BAMO INC. AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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BIM Implementation QUOTE/PROPOSAL
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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Quotation/Proposal Reference: BAMO, Inc. Implementation and Training Services January 29, y
Addy Williams Associate, Project Manager
Client: BAMO Inc. Contact: Ms. Addy Williams, Associate, Project Manager
CID
Prepared by: Mel Wallace, Director of Business Development BAMO, Inc. 1000 Brannan Street, Suite 300 San Francisco, CA 94103 Dear Ms. Williams: We are pleased to present to you this proposal for onsite BIM Implementation and Training Services for BAMO, Inc. This proposal is based on the assessment performed by AEC at BAMO’s location during the month of July, report provided in August and its comments received by Ms. Williams. I.
Project Definition and Scope of Work
BAMO, Inc. has decided to go into Revit. AEC will provide all training, associated support and content to achieve that goal.
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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The Business Process Assessment (BPA) submitted by AEC will be used as a base for the proposal. However, there are some comments from Ms. Williams that will be addressed on this document. NOTES AND COMMENTS: Interviews: Additional staff to be interviewed (Total 14): • • • • • • • • • • • • • •
Bill Quimby (Senior Associate) Martin Oestlund (Associate) Dina Marinelli (Project Designer) Juan Felipe Roa (Project Designer) Lindsay Wright (Senior – NEW) Maria Diaz (Senior – NEW) Conor Doyle (Intermediate) Erin Altman (Intermediate) Lexie Elgin (Junior – NEW) Mai Xiong (Junior – NEW) Sandy Fang (Junior – NEW) Gabriela Chavez (Junior – NEW) Alexa Schroeder (Junior – NEW) Andy Oh (CAD/Revit Coordinator – NEW)
List of Software per Interviewed user will be modified for an ease of reading and comparison between users’ capabilities and skill sets. (As requested by Ms. Williams) Workflow: Workflow will be updated taking into account Ms. Williams’s notes and will be coordinated during the BIM/Revit workflow discussion and deployment. AEC will also take into consideration that all templates will also need to be in Metric sizes. (Sheet sizes to be determined with BAMO’s input) Hardware: Hardware list and computers’ name will be updated during the BIM/Revit workflow discussion and deployment, as per Ms. Williams’s comments. Still the team needs to get together with Wilmer (BAMO’s IT) to go over all the requirements and suggested upgrades to the system. With the new list of people, new computers will need to be surveyed. See Hardware Plan at BPA document. Software: AEC will provide recommendations for software solutions, during the BIM/Revit workflow discussion and deployment. Project Management:
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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BAMO shall name a point of contact (owner) for the coordination and communication during the project duration. AEC will name a Project manager or similar role. Revit Family/Content Creation: Once the workflow is determined and Revit Templates are 50% completed, content creation will be coordinated during the BIM/Revit workflow discussion and deployment. On-Site BIM Manager Training (Andy Oh in Argentina): We understand that there are some projects in-line that will be started with Revit. We suggest that during the length of the process, when those projects arise, that would be the perfect timing to have the BIM Manager traveling to AEC offices and set up the project together with our team. We consider this the most cost-effective solution for BAMO. (In this case BAMO will only get into travel expenses and the training will be “covered” by the project). If BAMO still would like to consider bringing BIM Manager to AEC offices despite a project need, the fee is described below. Integration with SpecSources FF&E program: AEC will integrate SpecSources FF&E into Revit workflow. It is our understanding that this platform connects with Revit. AEC will work collaboratively with Software manufacturer to better integrate the solution into BAMO’s workflow. If APIs are required, they will be presented to BAMO’s principals for approval. Attendees for training will be as follow (as per Ms. Williams’s notes):
Classes are being re-designed as follow: (We have taken into account the increased number of attendees and the requirements to split training as needed. We have also thought on designing a training schedule to allow the normal course –or minimize- the impact on the production. BAMO needs to keep being productive while being trained. We would have preferred to have classes with around 5 students each, however, the training time was going to be more than 8 weeks, so we have decided to distribute the classes in 3 sessions of 2 weeks each) INTRODUCTION TO BIM (2) 4 hours MODULES
2 4 41 5 9 40
MODULES hrs ATTENDEES TEAMS # of PEOPLE x TEAM Total Hours
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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REVIT TRANING FOR PRODUCTION (4) 4 hours MODULES PLUS: (2) 4 hours PRACTICAL LESSON/REVIEW
REVIT TRANING FOR PRODUCTION - ADVANCED (3) 4 hours MODULES PLUS: (2) 4 hours PRACTICAL LESSON/REVIEW
REVIT TRANING FAMILIES (3) 4 hours MODULE PLUS: (2) 4 hours PRACTICAL LESSON/REVIEW
REVIT FOR PROJECT MANAGEMENT (2) 4 hours MODULE
5
Days
6 4 24
MODULES hrs ATTENDEES
3 8 72 9
TEAMS # of PEOPLE x TEAM Total Hours Days
5 4 24
MODULES hrs ATTENDEES
3 8 60 7.5
TEAMS # of PEOPLE x TEAM Total Hours Days
5 4 12
MODULE hrs ATTENDEES
2 6 40 5
TEAMS # of PEOPLE x TEAM Total Hours Days
2 4 7 1 7 8 1
MODULE hrs ATTENDEES TEAMS # of PEOPLE x TEAM Total Hours Days
BIM Training Plan will be as described on the BPA. We have included (2) Practical Lesson/Review modules to the trainings: Revit for Production, Revit for Production - Advanced and Revit for Production – Family/Content Creation. AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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Project on-demand support: AEC as per BAMO request, will have the team ready for production support. On-site support quote has been submitted on the BPA document, however, list of hourly rates are described below. Depending on the length of the project, time required on-site and role of AEC professional, discounts available for discussion. We value the opportunity to support your most experienced professionals on the Revit modeling and documentation side. II.
Exclusions:
III.
Any items not mentioned in “Project Definition and Scope of Work”. Any and all client directed changes. All expenses for On-Site deployment (Airfare, travel and accommodation).
Fees & Payment Terms
The scope of work listed above will be provided as follow: A. BIM WORKFLOW PLAN i. New BIM workflow plan & standards development ii. Revit Templates iii. Revit Content Creation (Families) iv. API Generation & Programing
$ 24,800.00 I $ 32,000.00 $ TBD II $ TBD
B. USERS PLAN i. On-Site Training ii. AEC Quantum Desk Support
$ 48,750.00 III $ 600 x Month IV
C. SOFTWARE PLAN i. BIM/Revit Software Planning ii. Integration with SpecSources FF&E
$ 2,000.00 $ 6,500.00 V, VI
D. HARDWARE PLAN
$ 1,950.00 VII
Notes: I. Estimated expenses: $ 5,500.00. (two people on-site for -1- week) II. Revit Family/Content creation, to be determined thru the Workflow discussion and Templates’ generation III. Estimated expenses: $24,000.00. Total Training time to be 6 weeks. We have split the training in 3 rounds of 2 weeks each to allow an effective production. IV. See BPA Document for Quantum Desk information. Monthly Package of 10 hours included, additional hours at $ 75 x Hour.
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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V.
Integration with Specsources FF&E includes up-to-100 hours of Software planning, Integration to BAMO’s Templates, Investigation and Testing, communication and coordination with Software’s manufacturer, etc. BAMO to provide/facilitate AEC with a License for temporary use (testing). In case more hours are required for the integration, AEC will charge an hourly rate of $ 75 x hour. If APIs are required to be developed for software integration, this scope will be incorporated on item A.iv and will be quoted separately. Hardware plan to be determined as per our talk with BAMO’s IT. This fee includes up-to30 hours of Hardware planning. Additional hours will be billed at $ 75 x hour.
VI. VII.
Additional Notes:
•
•
Pricing for On-Site Project start-up support (item B.ii at BPA document) will be determined project per project basis. (We consider that if we have a possibility to start working on a project with Revit, we can take some of the Training time to take advantage of having the professional on-site. (This could save some expenses for BAMO). If additional meetings are needed or required, BAMO will cover all expenses associated to them.
Hourly Rates: Consulting Services (On-Site):
•
Senior Project Manager
$ 100.00 x hr.
•
Project Manager
$ 75.00 x hr.
•
Modeler/Drafter
$ 49.00 x hr.
Production Services:
•
•
VIII.
On-Site at BAMO’s offices: o
Project Manager
$ 65.00 x hr.
o
Modeler/Drafter (On-Site)
$ 45.00 x hr.
At AEC’s offices (Argentina): o
Project Manager
$ 45.00 x hr.
o
Modeler/Drafter
$ 35.00 x hr.
Payment Terms
Recognizing BAMO has specific policies regarding payment we will do whatever possible to accommodate these terms and policies.
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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Our standard terms however are as follows:
IX.
Upon acceptance of this proposal, standard terms require a $ 10,000.00 mobilization fee that is due prior to commencing any services. Invoices will be prepared on a monthly basis and will correspond to above minimum value and to total hours at reasonable estimate. See item “Delivery Schedule / Project Duration” for Payment schedule. Invoices are due and payable within net 15 days of the date on the invoice. Early payment discounts available for discussion. Invoices are exclusive of any taxes, levies, duties, etc., which will be chargeable to as applicable. In the event of non-payment of an invoice for 30 days, AEC Resource may in its sole discretion, delay, suspend or place on hold the project and related services until payment is made. All expenses (unless the one covered by BAMO directly) will be reimbursed to AEC and will be due upon invoice receipt. Client’s obligations to pay AEC are in no way contingent on Client receiving payment from any third party including its client for the project or engagement for which AEC rendered service. Client’s obligations to AEC under the contract shall in no way be construed as a “paid when paid.” As agreed, if AEC got awarded the project, the proposal would include the refund of the costs of the BPA (minus expenses). As noted on the chart below, $ 4,000.00 have been taken into account as a refund. Estimated expenses for 2 trips, 1 week PJ + 3 days MW + 2 days PJ + 2 days MW were around $ 8,000.00.
Delivery & Payment Schedule
See attached graphic for project schedule as well as investment chart.
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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Total Item A i ii iii iv B i ii C i ii D i
BIM PLAN BIM Workflow and Standards Creation Revit Templates Revit Content Creation (TBD) API Generation & Programing (TBD) USERS PLAN On-Site Training AEC Quantum Desk Support ($ x Month) SOFTWARE PLAN Revit/BIM Software Planning Integration with SpecSources FF&E HARDWARE PLAN Hardware Plan (TBD)
$ $ $ $
24,800.00 32,000.00 -
$ $
48,750.00 600.00
$ $
2,000.00 6,500.00
$
1,950.00
OCTOBER 1 2 3 4 5
%
Total
50% 15%
$ 12,400.00 $ 4,800.00
NOVEMBER 1 2 3 4 5
%
Total
50% 40%
$ 12,400.00 $ 12,800.00
DECEMBER 1 2 3 4 5
%
Total
0% 30%
$ $ 9,600.00
30% $ 14,625.00 100% $ 600.00 80%
$ 1,600.00
20%
$
JANUARY 1 2 3 4 5
%
Total
0% 15%
$ $ 4,800.00
30% $ 14,625.00 100% $ 600.00
FEBRUARY 1 2 3 4 5
%
Total
20% $ 9,750.00 100% $ 600.00
MARCH 1 2 3 4 5
%
Total
20% $ 9,750.00 100% $ 600.00
400.00 100% $ 6,500.00
Mobilization fee $ 10,000.00
Total Expenses $ 5,500.00 Mob Fee refund $ (2,000.00)
Total in OCTOBER $ 27,200.00
Total in NOVEMBER $ 30,300.00
100% Total Expenses Mob Fee refund BPA refund Total in DECEMBER
$ $ $ $ $
1,950.00 8,000.00 (2,000.00) (1,000.00) 32,175.00
Total Expenses Mob Fee refund BPA refund Total in JANUARY
$ $ $ $
Work performed at AEC office On-Site work at BAMO's Office Tentative work as required/on demand Limited Workforce this week (due to holidays)
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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8,000.00 (2,000.00) (1,000.00) 31,525.00
Total Expenses Mob Fee refund BPA refund Total in FEBRUARY
$ $ $ $
4,000.00 (2,000.00) (1,000.00) 11,350.00
Total Expenses Mob Fee refund BPA refund Total in MARCH
$ $ $ $
4,000.00 (2,000.00) (1,000.00) 11,350.00
X.
Statement of Limited Liability
In light of our limited ability to control the risks inherent in the project, and of the disparity between our fee and the potential liability for problems or alleged problems, and in consideration of our undertaking of the obligations imposed by this agreement should you accept it, you agree to limit our liability. Our liability to you and all other construction contractors, subcontractors and/or all third parties for problems or alleged problems, subject to either a mutually agreed upon settlement or proof in a court of law having jurisdiction over the referenced project, shall not exceed the total of the contract amount mentioned above. XI.
Termination
Should you wish to terminate this agreement, you may do so upon providing us forty-eight (48) hours written notification. Similarly, we may terminate this agreement upon providing forty-eight (48) hours written notification. Upon any such termination, all services we have performed up to the date of termination will be due and payable to AEC Resource, Inc. Thank you very much for considering our services and requesting this proposal from our firm Upon proposal acceptance, please return a signed copy to us prior to the start of any of the work described herein. Feel free to contact us with any questions or comments. Sincerely,
Work Authorization: By signing below, BAMO agrees to the Scope of Work, Delivery, Price, and Payment Terms as defined above.
____________________________________ Signature
AEC Resource, Inc. – 600 Anton Blvd. Plaza Tower 1 11 th Floor – Costa Mesa, CA 92626 – 949.209.8779
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Diego Cotsifis PRINCIPAL/ASSOCIATE AEC Resource, Inc.
E & O.E