilities operating several of these facilities during plant expansions, upgrades and significant weather events while maintain treatment and reuse quality standards. As the Winter Springs’s primary disposal method for treated effluent is public access reuse water at three separate wastewater treatment facilities; our extensive reuse experience uniquely situates U.S. Water to provide unmatched technical operations to the Winter Springs. Florida Public Access Reuse Facilities Facility Name Capacity MGD Facility Name Capacity MGD East County Regional (70 MGD) 20.000 City of Key Colony Beach 0.340 Del Prado – FGUA 4.250 Lake Fairways - FGUA 0.300 Lehigh Acres – FGUA 3.000 South Seas Plantation - FGUA 0.260 2835 38 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Florida Public Access Reuse Facilities Facility Name Capacity MGD Facility Name Capacity MGD Seven Springs – FGUA 2.500 Chuluota – FGUA 0.250 City of Crystal River 1.500 Charlette Correctional - FDOC 0.250 City of Inverness 1.500 Country Woods / Meadows 0.170 MacDill Air Force Base – FGUA 1.200 City of Everglades City 0.160 Nassau County – Amelia 0.950 Meadowoods 0.150 Flagler County 0.475 Fairways 0.150 Martin Correctional – FDOC 0.375 Palm Valley 0.150 Sumter Correctional – FDOC 0.350 Island Dunes 0.120 Total Public Access Reuse Experience - 38.40 SOLIDS DISPOSAL The U.S. Water Residuals Division has over 30 years of combined experience and resources providing a wide range of services to meet our clients’ specific needs. Our services include residuals dewatering, transportation, and disposal; regulatory permitting and reporting; residuals quality control; sampling and analysis; and market development. As the State adds more stringent regulations, wastewater sludge is becoming more difficult to dispose of. U.S. Water’s residual management business has been very successful in developing and providing our clients with multiple disposal alternatives. U.S. Water has its own residuals department that consists of a fleet of vehicles, equipment, and mobile dewatering equipment. As environmental concerns become ever increasing in importance, U.S. Water has taken the initiative to control costs and manage disposal of residuals. This continues to provide our clients with a lower cost alternative and a high level of confidence they meet environmental regulations. Our approach to residuals management considers residuals as resources to be managed beneficially, sustainably and in conformance with all applicable laws. We use multiple dewatering and disposal methods to achieve our client’s goals. However, we are always researching new technologies to gain dewatering efficiencies and alternate methods of disposal. 2836 39 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS INTERACTION AND INTEGRATION WITH WATER DISTRIBUTION SYSTEM The importance of operating the distribution system as an integral part of the water treatment process cannot be overstated. We manage water quality in compliance with state and federal drinking water regulations to the point of delivery to the retail customers. Our approach includes appointing a Distribution Manager who is responsible for overseeing the daily operations of the water distribution system to ensure reliable and compliant delivery of water. This role demands a strategic leader who can manage operating the distribution system including routine and automatic flushing, residual disinfectant maintenance, sampling, and data analysis to ensure safe and clean water is delivered throughout the distribution system. The Distribution Manager will work closely with city staff to respond to and resolve all water quality complaints, provide support and assistance as needed relative to the system and hydrant flushing, repairs, and other maintenance activities that occur through the normal course of operating the distribution system. The Distribution Manager will be responsible for the collection of all routine compliance samples including working with city staff to collect any clearance samples related water main repairs. INTEGRATION WITH WASTEWATER COLLECTION SYSTEM U.S. Water routinely works with City staff closely where our responsibility does not include the collection system. U.S. Water recommends regular meetings with city staff to maintain awareness of the collection system activities and the potential impacts to the treatment facilities. This close coordination is an important partnership between the city and operations staff. EMERGENCY PREPAREDNESS AND RESPONSE U.S. Water is experienced in all aspects of utility emergency service planning; particularly given the geographical location of its Florida owned and contracted facilities. We conduct staff training, maintain backup generators, and ensure critical spare parts are available to minimize downtime. Our proactive response ensures the swift restoration of services during crises. U.S. Water utilizes a resource sharing approach where practical and is an active Steering Committee member of FlaWARN. FlaWARN is Florida’s Water / Wastewater Agency Response Network and is the formalized system of “utilities helping utilities” to address mutual aid during emergency situations. The project’s infrastructure consists of a secure web-based data bank of available resources and practical mutual aid agreement designed to reduce red tape in the times of emergency. FlaWARN is to provide immediate relief for member utilities during times of emergencies. The purpose is to get personnel to the utilities with the necessary tools and equipment that can both assess and assist the impacted water and wastewater 2837 40 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS system quickly as possible by whatever means necessary until such time that a permeant solution may be implemented. The FlaWARN model has demonstrated that a network of “utilities helping utilities” is the best method for responding to the immediate water and wastewater damage caused by natural disasters. By combining a mutual aid network with security information collaborative FlaWARN has been able to cover all aspects of both natural and manmade emergency disasters. Working with FlaWARN U.S. Water was able to provide assistance during the recovery of two recent natural disasters, Hurricanes Irma and Michael. Hurricane Irma impacted Florida during the 2017 hurricane season making landfall in Florida twice. U.S. Water worked closely with our clients and utilized our local resources to rapidly restore water and wastewater services to U.S. Water customers. Utilizing our pooled resources, U.S. Water mobilized crews from around the state calling from unaffected areas to provide immediate support to the affected areas. Bringing in resources from the unaffected areas in Florida provided an immediate logistical advantage that allowed supplies, parts, equipment, and other resources to be brought into the storm damaged areas. U.S. Water provided response to areas affected by Hurricane Michael which made landfall in the Florida panhandle in October 2018. Once U.S. Water stabilized the utilities under its supervision, crews were dispatched to the surrounding communities to aid in restoring temporary water and wastewater services. Our crews that responded came from all over Florida allowing vendor supplies to be transported from unaffected areas directly into the areas of need. This model is something that U.S. Water will bring forward to support the Winter Springs utility system. During the response to each of the events described above as well as any other significant event or storm impacting the state, U.S. Water establishes an emergency operations center (EOC). Typically, this is managed in our corporate office just north of Tampa. In the event that office is impacted the EOC is relocated to one of our other six office locations throughout Florida. Through the use of our technology and GPS asset tracking we are able to immediately identify available and local resources to match with the needs in real time. This approach to catastrophic recovery has allowed U.S. Water to minimize service interruptions and expedite recovery efforts. U.S. Water creates specific Emergency Response Plans and has executed Emergency Response Plans for many of our clients. Since we operate and maintain facilities throughout the state, we are able to mobilize equipment 2838 41 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS and resources to areas of need within a short period of time. Our staff has extensive experience in FEMA Reimbursement Management. Additionally, U.S. Water staff holds FEMA Certifications for: • ICS- 100 Incident Command System for Public Works • ICS- 200 for Single Resources and Initial Action Incidents • ISC-700 National Incident Management System (NIMS) • ICS-800B National Response Framework We will review Winter Springs plan and update it to ensure that we have a solid plan moving forward. ENERGY AND CHEMICAL MANAGEMENT U.S. Water operations strategy relies on the optimization and effectiveness of the treatment process, operational & maintenance staff proficiency. Our expert operations staff employs detailed monitoring and analysis of energy and chemical usage to identify efficiency opportunities. Through PCM, SCADA, data tracking, and strategic management, we optimize energy consumption while ensuring effective treatment performance. U.S. Water is mindful that Winter Springs is responsible for power costs. As such, we focus on minimizing energy consumption through optimized system operations and strategic equipment recommendations. Our internal KPI — Power Cost per 1,000 Gallons Treated — is consistently tracked to manage and improve energy efficiency. With extensive operational experience, U.S. Water will provide Winter Springs with informed, cost-saving recommendations to enhance facility performance. U.S. Water is proud of our efficient operations approach and have a proven track record of reducing both chemical and energy consumption. ASSET MANAGEMENT AND SCADA SYSTEMS Our proven asset management approach emphasizes proactive, preventive maintenance alongside responsive corrective actions. We implement a Computerized Maintenance Management System (CMMS) to schedule, track, and document all maintenance activities. Routine preventive maintenance is performed per manufacturer recommendations, regulatory requirements, and best practices to ensure equipment reliability and optimal performance. Routine maintenance schedules are developed to achieve asset longevity, while predictive analytics are used to anticipate potential failures. We utilize advanced tools such as CMMS, SCADA, SCADA Historian, Water Management Database, and LIMS to manage data, monitor performance, and improve decision-making. As an operator of many systems, U.S. Water has utilized many CMMS systems and is technology agnostic. The integration of the owner’s CMMS system is critical to our success and we accommodate the owner’s chosen platform. U.S. Water shall provide predictive and preventative maintenance of water, wastewater treatment facilities and equipment. All maintenance work orders will be initiated, scheduled, closed, and stored in Winter Springs computerized maintenance management system (CMMS) system, making the data readily available. All work orders and service requests will be dealt with in a timely manner. 2839 42 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS ROUTINE STATUS REPORTING We provide detailed, routine status reports outlining operational performance, regulatory compliance, and maintenance activities. Reports are customized to align with the City's preferences and include performance metrics, budget updates, and project progress. U.S. Water will take our interactive approach and build upon it based on Winter Springs input and feedback and incorporate those into our reporting. Below is the proposed reporting and communication for Winter Springs: • Monthly Meetings – U.S. Water will provide monthly updates to Winter Springs detailing updates for operations, maintenance, customer service and capital projects • Monthly Report – Will include copies of regulatory agencies submittals, field maintenance data, customer service reports and other items completed during the month • Abnormal Events Communications Protocol –U.S. Water will establish a reporting protocol relative to abnormal events, public notices, or other excursions. This protocol will address client notification, regulatory reporting, media releases and customer notifications (Boil Water Notices) • Emergency Response Plans - Each year U.S. Water will update the emergency response plans for the utility system; these updates will include the most recent information from regulatory agencies • CIP and R&R annual report – U.S. Water will provide an updated condition assessment report for the existing assets on all systems. This report shows, by priority, the condition of the equipment and is pivotal in preparing estimated budgets for repairs or replacements • Maintenance Plan – U.S. Water shall update this plan annually. The updates will be based on firsthand knowledge and our experience operating and maintaining Winter Springs utility system. • Quarterly Senior Management Meeting - U.S. Water also recommends a reoccurring senior management meeting with Winter Springs to develop strategic plans related to system expansions, developer services, and regulatory requirements. COMMUNICATION WITH CITY LEADERSHIP AND COMMUNITY Our team prioritizes transparent communication with City leadership. We assign a designated point of contact to ensure timely updates and engagement with City officials. Additionally, we engage in proactive community outreach to educate residents on utility improvements, service changes, and public health initiatives. U.S. Water’s approach to communication is developing and implementing a Communication Plan tailored specifically for each of the projects in which we operate. A Communication Plan, at its very essence, is a plan set forth to establish the framework under which information is communicated or shared throughout the project. The plan shall outline both verbal and written communication and may contain formal and/or informal dialog, dependent on the framework carried forward from the executed agreement. The plans are implemented following communication requirements based on roles, what information shall be 2840 43 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS communicated, how that information is then communicated, when the information will be distributed, the individual or individuals that are responsible for distributing the communication, and who receives the communication. Public Outreach and Community Involvement U.S. Water has a long history of community outreach. It is one of our most important and rewarding principles. Community outreach provides our clients and U.S. Water the opportunity to communicate information about the utility while at the same time receive feedback that leads the utility to provide better customer service. Several examples of our company’s involvement include donations to the cities of Crystal River and North Lauderdale, Pasco-Chasco Festival, serving as a Board Member of the Pasco YMCA, Pasco Rotary Club, and many more community charities and events. Crystal River Pump House and Water Tower The City of Crystal River’s original water system, pump house and tower were constructed in 1926. Rather than destroy this historic site, the Crystal River Main Street (CRMS) organization applied for and received a grant from the Florida Department of Historic Preservation to restore the pump house to its original state. U.S. Water has partnered with the CRMS to provide volunteer labor and a donation to refurbish the pump house which will become an exhibit open to the public that showcases the pump house beneath the water tower. Once the rehabilitation is complete the pump house will be opened to the public for tours. Dunnellon Little League During the FGUA’s due diligence process for acquiring the Dunnellon utility system, U.S. Water identified that the Dunnellon Little League had not been billed by the City of Dunnellon for water usage. Upon transfer of the system to the FGUA, the organization would be required to begin charging the Little League to ensure equitable treatment of all customers. Based on historical water usage, it was estimated that the Little League could face an annual water bill of approximately $22,000— covering both potable and irrigation water— which was well beyond their financial means. To address this issue, U.S. Water collaborated with the Little League, vendors, and volunteers from our own team to design and install a parallel water system, separating irrigation and potable water service. This proactive solution not only prevented a potentially controversial billing situation for the FGUA, but also helped ensure the continued operation of the Little League by significantly reducing their water costs. Poster Contest Every April, we work with Elementary Schools to celebrate Water Conservation Month by conducting a Water Awareness Poster Contest. This outreach program educates elementary school children, grades 1 through 3, on the importance of our most precious resource - water. Teaching students how we get water, how water is cleaned and how it finally reaches their home. Through a combination of online teaching materials, classroom activities and presentations, provided by U.S. Water and local municipalities. 2841 44 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Over 450 posters are submitted every year by art students, detailing an idea on conserving and protecting water. In addition, corporate sponsors and their guest mascots including the Chick-fil-a Cow and Andy the Armadillo from Texas Roadhouse have attended the awards ceremony and donated food and prizes for the winning students to cap off their weeks of hard work! U.S. Water looks for fun opportunities like this within the communities we serve to get involved and help educate about our industry. Rotary Club U.S. Water recognizes the importance of the supporting the communities where we provide services. Through the Rotary, U.S. Water has donated and participated in numerous events that supports the Rotary’s Mission to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional and community leaders. U.S. Water is proud to support multiple Rotary clubs throughout the state of Florida. As we go forward, U.S. Water would like to work closely with Winter Springs personnel to pursue additional avenues to highlight Winter Springs and promote our interests in the community we serve. Section B – Maintenance Plan MAINTENANCE APPROACH FOR WATER & WASTEWATER TREATMENT FACILITIES U.S. Water is committed to maintaining the City of Winter Springs’ water and wastewater treatment facilities to the highest standards of reliability, efficiency, and compliance. Our maintenance program is designed around preventative strategies, data-driven tracking, and hands-on expertise, ensuring long-term asset integrity and optimized system performance. COMPUTERIZED MAINTENANCE MANAGEMENT (CMMS) U.S. Water will fully implement a Computerized Maintenance Management System (CMMS) to plan, assign, and document all preventive and corrective maintenance activities at the treatment plants. The CMMS is essential to ensuring tasks are completed on schedule and that all activities are recorded in a centralized and easily auditable platform. Our technicians and operators will utilize field-ready tablets for real-time updates, work order management, and efficient communication between operations and maintenance staff. CMMS reports will be used for performance tracking, compliance documentation, and capital planning efforts, and summaries of activities will be provided to City staff monthly. CONDITION MONITORING & OPERATIONAL ASSESSMENT U.S. Water’s approach to condition monitoring includes: • Daily inspections by operators who perform key observations (e.g., oil and water levels, equipment sounds, vibration). • Routine PM tasks such as lubrication, valve exercises, chemical feed system checks, and electrical panel reviews. • Operator-Maintenance Collaboration: Operators escalate issues to maintenance 2842 45 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS technicians as they arise. Equipment is locked and tagged out when necessary until a qualified technician can diagnose and repair the fault. • Asset Tagging & History: All critical plant assets are cataloged and monitored for lifecycle status. Equipment trends are tracked in CMMS to inform replacement strategies and detect early signs of failure. A team of dedicated maintenance technicians are responsible for planning, assigning, and tracking all plant-related PM tasks, ensuring consistency and reliability across the utility. ESTABLISHING AND MAINTAINING LEVELS OF SERVICE To maintain high levels of service, U.S. Water employs a self-performing maintenance model, minimizing reliance on subcontractors and enabling faster response and quality control. The team dedicated to Winter Springs includes: • One Maintenance Supervisor • Two Facility Maintenance Technicians This core maintenance team is supported by regional U.S. Water personnel who are cross- trained and available on-call, providing redundancy and flexibility for both routine and emergency tasks. This adaptive staffing model allows the City of Winter Springs to benefit from the full depth of U.S. Water’s resources without bearing the full financial burden. We take pride in maintaining clean and orderly facilities. Housekeeping and grounds maintenance are incorporated into our routine plant operations to ensure the treatment plants are safe, efficient, and visually well-kept— promoting pride in ownership and operational excellence. PREVENTIVE MAINTENANCE PRACTICES All water and wastewater treatment plant assets are covered by a site-specific Maintenance Plan that exceeds regulatory requirements. Preventive maintenance is performed collaboratively by operators and technicians: • Operators handle routine observations and minor maintenance. • Technicians conduct more advanced mechanical, electrical, and equipment- specific repairs. This approach reduces downtime, maintains regulatory compliance, and ensures that all systems are operating within design parameters. Additionally, monthly generator inspections under load and semi-annual servicing (conducted by outside contractors) ensure continuous backup power availability. U.S. Water’s maintenance strategy for the City of Winter Springs combines technical depth, real-time tracking, field coordination, and a strong emphasis on self-performance— delivering a high level of service reliability while optimizing long-term operational value. 2843 46 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section C – Transition Plan MOBILIZATION & TAKEOVER OF UTILITY OPERATIONS U.S. Water’s approach to transition is centred on ensuring a seamless, efficient, and well- communicated transfer of responsibilities that guarantees continuous service delivery and regulatory compliance from Day One. With over 100 successful transitions of municipal water and wastewater systems, U.S. Water brings extensive experience, a deep bench of experts, and a proven model tailored for utility operations. Winter Springs can be assured that our experience will provide a seamless transition from the former operations provider to U.S. Water. Often U.S. Water hires the existing staff from the current provider and under new utility focused management that same staff excels. U.S. Water’s size and breadth of operations affords staff the opportunity to re-locate as desired. As previously mentioned, it is our intention to offer employment to all eligible employees. TRANSITION PHILOSOPHY Our guiding philosophy is to conduct a seamless and invisible transition to residents and utility customers while achieving operational excellence and regulatory compliance. We prioritize: • Collaborative planning with the City of Winter Springs • Maintaining continuous and uninterrupted utility services • Effective communication with all stakeholders • Retention of eligible staff to preserve institutional knowledge Previous Transition Experience Project Project Transitioned from Date Contract Fort Dodge, IA Operation, Maintenance, and Management of the Water, Wastewater and Stormwater Utility Systems Veolia North America 2010 $76.2 MM City of Grimes, IA Operation, Maintenance, and Management of the Water and Wastewater Utility System, Distribution and Collection Systems, Field Service and Meter Reading PeopleService 2014 8.1 MM Chickasha, OK Water and wastewater plant operations, maintenance and management, resident project representative, construction administrative services and engineering support. Inframark 2015 $18.1 MM City of Crystal River, FL Water and wastewater management, treatment, distribution and collection system Veolia North America 2016 $7 MM 2844 47 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Project Project Transitioned from Date Contract operations, maintenance, and field customer services City of Inverness, FL Water and wastewater treatment operations, maintenance, and lift station operations and maintenance Woodard and Curran 2018 $8 MM Everglades City, FL Water and wastewater operations, maintenance, field customer services Veolia North America 2019 $2.8 MM Galena, IL Water and wastewater management, operations and maintenance Veolia North America 2019 $3.63 MM City of Heavener, OK Operation, Maintenance and Management of domestic and industrial wastewater treatment systems, distribution, collection, field customer services, meter reading Veolia North America 2020 $13.1 MM City of Mercedes, TX Water and wastewater operations, maintenance and management Jacobs 2020 $12.55 MM City of Tecumseh, OK Operation, Maintenance and Management of Wastewater Treatment Facilities Veolia North America 2021 $3.6 MM Tampa Bay Water Operation, Maintenance, and Management of the 29 MGD desalination facility American Water Services 2023 $16 MM Hartsville, SC Water, wastewater collection and distribution operations and maintenance. 3.5 MGD Extended Aeration WWTP, 1.5 MGD Chemical Addition WTP Clearwater Solutions 2023 $4.07 MM Jenks, OK Operations, Maintenance and Management of Wastewater Treatment Facilities, Lift Stations and Water Booster Pump Stations Veolia North America 2023 $5.7 MM TRANSITION MANAGEMENT TEAM To support a robust transition, U.S. Water will immediately form a Transition Management Team upon contract award, composed of: • Christopher Saliba – Principal-in-Charge & Transition Manager • Brad Labella, PE – Lead of Comprehensive Assessment & SOC Report • Chad Ashley – Project Manager • Scotty Soares – Operations Manager • David Martin– Maintenance Manager • Melisa Rotteveel – Compliance Director • Darlene Rousselle – Health and Safety This team collectively offers over 100 years of experience in utility operations, maintenance, assessment, and transition implementation. 2845 48 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS PROPOSED TIMELINE & KEY MILESTONES Milestone Timeline Description Pre-Commencement Phase Transition Kickoff Meeting Immediately upon award Confirm scope, establish communication protocols, initiate staff interviews Assemble Joint Transition Team (U.S. Water + City of Winter Springs) Week 1 Form team to manage logistics, planning, and monitoring Site Visits and Assessment Weeks 1-3 Onsite visits by specialists to review current conditions, staff, SOPs, safety and compliance Offer Letters to Existing Staff Weeks 2-3 Extend employment offers to eligible employees to ensure retention and minimize disruption Develop Preliminary SOPs Weeks 2-4 Draft SOPs in safety, maintenance, compliance, and operations Backup Staff Deployment Plan Week 3 Identify backup resources, floaters, or relocated team members Commencement (Day 1) Operational Takeover Day 1 Seamless transition of responsibilities, utilities under U.S. Water control Post-Commencement (First 180 Days) Comprehensive Assessment (SOC Report) Day 1 – Day 60 Complete the Statement of Conditions (SOC) including CIP & R&R planning Finalize and Implement SOPs Days 30–90 Customize SOPs based on findings from SOC and site-specific operations Staff Training & Technical Support Ongoing Deliver safety training, operational workshops, and compliance updates Maintenance & Asset Evaluation Ongoing through Day 180 Perform deferred maintenance, underground asset review, lift station evaluations Optimization of CMMS Days 60–120 Implement maintenance scheduling and asset tracking systems Review Regulatory Compliance & Reporting Days 90–180 Review historical compliance, update reporting systems, prepare permits and schedules 2846 49 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS KEY TRANSITION ACTIVITIES 1. Comprehensive Assessment/SOC Report • Provides a baseline evaluation of utility conditions. • Identifies deficiencies and deferred maintenance. • Delivers R&R and Capital Improvement Plan recommendations. • Addresses Health and Safety, Liability, and O&M readiness. 2. Development of Preliminary SOPs U.S. Water will draft and refine project-specific SOPs for: • Operational Process Control • Safety Procedures & Inspections • Distribution & Lift Station Operations • Technical Training Needs • CMMS Scheduling & Compliance Reporting 3. Staffing & Resource Strategy • Offers employment to current contractor’s staff to maintain continuity. • Deploys additional U.S. Water resources where needed. • Allows for relocation or reassignment of surplus personnel within U.S. Water’s extensive network. 4. Backup Resource Availability • Dedicated transition team members available full-time during early phases. • Mobile operational specialists and engineers on standby for unanticipated needs. OPERATIONAL FOCUS (FIRST 180 DAYS): • Regulatory Compliance: All regulatory and permit requirements maintained from Day One. • CMMS Implementation: Fully implemented maintenance and asset tracking system. • Proactive Communication: Regular updates to City of Winter Springs staff and stakeholders. CONCLUSION The transition of utility operations to U.S. Water will be handled with diligence, transparency, and proven expertise. By deploying a dedicated and experienced team led by executive management, leveraging past transition successes, and engaging collaboratively with the City of Winter Springs, U.S. Water is confident in delivering a smooth, reliable, and service- focused transition that protects both the operational integrity of the system and the public interest. 2847 50 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Section D – Operations During Construction Plans APPROACH TO OPERATIONS DURING CONSTRUCTION & COMMISSIONING U.S. Water understands the critical importance of maintaining uninterrupted utility service and regulatory compliance for municipal customers like the City of Winter Springs, especially during major infrastructure improvement projects. We have extensive experience working within live utility environments and managing complex upgrades without disrupting core services. Our operational approach emphasizes proactive planning, continuous coordination, and adaptive operations tailored to community needs. The following projects demonstrate our ability to deliver on these principles: 1. Flagler County – Plantation Bay Wastewater Treatment Plant During the expansion and replacement of the Plantation Bay Wastewater Treatment Plant, U.S. Water maintained full service to customers without operational interruptions. The Plantation Bay Wastewater Treatment Plant is a steel ring package plant that has reached its useful life. The replacement facility is co-located on the same site and is a concrete, common wall facility. The facility generates public access reuse for the golf course and community. For the City of Winter Springs, this experience translates directly to our ability to manage improvements and the replacement of a wastewater treatment facility identical to the project Winter Springs ins planning, while keeping services fully functional. Our strategies included: • Phased Upgrades: Keeping parts of the plant operational while others were under construction. • Temporary Infrastructure: Installation of bypass systems and temporary treatment capacity. • Ongoing Regulatory Compliance: Adhering to permit standards at all times during the construction window. • Local Coordination: Close collaboration with Flagler County and their engineering teams, mirroring the partnership we aim to establish with the City of Winter Springs and its consultants. 2. Tampa Bay Water – Desalination Facility For this highly complex project, U.S. Water helped manage the retrofit and stabilization of one of the largest desalination plants in the U.S. This project required an abbreviated construction schedule due to the regional water scarcity and population growth in the service area. • Tight Integration with Engineering and Construction Teams: A model we would replicate in Winter Springs to ensure timely and seamless collaboration during upgrades. • Redundancy Planning: Maintaining service levels by implementing redundant process treatment trains. • Detailed Commissioning: Our team-lead system testing, acceptance testing, verification, and operator training—critical components for smooth transitions in upgraded facilities. • Data-Driven Operations: Real-time monitoring and control adjustments to 2848 51 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS maintain performance despite construction variables. These lessons are directly transferable to Winter Springs as the City plans for improvements to its utility infrastructure. 3. MacDill Air Force Base/FGUA Projects Working under the Florida Governmental Utility Authority at MacDill Air Force Base, U.S. Water demonstrated its ability to work in mission- critical environments—akin to the expectations for service continuity in Winter Springs. Key aspects of this project included: • Daily Operational Coordination: Maintaining constant communication with FGUA and military leadership to schedule and execute work with zero impact on essential operations. • Advanced Safety and Security Compliance: Applicable to work in public areas, school zones, and other sensitive parts of Winter Springs’ service territory. • Around-the-Clock Support: Full readiness to respond during system transitions or unforeseen events. • Smooth System Handovers: Complete training and commissioning for facility improvements, ensuring long-term operational readiness. CAPACITY/APPROACH TO WORKING WITH DESIGN ENGINEERS & CONTRACTORS FOR WINTER SPRINGS PROJECTS U.S. Water consistently works alongside design engineers, project managers, and construction contractors to ensure successful delivery of infrastructure projects for municipal utilities. For the City of Winter Springs, our collaborative model offers the following advantages: • Embedded Operations Expertise: We integrate our field operations and compliance personnel into the project team from the outset, helping ensure design practicality and operational sustainability. • Constructability and Operational Reviews: We conduct thorough reviews of engineering plans, identifying potential impacts and ensuring the facility remains functional throughout. • Flexible and Transparent Communication: With dedicated project liaisons, we offer a single point of contact to coordinate with your City staff, consultants, and contractors. • Proven Change Management Processes: Our experience managing mid-project changes minimizes delays and mitigates risks. U.S. Water is ready to partner with the City of Winter Springs to support major facility improvements with no compromise in operational reliability or regulatory performance. Our experience, coupled with our collaborative approach and proven track record, makes us uniquely positioned to deliver value from planning through commissioning. 2849 52 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Appendix A – SOQ Forms 2850 28 5 1 28 5 2 28 5 3 28 5 4 28 5 5 28 5 6 28 5 7 28 5 8 28 5 9 28 6 0 28 6 1 28 6 2 28 6 3 U.S. Water is self-performing all services on this project and does not anticipate the use of subcontractors. However, should a subcontracting opportunity arise, we will follow all affirmative steps as outlined in 2 CFR §200.321, including soliciting qualified small and minority-owned businesses, women’s business enterprises, and labor surplus area firms whenever they are potential sources. 28 6 4 28 6 5 54 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Appendix B – Financial Information 2866 55 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS As required by the RFP, U.S. Water has submitted audited financials for the past three years in a separate envelope marked “Confidential Information – For review by the City of Winter Springs Director of Finance only”. 2867 56 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Appendix C – Surety and Insurance Letters 2868 57 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS In the following pages, U.S. Water has attached the following information requested in the RFP: • A Certificate of Insurance stating U.S. Water’s ability to provide workers compensation and auto liability coverage for the Project. • Surety bond letter from U.S. Water’s agent of record for construction performance and payment bonds 2869 Willis Towers Watson Southeast, Inc. c/o 26 Century Blvd P.O. Box 305191 Nashville, TN 372305191 USA U.S. Water Services Corporation 4939 Cross Bayou Blvd New Port Richey, FL 34652 SEE ATTACHED PROOF OF INSURANCE 01/13/2025 1-877-945-7378 1-888-467-2378 certificates@wtwco.com Philadelphia Indemnity Insurance Company 18058 Great American Alliance Insurance Company Westfield Specialty Insurance Company 26832 16992 Gotham Insurance Company 25569 W37448800 A 1,000,000 1,000,000 10,000 1,000,000 3,000,000 3,000,000 Y Y PHPK2629384-007 11/30/2024 11/30/2025 A 1,000,000 11/30/202511/30/2024YPHPK2629391-007 A 5,000,000 PHUB891163-007 11/30/2024 11/30/2025 5,000,000 WC E546162-05BY 1,000,000No10/31/2024 10/31/2025 1,000,000 1,000,000 C Pollution/(Other than Prod/Comp)Y Each Claim/AggregateCPP-455074Q-00 11/30/2024 11/30/2025Y 378029327117878SR ID:BATCH: $5,000,000 WTW Certificate Center Page 1 of 2 2870 U.S. Water Services Corporation 4939 Cross Bayou Blvd New Port Richey, FL 34652 Certificate Holder is included as an Additional Insured as respects to General Liability, Auto Liability and Contractors Pollution Liability. Waiver of Subrogation applies in favor of Certificate Holder with respects to General Liability, Contractors Pollution Liability and Workers Compensation, as permitted by law. INSURER AFFORDING COVERAGE: Gotham Insurance Company NAIC#: 25569 POLICY NUMBER: EX202400005676 EFF DATE: 11/30/2024 EXP DATE: 11/30/2025 TYPE OF INSURANCE: LIMIT DESCRIPTION: LIMIT AMOUNT: Excess Liability (1st Layer) Limits $5,000,000 xs of $5,000,000 INSURER AFFORDING COVERAGE: Westfield Specialty Insurance Company NAIC#: 16992 POLICY NUMBER: CPP-455074Q-00 EFF DATE: 11/30/2024 EXP DATE: 11/30/2025 TYPE OF INSURANCE: LIMIT DESCRIPTION: LIMIT AMOUNT: Errors & Omissions Limits $2,000,000 Aggregate (Other than Prod/Comp) Limits $5,000,000 2 2 Willis Towers Watson Southeast, Inc. See Page 1 See Page 1 See Page 1 See Page 1 25 Certificate of Liability Insurance W37448800CERT:3780293BATCH:27117878SR ID: 2871 1904 Boothe Circle I Longwood, FL 32750 M.Gary Francis, Contract Bond Specialist RFQ #02-25-01 CS Operation Maintenance & Management Water, Wastewater & Reuse Facilities Please be advised that M. Gary Francis of Guignard Company is the agent of record for construction  performance and payment bonds for U. S. Water Services Corporation and has had the privilege of providing  them with surety bonds since 2004. They have an excellent reputation and have completed all bonded projects  without incident.    The current surety facility is Swiss Re Corporate Solutions America Insurance Corporation, which is AM Best rated A+, XV, is on the 2024 United States Department of the Treasury List at $113,827,000 single job without reinsurance. Although maximum limits for bonding have not been established, we would consider jobs in the $40,000,000.00 single range and $200,000,000.00 aggregate to be within the “normal” standard operating area for U.S. Water Services Corporation.  Should you award them a contract on the referenced project we would be pleased to provide any required Operations Performance bond. Should additional information be required, please feel free to contact me at (407) 834-0022 or via email at Gary@GuignardCompany.com.  Best regards,  April 8, 2025 City of Winter Springs, Florida 1015 Cultural Park Blvd. Cape Coral, FL 33990 Re:   U.S. Water Services Corporation 2872 59 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Appendix D – Resumes 2873 Chris Saliba 1 Chris Saliba Vice President of Operations & Maintenance Mr. Saliba directs a project portfolio comprising more than 1,200 operations & maintenance (O&M) project sites and 300 staff. His experience includes serving as senior leader, project manager and technical advisor. He has worked in progressively responsible technical and management roles for over 20 years with U.S. Water. Mr. Saliba leads U.S. Water’s O&M services for public and private clients in water and wastewater utilities, facilities services, and public works. He develops and implements strategic plans and growth strategies, establishes strategic direction, assesses markets and directs and supports cost management, safety programs, innovation and quality. Mr. Saliba is also responsible for the development, implementation, and management of the environmental health and safety (EHS) program for U.S. Water. He serves on the Florida Water/Wastewater Agency Response Network (FLAWARN) (FlaWARN) steering committee and other advisory boards. EXPERIENCE City of Crystal River, Water and Wastewater Treatment System O&M, Crystal River, FL – U.S. Water operates and maintains water and wastewater services for approximately 4,500 customers. The system includes three water treatment plants (2.16 MGD total), a 1.5 MGD wastewater plant, 67 lift stations, and two air-vac systems. U.S. Water has assisted with equipment upgrades, deferred maintenance, and a meter audit recommending system- wide replacements to improve revenue accuracy. City of Lauderhill, O&M Lime Softening Water Treatment Plant, Lauderhill, FL – Managed the City’s 16 MGD lime softening plant, providing full operational support since 2009. U.S. Water initially offered relief staffing but expanded services to full-time operations due to water quality and supply concerns. The plant serves 55,000 residents with 11,050 connections. City of North Lauderdale, O&M Lime Softening Water Treatment Plant, North Lauderdale, FL – Managed operations for the City’s 7.0 MGD lime softening plant, including treatment, maintenance, Project Role Project Leadership/Transition Manager/Quality Manager Years of Experience 25 Expertise • Water and wastewater facility operations & maintenance • Project direction and management • Operational transitions • Operational assessments and capital improvement plans Certifications Florida Drinking Water Operator- C15865 Florida Wastewater Operator- C14814 Authorized OSHA Instructor for the General Industry Authorized OSHA Instructor for the Construction Industry DHP Certified Expert Level Troubleshooting Reverse Osmosis TREEO Backflow Testing Instructor Stormwater Treatment Operator “B” Chlorine First Responder Technician 2874 Chris Saliba 2 customer service, meter reading, and billing. U.S. Water also oversees cost containment and privatized the City’s utility-related functions, improving efficiency for 10,000 customers. City of Inverness, Water and Wastewater Treatment System O&M, Inverness, FL – U.S. Water assumed operations at a reduced cost while assisting with capital improvement projects. Improvements included restoring reclaimed water supply to the Inverness Golf and Country Club by optimizing process control and operations protocols. Various Clients, Utility Due Diligence, Nationwide – Conducted due diligence evaluations of utility assets, agreements, facility conditions, capital needs, compliance, and budget planning for system acquisitions and transfers. City of West Palm Beach, Surface Water Treatment Plant Improvements, West Palm Beach, FL – Managed improvements to the 47 MGD surface water plant, including process control enhancements, SCADA system upgrades, and full automation of chlorine feed systems. Provided emergency compliance assessment and ongoing operational support. City of South Bay, Surface Water Treatment Plant, South Bay, FL – Managed operational improvements at the City’s water treatment plant, identifying causes of repeated bacteriological excursions. Led design/build upgrades and provided operational support until plant decommissioning. St. Lucie West Services District, RO Water Treatment Plant Improvements, St. Lucie, FL – Led design/build improvements for the 4.0 MGD RO treatment plant, including calcite contactor rehabilitation, sulfuric acid storage upgrades, and a rapid compliance solution for lead exceedance issues. City of Port Richey, Various Projects, Port Richey, FL – Led multiple projects, including wellfield development, utility mapping, FDOT utility coordination, and wastewater system upgrades for Senate Manor Mobile Home Park. Represented U.S. Water at City Council meetings and technical reviews. Fountain Lakes Wastewater Treatment Facility, FL – Assisted with design, permitting, and feasibility studies for transitioning the plant to a reclaimed water system, reducing reliance on percolation ponds. Coordinated with Lee County and nearby communities to develop a cost-effective irrigation solution. 2875 Scotty Soares 1 Scotty Soares Operations Supervisor Mr. Soares has more than 30 years of experience in the oversight of several water and wastewater utility systems and associated capital projects in the municipal utility industry. He serves as regional operations supervisor for U.S. Water’s projects in the north Florida and south Georgia regions providing leadership to all employees and contractors. Mr. Soares has experience in water production, wastewater treatment, collection systems, distribution systems, line maintenance, customer service, meter reading, and billing management. As an operations supervisor, works on large projects in Florida, including Nassau-Amelia Island, FGUA Flagler County Utilities, City of South Bay, North Lauderdale, and West Palm Beach, Florida. In this role, he coordinates routes for operators, interviews operators and maintenance staff, and provides back-up on-site operations. Mr. Soares works to support compliance officers and ensures safety on the job at all times. He also generates proposals for contract agreements and maintenance work. EXPERIENCE Over his career in the utility industry, Mr. Soares has held a variety of roles, including working at several different utility companies and working his way up to a project manager and later an operations supervisor. In his current role, he is responsible for overseeing staff, including interviewing new staff and conducting annual performance evaluations, training, and orientation. As an operations supervisor, he is responsible for budget monitoring, progress reports, operating reports, compliance, safety, quality, and business development efforts. Notable projects include the operations and management of the following utilities: • City of South Bay surface water plant • City of West Palm Beach 77 million gallons per day (MGD) wastewater treatment plant • Village of Wellington lime softening and reverse osmosis (RO) plant Project Role Transition/Technical Support Years of Experience 30 Expertise Water and wastewater facility operations & maintenance Operational and resource management optimization Operations oversight and leadership Customer service Budget monitoring and reporting Certifications Florida Wastewater Operator- Class A Florida Water Operator- Class C Georgia Wastewater Operator- Class 1 Georgia Water operator- Class 3 2876 Scotty Soares 2 • City of Pembroke Pines 10 MGD wastewater treatment plant • City of Crystal River 1 MGD wastewater treatment plant • Nassau Amelia Utility 1 MGD water treatment plant 2877 Chad Ashley 1 Chad Ashley Senior Project Manager/Area Manager Mr. Ashley has 21 years of experience in the water and wastewater industry and has been with U.S. Water for 17 years. As a key leader in maintenance and capital project coordination, he oversees various contract projects. Chad’s expertise includes managing large-scale infrastructure projects, including lift station rehabilitation and county-wide construction and rehabilitation efforts exceeding $40M. His responsibilities include scheduling and overseeing maintenance activities, ensuring contract fulfillment, and managing staff and vendors to maintain high-quality work standards. Mr. Ashley has extensive experience working with FGUA in both Central Florida and the Florida Keys, where he directs maintenance operations, contract completion, and staff oversight. His role also involves writing proposals, creating material lists, training personnel, and working hands-on in the field to ensure project success. EXPERIENCE Florida Governmental Utility Authority, Central Florida, Region 2, Maintenance- Currently oversees FGUA’s maintenance activities in central Florida. Responsibilities include scheduling, contract completion, and the management and oversight of maintenance staff. Also responsible for fulfillment of all contract obligations and ensuring projects are completed in a timely manner with high quality work production. Florida Governmental Utility Authority, Florida Keys, Region 5, Maintenance- Held responsibility for FGUA’s maintenance activities in the Florida Keys region. Responsibilities included scheduling, contract completion, and the management and oversight of maintenance staff. Also was responsible for fulfillment of all contract obligations and ensuring projects were completed in a timely manner with high quality work production. FGUA, Lift Station Rehabilitation Program, Maintenance- Providing maintenance support for FGUA’s $1.3M lift station rehabilitation program. Project Role Contract/Project Manager Years of Experience 21 Expertise • Project management • Facility maintenance • Waste and wastewater treatment system O&M Certifications Florida Wastewater Operator Class C license OSHA 10-Hour certification Crane Operator, NCCCO Backflow Assembly Tester Confined Space Certified 2878 Chad Ashley 2 Hillsborough and Pasco County, Construction and Rehabilitation Projects, Florida, Maintenance- Oversaw maintenance activities for multiple Hillsborough and Pasco County annual construction and rehabilitation contracts exceeding $40M in projects. 2879 Charlotte Worsfold 1 Charlotte Worsfold Area Manager Ms. Worsfold has more than 12 years of professional experience specializing in water and wastewater operations and maintenance (O&M). She holds a Class A Drinking Water Operator license and a Class B Wastewater Operator license. Ms. Worsfold is an experienced water and wastewater operations professional with a strong background in managing treatment facilities and optimizing utility performance. With hands-on experience as a plant operator and a wastewater trainee, Ms. Worsfold has worked extensively with SCADA systems, chemical feed automation, sampling, and preventive maintenance. Her expertise spans across public and private utilities, where she has played a key role in optimizing operations, ensuring compliance, and improving water and wastewater treatment processes. EXPERIENCE Area Operations Manager – Manager over operations for Polk, Volusia, Orange, Osceola, Seminole and Lake County. Works with government, Private and City contracts, as well on special operational projects for U.S. Water. Florida Governmental Utility Authority (FGUA), O&M Chuluota Water System, Chuluota, FL, Operations Manager- Manager for the Chuluota water system which include one ion exchange water treatment plant as well as another water treatment plant converted into a booster station for additional treated storage and pumping capacity, and an extended aeration wastewater plant. Investor-Owned Utilities, Florida, Area Manager- Managed investor-owned utilities for U.S. Water. Collaborated with works operations, customer service and compliance to achieve client objectives. Implemented a solution using GIS/mapping of systems in many different regions, as well as implementing a QR code system for log sheets to improve efficiency across U.S. Water’s contracts and investor-owned utilities. City of West Palm Beach, O&M 47 MGD Surface Water Treatment Plant, West Palm Beach, Florida, Operations Support- The project included improvements to the City’s 47 MGD surface water Project Role Operations Manager Years of Experience 12 Expertise • Water and wastewater facility O&M • Regulatory compliance Certifications Florida Class A Drinking Water Operator license Florida Class B Wastewater Operator license Backflow Assembly Tester Education BA/Business and Communication, Florida College 2880 Charlotte Worsfold 2 treatment plant, including improved process control, SCADA system design and implementation, and upgrade of the gas chlorine feed systems at remote booster stations, including full automation of chemical feeds. As requested by the Local Health Regulatory Agency, an emergency compliance assessment was provided in 2007 to determine the source of continuous contamination to public water supply via the City of West Palm Beach Clear Lake WTP. The WTP is a 47 MGD lime softening plant consisting of two surface water withdrawal points that draw water from Clear Lake. Oversight and direction of corrective operations and maintenance programs continued from the fall of 2007 through 2009, with U.S. Water Services providing a relief operations staff which continues through present day due to localized licensed labor shortages. Responsibilities included daily operations and pulling special samples throughout the treatment plant multiple times a day. City of Saint Cloud, O&M 9.0 Water Treatment Facility, West Palm Beach, Florida, Operations Manager- Managed operations for the 9.0 MGD facility utilizing ion exchange (MIEX) treatment process. Responsibilities included daily operations of the water treatment plants and assisting with the flushing program, installed by U.S. Water, to help remove the resin from the distribution. Borough of Chambersburg, O&M 20 MGD Wastewater Plant, Chambersbug, PA, Wastewater Trainee- While working towards wastewater license certification, performed as a wastewater operator trainee for the 20 MGD Borough of Chambersburg wastewater facility. FGUA, Seven Springs Water Treatment Plant, New Port Richey, FL, Water Treatment Plant Operator- Operator for the FGUA Seven Spring 2.3 MGD facility. Worked night shifts, day shifts and weekend shifts, as well as on call. Responsibilities included working with SCADA systems and pumps, collecting water samples and testing water, troubleshooting, providing preventative maintenance, and taking customer service calls. Duties also including office activities, such as setting up chemical deliveries, ordering sample bottles from the lab, sending in paperwork for samples, and completing log sheets and MORS. Various Clients, Florida Locations, Route Water Treatment Plant Operator- Conducted operations for a route consisting of 10 water plants, five of which were free chlorine and five monochloramines. Everyday maintenance of these plants was the operator’s responsibility, including but not limited to; rebuilding pumps, fixing leaks, troubleshooting issues, maintaining SCADA systems. Also responsible for sampling, chemical deliveries, daily log sheets, and customer service house calls. 2881 Thomas Ricci 1 Thomas Ricci Maintenance Manager, Region 6 With 38 years of experience as a U.S. Coast Guard Licensed Engineer and Department of Defense Contractor, Mr. Ricci has honed a diverse skill set in risk assessment, safety management, and complex system maintenance. His expertise spans diagnosing, repairing, and maintaining systems and equipment, overseeing inventory and parts management, and ensuring regulatory and OSHA compliance across various industries. His leadership in maintenance supervision, project management, and repair planning has been instrumental in driving efficiency, optimization, and safety standards. Throughout his career, Mr. Ricci has gained extensive experience in water and wastewater, hazardous materials handling, resource allocation, and documentation/report preparation. Additionally, he has experience in customer relations, contract negotiation, and contract bidding. His certifications and specialized training cover a wide range of areas, including U.S. Coast Guard Engineering, electrical diagnostics and repair, fire suppression systems, OSHA, EPA, and workplace compliance, along with personnel safety and social responsibilities. Mr. Ricci has also served as a Vessel Security Officer, FCC Radio Communications Officer, and First Responder, and has completed advanced training in medical care and fire suppression systems. In his current role as an Area Manager at U.S. Water Services, Mike leads maintenance services across Central and South Florida, focusing on expanding the capabilities of water and wastewater systems to meet growing demand. EXPERIENCE The City of Apopka, Apopka, FL, Utility Maintenance Foreman- Oversaw employees in the full scope of preventive maintenance for Apopka’s residential water meters, FlexNet communications, software, and corrective maintenance of equipment and systems throughout the city. Responsibilities included inspecting and testing equipment, following established procedures, and delegating daily tasks. Managed facility maintenance and assisted Project Role Maintenance Manager Years of Experience 38 Expertise • Water and wastewater system operations • Preventive and corrective maintenance management • Diagnosing, repairing, and maintaining systems and equipment • Risk assessment and safety compliance • Project and contract management and maintenance oversight • Regulatory/OSHA compliance Certifications U.S. Coast Guard Licensed Engineer Department of Defense Contractor 2882 Thomas Ricci 2 other teams as needed while ensuring compliance with city policies and procedures. Oversaw the daily operation and general maintenance of the residential water distribution system and reported directly to senior management and the Mayor. Kaman Industrial Technologies, Orlando & Hialeah, FL – General Manager, Shops & Service- Managed and coordinated the daily operations of facilities in Orlando and Hialeah, ensuring customer service, safety, productivity, quality, and efficiency met high standards. Led teams by setting performance expectations, evaluating performance, and providing coaching for growth and development. Ensured contractual commitments were met with accuracy and provided ongoing reports to senior management with innovative strategies for growth. Built strong relationships with employees through positive teamwork and daily risk management meetings. Acted as a trusted business partner to internal and external clients, identifying and resolving barriers to success. OSG Ship Management, Tampa, FL, Marine Engineer / Risk Manager- Provided engineering services on ocean-going sea tugs (up to 150 feet long) and barges transporting hazardous products, including gasoline and aviation fuel, worldwide. As Risk Manager, assessed and ranked risks, identified hazards, allocated resources, and ensured safety compliance. Engineering duties included managing, maintaining, and repairing vessel mechanical systems to ensure safe and efficient operations. SEA CORP INC., Marine Engineer / Risk Manager- Responsibilities included engineering services on ocean-going vessels and risk management oversight. Ensured vessel mechanical systems were properly maintained and operational while implementing safety protocols and hazard assessments to mitigate risks in marine operations. ADDITIONAL TRAINING & CERTIFICATIONS • Resource Management (Project Management and Communications) • Risk Management: OSHA, EPA and Workplace Compliance • Personnel Safety & Social Responsibilities (Workplace Respect / Etiquette) • Hazardous Materials (dangerous liquids) • First Assistant Engineer (Risk Assessment / Management) • USCG Shipboard Advanced Firefighting, AED, CPR • Fire Suppression Diagnostics, Dry Chem, Co2, Halon • U.S.C.G. Electrical Diagnostics and Repair (4,000 KW) • Regulatory and OSHA Communications and Federal Statute Compliance • EPA Regulatory Compliance • TEAM Development: Lead By Example • U.S.C.G. and U.S. Navy - Vessel Security Officer (Training Personnel and Security) • Medical Care Provider (First Aid, CPR, AED, Trauma Stabilization) • FCC Radio Communications Officer • First Responder (Security Applications / DOD) • Lake County Sheriff Safe School Officer/Guardian Certified 2883 Melisa Rotteveel 1 Melisa Rotteveel Regulatory Compliance Director With over 30 years of progressive experience, Ms. Rotteveel is responsible for the oversight of all monthly regulatory reporting for U.S. Water, totaling over 1,100 monthly reports. She works directly with all U.S. Water’s Regional Managers and their staff involved with the FGUA to ensure compliance with regulatory policies and procedures. Ms. Rotteveel has extensive experience working in NELAC laboratories performing analysis in the water and wastewater industry. Mrs. Rotteveel has worked with U.S. Water since the inception of the company, starting as an operator and has been promoted to the Regulatory Compliance Director. EXPERIENCE Florida Governmental Utility Authority (FGUA), Oversight and Regulatory Compliance, Compliance Manager- Responsible for ensuring compliance with regulatory policies and procedures for FGUA’s systems across Florida. Responsibilities include reporting, sample and compliance tracking, and processing of payroll and billing of all utility operations customers. Also provides support with customer public notice notifications for FGUA’s systems. U.S. Water Clients, Oversight of Regulatory Compliance and Reporting, Clients Across Florida, Regulatory Compliance Director- Director for an administrative staff of six employees to complete reporting, sample and compliance tracking of the route operations division, and processing of payroll and billing of all utility operations customers. Such reporting encompasses over 300 wastewater treatment facilities and 800 drinking water facilities. Also provides support to staff with client and customer public notice notifications. Project Role Permitting Lead Years of Experience 30 Expertise • Regulatory compliance • Regulatory reporting • Customer service and billing • Water and wastewater facility operations & maintenance • Water and wastewater laboratory analysis Certifications Florida Wastewater Operator – C9596 Florida Water Operator – C10111 2884 Darlene Rouselle 1 Darlene Rouselle Health & Safety Coordinator Ms. Rousselle brings 30 years of experience in the Health and Safety (H&S) field and currently serves as the Health & Safety Coordinator at U.S. Water. In this role, she provides expert H&S guidance across all operations, maintenance, and construction- related projects. Her responsibilities include conducting field assessments, evaluating and training personnel on personal protective equipment (PPE), and maintaining all H&S records and documentation. She develops job safety analyses (JSAs) and project-specific safety plans, while also overseeing the collection and updates of Safety Data Sheets (SDS). As a leader in Health and Safety, Ms. Rousselle spearheads the development, implementation, and oversight of H&S programs across U.S. Water's operations. She plays a pivotal role in fostering a strong safety culture among employees and contractors, ensuring compliance with all H&S policies and procedures. Ms. Rousselle excels in managing construction, industrial, and demolition projects independently, ensuring strict adherence to safety protocols. Her expertise extends to heavy equipment operation, confined space entry, lockout/tagout procedures, scaffolding, fall protection, and excavation safety. EXPERIENCE Tampa Bay Seawater Desalination, O&M, Gibsonton FL, Health & Safety- U.S. Water, in partnership with Acciona, provides full-time operations and maintenance (O&M) services for the 25 million gallons per day (MGD) reverse osmosis facility. Responsibilities include providing H&S support to the project. FGUA Utilities Florida, O&M, Florida, Health and Safety- U.S. Water manages and operates the water and wastewater treatment facilities for FGUA. Responsible for the overall performance of the site safety program and conducting annual safety audits. Gildan, Charleston SC, Health & Safety- Conducted daily safety observations and weekly safety audits. Issued JSAs and STAs as Project Role Safety Lead Years of Experience 30 Expertise • 29 CFR 1926 /29 CFR 1910 • First Responder • Health and safety • Demolition • Construction • Competent Person Excavation • Competent Person Fall Protection • Competent Person Scaffolding • Confined space supervisor • Lockout Tag/out Certifications CPR/AED/Bloodborne Pathogens Certified First Responder OSHA 30 Hour Construction Certification Train the Trainer Certified (Forklifts) FEMA ICS-100 Incident Command System FEMA IS-2200 Emergency Operations Center Six Sigma Certified 2885 Darlene Rouselle 2 required. Performed training for project staff and subcontractors. Chaired site wide safety meetings and held site safety orientation as needed. Handled all aspects of Workers Comp claims, to include investigating and accompanying employee to required doctor visits. New Orleans Sewage & Water (NOSW), O&M Services, New Orleans LA, Health & Safety- GE Power & Water provides O&M services for NOSW. A GE Engineer provides routine O&M services, including assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls. Responsible for the overall performance of the site safety program. Entergy Louisiana Big Cajun 2, O&M Services, New Roads LA, Health & Safety- GE Power & Water provides O&M services for Big Cajun 2. Big Cajun 2 operates a 135-mw coal fired turbine generator power plant. A GE Engineer provides routine O&M services, including assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls. Responsible for the overall performance of the site safety program. ExxonMobil Refinery, CSE & O&M Services, Baton Rouge LA, Health & Safety- GE Power & Water provides CSE and O&M service at the Baton Rouge Refinery. A full-time GE Engineer providing routine O&M services, including maintaining plant inventory of parts and materials; assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls, assist site management by providing information needed for budgets, forecasts, and accruals to keep the plant running in a sustainable manner. Responsible for the overall performance of the site safety program. International Paper O&M Services, Vicksburg MS, Health & Safety- GE Power & Water provides O&M service at the Vicksburg Paper Plant. A GE Engineer providing routine O&M services, including assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls. Responsible for the overall performance of the site safety program. Georgia Pacific, O&M Services, Monticello MS, Health & Safety- GE Power & Water provides O&M service at the Monticello Paper Plant. A GE Engineer provides routine O&M services, including assisting with preparation for upcoming GE Inspections (Annual, 5-year minor, 10-year major) and overhauls. Responsible for the overall performance of the site safety program. SPECIAL TRAINING • 40-hour HAZWOPER • 8-hour refresher HAZWOPER • Confined space supervisor • Lockout/Tagout • Turbines, Generators and Control Systems • Motors, Drives and Electrification Systems • Knowledge of OEM Design, Installation, Maintenance, and Start-ups of Gas and Steam Turbines • Respirator Qualitative Fit testing • First Aid/CPR/AED/Bloodborne Pathogens • DOT and Non-DOT Reasonable Suspicion Drug & Alcohol • Certified Employer Drug & Alcohol Collector • 30 Hour OSHA Construction Certification • Fall Protection Competent Person • Excavations Competent Person • Scaffolding Competent Person • FEMA Hurricane Preparedness-Emergency Management • FEMA ICS- 100 Incident command system • FEMA IS-2200 Emergency Operations Center 2886 61 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS Appendix E – Required Supporting Documents 2887 62 Operation, Maintenance & Management Water, Wastewater & Reuse Facilities – RFQ # 02-25-01 CS In the following pages, U.S. Water has responded to each of the following RFP requirements: • Information identifying all of the owners of the Respondent (e.g., shareholders, members, partners, and the like) who hold an interest of 10 percent or more: As explained in Part 2 – Respondent Profile, Section A – Company Overview and General Information, U.S. Water is a Subchapter S Corporation, consisting solely of employee shareholders. The company has no outside investors, private equity, or external stakeholders, ensuring that all decision-making remains aligned with the long-term interests of its employees and clients. U.S. Water is 100% employee-owned, with Gary Deremer as the majority shareholder. No other single shareholder owns more than 10% of the company, reinforcing a governance structure that prioritizes stability, independence, and operational excellence. • Detailed description of any unfavorable factors or events and sufficient information to demonstrate that the unfavorable factor or event will not adversely impact the Respondent’s ability to perform its contractual commitments: Not applicable – nothing to disclose. • Evidence of all licenses held by U.S. Water and our personnel that are required for the delivery of the facilities operation services: Provided in the following pages. 2888 Document Number FEI/EIN Number Date Filed Effective Date State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Profit Corporation U.S. WATER SERVICES CORPORATION Filing Information P03000047833 20-0008821 04/30/2003 04/28/2003 FL ACTIVE AMENDMENT 05/13/2024 NONE Principal Address 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Changed: 03/31/2004 Mailing Address 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Changed: 05/09/2005 Registered Agent Name & Address NORTHWEST REGISTERED AGENT LLC 7901 4TH ST N STE 300 ST. PETERSBURG, FL 33702 Name Changed: 11/04/2024 Address Changed: 11/04/2024 Officer/Director Detail Name & Address Title CEO D C Florida Department of State 1/6/25, 10:52 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=USWATE…1/42889 DEREMER, GARY 4939 CROSS BAYOU BLVD. NEW PORT RICHEY, FL 34652 Title VP DELCHER, CECIL 4939 CROSS BAYOU BLVD. NEW PORT RICHEY, FL 34652 Title VP AMIOTT, RALPH 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP KADER, MOHAMMED 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP, Secretary Mitchell, Edward 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title CFO RUPE, KAYCEE 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP SALIBA, CHRIS 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP RENDELL, WILLIAM TROY 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP DUPONT, JEFFREY 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 1/6/25, 10:52 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=USWATE…2/42890 Title VP VOSS, AARON 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title SVP Elias, Dan 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title SVP Jones, Kenneth 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP Benderski, Ron 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Title VP SCHULTZ, DAVID, Jr. 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY, FL 34652 Annual Reports Report Year Filed Date 2022 01/24/2022 2023 01/11/2023 2024 02/02/2024 Document Images 11/04/2024 -- Reg. Agent Change View image in PDF format 05/13/2024 -- Amendment View image in PDF format 02/02/2024 -- ANNUAL REPORT View image in PDF format 01/11/2023 -- ANNUAL REPORT View image in PDF format 01/24/2022 -- ANNUAL REPORT View image in PDF format 01/20/2021 -- ANNUAL REPORT View image in PDF format 03/31/2020 -- Amended and Restated Articles View image in PDF format 01/16/2020 -- ANNUAL REPORT View image in PDF format 09/25/2019 -- Amendment View image in PDF format 04/04/2019 -- ANNUAL REPORT View image in PDF format 03/02/2018 -- ANNUAL REPORT View image in PDF format 04/24/2017 -- ANNUAL REPORT View image in PDF format 1/6/25, 10:52 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=USWATE…3/42891 04/15/2016 -- ANNUAL REPORT View image in PDF format 02/19/2015 -- ANNUAL REPORT View image in PDF format 02/26/2014 -- ANNUAL REPORT View image in PDF format 03/18/2013 -- ANNUAL REPORT View image in PDF format 04/19/2012 -- ANNUAL REPORT View image in PDF format 04/13/2011 -- ANNUAL REPORT View image in PDF format 04/02/2010 -- ANNUAL REPORT View image in PDF format 04/29/2009 -- ANNUAL REPORT View image in PDF format 03/31/2008 -- ANNUAL REPORT View image in PDF format 04/30/2007 -- ANNUAL REPORT View image in PDF format 04/30/2006 -- ANNUAL REPORT View image in PDF format 05/09/2005 -- ANNUAL REPORT View image in PDF format 03/31/2004 -- ANNUAL REPORT View image in PDF format 08/07/2003 -- Amendment View image in PDF format 06/09/2003 -- Off/Dir Resignation View image in PDF format 04/30/2003 -- Domestic Profit View image in PDF format Florida Department of State, Division of Corporations 1/6/25, 10:52 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=USWATE…4/42892 State of Florida Department of State I certify from the records of this office that U.S.WATER SERVICES CORPORATION is a corporation organized under the laws of the State of Florida,filed on April 30,2003,effective April 28,2003. The document number of this corporation is P03000047833. I further certify that said corporation has paid all fees due this office through December 31,2024,that its most recent annual report/uniform business report was filed on February 2,2024,and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Eighteenth day of June,2024 Tracking Number:2102501516CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication 2893 Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD THE UNDERGROUND UTILITY & EXCAVATION CO HEREIN IS CERTIFIED UNDER THE PROVISIONS OF CHAPTER 489, FLORIDA STATUTES DEREMER, GARY ANDREW Do not alter this document in any form. US WATER SERVICES CORPORATION LICENSE NUMBER: CUC1223914 EXPIRATION DATE: AUGUST 31, 2026 This is your license. It is unlawful for anyone other than the licensee to use this document. 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY FL 34652 Always verify licenses online at MyFloridaLicense.com ISSUED: 07/23/2024 28 9 4 Melanie S. Griffin, SecretaryRon DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD THE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THE PROVISIONS OF CHAPTER 489, FLORIDA STATUTES DELCHER, CECIL R Do not alter this document in any form. U S WATER SERVICES CORPORATION LICENSE NUMBER: CGC003307 EXPIRATION DATE: AUGUST 31, 2026 This is your license. It is unlawful for anyone other than the licensee to use this document. 4939 CROSS BAYOU BOULEVARD NEW PORT RICHEY FL 34652 Always verify licenses online at MyFloridaLicense.com ISSUED: 07/23/2024 28 9 5 2896 2897 2898 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 03/26/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES CLASS B DRINKING WATER TREATMENT PLANT OPERATOR. CAMILLE MARIE CRAWFORD AS A CLASS B DRINKING WATER TREATMENT PLANT OPERATOR. Ron DeSantis CAMILLE MARIE CRAWFORD 04/30/2027 3340 JACKSON BLUFF WAY APT H 002790203/26/2025 Alexis A. Lambert CLERMONT, FL 34711 CAMILLE MARIE CRAWFORD IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0027902 2899 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 03/26/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. CAMILLE MARIE CRAWFORD AS A LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis CAMILLE MARIE CRAWFORD 04/30/2027 3340 JACKSON BLUFF WAY APT H 002719503/26/2025 Alexis A. Lambert CLERMONT, FL 34711 CAMILLE MARIE CRAWFORD IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0027195 2900 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. CHAD ALLEN ASHLEY AS A LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis CHAD ALLEN ASHLEY 04/30/2027 1608 26 STREET NW 001483002/06/2025 Alexis A. Lambert WINTER HAVEN, FL 33881 CHAD ALLEN ASHLEY IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0014830 2901 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES CLASS A DRINKING WATER TREATMENT PLANT OPERATOR. CHARLOTTE MARIE WORSFOLD AS A CLASS A DRINKING WATER TREATMENT PLANT OPERATOR. Ron DeSantis CHARLOTTE MARIE WORSFOLD 04/30/2027 2466 HERITAGE GREEN AVENUE 002452102/06/2025 Alexis A. Lambert DAVENPORT, FL 33837 CHARLOTTE MARIE WORSFOLD IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0024521 2902 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL B WASTEWATER TREATMENT PLANT OPERATOR. CHARLOTTE MARIE WORSFOLD AS A LEVEL B WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis CHARLOTTE MARIE WORSFOLD 04/30/2027 2466 HERITAGE GREEN AVENUE 002651602/06/2025 Alexis A. Lambert DAVENPORT, FL 33837 CHARLOTTE MARIE WORSFOLD IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0026516 2903 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 03/24/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. CHRISTOPHER G SALIBA AS A CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. Ron DeSantis CHRISTOPHER G SALIBA 04/30/2027 15621 MALLARD RISE LOOP 001586503/24/2025 Alexis A. Lambert SPRING HILL, FL 34610 CHRISTOPHER G SALIBA IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0015865 2904 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 03/24/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. CHRISTOPHER G SALIBA AS A LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis CHRISTOPHER G SALIBA 04/30/2027 15621 MALLARD RISE LOOP 001481403/24/2025 Alexis A. Lambert SPRING HILL, FL 34610 CHRISTOPHER G SALIBA IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0014814 2905 2906 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. JOSEPH SCOTTY SOARES AS A CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. Ron DeSantis JOSEPH SCOTTY SOARES 04/30/2027 64 OAK GROVE PLACE 000857302/06/2025 Alexis A. Lambert FERNANDINA BEACH, FL 32034 JOSEPH SCOTTY SOARES IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0008573 2907 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL A WASTEWATER TREATMENT PLANT OPERATOR. JOSEPH SCOTTY SOARES AS A LEVEL A WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis JOSEPH SCOTTY SOARES 04/30/2027 64 OAK GROVE PLACE 000943302/06/2025 Alexis A. Lambert FERNANDINA BEACH, FL 32034 JOSEPH SCOTTY SOARES IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0009433 2908 2909 2910 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. MELISA GAIL ROTTEVEEL AS A CLASS C DRINKING WATER TREATMENT PLANT OPERATOR. Ron DeSantis MELISA GAIL ROTTEVEEL 04/30/2027 11739 LAKEWOOD DRIVE 001011102/06/2025 Alexis A. Lambert HUDSON, FL 34669 MELISA GAIL ROTTEVEEL IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0010111 2911 State of Florida Department of Environmental Protection State of Florida Department of Environmental Protection GOVERNOR SECRETARYDISPLAY IS REQUIRED BY LAW VALID UNTIL: ISSUED:LICENSE NO.: VALID UNTIL: LICENSE NO.:DATE ISSUED: State of Florida Department of Environmental Protection OPERATOR CERTIFICATION PROGRAM 2600 BLAIR STONE ROAD, M.S. 3506 TALLAHASSEE, FLORIDA 32399-2400 (850)245-7500 02/06/2025 04/30/2027 IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. MELISA GAIL ROTTEVEEL AS A LEVEL C WASTEWATER TREATMENT PLANT OPERATOR. Ron DeSantis MELISA GAIL ROTTEVEEL 04/30/2027 11739 LAKEWOOD DRIVE 000959602/06/2025 Alexis A. Lambert HUDSON, FL 34669 MELISA GAIL ROTTEVEEL IS LICENSED UNDER PROVISIONS OF CHAPTER 403, FLORIDA STATUTES 0009596 2912 2913 2914 2915 2916 29 1 7 ISSUED BY: City of Ocala Growth Management Department 201 SE 3RD Street (2nd floor) Ocala, Florida 34471 352-629-8421 Pursuant to Section 62-75, Issuance of a Business Tax Certificate and Occupational License does not imply compliance with Chapter 122, Zoning LICENSE ISSUED TO: US WATER SERVICES CORP 4939 CROSS BAYOU BLVD NEW PORT RICHEY FL 34652 United States NOTICE: IF YOU ARE NO LONGER IN BUSINESS, OR GO OUT OF BUSINESS, YOU ARE REQUIRED TO NOTIFY THE "ONE STOP PERMIT CENTER" AT 629-8421 TO CLOSE THIS CERTIFICATE OR PENALTIES COULD APPLY. Local Business Tax Receipt FOR US Water Services Corp BUSINESS LICENSE NUMBER: LIC-1000024 AUTHORIZED BUSINESS LOCATION: 2331 NE 17TH PLACE UNIT # 203 TYPE OF BUSINESS: Warehouse SUBTYPE: WAREHOUSE OPERATION EXPIRES: 9/30/2025 THIS PERMIT IS ISSUED FOR THE PERIOD AS STATED ABOVE AND MUST BE CONSPICUOUSLY DISPLAYED AT ALL TIMES. Warehouse - Warehouse Operation Warehouse Operation $50.00 2918 ISSUED BY: City of Ocala Growth Management Department 201 SE 3RD Street (2nd floor) Ocala, Florida 34471 352-629-8421 Pursuant to Section 62-75, Issuance of a Business Tax Certificate and Occupational License does not imply compliance with Chapter 122, Zoning LICENSE ISSUED TO: US WATER SERVICES CORP 4939 CROSS BAYOU BLVD NEW PORT RICHEY FL 34652 United States NOTICE: IF YOU ARE NO LONGER IN BUSINESS, OR GO OUT OF BUSINESS, YOU ARE REQUIRED TO NOTIFY THE "ONE STOP PERMIT CENTER" AT 629-8421 TO CLOSE THIS CERTIFICATE OR PENALTIES COULD APPLY. Local Business Tax Receipt FOR US Water Services Corp BUSINESS LICENSE NUMBER: LIC-1003785 AUTHORIZED BUSINESS LOCATION: 2630 NW 35th St TYPE OF BUSINESS: General Business SUBTYPE: Misc. Gen Bus EXPIRES: 9/30/2025 THIS PERMIT IS ISSUED FOR THE PERIOD AS STATED ABOVE AND MUST BE CONSPICUOUSLY DISPLAYED AT ALL TIMES. GENERAL BUSINESS BASED ON SQFT GENERAL BUSINESS BASED ON SQFT $75.00 2919 29 2 0 29 2 1 29 2 2 29 2 3 29 2 4 29 2 5 www.uswatercorp.com Operations Maintenance Engineering Construction 2926 2927 2928 2929 2930 2931 2932 2933 2934 2935 2936 2937 2938 2939 2940 2941 2942 2943 2944 CITY OF WINTER SPRINGS, FL Operation, Maintenance & Management of Water, Wastewater & Reuse Facilities STATEMENT OF QUALIFICATIONS RFQ # 02-2025-01 CS April 11, 2025 2945 TABLE OF CONTENTS Transmittal Letter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 1: Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 2: Respondent Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 3: Respondent Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 4: Relevant Project Experience . . . . . . . . . . . . . . . . . . . . . 27 5: Approach to Operations Services . . . . . . . . . . . . . . . . . 34 6: Appendixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45 A - Mandatory SOQ Forms � � � � � � � � � � � � � � � � � � � � � � � � � � �47 B - Financial Information �����������������������������63 C - Bonding and Insurance Letters � � � � � � � � � � � � � � � � � � � �64 D - Resumes ���������������������������������������65 E - Required Supporting Documentation � � � � � � � � � � � � � � �66 2946 April 11, 2025 Mr� Stuart MacLean, Procurement Manager City of Winter Springs, Florida 1126 East State Road 434 Winter Springs, FL 32708 RE: Transmittal Letter for RFQ # 02-25-01 CS Dear Mr� MacLean: ClearWater Solutions (CWS) is excited for this opportunity to provide you with our proposal for Operations, Maintenance and Management for your Water, Wastewater and Reuse Facilities at the City of Winter Springs (RFQ # 02-25-01 CS)� CWS takes considerable pride in our unique company culture and our personal approach to forming successful and collaborative public/private partnerships� With over 18 years of experience, we have the expertise, staff, and resources necessary to successfully address the City of Winter Spring’s water and wastewater operational needs� Unlike our competitors, CWS’s regional footprint allows us to combine expertise with personal service and attention to detail� We are proud to be a company that is small enough to provide hands-on attention to Winter Springs, yet large enough to have the depth of staff and financial resources to meet your needs� In short, CWS operates with less bureaucracy – making decisions quickly and providing more creative problem solving� The City of Winter Springs has tried a much larger national company, now consider CWS for the right-sized partnership with your goals at the forefront� Our plan starts with a commitment to a smooth transition from your current contractor to CWS, which is critical to the success of our partnership� The CWS staff and management team will be an extension of the City of Winter Spring’s, and we will report directly to your designated representative� We are committed to providing professional operations while communicating the details of our operations regularly� We believe that effective communication is the key to a successful partnership, and we assure you, we will listen! We manage our facilities with a proactive approach by using standard operating procedures that we have in place to provide a safe and efficient work environment for our employees and consistent professional service to the community� We will develop operational criteria and guidelines that ensure compliance and efficiency� Our performance to these operational targets will be included in our reports to provide you with the peace of mind you deserve� 2947 Our review of the documents you have provided, along with the site visit, has equipped our team to identify some key offerings uniquely provided by CWS that will greatly impact the level of service and cost effectiveness for the ratepayer of the City of Winter Springs� We will elaborate on these key differentiators in our Executive Summary section� • Permit compliance guarantees • Depth on the bench • No hidden costs • Budgetary guarantees • In-house construction and repair services capabilities • We are not an engineering firm - our primary focus is on operating and maintaining your facilities Again, thank you for this opportunity to provide you with our Qualifications� CWS stands ready to work with the City of Winter Springs on this exciting opportunity and committing the resources necessary to deliver an excellent project� We look forward to building a long-term partnership based on the values of trust, integrity, customer satisfaction and exceptional service delivery� Please do not hesitate to contact me if you need additional information� You can reach me on my cell phone at any time, (919) 482-1858 or via email at Bryce�mendenhall@clearwatersolutions�com Sincerely, J Bryce Mendenhall Chief Operating Officer ClearWater Solutions, LLC 2948 1SECTION Executive Summary 2949 Page 6 ClearWater Solutions EXECUTIVE SUMMARY We are pleased to submit ClearWater Solutions’ (CWS) statement of qualifications for the Operations, Maintenance & Management: Water, Wastewater & Reuse Facilities (RFQ # 02-25-01 CS) for the City of Winter Springs, Florida� Thank you for considering CWS as a partner; it would be an honor to serve you and your community� We are hopeful we will be invited to come and present our qualifications to you in person and answer any questions you may have in an interview� CWS is a leading provider of water and wastewater services to municipalities, county governments, private companies and utility boards in the Southeastern United States� Our purpose is to provide a safe and superior operation service and improve the quality of life in our communities . We strive to foster an environment where our clients become advocates, our employees find opportunities for growth, and our team is recognized as an industry leader� Our management team and employees make sure every client is provided with the right solutions for their needs� At CWS, we are dedicated to delivering comprehensive, client-focused solutions that drive success and sustainability� With a wide range of services spanning water and wastewater management and infrastructure maintenance, construction, repairs, and maintenance, we combine technical expertise with a commitment to personalized care� Our team works closely with each of our clients to understand their unique challenges, tailoring innovative strategies to meet their specific needs� From project planning to long-term operations, we provide reliable, results-driven support that ensures efficiency, compliance, and long-lasting value� Making the decision to change from your current partner, Veolia, is likely a big undertaking in your minds . We understand . So, why would you make the change to ClearWater Solutions? Here’s why: • Permit compliance guarantees related to our performance� CWS takes responsibility for our performance . We also have extensive experience with Florida compliance and regulatory agencies to help your team navigate and negotiate regulatory issues� • Depth on the bench – we are a Southeast US regionally focused company, providing significant available resources within one hour of your facilities, as well as nearby in GA and AL� This provides us with the ability to immediately engage emergency personnel during significant weather events . • No hidden costs – pricing transparency promoting a simple fixed fee with a repair and maintenance account� CWS will provide a cost-effective approach with cost guarantees . We will avoid “pass through costs�” This provides the City with a more stable and predictable budget� 2950 Page 7RFQ # 02-25-01 CS ClearWater Solutions We caution the City to avoid any proposal including a “cost plus” approach� While these are often promoted as “open book”, in reality they are without cost controls and allow the contractor to simply pass on cost increases� Also, unlike some of our competitors, and as a commitment to our partnership there are no transition costs charged to the City� • ClearWater Solutions is the only utility contract operations firm in the nation with an in-house construction, maintenance, and major repairs group . We are proud that the City of Winter Springs currently partners with our in-house team, Capital Management Solutions (CMS)� CMS will continue to provide highly responsive and cost-effective large capital repairs under a simple Master Services Agreement, which you can utilize at your convenience without any binding obligations� We anticipate our CMS group will be of great benefit during your planned facility upgrades . • We are not an engineering firm - our primary focus is on operating and maintaining your facilities . We will represent you as your operational expert with no conflicting engineering goals� CWS is happy to partner with any of the engineering firms you would like us to work with� • Right-sized, long lasting, client focused partnership for the City of Winter Springs – because of our size CWS is able to make quick decisions without going through layers of bureaucracy to get approvals on items that our clients need� Our leadership is in regular contact with our State Directors and our Project Managers at all projects� Additionally, our team thrives on creative solutions and is never hesitant to present those ideas to the leadership team� Seeking innovation and cost savings for our partners is a core part of the way we do business . Our clients recognize these efforts, which results in contract renewals and positive references to prospects� • Seamless Transition – we have transitioned many of our projects from poorly performing competitors and also in- house operations� We see environmental violations regularly and are able to come in and seamlessly help transition the project in a positive manner� We believe CWS will be able to improve your operational efficiencies right away� • Consistent communication – CWS will work with City staff to determine the level of communication that you want and I transitioned from Jacobs to CWS. Though we were all hesitant in the beginning, this has been a great decision for each of us. So far, ClearWater has gone above and beyond for all employees to make sure that we have what we need to get our jobs done. Albert had been with the previous company for over 30 years, and often remarks that he’s never been treated as well as he is now. Chris Morton was working for Jacobs in Waynesboro by the time CWS came into Swainsboro. It took him some thought, but he has been completely satisfied with the move to come to CWS.” Jeannie Morton, CWS Officer Manager, Swainsboro, GA 2951 Page 8RFQ # 02-25-01 CS ClearWater Solutions stick to those standards consistently� We report directly to you and will become an extension of your staff� Communication is the key to any successful partnership and we assure you, we will listen! In Section 2, Respondent Profile, you will see that ClearWater Solutions is just that: a solution for the City of Winter Springs! We are focused solely on the Southeast, have been in business for 18 years, and have over 78 partnerships in Florida alone� We have more than 420 employees across 11 states with over 65 public partners and 444 private sites that entrust us as their partners� CWS has significant resources within two hours of Winter Springs . We strive to be leaders in our industry, leveraging our expertise and experience to safeguard the environment and promote vibrant communities� In Section 3, Respondent Team, you will see a Team of leaders and support staff that are highly skilled to ensure that your project will become a successful partnership� We describe our Strike Team capabilities, along with those staff members that we are able to designate specifically for your project at this time� We also have a plan in place, if allowed, to interview existing staff (some may be City employees)� We bring a professional team that uses industry-leading processes and technologies to deliver exceptional results for our clients in a way that protects and promotes the natural environment . In Section 4, Relevant Project Experience, you will see those partnerships that we feel most closely resemble the partnership we seek to establish with the City of Winter Springs� It’s easy for us to say how great we are, but don’t take our word for it: we encourage you to call our partners who fully understand our commitment to them and their valuable resources . “We took a bit of a chance with CWS in 2007 in that they were a young company just starting up� Since they arrived on site in January 2008, we have found them to be responsive and professional, providing us with safe, compliant and well-maintained wastewater plants, pump stations, and collection system� Without hesitation, I would highly recommend CWS as a contract operations provider�” Allen Pate, Former Administrative Manager CITY OF HOOVER, AL In Section 5, Approach to Operations Services, we detail the Operational Approach, the Maintenance Plan, the Transition Plan, as well as Operations During Construction Plans� Our approach is fully collaborative and we will work with the City’s team to ensure all of your needs are met . We describe in detail in this section: 1) Daily Operations – Seasoned Experts & Team Development, 2) Regular Communication and Reporting, 3) Emergency Response, 4) Pretreatment Program Support and 5) Structured Preventative Maintenance� We have a detailed, professional, well structured transition plan in place that we have utilized successfully many times� People are the key to any successful effort, and CWS will work to ensure a smooth transition for any employees assigned to support the City of Winter Springs . 2952 Page 9RFQ # 02-25-01 CS ClearWater Solutions CWS fully understands there are ongoing construction plans that may affect operations at the existing facilities� This is not new to us! We will ensure that your facilities continue to operate smoothly during these construction phases and will communicate with you regularly . In fact, we are proud that the City of Winter Springs currently partners with our in-house construction, maintenance, and repair services group, known as CMS (Capital Management Solutions) . CMS will be happy to continue to provide highly responsive and cost-effective large capital repairs under a simple Master Services Agreement, which you can utilize at your convenience without any binding obligations� We anticipate our CMS group will be of great benefit during your planned facility upgrades� Again, we are excited to submit our qualifications to you . This proposal contains detailed information that should give you what you need to make an informed decision that will leave you feeling confident that ClearWater Solutions is fully equipped to be your trusted partner for your contract operation needs . “The benefits of our partnership with Clear Water has been immeasurable� Our small Town is the operator of a regional sewer plant that services, Pendleton, Clemson, and Anderson County� Finding qualified operators to manage the 3 million gallon plant with expertise in multiple aspects of operations has always been an issue� Clear Water brings not only their entire organization as a resource for my Council and management team, but they are genuinely concerned with the overall financial aspect encountered by everyone that runs a utility system� Additionally, with all the added support provided by Clear Water and their management team, it has allowed the Town to concentrate more on other issues we are encountering related to growth�” Steve Miller, Town Administrator TOWN OF PENDLETON, SC 2953 2SECTION Respondent Profile 2954 Page 11 2A . RESPONDENT PROFILE ClearWater Solutions’ mission is to be the preferred partner for quality water and wastewater services and solutions . CLEARWATER SOLUTIONS, LLC is a company focused on providing contract management, operations, and maintenance services for water and wastewater treatment, reuse facilities, distribution, collection, public works, and street systems� Unlike many of our larger competitors, all of our partners are throughout the Southeastern U .S ., and most are similar in size to the City of Winter Springs, Florida . We customize our services to meet both the short and long-term needs of our clients, partnering with private companies, municipalities, county governments, and utility boards throughout the Southeast to provide efficient solutions in a cost-effective manner, including several full water and wastewater projects� CWS, as well as its team leaders, has significant experience similar in scope to that of your project� Our CEO and COO of CWS are also both located in the state of Florida, and will be heavily involved in ensuring the success of the Winter Springs - CWS partnership . Water Treatment Plants Wastewater Treatment Plants Water Distribution Systems Wastewater Collection Systems Industrial Pretreatment Public Works Street Maintenance Sewer and Storm Line Maintenance Solid Waste Stormwater Services Meter Reading, Billing and Collections Residual Management REPRESENTATIVE SERVICES 2955 Page 12RFQ # 02-25-01 CS ClearWater Solutions CWS has a staff of over 420 professionals positioned across 11 states with Over 65 Public partnerships and 444+ Private sites . Corporate Office: Greenville, SC Over 78 partnerships in Florida and GROWING! Florida Office: Ocala, FL City of Winter Springs, FL www .clearwatersolutions .com Marion County Schools • WTP • WWTP Seminole County Schools • WTP AND MORE! Volusia County Schools • WTP • WWTP FLORIDA PUBLIC PARTNERSHIPS 2956 Page 13RFQ # 02-25-01 CS ClearWater Solutions • Current Experience Modification Rate (EMR) . Provide for the current and past five years the EMR calculated by the National Council on Compensation Insurance or similar rating bureau . Below you will find a chart of our EMR, which demonstrates that we are headed in the right direction and our commitment to improving workplace safety� • Conflicts of Interest . Disclose information relating to Respondent or other firms providing services under the direction of the Respondent (e .g . subcontractors, subconsultants, etc .) or their senior personnel that could create a conflict of interest as described in this RFQ . CWS is not aware of any existing or potential conflicts of interest associated with any services provided in association with this RFQ, either by CWS or any affiliate or subcontractor under its direction� • Material Adverse Changes in Financial Position . Describe any material historic (within the past three years) or anticipated changes in financial position, including mergers, acquisitions, takeovers, joint ventures, divestitures, or any material changes in the mode of conducting business . There are no known material adverse changes in financial position that will impact our ability to 2B . LEGAL PROFILE perform our contractual obligations under this proposed contract� Further discussion of our financial position is included in Appendix B� • Legal Proceedings and Judgments . List and briefly describe any pending or past (within the past 5 years) legal proceedings, judgments, or any contingent liability of Respondent, Respondent’s affiliates, or any special purpose entities of which Respondent holds a 50 percent or more beneficial interest that could adversely affect the financial position or ability to perform contractual commitments to the City should the Respondent ultimately be selected . If no such proceedings or judgments are listed, provide a sworn statement to that effect from the Respondent’s legal counsel . • Like any company with a large fleet and distributed field operations, CWS periodically experiences motor vehicle or other incidents that result in legal claims, regardless of fault� We have not had, and do not currently have, any such matter that represents a material financial risk and or that would impact our ability to service this contract� • CWS currently has one legal matter related to a facility operation where we were named as a ‘tag along’ defendant for work performed on behalf, and at the direction of, an engineering consulting firm retained by the complainant� This matter is expected to be settled with limited or no liability, and does not represent a material financial risk or one that would impact our ability to service this contract� 2957 Page 14RFQ # 02-25-01 CS ClearWater Solutions • Completion of Contracts . Describe the circumstances under which the Respondent failed to complete any design, construction, operation or maintenance contract, or defaulted on a contract which resulted in the other party terminating the contract, (a contract that included one or more of these elements) within the past 5 years . • CWS operates more than 500 public and private water and wastewater systems throughout the Southeastern US� Inevitably, due to a wide range of circumstances, including operating costs, budgets, prevailing preferences of decision makers, personal and business relationships, etc�, occasionally, agreements may be ended or not renewed� • In the last five years, CWS has only experienced one contract termination which the client associated with breach of contract� In 2018, a utility board contracted with CWS to provide operations, service and maintenance for a city’s water and wastewater treatment systems� CWS provided these services through September of 2024 at which time the board terminated our contract in accordance with the terms of the agreement� This termination was based primarily on the board’s dissatisfaction with the maintenance of a spray field and resulting complications� CWS strongly disputes this position for a number of reasons, including the inability to obtain approval from the board for the funding of needed equipment repairs and replacement� • Violation of Laws . Describe the circumstances under which the Respondent has been convicted of any criminal conduct or been found in violation of any federal, state or local statute, regulation, or court order concerning employment discrimination or prevailing wages within the past 10 years . CWS has never been convicted of any criminal conduct or found in violation of any federal, state or local statute, regulation, or court order concerning employment discrimination or prevailing wages� In Summary, none of the matters described above will adversely impact CWS’ ability to perform its contractual commitments under this proposed contract . “We are thankful for the exceptional growth we’ve experienced over the last 20 years, and believe it reflects our continuing commitment to excellent service, financial stability and environmental stewardship� Paul Quentel,Chief Executive OfficerMiami, FLpaul�quentel@clearwatersolutions�com 2958 3SECTION Respondent Team 2959 Page 16 ClearWater Solutions Every successful effort begins with the right team� We will build a high performing team, leveraging existing staff, to operate and maintain the City’s facilities� Each person assigned to the team will be empowered to perform the duties he/she is assigned� Every member of our team is committed to providing superior service and will work to meet the City’s goals and objectives . Our project team’s success is enabled by the resources and support provided by the CWS executive leadership team� 3A . RESPONDENT TEAM 2960 Page 17RFQ # 02-25-01 CS ClearWater Solutions Identify all firms included on the project team and describe the scope of the Respondent’s and each such firm’s services and responsibilities . Include each firm’s name, location of business as applicable . ClearWater Solutions, LLC (CWS) will serve as the primary service provider for this project, delivering contract management, operations, and maintenance services for the City of Winter Springs, Florida� Our scope includes water and wastewater treatment, reuse facilities, distribution and collection systems, as well as public works and street systems� ClearWater Solutions’ corporate office is located at 117 Welborn St�, Greenville, SC 29601, with a local Florida office at 3780 NE 40th Place, Ocala, FL 34479� The project team will consist entirely of CWS personnel� However, a key advantage of partnering with CWS is the availability of Capital Management Solutions (CMS)—a dedicated division within our organization� CMS provides expert support for capital improvement planning, facility upgrades, and system rehabilitation projects� This internal resource is available to supplement field operations when needed, particularly for repair and rehabilitation efforts� This integrated approach—combining daily operational excellence with strategic capital support—is unique to CWS and sets us apart from our competitors . We are committed to maintaining the City’s infrastructure to meet or exceed manufacturer recommendations and long-term performance goals� More info about CMS can be found on the following page . Provide experience of previous collaborations between the Respondent and other firms (if any), including participation in joint venture agreements and descriptions of the roles under those previous collaborations . ClearWater Solutions, LLC (CWS) does not currently anticipate the involvement of other firms or participation in a joint venture agreement for this project� All services will be performed by CWS personnel� If specific needs arise that require additional expertise, we are prepared to respond accordingly and in coordination with the City of Winter Springs� Provide an organizational chart showing the reporting relationships and responsibilities of the Respondent and all other firms performing services under the Respondent’s direction . An Organizational Chart for CWS is provided on page 20 . Describe the Respondent’s approach to the management of other firms . CWS does not plan to use subcontractors or sub-consultants for the operation of this project� However, if specific requests are made by the City of Winter Springs or if a specialized need arises, we will manage any additional partners under our established quality control, communication, and project management protocols to ensure alignment with the City’s expectations� RESPONDENT SUPPORT 2961 Page 18RFQ # 02-25-01 CS ClearWater Solutions In addition to our contractual O&M services, ClearWater Solutions is the only company in the U�S� offering truly customizable, à la carte services to both new and existing clients—an innovative approach unique to our organization� Our Capital Management Solutions (CMS) team is comprised of experienced maintenance technicians, electricians, fabricators, construction professionals, and operators ready to provide the professional expertise you need� Whether you require one-time assistance or regularly scheduled maintenance, we can tailor a plan to meet your needs� CAPITAL MANAGEMENTSOLUTIONS BEFORE CMS AFTER CMS MAINTENANCE / FIELD SERVICES Smoke Testing Flow Monitoring / CCTV Electrical Services Right of Way Clearing/Site Prep Installation of Packaged Plants/Lift Stations Pipe Laying and Repair HDPE Pipe Welding REHAB & REPAIR FIELD SERVICES Water Meter Replacement Water & Wastewater Treatment Facilities Lift Stations Painting Metal Fabrication Carpentry Confined Space Entry EMERGENCY RESPONSE Leaks / Backups Lift Station Failures CMS EXPERTISE BEFORE CMS “I want to thank you and your team for being communicative and responsive during this project. Everything you said you were going to do and the time line you stated would happen, you and your team followed through. Marion County greatly appreciates your teams‘ efforts, due diligence and completion of this job that was an immediate need for us. We certainly will reach out to you again if we find a project that will align with your expertise.” Rob Jankowski, Facilities Management Trades SupervisorMarion County, FL 352-671-8750 2962 Page 19RFQ # 02-25-01 CS ClearWater Solutions CWS’s Capital Management Solutions division proudly maintains master service agreements with Nexus Water Group in Texas and the City of Decherd, Tennessee� Furthermore, we are fully licensed in Florida for electrical, underground, and building contracting, positioning us as your comprehensive partner for all construction and maintenance requirements� Our extensive experience includes Seminole County and Volusia County, where we have managed O&M, preventive maintenance (PM), administrative tasks, and regulatory reporting, ensuring smooth operations and compliance with industry standards� Additionally, we have served Marion County, specifically on the wastewater side, under a three-year contract, delivering reliable O&M solutions tailored to the region’s infrastructure needs� In Pierson, FL, our team has provided a full scope of services, including consulting, O&M, repairs, PM, and administrative reporting, further demonstrating our versatility in managing municipal utility systems� Beyond standard operations, we leverage the expertise of CMS for specialized services such as specialized maintenance/ repair, emergency services, construction, underground utility management, and electrical contracting� Our ability to outsource skilled professionals from other states ensures we always have the right resources available to meet project demands efficiently� Water Treatment Plant Electrical Improvements at the City of Winter Springs, FL 2963 RFQ # 02-25-01 CS Page 20 ORGANIZATIONAL CHART PAUL QUENTEL CEO BRYCE MENDENHALL COO JOSH VAN HORN Regional Director, GA & FL DAVID FORD Transition Project Manager, Operations Manager, Permitting Lead HOUSTON BLACK Capital Management Solutions, EVP KATIE HILL Director, Training JUSTIN TERWILLIGER Manager, Safety Safety Lead CHRIS THOMAS Wastewater Expert Member of Strike Team, Quality Manager OPERATIONAL SUPPORT LEADERSHIP SUPPORT OPERATIONS & MAINTENANCE Supervisor - To Be Developed ADAM BONOMO Pretreatment Compliance, Director Member of Strike Team REESE HANNON Shared Services, VP ED SCHWAB Executive Vice President Over 30 O&M Support Specialists within a 2-hour drive! ANDREA CLOY Compliance Manager ADAM BONOMO Director, Pretreatment Compliance ROBERT NICHOLS Regional Manager CHRIS THOMAS Wastewater Expert STRIKE TEAM WAYNE HOLT CFO RAY MCCLOSKEY Capital Management Solutions, State Director, Maintenance Manager WATER OPERATORS To Be Developed WASTEWATER OPERATORS To Be Developed MAINTENANCE TECHNICIANS To Be Developed 2964 Page 21 ClearWater Solutions Upon selection, CWS will work with the Winter Springs Team to review full-time staffing candidates, existing and new� We want to ensure that the right team is in place that fits with the community and includes your input� Here is a list of the Transitional Team that will be involved in putting the right team in place and will be ongoing support after every position is filled� Once these positions are filled then those individuals hired will be there 100% of the time� Identify all Key Personnel and their firm affiliations on the project team and describe their specific responsibilities . Indicate the commitment of all Key Personnel in terms of an estimated percentage of time . • Contract/Project Manager - CWS proposes that David Ford will be the Transition Project Manager for Winter Springs� He will be involved in the day to day operations and will be responsible for transitioning responsibilities to the Permanent Project Manager, once a mutually agreed hire is in place� David will be committed 100% of his time to Winter Springs and once the Permanent Project Manger is in place he will provide 25% of his time to ensuring continued success� • Operations Manager - David will also fill this role 100% of his time until a Permanent Project Manager is in place� • Maintenance Manager - CWS proposes that Ray McCloskey will provide 50% (or as needed) of his time to transitioning this position from his lead to a mutually agreed person is hired� • Permitting Lead - CWS proposes that David Ford will be 100% responsible for all permitting until a person mutually agreed on has been hired� • Safety Lead - CWS proposes that Justin Terwilliger will lead the safety efforts at Winter Springs during the transition and ongoing at 25% of his time� • Quality Manager - CWS proposes that Chris Thomas will be responsible for ensuring quality services are performed during the transition and ongoing with 100% of his time in the beginning and 25% of his time once a permanent team is in place� Include an organizational chart showing the reporting relationships and responsibilities of all identified Key Personnel . An Organizational Chart can be found on page 20� Include short biographies for all Key Personnel that generally describe and demonstrate applicable qualifications, experience, relevant certifications etc . as they relate to the Project described in this RFQ . Short biographies for all Key Personnel can be found on the following pages and a full resume for the proposed Transition Project Manager is in Section 6: Appendix D� Information relating to ”up to three (3) current or completed relevant projects to Winter Springs” are included in Section 4: Relevant Project Experience . 3B . KEY PERSONNEL 2965 Page 22RFQ # 02-25-01 CS ClearWater Solutions JUSTIN TERWILLIGER - MANAGER, SAFETY Justin serves as the Safety Manager for CWS� He is a skilled and trained Environmental, Health and Safety Manager with over 10 years of industry experience in various settings� This experience gave him the opportunity to develop his skills in supervising others in extremely tense circumstances� As the Safety Manager for CWS, Justin is dedicated to ensuring a safe and secure environment for all� He is responsible for building a Zero-Incident Culture which empowers team members to spot and address close calls in the workplace� He also creates and implements safety and sustainability programs to promote a positive, engaging, and inclusive safety culture while attaining all EHS goals and objectives for the company� JOSH VAN HORN - REGIONAL DIRECTOR, GA & FL Josh serves as the Regional Director for Georgia and Florida� He has 25 years of industrial field and administration management experience� Previously, he has been recognized for assessing operational needs and developing solutions to save costs, improve efficiencies, and drive utility operation and administration strategies� Josh exhibits excellent leadership skills and has a team building record that helps him succeed at CWS� As the Regional Director, Josh collectively works with CWS team members to provide safe, reliable, and efficient utility services for all Georgia clients� OPERATIONAL SUPPORT RAY MCCLOSKEY - STATE DIRECTOR, CAPITAL MANAGEMENT SERVICES CMS State Director, Ray McCloskey, has over 13 years of experience in management, maintenance, and troubleshooting of wastewater, water, fueling, and lubricating oil systems� Ray’s technical skills include the repair of electrical, pneumatic, and mechanical systems� He has the ability to train and lead others to perform efficiently, while comfortable in fast-paced, high-stress environments requiring attention to detail, the ability to meet deadlines and quick adaptation to constantly changing priorities� Ray’s skills include establishing objectives, initiating and scheduling production, improvising solutions to difficult situations, improving maintenance system software and procedures, as well as thinking quickly to solve problems� As a Director, Ray provides management oversight of local project teams, as well as operational support as needed� 2966 Page 23RFQ # 02-25-01 CS ClearWater Solutions ADAM BONOMO - DIRECTOR, PRETREATMENT COMPLIANCE Having spent nearly 6 years at the Tennessee Department of Environmental Control working in pretreatment, Adam Bonomo has a strong regulatory background and has deep experience with pretreatment regulations at both the state and federal level� Additionally, he has extensive knowledge of the National Pollutant Discharge Elimination System (NPDES) regulatory framework, making him a great fit as Director of Pretreatment Compliance at CWS� In this position, Adam shares his wealth of knowledge and experience in pretreatment with our team members and clients alike� CHRIS THOMAS - WASTEWATER EXPERT As a wastewater expert within ClearWater Solutions, Chris Thomas brings value to every project team providing wastewater treatment and collection system services� Chris has more than 25 years of experience in the water and wastewater industry where he has focused on process effectiveness, chemical optimization, plant operations, and team member training� His expertise has helped resolve a variety of facility and system challenges efficiently and effectively� KATIE HILL - DIRECTOR, TRAINING Katie Hill is an accomplished professional in her role as CWS’s Director of Training� She has been certified as an Alabama Grade IV Water Operator and Wastewater Operator, with ample experience in the field� Her previous experience includes providing certification training in both water and wastewater, developing online certification programs, and creating and implementing a comprehensive curriculum for the new ARWA apprenticeship program� She has also previously worked as an operator/assistant PM, where she operated a 12�0 MGD, Grade IV Surface Water Actiflo Treatment Facility� We bring a professional team that uses industry-leading processes and technologies to deliver exceptional results for our clients in a way that protects and promotes the natural environment . 2967 Page 24RFQ # 02-25-01 CS ClearWater Solutions STRIKE TEAM CWS’s Strike Team Ensures Highest Standards for Operational Excellence Formed in 2024, the CWS Strike Team ensures our solutions meet the highest operational standards� Composed of experienced utility professionals, the team leverages decades of expertise to improve efficiency through site visits, staff interviews, and process control reviews, providing actionable recommendations to field operations� Their role has expanded to enhance efficiency and cost savings without compromising performance� A recent success in Williamston, SC, highlights their impact� The local wastewater facility struggled to meet E� coli limits without costly polymers� After a thorough assessment, the Strike Team collaborated with operators to implement sodium aluminate, reducing polymer use, cutting caustic feed rates, and saving an estimated $10,000 annually� The Strike Team continues to drive improvements, optimize resources, and support budgetary goals across our operations� According to Strike Team member, Chris Thomas, “This is a double win for the local CWS team. Not only are they using a cheaper flocculant, but we are also saving money by reducing the amount of caustic being fed.” 2968 Page 25RFQ # 02-25-01 CS ClearWater Solutions LEADERSHIP SUPPORT PAUL QUENTEL - CHIEF EXECUTIVE OFFICER Paul Quentel resides in Florida and is the CEO of ClearWater Solutions, bringing 27 years of executive leadership experience to guide the company’s strategic initiatives and overall performance� He joined CWS in April 2024 as a Senior Advisor to the Capital Management Solutions (CMS) Division, where he played a key role in developing and implementing a comprehensive sales strategy, including the adoption of a new CRM� Prior to CWS, Paul held various leadership roles, including Managing Partner at Q Management Advisors and CEO of Envirowaste Services Group, Inc� He holds an MBA from the University of North Carolina at Chapel Hill and a Bachelor of Science in Architectural Engineering from the University of Texas at Austin� BRYCE MENDENHALL - CHIEF OPERATING OFFICER Bryce Mendenhall, a Florida resident and the Chief Operating Officer for CWS, is located less than an hour away from the City of Winter Springs� He is responsible for Public Division and Private Division operations, including safety, environmental quality, and operational efficiency� Bryce has had a long and successful career in the water and wastewater industry� With more than 30 years of experience, he has worked with water and wastewater systems in both the public and private sectors� Most recently, he served with Consor Engineering as a Senior Vice President in the Southeast Water Division where he consulted with their project management and construction management teams� Prior to that, Bryce served 7 years with Corix Regulated Utilities, in various roles including President of Sunshine Water Services (FL), President of the Mid-Atlantic Division (VA, MD, PA, and NJ) and VP of Operations of North Carolina, South Carolina, and Tennessee� He also has more than 24 years of experience in local government, including 18 years as a Utilities Director� HOUSTON BLACK - EXECUTIVE VP, CAPITAL MANAGEMENT SOLUTIONS (CMS) DIVISION Houston has been in the water and wastewater industry for over 15 years serving in such capacities as a Wastewater Lagoon Operator, Operator of an Activated Sludge Plant, a Project Manager for a Water Distribution System, after which he was promoted to Regional Manager and later the Chief Operating Officer� In 2023, he tapped to create the company’s new CMS Division� Under his leadership, he has built a qualified team of 90+ professionals who perform maintenance and field services, rehab and repairs, as well as emergency response services to new and existing clients� 2969 Page 26RFQ # 02-25-01 CS ClearWater Solutions ED SCHWAB - EXECUTIVE VICE PRESIDENT As an Executive Vice President, Ed started his career in Florida and brings over 40 years in water and wastewater utility operations and management experience to CWS� He has a proven track record of working with clients to build strong partnerships that deliver value for many years� Ed has extensive experience leading efforts to develop, expand, and renew water and wastewater projects across a company’s footprint and he also administered contract operations services business portfolios throughout the US� REESE HANNON - VP, SHARED SERVICES Reese is the Vice President of Shared Services for CWS, where he leads and manages key corporate shared service functions, including marketing and communications, fleet management, facilities management, information technology, strategy, and operational technology� He is an experienced Strategy and Communications professional with a strong background in project management and change management� Reese holds a Master of Business Administration (MBA) in Business Administration and Management from Clemson University and a Bachelor of Arts in Communication and Religion from Furman University� His expertise and education enable him to drive effective strategies and ensure operational excellence across the organization� Our leadership team is fully prepared and committed to supporting the City with unmatched dedication, expertise, and tailored solutions . WAYNE HOLT - CHIEF FINANCIAL OFFICER Our Chief Financial Officer, Wayne is a strategic, results-driven financial leader with nearly 20 years of experience in finance and accounting management across the power, petrochemical, and pulp and paper sectors—particularly in field construction environments� With a proven track record of driving growth, streamlining operations, and leading successful acquisitions, he has managed financial portfolios of over $300 million and guided business units through transformational growth� He brings extensive expertise in financial planning, risk management, M&A integration, and operational efficiency, paired with strong analytical thinking and collaborative leadership� His experience building and leading high-performing financial teams, coupled with his Six Sigma certification and MBA in Management, uniquely positions him to help guide CWS’s continued growth and financial health� 2970 4SECTION Relevant Project Experience RFP 2024-09 2971 Page 28 ClearWater Solutions Relevant project experience shall be demonstrated by the Respondent providing descriptions of up to five (5) current or completed reference projects each of which contain at least the following information: For 18 years, CWS has served clients across the Southeastern US with a scope of services tailored to each client’s individual needs, including full-service public-private partnership contracts for operation, maintenance, and management� ClearWater Solutions has the staffing and resources necessary to meet the needs of the City of Winter Springs� Our personnel are well-equipped to handle the scope of services required, and if additional equipment is needed, we can quickly procure it� Additionally, our Capital Management Solutions division sets us apart as the ONLY major utility contract operator in the United States offering in- house rehab and construction service to our clients . ClearWater Solutions recognized that our clients were incurring substantial costs for small and large-scale construction, rehabilitation, and infrastructure projects� In response, we made a strategic and innovative decision to establish the Capital Management Solutions (CMS) Division, making us the only utility management provider in the United States to offer this service� This division was created to provide these services directly, ensuring our clients benefit from streamlined processes, reduced overhead, and enhanced project efficiency� By bringing these capabilities in-house, we have achieved significant cost savings and operational efficiencies for both current and future clients . The CMS Division allows us to maintain tighter control over project timelines, budgets, and quality standards, all while aligning with our commitment to delivering exceptional value and tailored solutions to meet our clients’ unique needs� This initiative exemplifies our proactive approach to problem-solving and our dedication to fostering long-term partnerships through innovation and cost-effective solutions� This forward-thinking approach demonstrates our ability to not only operate systems efficiently, but also support municipalities in achieving long-term infrastructure goals� On the following pages we have provided an overview of five similar in process and/or size projects� RELEVANT PROJECT EXPERIENCE We strive to be leaders in our industry, leveraging our expertise and experience to safeguard the environment and promote vibrant communities . 2972 Page 29RFQ # 02-25-01 CS ClearWater Solutions STREAMSONG BOWLING GREEN, FL DETAILS CWS provides operations and maintenance services for the water and wastewater treatment facilities at Streamsong Resort in Bowling Green, Florida� The resort’s wastewater treatment plant has a permitted capacity of 0 .1 MGD and processes an average daily flow of approximately 0�021 MGD� The water treatment facility utilizes greensand filtration technology, which supports sustainability by reducing both the system’s footprint and power consumption� These systems are essential to maintaining the resort’s high environmental standards and supporting efficient resource management throughout the property� CONTACT Mr� Jim Fitzgerald Director of Engineering 1000 Streamsong Dr� Bowling Green, FL 33834 Phone (863) 312-6061 jim�fitzgerald@ streamsongresort�com RELATIONSHIP Prime Contractor SERVICE DATES 2012 - Present STAFFING 1 KEY PERSONNEL EXPERIENCE Ray McCloskey - Management of Blower Replacement and Liftstation Repipe through CMS division� 2973 Page 30RFQ # 02-25-01 CS ClearWater Solutions THE CITY OF SWAINSBORO, GA DETAILS CWS provides O&M services for public works, wastewater treatment, water distribution, sewer maintenance, street maintenance, and vehicle maintenance for the City and its 7,500 residents� In addition, CWS maintains the city’s rights-of- way and landscaping� The wastewater system includes a 3 MGD extended aeration treatment plant with secondary clarifiers and aerobic digestion� The system also includes 20 lift stations, and the collection system� The water system involves 5 wells, and 80 miles of water line, as well as meter reading� CONTACT Mr� Herman Middlebrooks City Manager 101 West Main Street Swainsboro, GA 30401 Phone (478) 237-6738 RELATIONSHIP Prime Contractor SERVICE DATES 2021 - Present STAFFING 19 employees KEY PERSONNEL EXPERIENCE Chris Thomas - monitors the systems and flow at the WWTP� Josh Van Horn - oversees the full operations and team� “The city of Swainsboro recently hired CWS to operate our Water, Wastewater, Public Works, and Vehicle Departments. From day one the challenges were numerous as the previous operator left the city in a desperate situation. CWS came in and provided whatever it took to get us back up to the standard our citizens expect. Everyone from the President of the company to all levels of management provided assistance where needed. They provided a level of engineering to keep our city in compliance at all levels. From day one, all positions were staffed with professional employees eager to work. When asked to demolish a house, that was not included in the scope of work, time was scheduled to get the job done and help out the city. CWS accomplished the work at no charge to the city. The CWS team has truly joined in with the city to make Swainsboro a better place.” Al Lawson, Former City Manager CITY OF SWAINSBORO, GA GAWPGOLDAWARDWINNER JUST RENEWED ! 2974 Page 31RFQ # 02-25-01 CS ClearWater Solutions THE CITY OF FAYETTEVILLE, GA DETAILS CWS provides operation, maintenance and management services for the City’s wastewater treatment facility, water treatment, distribution and collection systems� The project consists of 3 water wells, 103 miles of water distribution pipe, meter reading, 5 .5 MGD wastewater treatment plant, 112 miles of sewer collection system pipe, and 27 lift stations� Recently, the wastewater treatment facility completed a $20 million dollar upgrade� The facility upgrade consists of converting two circular SBRs to BNRs, two new clarifiers, 5 MGD EQ Basin, 3 trains of Aqua Aerobic Tertiary Cloth Filters and an increase of permitted capacity from 5 MGD to 7 MGD� CONTACT Mr� Chris Hindman Director of Public Works 204 Glynn Street South Fayetteville, GA 30214 Phone (770) 719-4144 RELATIONSHIP Prime Contractor SERVICE DATES 2019 - Present STAFFING 15 employees KEY PERSONNEL EXPERIENCE Chris Thomas - monitors the process and flow of the WWTP� “I wanted to take this opportunity to commend the Clear Water Solutions (CWS) team on the work they have done since taking over the water and sewer operations here at the City of Fayetteville. CWS has brought new and innovative ideas in the area of water and sewer operations and is doing so while remaining within the budget agreed upon with the City. With your oversight, the City’s water and sewer operations have greatly improved. CWS clearly understands the needs of the City, its operations, and our desire to provide a first-class interaction with the citizens of Fayetteville. I greatly appreciate your team’s attention to detail and quality and look forward to our continued partnership.” Ray Gibson, City Manager CITY OF FAYETTEVILLE, GA 2975 Page 32RFQ # 02-25-01 CS ClearWater Solutions THE CITY OF ST . MARYS, GA DETAILS In September 2020, CWS partnered with the City of St� Marys (City) to provide management, operations, and maintenance personnel for the Point Peter Wastewater Treatment Facility Wastewater Treatment Facility and water treatment facilitiesand water treatment facilities� In November 2020, the project scope was expanded for CWS to provide a full-time maintenance technician to work with staff for the City’s 75 wastewater lift stations� The Point Peter WWTF is a is a 4 .0 MGD Sequencing Batch Reactor (SBR) treatment facility with Ultra-Violet (UV) disinfection� BEFORE AFTER AFTERBEFORE CONTACT Mr� Bobby Marr Public Works Director 819 Point Peter Drive St� Marys, GA 31558 Phone (912) 882-4415 RELATIONSHIP Prime Contractor SERVICE DATES 2020 - Present STAFFING 6 employees KEY PERSONNEL EXPERIENCE Josh Van Horn - oversees the full operations� Chris Thomas - monitors the process and flow of the WWTP� “The knowledge, dedication and professionalism of the Clearwater Solutions personnel has turned our plant operations around completely since they were hired by the City. They have taken our wastewater treatment plant from chronic monthly violations to violation free for the past several months! It truly feels like a partnership instead of just another contracted service.” Bobby Marr, Public Works Director CITY OF ST� MARYS, GA 2976 Page 33RFQ # 02-25-01 CS ClearWater Solutions HALL COUNTY COMMISSION, GA DETAILS CWS is responsible for the operation and maintenance of the Hall County Sewer System� This system includes the 750,000 gallon per day Spout Springs Water Reclamation Facility, 23 off site pump stations, 142,015 linear feet of force main, 239,473 linear feet of gravity sewer, 16,457 linear feet of reuse main, and approximately 2,800 customers� The treatment facility utilizes an SBR, followed by effluent filtration, UV disinfection, and dual discharge points for reuse or stream discharge� The facility treats mainly domestic sewage, but does treat some leachate from the county’s landfill� CONTACT Bill Nash Dir� of Public Works 2875 Browns Bridge Rd Gainesville, GA 30504 Phone (770) 531-6800 RELATIONSHIP Prime Contractor SERVICE DATES 2016 - Present STAFFING 3 employees KEY PERSONNEL EXPERIENCE Chris Thomas - monitors the pro- cess and flow of the WWTP� Josh Van Horn - oversees full operations of the system Hall County rewarded for water stewardshipJune 14, 2019Press Release by GEFA Hall County officially received its WaterFirst designation on June 13, 2019, during a ceremony at the county’s board of commissioner’s meeting. WaterFirst communities are committed to excellence in watershed assessment, stormwater master planning, wastewater treatment and management, water supply planning and protection, water conservation, and water reclamation and reuse. Receiving this designation demonstrates Hall County’s commitment to the stewardship of water resources for environmental and economic benefits. Some of Hall County’s notable accomplishments include: Leveraging the Elachee Nature Science Center and the Chattahoochee Riverkeeper to provide education on water resources.Managing stormwater through a stormwater utility fee, a robust inspection program, and a unique nonpoint source pollution control feature. WaterFirst communities are eligible for financial and other benefits from the state, including a 1% interest rate reduction on Georgia Environmental Finance Authority (GEFA) loans, eligibility for water-related Community Development Block Grants administered by the Georgia Department of Community Affairs, and priority status for the 319 Grant Program administered by the Georgia Environmental Protection Division. Hall County is the 34th community to receive the WaterFirst designation, and the second to receive this designation since the program moved to GEFA. Source: https://gefa.georgia.gov/press-releases/2019-06-14/hall-county-rewarded-water-stewardship 2977 5SECTION Approach to Operations Services RFP 2024-09 2978 Page 35 ClearWater Solutions A . OPERATIONAL APPROACH CWS will be responsible for ensuring a reliable, and compliant system for the City of Winter Springs . Operational Approach: Describe how the Respondent will operate the facilities daily to meet the objectives described in this RFQ . Include at a minimum Respondent’s approach to: For over 18 years, ClearWater Solutions (CWS) has successfully delivered Operations & Maintenance (O&M) services, project management, administrative support, compliance reporting, and regulatory submissions for public sector entities across Florida� Our long-standing presence in the industry reflects our commitment to providing reliable, compliant, and cost-effective solutions tailored to each community’s unique needs� CWS offers a full suite of O&M services with full responsibility for staffing, operations, compliance oversight, and maintenance� Our teams handle daily operational decisions, performance monitoring, maintenance and repair, and subcontractor coordination� We emphasize transparent communication and data-driven decision-making to ensure our clients receive consistent, high-quality service� To meet the objectives outlined in this RFQ, we have organized our operational approach into five key focus areas that will guide the successful management of this project: 1 . Daily Operations – Seasoned Experts & Team Development 2 . Preventative – Structured Preventative Maintenance 3 . Documentation and Reporting – Regular Communication and Reporting 4 . Emergency Response – Ensuring SOPs, EOPs, and Team Training 5 . Pretreatment Program Support – Industrial Oversight and Program Management On the following pages, we detail our approach to each of these areas, demonstrating how CWS will maintain safe, compliant, and efficient operations throughout the term of this partnership� “Clearwater has worked to reduce our operational costs and improve our overall system operations. Both on-site and upper management personnel have proven to be readily accessible and effective additions to our municipal team. Their attention to detail and conscientious performance makes them a valuable part of our operations.” Dr� R� Mack Durham, Former MayorTOWN OF WILLIAMSTON, SC 2979 DAILY OPERATIONS1 We have listened to your concerns and priorities, and developed this simplified, yet comprehensive action plan that outlines how we will meet the City’s specific needs . Our comprehensive approach ensures the facility operates efficiently, reliably, and in full compliance with all applicable environments and safety regulations� • Facilities operations, maintenance and management (including frequency & completeness of maintenance activities) . • Reclaimed disposal . • Solids disposal . ClearWater Solutions will provide properly certified operators to ensure regulatory compliance of the facilities� CWS will bring or develop seasoned experts in the industry to oversee project management tasks and offer technical support to onsite staff responsible for operating and maintaining the authority’s facilities, ensuring efficient and sustainable processes� CWS will provide qualified personnel to perform routine operations of the wastewater treatment plant, including: • Continuous monitoring and control of influent and effluent flows, aeration systems, and sludge hauling� • Adjustment of process parameters such as dissolved oxygen levels, sludge wasting rates, and return activated sludge (RAS) flow to maintain optimal biological treatment performance� • Daily inspection of equipment and infrastructure including aeration basins, clarifiers, pumps, blowers, and chemical dosing systems� • Collection and field analysis of process control samples (e�g�, pH, dissolved oxygen, MLSS) to support operational decisions� CWS also emphasizes communication with City leadership and transparency in daily operations� We will implement and maintain comprehensive SOPs and EOPs, manage reclaimed and solids disposal per FDEP guidelines, and ensure smooth integration with the City’s water distribution and wastewater collection systems� Seasoned Experts & Team Development 2980 DOCUMENTATION AND REPORTING2 • Meeting regulatory Federal and FDEP requirements . Familiarity with agency reviews & permitting process . • Interaction and integration with the requirements/demands of the regulatory requirements of water quality, as it relates to the City’s water distribution system . • Providing routine status reporting to the City . • Interaction and communication with City leadership and the community . Comprehensive documentation and reporting practices will support compliance, transparency, and operational optimization: • Maintenance of daily operational logs, process data, equipment checklists, and incident reports� • Preparation of monthly and quarterly reports summarizing plant performance, maintenance activities regulatory compliance, and process optimization efforts� • Timely submittal of reports and data to regulatory agencies as required by discharge permits and local ordinances� • Use of a Computerized Maintenance Management System (CMMS) for scheduling, tracking, and reporting maintenance activities� Regular Communication and Reporting 2981 3 • Emergency situations (including, but not limited to, hurricane preparedness, response and recovery, and boil water notices) . • Development of standard and exceptional operating procedures (SOP and EOP) . As demonstrated during the recent Hurricane Helene response and in previous years, CWS has the ability to transfer resources and support from surrounding projects and adjacent states� Our management team has extensive experience with emergency response as well as the ability to offer guidance and assistance in long-term recovery efforts� We will ensure that the City of Winter Springs has the Emergency Operating Procedures (EOPs) in place and that they remain updated during the life of the contract� We believe that it is important to revisit these often to make sure the information is current and still relevant in the event of an emergency, especially contact information for those individuals that offer the necessary support� We believe that this positions us to always be ready to respond quickly and have the right people in place! Implementation of EOPs and the resourcesalways ready to engage . EMERGENCY RESPONSE 20242024 2024 2022 2982 4 • Interaction and integration with the requirements/demands of the regulatory requirements of the wastewater collection system and customers . CWS will assist in the implementation and oversight of the facility’s industrial pretreatment program, including: • Coordination with local industries to monitor and control influent quality� • Sampling and inspection of industrial dischargers to ensure compliance with pretreatment standards� • Documentation and reporting of potential non-compliance events or risks to the biological treatment process� • Recommendations for pretreatment system upgrades or operational changes based on influent trends and regulatory requirements� Implementation & Oversight of Industrial Pretreament Program PRETREATMENT PROGRAM SUPPORT Megasite of West TN (Ford Plant under-construction) This scope ensures that your plants remain fully operational, cost- effective, and compliant with all regulatory standards� CWS brings a proactive, data-driven approach to wastewater operations and maintenance, backed by industry expertise and a commitment to environmental stewardship� 2983 PREVENTATIVE5 • Use of Asset Management/CMMS, SCADA, SCADA historian, water management database, laboratory information management system (LIMS etc .), and other management software systems . • Optimizing electricity, natural gas, and chemical use . CWS will perform routine preventative maintenance and corrective repairs, recognizing that maintenance management is a top priority� We will develop a plan tailored specifically to the City of Winter Springs . Protecting the City’s investment and resources—while also controlling repair costs—is the goal of our maintenance management plan� This structured preventative maintenance program is designed to reduce equipment downtime and extend the life of assets and will include: • Scheduled maintenance of mechanical, electrical, and instrumentation components based on manufacturer recommendations and industry best practices� • Routine cleaning and servicing of aeration equipment, pumps, motors, and clarifiers� • Calibration of sensors, meters, and control systems to ensure accurate monitoring and automation� • Inspection and testing of emergency power systems and safety equipment� • Integration of SCADA systems for lift station monitoring and alerting, as successfully implemented in Fayetteville and Hall County, where real-time notifications help operators proactively address issues� All CWS operators are well-versed in SCADA operation and responsive protocol� CWS utilizes a Computerized Maintenance Management System (CMMS) to track and prioritize activities, providing peace of mind to our clients and ensuring their investments are maintained and protected� This system enables timely execution of both preventative and corrective work orders and promotes accuracy and accountability� In addition, CWS emphasizes energy and chemical management as part of our preventative approach� We utilize modern equipment, such as automatically rotating aerators that respond to oxygen demand, optimizing energy usage without sacrificing process efficiency� Our operators are trained to remain within established chemical dosing parameters, using daily oversight and data-driven adjustments to maintain compliance and performance� We perform constant monitoring for leaks or inefficiencies and act quickly to make repairs that reduce waste and environmental impact� Furthermore, we work with a network of chemical vendors to identify cost- effective options, helping to control operational expenses while ensuring quality� Structured Preventative Maintenance B . MAINTENANCE PLAN 2984 Page 41RFQ # 02-25-01 CS C . TRANSITION PLAN Transitioning employees can expect a smooth onboarding process, robust internal employee communications about news and events at CWS known as the “Weekly Flow,” and the ability to achieve continued professional success through participation in the company’s in-house training certification programs� Additionally, we celebrate outstanding employee achievements through the annual CWS Excellence Awards program� TRANSITION PLAN CWS proposes the following Transition Plan for employees moving to CWS: 1� Pre-Hire Process Identification of Employees • We will work closely with you to identify the current team in place that we both agree should transition and we will offer them positions with CWS� • Our People & Culture team will initiate communication with the identified employees to explain the transition process and address any questions or concerns they may have� Each identified employee will be provided instructions on how to apply and will be sent an email with a link directly to the application� The People & Culture team People are the key to any successful effort, and CWS will work to ensure a smooth transition for any employees assigned to support the City of Winter Springs . 2985 Page 42RFQ # 02-25-01 CS Page 42RFQ # 02-25-01 CS 3� Onboarding Process Welcome and Orientation • Our People & Culture team will be onsite prior to and on day one of the contract to facilitate a smooth onboarding process� The People & Culture Team will consist of no less than 4 team members to ensure all new employees will receive a warm welcome to our company, including an orientation session to introduce them to our vision, mission, values, and culture� • Employees will be provided with a comprehensive orientation utilizing in- person instruction and our computer- based training provided in KPA� These trainings will include the following: • Company history, mission, and values� • Introduction to the organizational structure and key departments� • Overview of the employee’s role and responsibilities� • Explanation of company policies, code of conduct, and any relevant compliance information� “When ClearWater Solutions begins a new partnership, our leadership team is on-site, face- to-face with the transitioning staff. We take the time to listen, answer questions, and ensure a smooth and respectful handoff. Our goal is to create continuity, build trust, and empower the team to succeed from day one.” • The People & Culture team will assist employees with the administrative transition process, including the completion of necessary paperwork such as I-9 employment verification, tax forms, direct deposit, and benefit enrollment� 4� Tools & Technology • IT training and support will be provided, ensuring all employees are comfortable with their technology� • Our team will verify that all required technology can be logged in to, including email accounts, Paycom, KPA, computer equipment, phone, iPad, laptop, and access to all required systems� 5� Follow-up • Our People & Culture team will return approximately 30 days later to ensure the staff has the resources they need to succeed, are fully integrated with CWS systems, and to address any outstanding questions� We are committed to ongoing support and development to stay actively engaged with the team to ensure long- term success and operational excellence� will be available to assist anyone who needs additional support to complete the application� 2� Offer and Acceptance • Upon completion of the application and review by the management team, we will extend job offers to the identified employees, detailing compensation, benefits, and other relevant terms� The offer letter will outline the required pre-employment steps and will be contingent upon successful completion of pre-employment background and drug screening� • Employees will have the opportunity to review and accept the offers, ensuring mutual agreement and commitment to the transition process� 2986 Page 43RFQ # 02-25-01 CS ClearWater Solutions ClearWater Solutions (CWS) understands the importance of seamless operational continuity during major facility improvements� Our team has extensive experience maintaining full compliance and optimal performance during complex construction and commissioning projects� We take a proactive, collaborative approach that ensures facility operations are never compromised, even when significant upgrades are underway� A prime example of our approach can be seen in Hall County, Georgia, where CWS is currently supporting a major facility expansion project that is doubling the plant’s treatment capacity� This project involves coordination between the County, the design engineering team, and multiple construction contractors� CWS, as the operations provider, is fully integrated into the process from concept to execution� We participate in all design meetings to ensure operational needs are considered from day one, and we bring field expertise to the table by walking construction sites and actively reviewing how new systems will interact with existing infrastructure� Once construction is awarded, we assess and compare the current facility with the new designs, facilitating how the two systems will operate concurrently during phased construction� Our operations team works closely with engineers and contractors to plan for short- term workarounds and long-term transitions, ensuring that there are no interruptions in compliance or service� This includes planning for bypass pumping, maintaining solids and sludge handling capacity, coordinating chemical delivery, and managing flow around work zones� We believe in empowering our operations teams to be involved in decision-making� At Hall County, our operators have helped finalize design decisions with the client, ensuring that the resulting infrastructure supports both efficiency and regulatory compliance for the long term� We maintain constant communication with construction crews to ensure that all safety, access, and environmental standards are upheld while remaining agile to adapt to project timelines� We welcome the City of Winter Springs to contact Hall County officials directly to discuss our collaborative approach and track record . Many of our clients face the same challenge—growing capacity while keeping aging infrastructure compliant and functional� CWS has the personnel, experience, and systems in place to support this type of transition with minimal disruption and maximum partnership� Bill Nash Directir. of Public Works Phone (770) 531-6800 D . OPERATIONS DURING CONSTRUCTION Ground Breaking Ceremony, Ongoing capacity expansion at Hall County facility – a fully integrated effort between CWS, contractors, and design engineers� 2987 Page 44RFQ # 02-25-01 CS ClearWater Solutions While the RFQ didn’t ask for a Safety Plan we feel it is important to include a separate section on Safety . Every task and meeting with CWS begins with safety and CWS’s goal is “no lost time accidents” at each of our projects� Safety is our top priority� CWS adheres to all state, federal and OSHA rules and regulations pertaining to environmental health, safety practices and procedures� Many of our employees are certified by OSHA in General Health and Safety practices� CWS employs the “Workplace SafetySTAR” campaign in order to establish memorable processes for ensuring safety in the workplace� S - STOP before you start work T - THINK about any hazards that may exist A - ACT safely by reducing risk R - REVIEW afterwards to learn how to improve A proactive approach to identifying and addressing potential hazards is critical to the success of the Safety Management Program� All employees are trained to look for and to report unsafe conditions and acts, as they have previously� The Project Safety Team will carry on with their monthly inspection and document any unsafe conditions or acts, and the CWS safety team with a quarterly walk-through of all facilities� Any hazards identified as a result of these efforts—formal or informal—will be mitigated immediately� The KPA platform will be used to issue and track work orders for hazards requiring repairs; in the interim, these areas will be blocked using temporary means such as cones� Employees will be made aware of hazards via weekly tailgate sessions and postings on the facility’s safety bulletin board� E . SAFETY PLAN 2988 6SECTION Appendixes RFP 2024-09 2989 RFQ # 02-25-01 CS Page 46 117 WELBORN STREET GREENVILLE,SC 29601 Current Principal Place of Business: Current Mailing Address: 117 WELBORN STREET GREENVILLE,SC 29601 US Entity Name:CLEARWATER SOLUTIONS, LLC DOCUMENT#M13000002980 FEI Number: 87-1469202 Certificate of Status Desired: Name and Address of Current Registered Agent: C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION,FL 33324 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Apr 08,2025 Secretary of State 4198324955CC RAY MCCLOSKEY STATE DIRECTOR 04/08/2025 2025 FOREIGN LIMITED LIABILITY COMPANY ANNUAL REPORT Yes Title EXECUTIVE VICE PRESIDENT Name BLACK, HOUSTON Address 117 WELBORN STREET City-State-Zip:GREENVILLE SC 29601 Title COO Name MENDENHALL, BRYCE Address 117 WELBORN STREET City-State-Zip:GREENVILLE SC 29601 Title STATE DIRECTOR Name MCCLOSKEY, RAY Address 117 WELBORN STREET City-State-Zip:GREENVILLE SC 29601 Corporate Registration & Proof of Corporate Signer APPENDIX A 2990 RFQ # 02-25-01 CS Page 47 1 2 3/28/25 3/28/25 2991 RFQ # 02-25-01 CS Page 48 2992 RFQ # 02-25-01 CS Page 49 2993 RFQ # 02-25-01 CS Page 50 2994 RFQ # 02-25-01 CS Page 51 2995 RFQ # 02-25-01 CS Page 52 2996 RFQ # 02-25-01 CS Page 53 2997 RFQ # 02-25-01 CS Page 54 2998 RFQ # 02-25-01 CS Page 55 2999 RFQ # 02-25-01 CS Page 56 3000 RFQ # 02-25-01 CS Page 57 3001 RFQ # 02-25-01 CS Page 58 3002 RFQ # 02-25-01 CS Page 59 3003 RFQ # 02-25-01 CS Page 60 3004 RFQ # 02-25-01 CS Page 61 3005 RFQ # 02-25-01 CS Page 62 3006 RFQ # 02-25-01 CS Page 63 APPENDIX B Financial Information The City will examine the financial adequacy of all Respondents . Therefore, in SOQ Appendix B (Financial Information), provide audited financial statements for the Re- spondent for the past three years and quarterly financial statements, certified by the chief financial officer, for the current year . Financial statements shall include an opin- ion letter (auditor’s report), balance sheet, income statement, statement of cash flow, and footnotes . If the Respondent is a joint venture, LLC or partnership, also provide such financial statements for each partner or member . If audited financials are not available for an entity, the SOQ shall include unaudited financials for the entity, certified as true, correct, and accurate by the chief financial officer or treasurer of the entity . Any information provided must be submitted in a separate envelope, marked as “Con- fidential Information – For review by the City of Winter Springs Director of Finance only” . This information is exempt from public records disclosure pursuant to Section 119 .071(1)(c), Florida Statutes, and will not be publicly disclosed by the City . Per the discussion at the Mandatory Site Meeting and the verbiage from the RFQ, it is understood that the financials will be included in a separate sealed envelope and not included in this section� 3007 RFQ # 02-25-01 CS Page 64 APPENDIX C Surety & Insurance Letters 3008 Page 65RFQ # 02-25-01 CS ClearWater Solutions DAVID FORD - TRANSITION PROJECT MANAGER David Ford Sr�, is an experienced wastewater and water treatment professional with certifications in Advanced Wastewater Treatment (WWB 17643 FL, 2009) and Lime Softening and Reverse Osmosis systems (DWC- 22143 FL, 2014)� He currently serves as the Project Manager and Lead Wastewater Operator for Rolling Oaks Utility, overseeing a 0�575 GPD wastewater treatment facility in Citrus County, FL� His responsibilities include regulatory compliance with the Florida Department of Environmental Protection (D�E�P�), trainee instruction, and operational management� PAST EXPERIENCE Previously, David was Chief of Operations for a 0�750 GPD lime softening water treatment plant and small reverse osmosis systems in Flagler County, FL, ensuring compliance and providing operator training� As Lead Operator for Rolling Greens Village from 2016 to 2022, he managed advanced wastewater treatment plants, conducted troubleshooting, and trained new operators across Citrus, Sumter, and Marion Counties� From 2010 to 2016, he served as Lead Operator and Area Manager in Monroe County, FL, overseeing over 90 wastewater plants, scheduling operations, and driving business development� Earlier in his career, he operated and maintained SBR and RO treatment plants in DeSoto County, FL� David’s extensive experience includes regulatory compliance, advanced plant operations, operator training, customer relations, and business development, making him a versatile and skilled leader in water and wastewater management� CERTIFICATIONS State of Florida Class C Water Operator Licensed State of Florida Class B Wastewater Operator Licensed PROJECT MANAGER As you will see from the resume below, David Ford is well qualified to lead and support the on-site staff throughout the project� He will also have the support from the Josh VanHorn, Regional State Director for Georgia and Florida� APPENDIX D Resumes 3009 RFQ # 02-25-01 CS Page 66 8/6/2024 APPENDIX E Required Supporting Documents 3010 RFQ # 02-25-01 CS Page 67 3011 RFQ # 02-25-01 CS Page 68 Justin Terwilliger Chris Thomas 3012 RFQ # 02-25-01 CS Page 69 State of Florida Business License Me l a n i e S . G r i f f i n , S e c r e t a r y Ro n D e S a n t i s , G o v e r n o r ST A T E O F F L O R I D A DE P A R T M E N T O F B U S I N E S S A N D P R O F E S S I O N A L R E G U L A T I O N CO N S T R U C T I O N I N D U S T R Y L I C E N S I N G B O A R D TH E G E N E R A L C O N T R A C T O R H E R E I N I S C E R T I F I E D U N D E R T H E PR O V I S I O N S O F C H A P T E R 4 8 9 , F L O R I D A S T A T U T E S RE S E R , D A V I D R Do n o t a l t e r t h i s d o c u m e n t i n a n y f o r m . CL E A R W A T E R S O L U T I O N S , L L C LI C E N S E N U M B E R : C G C 0 6 2 7 5 7 EX P I R A T I O N D A T E : A U G U S T 3 1 , 2 0 2 6 Th i s i s y o u r l i c e n s e . I t i s u n l a w f u l f o r a n y o n e o t h e r t h a n t h e li c e n s e e t o u s e t h i s d o c u m e n t . 28 0 7 7 M E A D O W L A R K D R I V E GO L D E N C O 8 0 4 0 1 Al w a y s v e r i f y l i c e n s e s o n l i n e a t M y F l o r i d a L i c e n s e . c o m IS S U E D : 1 2 / 2 0 / 2 0 2 4 3013 RFQ # 02-25-01 CS Page 70 State of Florida Business License Me l a n i e S . G r i f f i n , S e c r e t a r y Ro n D e S a n t i s , G o v e r n o r ST A T E O F F L O R I D A DE P A R T M E N T O F B U S I N E S S A N D P R O F E S S I O N A L R E G U L A T I O N EL E C T R I C A L C O N T R A C T O R S ' L I C E N S I N G B O A R D TH E E L E C T R I C A L C O N T R A C T O R H E R E I N I S C E R T I F I E D U N D E R T H E PR O V I S I O N S O F C H A P T E R 4 8 9 , F L O R I D A S T A T U T E S MC C L O S K E Y , R A Y M O N D Do n o t a l t e r t h i s d o c u m e n t i n a n y f o r m . CL E A R W A T E R S O L U T I O N S , L L C LI C E N S E N U M B E R : E C 1 3 0 1 4 1 5 9 EX P I R A T I O N D A T E : A U G U S T 3 1 , 2 0 2 6 Th i s i s y o u r l i c e n s e . I t i s u n l a w f u l f o r a n y o n e o t h e r t h a n t h e li c e n s e e t o u s e t h i s d o c u m e n t . 95 2 0 S W 1 0 0 T H S T R E E T OC A L A F L 3 4 4 8 1 Al w a y s v e r i f y l i c e n s e s o n l i n e a t M y F l o r i d a L i c e n s e . c o m IS S U E D : 0 8 / 2 9 / 2 0 2 4 3014 RFQ # 02-25-01 CS Page 71 State of Florida Business License Me l a n i e S . G r i f f i n , S e c r e t a r y Ro n D e S a n t i s , G o v e r n o r ST A T E O F F L O R I D A DE P A R T M E N T O F B U S I N E S S A N D P R O F E S S I O N A L R E G U L A T I O N CO N S T R U C T I O N I N D U S T R Y L I C E N S I N G B O A R D TH E U N D E R G R O U N D U T I L I T Y & E X C A V A T I O N C O H E R E I N I S C E R T I F I E D U N D ER T H E PR O V I S I O N S O F C H A P T E R 4 8 9 , F L O R I D A S T A T U T E S LA N E , F R E D E R I C K Do n o t a l t e r t h i s d o c u m e n t i n a n y f o r m . CL E A R W A T E R S O L U T I O N S , L L C LI C E N S E N U M B E R : C U C 0 4 8 3 6 2 EX P I R A T I O N D A T E : A U G U S T 3 1 , 2 0 2 6 Th i s i s y o u r l i c e n s e . I t i s u n l a w f u l f o r a n y o n e o t h e r t h a n t h e li c e n s e e t o u s e t h i s d o c u m e n t . 37 8 0 N E 4 0 T H P L OC A L A F L 3 4 4 7 9 Al w a y s v e r i f y l i c e n s e s o n l i n e a t M y F l o r i d a L i c e n s e . c o m IS S U E D : 0 7 / 2 5 / 2 0 2 4 3015 RFQ # 02-25-01 CS Page 72 State of Florida Business License Me l a n i e S . G r i f f i n , S e c r e t a r y Ro n D e S a n t i s , G o v e r n o r ST A T E O F F L O R I D A DE P A R T M E N T O F B U S I N E S S A N D P R O F E S S I O N A L R E G U L A T I O N CO N S T R U C T I O N I N D U S T R Y L I C E N S I N G B O A R D TH E B U I L D I N G C O N T R A C T O R H E R E I N I S C E R T I F I E D U N D E R T H E PR O V I S I O N S O F C H A P T E R 4 8 9 , F L O R I D A S T A T U T E S LA N E , F R E D E R I C K Do n o t a l t e r t h i s d o c u m e n t i n a n y f o r m . CL E A R W A T E R S O L U T I O N S , L L C LI C E N S E N U M B E R : C B C 1 2 6 7 7 1 3 EX P I R A T I O N D A T E : A U G U S T 3 1 , 2 0 2 6 Th i s i s y o u r l i c e n s e . I t i s u n l a w f u l f o r a n y o n e o t h e r t h a n t h e li c e n s e e t o u s e t h i s d o c u m e n t . 21 7 8 M O O R E S M I L L R O A D AU B U R N A L 3 6 8 3 0 Al w a y s v e r i f y l i c e n s e s o n l i n e a t M y F l o r i d a L i c e n s e . c o m IS S U E D : 0 6 / 2 1 / 2 0 2 4 3016 Page 73RFQ # 02-25-01 CS ClearWater Solutions CWS pays 100% of the costs for trainings, certifications and testing! EVERY month, CWS provides over hours of training to our Team! “When I started with CWS I was hired as a WWTP operator and Maintenance technician, however within six months I was given the opportunity to step into a role as the supervisor of our Vehicle/Equipment Maintenance facility. In this role I was able to further develop my leadership skills and my skills in working with our customers and the public in general. I filled this role for a year and a half until we were able to hire a dedicated vehicle Maintenance Supervisor, at which time I returned to my role as Water/Wastewater Operations & Maintenance Supervisor. The skills I have been able to utilize have enabled me to be a better operator, maintainer, and supervisor.” Will Hutcheson, Supervisor, Swainsboro, GA I transitioned from Jacobs to CWS. Though we were all hesitant in the beginning, this has been a great decision for each of us. So far, ClearWater has gone above and beyond for all employees to make sure that we have what we need to get our jobs done. Albert had been with the previous company for over 30 years, and often remarks that he’s never been treated as well as he is now. Chris Morton was working for Jacobs in Waynesboro by the time CWS came into Swainsboro. It took him some thought, but he has been completely satisfied with the move to come to CWS.” Jeannie Morton, CWS Officer Manager, Swainsboro, GA TEAM TESTIMONIALS “A little over 2 years ago I left my job in retail in my hometown in search of a career to better myself, and I found it in CWS. Early into my time with the company I found that the leadership around me not only helped me learn more but encouraged me to do so. CWS sent me to my classes and helped me obtain my state licenses to better myself and career. The reason I love CWS is because this company really does care about you and it’s shown through what they are willing to do to help you throughout your time with them. Through CWS I’ve been able to increase my knowledge in the field through classes and certifications, have great learning experiences in the field, and grow my career through my time in leadership. It has been proven to me time and time again with CWS you get back what you put in. I wouldn’t be where I am today if it wasn’t for CWS, my time with this company has been wonderful.” Kristopher Autin, Supervisor, Springfield, LA 2,300 3017 Page 74 ClearWater Solutions MORE REFERENCES City of Swainsboro, GA Mr. Herman Middlebrooks City Manager (478) 237-6738 Email: hmiddlebrooks@cityofswainsboro.org City of Fayetteville, GA Mr. Chris Hindman Director of Public Works (770) 719-4144 Email: chindman@fayetteville-ga.gov City of St. Marys, GA Mr. Bobby Marr Public Works Director (912) 882-4415 Email: Bobby.Marr@stmarysga.gov City of Petal, MS Mr. Tony Ducker Mayor Phone: (601) 545-1776 Email: tducker@cityofpetal.com City of Moss Point, MS Mr. Billy E. Knight Mayor Phone: (228) 475-0300 Email: billy.knight@cityofmosspoint.org “ClearWater Solutions, LLC has gone above and beyond in operating and maintenance of the Hall County sewer system of 0�75 MGD plant, 19 pump stations and over 350,000 LF of mains� They have provided a high quality of customer service to both Hall County staff and its citizens� I strongly recommend them for anyone who’s looking to hire an outstanding O&M company�” Shrikanth Yamala, Former Director of Public Works HALL COUNTY, GA “The benefits of our partnership with Clear Water has been immeasurable� Our small Town is the operator of a regional sewer plant that services, Pendleton, Clemson, and Anderson County� Finding qualified operators to manage the 3 million gallon plant with expertise in multiple aspects of operations has always been an issue� Clear Water brings not only their entire organization as a resource for my Council and management team, but they are genuinely concerned with the overall financial aspect encountered by everyone that runs a utility system� Additionally, with all the added support provided by Clear Water and their management team, it has allowed the Town to concentrate more on other issues we are encountering related to growth�” Steve Miller, Town Administrator TOWN OF PENDLETON, SC “Clearwater has worked to reduce our operational costs and improve our overall system operations� Both on-site and upper management personnel have proven to be readily accessible and effective additions to our municipal team� Their attention to detail and conscientious performance makes them a valuable part of our operations�” Dr� R� Mack Durham, Former Mayor TOWN OF WILLIAMSTON, SC “We took a bit of a chance with CWS in 2007 in that they were a young company just starting up� Since they arrived on site in January 2008, we have found them to be responsive and professional, providing us with safe, compliant and well-maintained wastewater plants, pump stations, and collection system� Without hesitation, I would highly recommend CWS as a contract operations provider�” Allen Pate, Former Administrative Manager CITY OF HOOVER, AL 3018 Thank you! We look forward to the opportunity to partner with the City of Winter Springs! 3019