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HomeMy WebLinkAboutOpening of Qualifications - SB Edison WTP GSC - Bowen EngineeringCity of South Bend Edison Water Treatment Plant Improvements RFQ RESPONSE TO THE CITY OF SOUTH BEND, IN REQUEST FOR QUALIFICATIONS GSC DEVELOPMENT SERVICES 24 MARCH 2026 Executive Summary Bowen Engineering Corporation (Bowen) is an established, employee-owned contractor with deep roots in northern Indiana and more than 55 years of experience delivering complex municipal water and wastewater infrastructure projects under alternative delivery methods. Bowen has successfully completed over 100 GSC projects across Indiana, many involving major rehabilitation within fully operational treatment facilities. This experience positions Bowen as a trusted partner for the City of South Bend (South Bend) as it undertakes the Edison Water Treatment Plant Improvements. Bowen is very familiar with the South Bend WTP facilities and the South Bend Staff. We have collaborated successfully on two recent WTP projects. One being the South Bend North Plant and the other being the Pinhook Plant. The North Plant was completed under an open market agreement, while Pinhook was completed under a GSC agreement. These projects encouraged collaboration among the Owner, Engineer, and Contractor to address challenges directly and find solutions that best served the project. One example that comes to mind is the filter underdrains at the Pinhook Plant. Initial evaluations indicated that the underdrains were irreparable and would require replacement. After removing the media and completing an assessment, it was found that cleaning and rehabilitating the underdrains would save the Owner considerably. The team moved forward with the plan and successfully rehabilitated the underdrains which saved the project considerable amount of money. All the savings were returned to the Owner and used on other upgrades that were originally deleted from the project due to budget concerns. At completion both projects were very successful and directed large amount of savings dollars to other needed repairs at the facilities. The Edison Plant closely resembles the Pinhook Plant, so we suggest applying the same strategy to ensure optimal value for each dollar spent. Other areas that need to be further evaluated would be incorporating the reuse of some existing equipment that looked to be recently replaced and in good condition. 1 The removal of the aerators and any associated improvements will be done during the plant shut-down per the schedule on the following page. 2 The filter room improvements are planned to be handled similar to the Pin Hook improvements. The media will get removed and the underdrains will get assessed. At that point the troughs, interior piping and valves interior to the filter rooms would get blasted/painted or replaced depending on the condition. At that point, everything would be cleaned and media would return to each cell. 3 The backwash process improvements come with a little bit of complexity due to the addition of the arsenic removal technology. We also understand that the chemicals housed in this area as well as the Sodium Hypo room (area 4) will be relocated to the building addition. So all interior chemical lines will need to get re-routed. 4 5 The new electrical room will take the most amount of planning regarding any long lead items associated with that scope. These improvements will be some of our first questions as well as any conversations South Bend or United has had with suppliers to date. It’s also shown as a critical path on our schedule. The building addition to handle all existing chemical tanks as well as the proposed arsenic removal technology would be the start of construction because we believe some if not most of this work can be completed before the plant shut-down this fall. CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Activity ID Activity Name OriginalDuration Start Finish South Bend GSCSouth Bend GSC 347 24-Mar-26 3-Aug-27 Admin / MilestonesAdmin / Milestones 322 24-Mar-26 28-Jun-27 A1000 RFQ Due [3/24/26]0 24-Mar-26* A1010 Selection Ratification [4/14/26]0 14-Apr-26* A1020 GMP Development and Approval 20 14-Apr-26 11-May-26 A1030 Contract Award 0 12-May-26 A1280 NTP 0 6-Jul-26* A1040 Substantial Completion 0 28-Jun-27 ProcurementProcurement 200 12-May-26 15-Feb-27 A1050 Filter Components 100 12-May-26 28-Sep-26 A1060 Electrical / Instrumentation 150 12-May-26 7-Dec-26 A1070 Pumps 150 12-May-26 7-Dec-26 A1080 Chemical Feed Equipment 100 12-May-26 28-Sep-26 A1100 Mechanical Piping and Valves 90 12-May-26 14-Sep-26 A1110 Generator 200 12-May-26 15-Feb-27 ConstructionConstruction 275 6-Jul-26 3-Aug-27 A1240 Construction Pre-planning 35 6-Jul-26 21-Aug-26 A1120 Mobilize 5 24-Aug-26 28-Aug-26 A1130 Exacavate and Construct new Chem Feed Addition 120 31-Aug-26 19-Feb-27 A1140 Install Electrical 155 3-Nov-26 14-Jun-27 A1180 Shut Down Plant for Improvements 240 3-Nov-26 30-Jun-27 A1190 Filter Room Improvements 80 3-Nov-26 26-Feb-27 A1160 Install new Chem Feed Equipment 50 22-Feb-27 30-Apr-27 A1200 Aerators and Reactions Basin Improvements 35 1-Mar-27 16-Apr-27 A1210 Clear Well and Pump Room Improvements 40 19-Apr-27 14-Jun-27 A1170 Start up and Test New Chemical Feed Equipment 5 3-May-27 7-May-27 A1230 Plant Start up and Testing 10 15-Jun-27 28-Jun-27 A1250 Punchlist 20 29-Jun-27 27-Jul-27 A1260 Demobilization 5 28-Jul-27 3-Aug-27 A1270 Final Completion 0 3-Aug-27 Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 2026 2027 2028 RFQ Due [3/24/26] Selection Ratification [4/14/26] GMP Development and Approval Contract Award NTP Substantial Completion Filter Components Electrical / Instrumentation Pumps Chemical Feed Equipment Mechanical Piping and Valves Generator Construction Pre-planning Mobilize Exacavate and Construct new Chem Feed Addition Install Electrical Shut Down Plant for Improvements Filter Room Improvements Install new Chem Feed Equipment Aerators and Reactions Basin Improvements Clear Well and Pump Room Improvements Start up and Test New Chemical Feed Equipment Plant Start up and Testing Punchlist Demobilization Final Completion Remaining Level of Effort Actual Work Remaining Work Critical Remaining Work Milestone South Bend GSC Project Schedule Data Date: 24-Mar-26 Run Date: 23-Mar-26 Page 1 of 1 The project is required to achieve substantial completion within 330 calendar days, with the plant shutdown period not to exceed 240 calendar days. The project schedule is tight because of possible long lead times for new equipment. Water treatment equipment and electrical equipment of this nature can push over 30 weeks to delivery after the order has been placed and released for fabrication. These challenges suit the GSC procurement process, as it lets the contractor work with the Owner and Engineer before finalizing drawings and signing contracts. Some possible ways to accelerate deliveries of long lead items would be to have the Owner purchase the equipment up front and then assign it to Bowen once the construction agreement is signed. Alternatively, Bowen may be granted a restricted notice to proceed, allowing us to enter into agreements for specified equipment. This approach allows equipment engineering and submittals to proceed concurrently while the project design is being finalized. Bowen has successfully used both these approaches in the past to minimize schedule impacts from long lead equipment. Excavate Table of Contents Company Background & Qualifications SECTION 1 References SECTION 2 Technical Approach SECTION 3 Project Implementation SECTION 4 Financial Approach SECTION 5 Guarantee Management SECTION 6 Appendix SECTION 7 Bowen Engineering Corporation 8802 N. Meridian St, Indianapolis, IN 46260 317.842.2616 Teddy Deahl - jdeahl@bowensqp.com Pat Stanford - pats@bowensqp.com Name of Company: Address: Telephone Number: Contact Person(s): Company Information CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ 01 Section 1: Company Background & Qualifications CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. a) Provide a history of the Provider with a statement about company mission, vision, and values. Bowen is an employee-owned company that has specialized in the construction of municipal utility infrastructure since 1967. With more than 400 full-time employees and over 1,200 skilled craft professionals, Bowen delivers complex infrastructure projects with a focus on quality, safety, and long-term performance. Our experience supporting municipalities, like the City of South Bend, reflects our commitment to delivering reliable, high-value infrastructure solutions. Mission Statement Bowen’s mission is to provide innovative, practical solutions to environmental and infrastructure challenges while creating meaningful opportunities for our employees. By integrating construction expertise, engineering insight, and a culture of innovation, we deliver high-value projects across the power, industrial process, performance contracting, and water infrastructure markets. Vision Statement (Performance Contracting) Bowen’s vision is to strengthen our leadership in the Indiana market while expanding our capabilities to better serve clients through alternative delivery methods. Our success over the past 55+ years is rooted in a strong foundation of core values that guide our decisions, shape our culture, and drive consistent project outcomes. These values include: These principles are embedded throughout Bowen’s organization, from executive leadership to field personnel, and serve as the foundation of our reputation for reliability and performance. Our consistent focus on client satisfaction has earned the trust of municipalities and partners across the region, and we bring that same commitment to every project we deliver. b) Include the following information on the Provider i) Name of Company: Bowen Engineering Corporation ii) Address: 8802 N. Meridian St, Indianapolis, IN 46260 iii) Telephone Number: 317.842.2616 iv) Email Address of Contact Person: jdeahl@bowensqp.com (Teddy Deahl) and pats@bowensqp.com (Pat Stanford) v) Contact Person for this Project: Teddy Deahl and Pat Stanford c) Provider’s Qualifications and Management i) Number of years company has operated in Indiana Bowen Engineering Corporation has been serving the State of Indiana since 1967 and is headquartered in Indianapolis, IN. ii) Number of employees residing in Indiana Bowen has 510 active craft employees that reside in Indiana. This number includes all active craft labor. The number of full time employees (FTEs) that reside in Indiana is 240+. Bowen’s Northwest Indiana team includes your project team of Pat Stanford and Mitchell Stull. Bowen’s Mechanical Superintendent, Tony Abitua, would be the only possible employee that would work on this project who resides outside of the state. • Zero Injuries • Never Walk Away from a Problem • Enthusiastic Teamwork and Celebration • Continuous Improvement • Service to the Customer Above All Else • Excellent and Ethical Business Practices; Honesty, Integrity, Professionalism • Shared Opportunity and Ownership • Genuine Concern for Others CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. iii) Company Officers Bowen’s leadership team provides strategic direction, operational oversight, and financial stewardship to ensure consistent project success. Their leadership ensures alignment between Bowen’s operational capabilities, financial management, and long- term strategic goals. Our executive leadership is listed below: • President & Chief Executive Officer – A. Douglas Bowen • Chief Financial Officer – Carey Weddle • VP of Operations - John Dettman iv) List the personnel employed by the Provider responsible for this project including the proposed Project Manager and Site Superintendent. Include a resume on each person listing education, experience, work history, and responsibilities on this project. Bowen has created a multi-disciplinary Performance Contracting Team specializing in the implementation of Guaranteed Savings projects. Bowen will utilize team members that have been involved with many successful Guaranteed Savings Contract projects. The superintendents on this project, who would be your day-to-day contacts, both have extensive experience with GSC projects and experience working with South Bend. At the end of this section, you will find a list of resumes for Pat and possible NWI team members that could build your project. Pat Stanford and Teddy Deahl will be your specific contacts in the GMP stage. At the bottom of this page, we have outlined Bowen’s organizational structure for the team you would interact with daily on site. Communication will be handled through regular construction meetings to update South Bend’s staff on the progress of construction. Records of the meeting minutes will be distributed along with action items, responsible persons, and due dates at every meeting. This process has been successfully used on past GSCs completed by Bowen. Organizational Structure Brian Hattabaugh Superintendent Chris Manges Operations Manager BOWEN PROJECT TEAM Pat Stanford NW IN Office Manager Hunter Lash Project Engineer Mitchell Stull Project Manager Nathan Junk Project Engineer Teddy Deahl Energy Engineer Adam Kluemper, P.E. Estimating Manager Tony Abitua Superintendent CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. 1. Town of Battleground, IN 2. Town of Bremen, IN 3. City of Butler, IN 4. Carmel Utilities 5. Columbus City Utilities 6. City of Crawfordsville, IN 7. Town of Danville, IN 8. City of Delphi, IN 9. Goshen Utilities 10. City of Greenwood, IN 11. City of Huntington, IN 12. S. Dearborn Regional Sewer District 13. City of Montpelier, IN 14. Nature Works Conservancy District 15. Town of Plainfield, IN 16. Town of Rossville, IN 17. Rushville Utilities 18. Town of Russiaville, IN 19. Town of Shirley, IN 20. Town of Upland, IN 21. Tipton Municipal Utilities 22. Valparaiso City Utilities 23. City of West Lafayette, IN 24. Town of Westville, IN v) The most recent audited Financial Report. Please find the 2025 audited financial statements for Bowen Engineering Corporation (Bowen) in the appendix. This report has been certified by our accounting firm, Blue and Company, LLC. We continue to have strong support from both our bank and bonding agency. vi) The Provider must be certified and meet the requirements of IC 4-13.6-4 and the RFQ submitted must include a copy of the firm’s certification of qualification issued under IC 4-13.6-4. Bowen has two certificates for the referenced certification. One is for Professional Services, including energy audits and the second is for the construction of utility infrastructure projects. These documents meet the intent of IC 4-13.6-4. vii) Identify Professional Engineers directly employed by the Provider responsible for this project. Include License number of the person responsible for the project. It is our understanding that the code requires the provider to employ at least one Professional Engineer on staff. Bowen employs 16 Professional Engineers. One of our P.E.s and Estimating Manager, Adam Kluemper, has been with Bowen for over 20 years and will provide services where necessary for this project. Adam Kluemper’s P.E. License number is: IN #19800151. viii) Describe if the Provider is a manufacturer, contractor or engineering firm. Clearly delineate what services or products the Provider is including from their own company as part of the project. Bowen is a self-performing contractor, which means we manage craft that are direct employees of Bowen through union agreements. We plan to employ 80% of the labor that will be on your specific project. We accomplish this through carpenters, operators, pipe fitters, millwrights, boilermakers, masons, iron workers, laborers and all levels of our field management staff. ix) Identify experience with projects constructed with funding through the Indiana State Revolving Loan Fund. Below is a list of all the Indiana Owners that Bowen has completed one or more GSCs with who have utilized the SRF program. It has been a very positive experience working with this agency, especially given their understanding of how collaborative delivery works. For example, when scope modifications or additions arise, the SRF staff has been incredibly helpful when it comes to proper documentation. If a pre-meeting with your SRF representative would be a helpful step, we’d welcome the opportunity to sit down with that individual to better understand the program requirements. PATS@ BOWENSQP.COM M 219-746-7165 Pat Stanford PROJECT MANAGER EXPERIENCE Project Manager Bowen | 2000-Present Indianapolis, IN Project Engineer Bowen | 1998-2000 Indianapolis, IN Project Engineer / Estimator B.G. Danis | 1988-1989 Dayton, OH EDUCATION Purdue University B.S. Environmental Science West Lafayette, IN TRAINING AND CERTIFICATIONS 30 Hour OSHA Certification Bowen Leadership Program Accountability Training BUILDING SINCE1988 KEY PROJECTS Valparaiso City Utilities Airport WTP Upgrades $5.9M I Valparaiso, IN Valparaiso City Utilities EKPCF Improvements Phase 1 $46M I Valparaiso, IN Valparaiso City Utilities Sturdy Road Lift Station $6M I Valparaiso, IN Valparaiso City Utilities Phase 3 Country Club Wells $1M I Valparaiso, IN City of South Bend North Treatment Plant Improvements $3.5M I South Bend, IN Valparaiso City Utilities Wells Upgrade Phase 1 $1.8M I Valparaiso, IN INAW Borman Park Hypo Conversion $5.5M I Gary, IN City of South Bend WAS Thickening Improvements $4.7M I South Bend, IN Town of Westville GSC Lift Station and Plant Improvements Ph. 1 $4.7M I Westville, IN Town of Westville GSC Plant Improvements Ph. 2 $10.2M I Westville, IN INAW Ogden Dunes Chlorine Conversion $5.1M I Ogden Dunes, IN INAW Lowell WTP Chlorine Conversion $3.9M I Lowell, IN Town of Westville GSC Sewer ME & Plant Upgrades Phase 3 $3.9M I Westville, IN City of South Bend GSC Final Clarifier Improvements $6.9M I South Bend, IN INAW Ogden Dunes High Service Pump Replacement $1.1M I Ogden Dunes, IN MSTULL@ BOWENSQP.COM M 317-650-8313 Mitchell Stull PROJECT MANAGER BUILDING SINCE2015 KEY PROJECTS City of South Bend North Treatment Plant Improvements $3.5M I South Bend, IN Valparaiso City Utilities EKPCF Improvements Phase 1 $46M I Valparaiso, IN Valparaiso City Utilities Sturdy Road Lift Station $6M I Valparaiso, IN Town of La Crosse WTP Div. A $2.4M I La Crosse, IN INAW Borman Hypo Conversion $5.5M I Gary, IN CEG WR CCS Phase III Miley Ave Sewer $8.8M I Indianapolis, IN Valparaiso City Utilities Village Station $2.0M I Valparaiso, IN City of Hobart Sanitary Sewer Improvements Phase I $3.8M I Hobart, IN City of Delphi Watermain Extensions PHI $6.1M I Delphi, IN Town of Hebron WWTF Modifications $7.5M I Hebron, IN Valparaiso City Utilities WTP Improvements $15M I Valparaiso, IN City of Rensselaer New Wet Weather Treatment Facility $7.5M I Rensselaer, IN Town of Remington New Water Treatment Plant $3.6M I Remington, IN Fillmore Residence High-End Residential Apt. Complex $12M I Denver, CO New Hydro Electric Dam $230M I Cannelton, IN EXPERIENCE Project Manager Bowen | 2024-Present Indianapolis, IN Senior Project Engineer Bowen | 2022-2024 Indianapolis, IN Project Engineer Bowen | 2015-2022 Indianapolis, IN Intern Walsh Construction Cannelton, IN Intern GE Johnson Denver, CO EDUCATION Purdue University B.S. Building Construction Management Minor in Building Information Modeling West Lafayette, IN KEY PROJECTS Valparaiso City Utilities EKPCF Improvements Phase 1 $46M I Valparaiso, IN Valparaiso City Utilities Sturdy Road Lift Station $6M I Valparaiso, IN Utilities Inc. Ferson Creek WWTP $5.9M I St. Charles, IL City of South Bend WAS Thickening Improvements $4.7M I South Bend, IN City of South Bend WWTP Hydraulic Improvements $3.2M I South Bend, IN EXPERIENCE Project Engineer Bowen | 2024-Present Indianapolis, IN Project Engineer Nichols Crane Rental | 2020-2024 Computer Numerical Control Machinist Quantum Technical Services Inc. | 2019-2020 Material Manager 3D Manufacturing Corporation | 2017-2018 EDUCATION Joliet Junior College Associate in Applied Science- Mechanical Production Technology, Machine Tool & Metalworking Joliet, IL CERTIFICATIONS AND TRAINING 3D Design and Printing CAD Experience Welding Experience Aerial Imagery HUNTER.LASH@ BOWENSQP.COM M 317-995-4287 Hunter Lash PROJECT ENGINEER BUILDING SINCE2018 KEY PROJECTS VAW Westmoreland Well 3B $1M I Colonial Beach, VA Butler WWTP and CSO Improvements $7M I Butler, IN AWO&M Camden Parkside PFAS $9M I Camden, NJ City of Columbus Jackson Pike WWTP Expansion $30M I Columbus, OH SDRSD WWTP Improvements $24M I Lawrenceburg, IN INAW Ogden Dunes High Service Pump Replacement $1.1M I Ogden Dunes, IN Valparaiso City Utilities EKPCF Improvements Phase 1 $46M I Valparaiso, IN Valparaiso City Utilities Airport WTP Upgrades $5.9M I Valparaiso, IN INAW Borman Park MH Replacement $0.70M I Gary, IN EXPERIENCE Project Engineer Bowen | 2024-Present Indianapolis, IN Field Engineer Bowen | 2023-2024 Indianapolis, IN Field Engineer Intern Bowen | 2020-2023 Indianapolis, IN Stagehand Local 5 Union Stagehands | 2019-2024 EDUCATION University of Cincinnati B.S. Civil Engineering Cincinnati, OH PROFESSIONAL TRAININGS OSHA 10 Construction Industry Bowen SQP Training Bowen Engineered Systems Training Bowen P6 Training Bowen Mechanical 101 Training Bowen Viewpoint 101 Training NATHAN.JUNK@ BOWENSQP.COM M 317-391-5129 Nathan Junk PROJECT ENGINEER BUILDING SINCE2020 KEY PROJECTS City of Hobart Lift Station and Force Main GSC $3.8M I Hobart, IN City of South Bend North Treatment Plant Improvements $3.5M I South Bend, IN City of South BendPinkhook WTP Rehab $2M I South Bend, IN Valparaiso City Utilities Village Station $2M I Valparaiso, IN Valparaiso City Utilities WTP Improvements $13.4M I Valparaiso, IN Valparaiso City Utilities Influent Lift Station Upgrades $2M I Valparaiso, IN City of Lebanon WWTP Improvements $1.8M I Lebanon, IN City of Rensselaer New Wet Weather Treatment Facility $7.5M I Rensselaer, IN Town of Remington New Water Treatment Plant $3.6M I Remington, IN Town of Dyer WWTP Sludge Dewatering $.9M I Dyer, IN Town of Lowell WWTP Improvements $.6M I Lowell, IN Town of Battle Ground WWTP Rehabilitation GSC $2.79M I Battle Ground, IN City of Goshen Digester Improvements $3.2M I Goshen, IN EXPERIENCE Superintendent Bowen | 1998-Present Indianapolis, IN Commission/Construction Supervisor SUN Technical Services, Inc. | 1993-1998 Commission/Construction Supervisor NUTECH Engineering | 1987-1993 Commission/Construction Supervisor Nuclear Power Services, Inc | 1986-1987 EDUCATION Larkin High School Graduate I 1975 CERTIFICATIONS AND TRAINING First Aid and CPR OSHA 30 Hr. TABITUA@ BOWENSQP.COM M 219-746-6017 Tony Abitua SUPERINTENDENT BUILDING SINCE1986 KEY PROJECTS City of South Bend GSC Final Clarifier Improvements $6.9M I South Bend, IN City of South Bend Hydraulic Improvements $3.2M I South Bend, IN City of South Bend WAS Thickening Improvements $4.7M I South Bend, IN City of South Bend Clarifier Equipment Replace and Tank Modifications $5M I South Bend, IN Town of Lowell WTP Improvements $0.7M I Lowell, IN Town of Westville GSC Plant Improvements Ph.2 $10.2M I Westville, IN Aqua Illinois Peotone WWTP Clarifier Rehabilitation Design-Build $350K I Peotone, IL Town of Upland WWTP Improvements GSC $5.3M I Upland, IN City of Butler WWTP & CSO $7.3M I Butler, IN INAW Ogden Dunes Chlorine Conversion $5.1M I Ogden Dunes, IN INAW Lowell WTP Chlorine Conversion $3.9M I Lowell, IN EXPERIENCE Superintendent Bowen | 2018-Present Indianapolis, IN TRAINING AND CERTIFICATIONS 30 Hour OSHA Certification CPR/AED Certification Confined Space Training Welding Certifications Scaffold & Scaffold Erection Certifications 40 HR Hazard Waste Handling Training Millwright Apprenticeship Training BRIAN.HATTABAUGH@ BOWENSQP.COM M 317-315-3616 Brian Hattabaugh SUPERINTENDENT BUILDING SINCE1995 02 Section 2: References CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. Provide references with contact information for Indiana Guaranteed Savings Contract projects completed. Include the location, scope of work, and personnel responsible. Provide a list of all of the water / wastewater utility projects the Provider has completed under the terms of IC 36-1-12.5 (Indiana Guaranteed Savings Contracts). The GSC reference list on the following (2) pages is categorized in alphabetical order. To provide more detail over our capabilities while keeping the body of the response condensed, we are only including our most relevant one-pagers displayed after the GSC reference list. We would also be happy to provide additional one-pagers for any of the GSCs displayed in our reference list at your request. Additionally, we welcome the City to reach out to any of the contacts listed on the reference list to learn more about our past clients’ experiences working with Bowen, if desired. In addition to the references and project listed below, we would also like to share an emergency response that Bowen completed for one of our GSC customers. An excellent example of such work was our work on an emergency sewer repair in Shelbyville, IN that is displayed at the end of this section. If there is a project in particular that the City would like more information on, please don’t hesitate to ask. City of Delphi, IN GSC WTP Improvements CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Municipality or Utility District Location No. of GSCProjects Contact Name(During Construction) Contact Information Most RecentProject Manager StateRevolving Fund (SRF)Year Total Contract Value Water System WastewaterSystem Town of Battleground Battleground, IN 1 Steve Egley (765) 418-7884 Pat Stanford Yes 2012-2014 $3,000,000 • Town of Bremen Bremen, IN 1 Matthew Cunningham (547) 546-2044 Dan Bernath Yes 2010-2011 $2,000,000 • City of Butler Butler, IN 7 Scott Lanning (260) 868-2805 Matt Meyer Yes (1 of 7)2010, 2013-2015, 2021-Current $18,000,000 •• Carmel Utilities Carmel, IN 1 Mike Hendricks (317) 571-2634 Mark Cvetkovich Yes 2020-2021 $1,000,000 • Columbus City Utilities Columbus, IN 4 Ashley Getz (812) 372-8861 Mark Cvetkovich Yes (2 of 4)2008-2010, 2022-Current $38,000,000 •• City of Crawfordsville Crawfordsville, IN 2 Karyn Douglas (765) 364-5150 Mark Cvetkovich Yes 2016-2018 $12,000,000 • Town of Danville Danville, IN 3 Barry Lofton (317) 945-6071 Alan Dale Yes 2023-Current $11,000,000 • City of Delphi Delphi, IN 2 Craig Myers (765) 564-3944 Pat Stanford Yes (2 of 2)2019-2021 $15,000,000 • City of Fishers Fishers, IN 10 Jonothan Valenta (317) 595-3139 Dan Bernath No 2013-2015, 2019-2021 $30,000,000 • City of Garrett Garrett, IN 1 Marcie Coe (260) 357-5449 Mark Cvetkovich No 2013-2014 $3,000,000 • Goshen Utilities Goshen, IN 2 Dustin Sailor (574) 537-3814 Paul Creasey Yes 2011-2013 $4,000,000 • City of Greenfield Greenfield, IN 1 Mike Fruth (317) 477-4320 Dan Bernath No 2007 $700,000 • City of Greenwood Greenwood, IN 2 Keith Meier (317) 888-1254 Paul Creasey Yes (2 of 2)2018-2022 $60,000,000 • Hobart Utilities Hobart, IN 2 Phil Scoon (219) 942-3293 Pat Stanford No 2012, 2019-2020 $4,000,000 • City of Huntington Huntington, IN 1 Adam Cuttriss (260) 356-1400 Mark Cvetkovich Yes 2012-2014 $11,000,000 • City of Kokomo Kokomo, IN 1 Carey Stranahan (765) 456-7400 Dan Bernath No 2016 $700,000 • Lafayette Renew Lafayette, IN 30 Brad Talley (765) 807-1800 Jared Weber No 2008, 2012-Current $241,000,000 •• South Dearborn Regional Sewer District Lawrenceburg, IN 1 Chris Lagaley (765) 480-7354 Dan Bernath Yes 2022-Current $24,000,000 • Lebanon Utilities Lebanon, IN 4 Ryan Ottinger (765) 482-5100 Dan Bernath No 2011-2012, 2014-2018 $11,000,000 •• Merrillville Conservancy District Merrillville, IN 1 Brian Muller (219) 613-5777 Pat Stanford No 2023-Present $5,000,000 • Town of Middletown Middletown, IN 1 Dave Wagner (765) 354-2268 Alec Goodall No 2023-Present $4,000,000 • City of Montpelier Montpelier, IN 1 Robert Bunch (765) 728-5642 Chris Manges Yes 2019 $4,000,000 • GSC References #1 WATER/WASTEWATER GSC PROVIDER IN INDIANAIndiana Code 36-1-12.5 $0 BOWEN GSC CHANGE ORDERS CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Municipality or Utility District Location No. of GSCProjects Contact Name(During Construction) Contact Information Most RecentProject Manager StateRevolving Fund (SRF)Year Total Contract Value Water System WastewaterSystem Muncie Sanitary District Muncie, IN 20 Rick Conrad (765) 747-4894 Alec Goodall No 2014-Current $152,000,000 • Nature Works Conservancy District Valparaiso, IN 1 John Sturgill (920) 751-4200 Pat Stanford Yes 2023-2024 $2,000,000 • Town of Plainfield Plainfield, IN 30 Tim Belcher (317) 754-5396 Dan Bernath Yes (2 of 22)2009-Current $93,000,000 •• Town of Rossville Rossville, IN 2 Chad Colby (765) 379-2645 Matt Meyer Yes (2 of 2)2016-2019 $5,000,000 • Rushville Utilities Rushville, IN 1 Les Day (765) 932-4124 Mark Cvetkovich Yes 2016-2017 $4,000,000 • Town of Russiaville Russiaville, IN 1 Craig Thompson (765) 883-5739 Mark Cvetkovich Yes 2012-2013 $800,000 • Town of Shirley Shirley, IN 1 Teresa Hester (765) 738-6561 Matt Meyer Yes 2023-2024 $6,000,000 • Shelbyville Water Resource Recovery Facility Shelbyville, IN 4 Michelle Higdon (317) 392-5131 Dan Bernath No 2018-2019, 2022-Current $5,000,000 • South Bend Municipal Utilities South Bend, IN 2 Kieran Fahey (708) 577-9378 Pat Stanford No 2021-Current $32,000,000 •• Town of Upland Upland, IN 1 Brad Felver (202) 555-1212 Matt Meyer Yes 2022-Current $5,000,000 • Tipton Municipal Utilities Tipton, IN 2 Jim Ankrum (765) 675-7629 Mark Cvetkovich Yes 2014-2016 $8,000,000 • Valparaiso City Utilities Valparaiso, IN 11 Steve Poulos (219) 462-6174 Pat Stanford No 2014-2018 $97,000,000 •• Town of Van Buren Van Buren, IN 1 Michelle Sexton (765) 934-3991 Paul Creasey No 2018-2019 $700,000 • City of West Lafayette West Lafayette, IN 5 Dave Henderson (765) 775-5145 Mark Cvetkovich Yes (1 of 4)2015-2017, 2022-Current $79,000,000 • City of Westfield Westfield, IN 4 Kurt Wanniger (317) 896-5452 Dan Bernath No 2005-2007 $19,000,000 • Town of Westville Westville, IN 3 Mike Albert (219) 785-2123 Pat Stanford Yes (3 of 3)2021-Current $22,000,000 • Town of Yorktown Yorktown, IN 1 Pete Olson (765) 759-4003 Dan Bernath No 2011-2013 $1,000,000 • TOTALS 39 Communities 167 30 $955,000,000 City of Lafayette, IN GSC City of South Bend, IN GSC City of West Lafayette, IN GSC RESOURCEFUL. RESPONSIVE. RESULTS.BOWENSQP.COM CITY OF SOUTH BEND Equalization Basin Project South Bend, IN | Started: 2024 | Completed: 2025 | Total Contract: $22.8M This project was built to eliminate sewer overflow to the St. Joeseph River. It included construction of a Diversion Structure, Lift Station, 3M gallon holding tank, electrical building, and modifications to existing overflow structure. Project Challenges: • Diversion structure had to be built around the existing plant influent without bypass. • Groundwater was present and the soil had characteristics that made dewatering difficult, requiring creativity to successfully complete dewatering. • There were several high profile, large manpower jobs in the area that had most of the local craft working. • During the pricing phase of the project, the job was over budget and required V.E. to be completed. Resourceful, Responsive, Results: • The job, as designed, was overbudget. We provided significant V.E. in a few areas that greatly reduced the cost of the job without sacrificing quality. • The dewatering process was difficult. We had a plan for the soil type we thought we were going to see, but it was not what we’d anticipated when we started digging. It took multiple layers and shifting to get to a solution that would work in order to keep the project moving. • Our team practiced one of Bowen’s core values of “Never walking away from a problem” by finding solutions to issues that were not ours to solve. PROJECT TEAM Owner Contact Kieran Fahey 708.577.9378 Bowen Contact Jared Weber 317.646.2064 Engineering Partner American Structurepoint Stantec RESOURCEFUL. RESPONSIVE. RESULTS.BOWENSQP.COM PROJECT SPECS Rehabilitated (3) clarifiers and associated ancillary equipment CITY OF SOUTH BEND WWTP Final Clarifier Nos. 1 -3 Improvements South Bend, IN | Started: 2023 | Completed: 2025 | Total Contract: $7M This project included replacing Final Clarifiers 1 through 3, including the equipment, launders, weirs, baffles, structural rehabilitation, instruments, controls and associated electrical work. Resourceful, Responsive, Results: • Bowen assisted the Owner with value engineering ideas for cost savings to get project back within budget and be able to move forward with construction. • Collaborated with the Owner and Engineer to complete the project under budget, allowing the Owner to move forward with other capital projects. • Bowen assisted the Owner with value engineering ideas for cost savings to get project back within budget and be able to move forward with construction. • Quality control measures led to Wall Height Modifications to ensure proper functionality of Clarifier. • Modified existing Influent Gates to resolve existing overflow conditions that were overlooked during design. • Coordinated with Vendor and Owner on reuse of existing anchor bolts that led to schedule and cost savings. • Minimized plant impact with required shutdowns through preplanning activities and team efforts. PROJECT TEAM Owner Contact Jacob Klosinski 574.235.9496 Bowen Contact Justin Lubke 317.486.9781 Engineering Partner Arcadis RESOURCEFUL. RESPONSIVE. RESULTS.BOWENSQP.COM PROJECT SPECS 5 Horizontal Pressure Filters Shell Repairs Hatch Replacement Underdrain Replacement Media Replacement and Conditioning Sandblasting Painting CITY OF SOUTH BEND North Water Treatment Plant Improvements South Bend, IN | Started: 2022 | Completed: 2023 | Total Contract: $3.6M This project included the rehabilitation of five horizontal pressure filters and associated piping replacement located at the South Bend North Filtration Plant. Project Challenges: • Accessing the filters to safely and efficiently complete the scope of work. • Critical time-line for the project. North Station could only be down during the low demand season. Resourceful, Responsive, Results: • Collaborated with the Owner and Engineer to identify scope of repairs to avoid overruns on the unit price work. • Bowen originally did not bid the project due to the scope of work not being clearly defined. Worked with the Owner and Engineer to remove the ambiguity in the plans and specifications, allowing the project to bid and eventually finish under budget. • Worked side-by-side with the Owner and Engineer to build a team that produced a quality end product that came in under budget. This allowed the Owner to use the savings on other necessary repairs and upgrades to the infrastructure. • Worked with the Owner and Engineer to review and implement an industry procedure to charge the filter sand media in lieu of using Greensand. This saved the project cost and improved the schedule. PROJECT TEAM Owner Contact Rebecca Plantz 574.235.5998 Bowen Contact Mitchell Stull 317.650.8313 Engineering Partner Black and Veatch City of South Bend, IN Pinhook WTP Improvements Total Contract: $1,785,000 Project Duration: 2/2021 - 1/2022 The Pinhook Water Treatment Plant was experiencing several issues related to aging filters and equipment and selected selected Bowen to update and repair the plant. This process involved completing filter rehabilitation by removing the existing media, cant strips, and caps and then installing a new IMS 200 caps, cant strips, and reinstalling the existing media after its been fixed. In addition, Bowen replaced several valves and actuators, and cleaned the clearwell. Project Challenges:• Bowen completed all changes while working in an active facility Bowen Resourceful:• Utilized craft’s expert knowledge to discover problematic areas within plant and fix them efficiently Bowen Responsive: • Bowen collaborated closely with owner to create a plan of action in solving WTP issues Bowen Results:• Bowen overcame schedule / budget constraints to successfully achieve the project on time, and returned savings back to the City. PROJECT SCOPE • Filter Rehabilitation (8 cells)• Valve Replacement• Clearwell Cleaning• HVAC Improvements• Electrical Upgrades• I&C Improvements• Building Improvements• New Chemical Lines• New Backflow Preventers PROJECT SPECS • Install new cap and cant strip• Install new filter media• Replace valves • Replace actuators PROJECT CONTACTS Bowen: Pat Stanford 219.746.7165 Client: Kieran Fahey 708.577.9378 Engineer: American Structurepoint bowensqp.com Valparaiso City Utilities GSC WTP Improvements / Valparaiso, IN Total Contracts: $14,532,000 Project Duration: 3/2015 - 5/2016 Valparaiso City Utilities selected Bowen to construct updates to its existing water treatment plant. Upgrades included 8 new water wells and well houses, 5 miles of water main, 2 one-million gallon water storage tanks, rehabilitation of 2 existing water storage tanks, new PEMB addition, 2 new pressure filters, 2 new high service pumps, filter backwash capabilities including a new lift station and new 500,000 gallon backwash storage tank, yard piping, filter exposed piping, HVAC, electrical, and instrumentation and controls upgrade. Project Challenges:• Multiple site locations throughout the City of Valparaiso• Multiple tie ins required planning, resourcefulness, and coordination with the Owner and Engineer Bowen Resourceful:• Collaborated with the Owner and Engineer on the project constructibility and equipment selection that resulted in cost and schedule savings Bowen Responsive: • Upgraded the existing facility without interrupting the plant’s pumping capabilities Bowen Results:• Zero Injury• Zero Incidents• Under project budget, resulting in significant project savings given back to the Owner PROJECT SCOPE • Site Work• Civil/Concrete Work• Underground Piping• Structural Steel Erection• Pre-Engineered Building(s)• Equipment Setting• Ductwork• Mechanical/Piping PROJECT SPECS • 8 new water wells and well houses• 5 miles of 18” water main• 2 new 1-million gallon water storage tanks and rehab 2 existing tanks• PEMB addition• 2 new pressure filters• 2 new high service pumps• New lift station• New 500,000 gallon backwash storage tank• Yard and filter exposed piping• HVAC PROJECT CONTACTS Bowen: Pat Stanford 219.661.9770 Client: Steve Poulos 219.462.6174 Engineers: DLZ, Arcadis bowensqp.com INAW Borman Park WTPChlorine Gas Conversion / Gary, IN Project Size: $5,500,000 / June 2021-July 2022 Bowen supported the Borman Park WTP Facility in a successul Chlorine Gas Conversion. This project was completed as a part of Indiana American Water’s ongoing program to convert all existing Gas Chlorine systems to Liquid. PROJECT SCOPE • Site Work• Civil/Concrete Work• Equipment Setting• Mechanical/Piping PROJECT SPECS • Demo of Existing System • New Sodium Hypochlorite Building• New Chlorine Tanks• Chemical Feed Systems PROJECT ATTRIBUTES • Zero Injury• Zero Incident• Outage Work• Design Build / EPC PROJECT TEAM • Bowen Contact: Pat Stanford 317.596.4626 • Hazen Contact: David Laliberte 919.818.8743 Project Challenges: • The project required fast completion as the initial contractor was unable to complete the project. Bowen competitively bid the project and completed the project within the client’s needs despite the overall delay to the project. • Bowen worked through the winter months, completing concrete and masonry work during inclemate weather.• Work took place in an existing facility and required excellent coordination to minimize disruption to plant operations• The site for the project was on the location of an old school building. Bowen completed the demolition that included asbestos mitigation before starting the construction of the Sodium Hypochlorite building. Bowen Resourceful: • Based on the design of the School’s foundation, Bowen elected to complete additional geotechnical investigation and testing that allowed for piling to be eliminated from the scope of the project. Bowen was able to return a savings of $160K back to Indiana American Water. • Bowen successfully achieved project completion within American Water’s needs• Zero Injuries on the project.• The project exhibited the benefits of successful collaboration between Bowen, Hazen and American Water staff from both operations and engineering teams. bowensqp.com City of Delphi GSC Water System Improvements / Delphi, IN Total Contracts: $12,922,847Project Duration: 2/2019 - 10/2020 Bowen, teaming with Butler Fairman & Suefert (BF&S), is completing 2 phases of Water System improvements for the City of Delphi. Improvements included >3,200 LF of water main, a booster station, a new well house, and a new water storage tank. Project work occurred through 2 separate phases, which allowed The City to update aging equipment while continuing to supply water. Project Challenges• The project occurred in rocky soils and required a 2-excavator operation. The first excavator was dedicated to hammering and the 2nd excavator was for removing material. • Bowen actively managed traffic, as the project required an area road to be shut down. Bowen also installed the water line through a golf course and worked with the city along with the course to minimize disruption. • During design, the team realized the source water’s chemistry was different than expected. The team worked together to resize and reconfigure equipment to optimize value for the client. Bowen Results• Bowen used multiple city-preferred local subcontractors and was responsive to owner preferred equipment including controls requests. • Bowen met a key milestone delivering the City’s new well to support increased water demand.• Bowen was able to deliver >$500,000 of savings to the City. • Bowen supported the city by mobilizing to a water main break in a different part of town and was able to procure the parts, repair the break, and repour the sidewalk the same day. • There were Zero Injuries and Incedents on the project. PROJECT SPECS • (2) 30’ Tall Aerators• 1,000 LF 12” Water Main PVC• 2,200 LF 16” Water Main PVC• 40 LF of 8” PVC• 285 CY of Concrete• Booster Station• New Well and Well House• Chemical Feed• Water Storage Tank PROJECT CONTACTS Bowen: Pat Stanford 219.746.7165 Client: Craig Meyers Water Superintendent 765.564.3944 Engineer: BF&S PROJECT SCOPE • Site Work• Civil/Concrete• Underground Piping• Equipment Setting• Mechanical/Piping• Architectural/Finishing bowensqp.com Town of Remington New Water Treatment Plant / Remington, IN Project Size: $3,613,176 / January 2016 - May 2017 Bowen constructed a new water treatment plant for the Town of Remington, who used SRF financing to fund the project. After 121 years of providing well water, the Town of Remington is now able to pump filtered water, greatly increasing the water quality for its residents. Remington Water Works serves 643 customers and pumps on average 302,000 gallons of water daily. The water treatment plant included a masonry building, concrete detention and backwash tanks, 3 horizontal pressure filters, 3 high service pumps, gas chlorination, chlorine scrubber, a SCADA system, aerator, 3 groundwater submersible pumps, and necessary piping and water main additions. There was rapid communication updates to existing wells. Bowen was able to complete this project one month ahead of schedule. Bowen Resourceful: • Maintained great communication with project team to minimize cost changes, down time, and main road closures. Bowen Responsive: • Great coordination between the City/Engineers/BECt o adapt to changes as project was underway. Bowen Results: • Completed project one month ahead of schedule and within budget. Minimized main road closures and down time. PROJECT SPECS • 4,300 sq masonry building• 300 LF of 12’ water main through field (C900 PVS Pipe)• Precast tanl tops with concrete existing wells • Concrete detention tank• 800 gpm aerator• Concrete backwash tank• 3 horizontal pressure filters• 3 high service pumps• Gas chlorination• Chlorine scrubber• SCADA system• 3 groundwater submersible pumps• Yard piping• Storm piping• Water main PROJECT TEAM Project Manager: Pat Stanford 219.661.9770 Client Contact: Mark Jones Remington WTP Superintendent Engineer: Wessler Engineering bowensqp.com CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ CITY OF SHELBYVILLE, IN EMERGENCY MANHOLE REPAIR | 10/2022 Bowen utilized nearby project teams to assemble an emergency response to serve the City of Shelbyville, a past and present GSC customer. We received a call on October 3rd stating a manhole was flooding from a broken future pipe stub. A Bowen superintendent was on site within 2 hours to examine the problem. That same day multiple superintendents and project managers collaborated with our shop to transport Bowen’s self-perform drill rig swiftly to the site to begin dewatering. Bowen then assigned a nearby superintendent to manage the dewatering and sitework required to access the manhole and begin repairs. “I am downright impressed, beside myself. I don’t even know what to say to convey how relieved I am at your response....I can’t tell you how much I appreciate your team’s enthusiasm doing this work.” - Kevin Kredit, Previous City of Shelbyville Supt. MON 10/3 TUES 10/4 WED 10/5 THURS 10/6 FRI 10/7 October 2022 12:00 PM Shelbyville alerts Bowen to the emergency. Bowen developer calls superintendent who is onsite to assess within 2 hours. Decision is made that dewatering rig is needed. Drilling manager coordinates transport of rig from Lafayette to Shelbyville. Nearby superintendent assigned to project. 3 wells are drilled and installed. Rig arrives by 11:00 A.M. Dewatering to Correct Issue. Multiple Performance Contracting Community PROJECT SCOPE Site Work Dewatering Hydro Excavation Bypass Pumping Manhole/ Pipe Repair Site Restoration PROJECT SPECS Emergency Repair Zero Injury Zero Incident PROJECT TEAM Bowen Project Manager Dan Bernath 317.596.4653 Bowen Drilling Manager Mark Cvetkovich Bowen Superintendents Chris Adkins Mark McClellan Owner Contact Shelly Higdon Superintendent 317.392.5131 Project Challenges: •Depth of manhole is over 30 ft with the water table 11ft below grade •Multiple utilities in the area Resourceful, Responsive, Results: •Bowen immediately assembled a team to evaluate the area and create a safe plan. •Bowen owned and transported a dewatering rig to the site within 24 hours when not a single other dewatering contractor was available •Bowen continued collaborating with other projects to divert manpower for Shelbyville Emergency Response Approach Bowen has a strong track record of delivering rapid emergency response support for our GSC partners across Indiana. An example in Shelbyville, IN demonstrates our ability to mobilize quickly and coordinate specialized resources. Following the initial notification, a Bowen superintendent was onsite within two hours to assess conditions and coordinate response efforts. Our internal dewatering team was engaged immediately, and equipment was delivered and operational within 23 hours of the first call. Bowen’s regional presence allows us to quickly deploy personnel, equipment, and materials when needed. For projects in the City, Bowen has local resources in most of north, central, and NW Indiana to support any emergency needs that may arise. Our Project Managers and Superintendents maintain close coordination with internal teams to ensure readiness and responsiveness throughout the project lifecycle. This integrated approach allows Bowen to respond effectively to unexpected conditions while minimizing disruption and supporting the City’s operational needs. 03 Section 3: Technical Approach CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. a) The scope of the project will be based on the description included in the Instructions to Respondents above. It is our understanding that Edison WTP has not undergone major renovations since 2009. Planned work includes filter rehabilitation; upgrades to pumping, chemical feed, piping, HVAC, electrical, and SCADA systems; and a new building addition with improvements to the existing facility. Our schedule and responses are based on the RFQ, Addendum (3.20.26), and the 2.24.26 site visit. b) Providers are encouraged to present evidence of their team’s technical ability relative to such anticipated scope of work by providing a list of water treatment plant experience of the team. Our team has extensive WTP experience, including gravity filter plants with chemical addition. The NW team has worked on similar facilities within South Bend’s system and has incorporated potential solutions for arsenic removal in Edison’s backwash water. Relevant municipal project references and NW team one-pagers are included in the reference section. c) United Consulting will be the engineer of record to work with the selected Provider. Explain the Provider’s experiences collaborating with Engineers on past design build or guaranteed savings contract for potable water projects. Since 1999, over 30% of Bowen’s work has been delivered with Alternative Delivery with preconstruction collaboration with the Design Engineer. As outlined in the executive summary, Bowen and Pat Stanford’s successful experience working with our engineering partner ensures that you receive maximum value on your project. Bowen’s approach to collaborative teamwork over the course of this project include: Design-Assist Phase • In person Project Kick-off Meeting and Partnering Session • In person Meetings with Engineering team during conceptual/process design • Provide resources to address the City’s operators’ needs and questions • Establishing weekly “Rhythm Calls” to discuss design progress • Providing on-going design reviews looking for constructibility and value engineering opportunities • Providing estimating and project controls resources for cost and schedule impact comparisons • Assist in prioritizing design documents to fit schedule needs (ex: Support of Early Release of Equipment) The constructibility input incorporated and collaborative relationship developed during the design development process leads to a smooth and efficient construction process. Construction Phase • Active, collaborative planning for scope of work • Advanced notification of any design/construction resolutions needed (no fire drills) • On-going feedback for United Consulting with construction details refinement • Daily Progress Meetings (“End of Shift Meetings”) that can be attended by any team member • Monthly reporting on project contingency use and project cost savings/over-runs • Actively collaborative planning for commissioning and start up of new facilities Bowen has close to a decade of successful partnership with United Consulting on municipal water and wastewater GSC projects. Over that time, we’ve collaborated on a range of complex projects, consistently delivering high-quality results and maintaining a smooth, solutions-focused working relationship. See Bowen’s engineering partnership one-pager with United Consulting on the following page. If it’s helpful, you’re welcome to reach out to United Consulting to hear their perspective on our prior collaboration and how they’ve experienced our continued partnership over the years. CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. •Municipal Water •Municipal Wastewater •Stormwater ManagementProjects Years ofPartnership Total Contracts PROJECT AND PARTNERING EXPERIENCE+ SHARED MARKET EXPERIENCE59$73M PROJECT NAME TOTAL CONTRACTS LOCATION PROJECT DELIVERY MSD 2020 Phased Capital Improvements $20,000,000 Muncie, IN Traditional MSD Northview Roadway and Drainage Improvements $2,800,000 Muncie, IN Guaranteed Savings Contract MSD Hoyt Ave Sewer $4,500,000 Muncie, IN Guaranteed Savings Contract MSD WPCF Upgrades $29,000,000 Muncie, IN Guaranteed Savings Contract MSD CSO Upgrades $17,000,000 Muncie, IN Guaranteed Savings Contract 04 Section 4: Project Implementation CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. a) Provider’s Involvement: Per IC 36-1-12.5-3 the Provider must perform at least 20% of the contract value with its own workforce. Please define how you will meet or exceed this requirement on a percentage basis relative to the work to be completed by your own workforce. As a Provider, Bowen will self-perform 100% of the Provider and General Contractor responsibilities. The work that we perform with our own work force averages 80% or more on our past (100+) GSCs. For the proposed South Bend project, we would be able to utilize close to 90% of our self-performing capabilities. Since Bowen is a provider, construction manager, and contractor, this allows our company to far exceed the 20% requirement. b) Project Management: Describe how the project would be managed by the Provider. Describe method and means of communication plan for the City and staff. Provide project management documentation on past projects completed by the Provider. During implementation, Pat Stanford will work to be the single point of contact when communicating with South Bend and United Consulting. Pat is one of Bowen’s, and the industry’s, most experienced GSC Project Managers. Pat and his team will be in charge of the schedule, along with United Consulting and the City, once construction is underway. A 4-week look ahead schedule is available throughout the entire project while Bowen is on site. View Bowen’s full preliminary project schedule at the end of the executive summary. Overview Bowen will work with United Consulting to understand your stakeholders’ desired level of progress reporting and will keep you updated at the regular intervals you require. The project schedule is a tool that will be developed by the individuals who will be using it, and it will be continuously updated to indicate project status and made available to your team. This process includes incorporating and reporting the earned value of work completed on the project from start to finish. This process will be guided by Bowen’s SQP process outlined on the following page: Weekly • Resource Loaded Schedule Update • Site Coordination / Plant Operations Meetings • Subcontractor Progress Meetings Monthly • Schedule Update Noting Month’s Progress• Critical Path Review• Any Required Written Corrective Action Planning Quarterly • Executive Reviews Town of Remington, IN New Water Treatment Plant CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ BOWEN TYPICALLY USES THE TOOLS LISTED BELOW TO FACILITATE CONSTRUCTION AND COMMUNICATION. BOWEN CAN WORK IN A VARIETY OF SYSTEMS AND WORKFLOWS TO MEET YOUR REQUIREMENTS. BOWEN SQP (SAFETY, QUALITY, PRODUCTION) We use our lean construction methodology to facilitate planning, eliminate waste, promote communication, drive accountability, and create continuous improvement. We address each of these areas individually since they vary widely from one project to the next. By carefully analyzing our resource allocation, the information flows into our next pre-construction process: storyboarding. Story boarding is the detailed division of tasks by function and requirements to complete the project. By combining the seven elements of planning and storyboarding, Bowen is able to properly plan projects, staff them appropriately and thoroughly address critical path items. COMMUNICATION AND COLLABORATION The Bowen team regularly uses the Autodesk integrated suite of tools to facilitate project communication, collaboration, and sharing files for your project. Autodesk Build is a tool used to maintain a conformed set of engineering files, communicate schedule and pricing updates, and document progress updates throughout the project. The software is modern and intuitive with build-in video training modules. In addition, Bowen maintains detailed SOPs and is ready to provide your team training on the function of the software. Ultimately, software like Autodesk is only as good as its inputs. Bowen’s SQP Process drives the accountability and accurate information to ensure the tool is helpful and productive. While Autodesk Build is Bowen’s in-house software, we have experience working in different project management solutions like Fieldwire, Procore, Bently ProjectWise, and more. Our goal is to support your project in the way that best suits your team. If there are any questions about the use of this software, please let us know. CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. c) General Construction Subcontract: Identify the General Contractor Team Member who will perform the general construction and the approximate percentage of the contract value that such effort might represent. Explain the Provider’s ability to work with such General Construction Team Member including experience working together on past projects. Bowen is a Provider of Indiana Guaranteed Savings Contracts and also a General Contractor who would perform 100% of the general construction for South Bend. Bowen has been a General Contractor in the water and wastewater improvements industry for over 55 years. Our knowledge provides the City with the most experienced team for Indiana Guaranteed Savings Contracts along with the most experienced General Contractor for Indiana water and wastewater improvements projects. This provides the City with: • A single point of contact for all issues and communications • Cost reductions eliminating a layer of mark-ups Bowen has provided these proven benefits on past Guaranteed Savings Contracts implemented in Indiana. d) Other Subcontractor’s Involvement: Identify which portions of the project the Provider intends to implement with subcontractors and how the subcontractors will interact with the Team. There are some items that Bowen does not perform with our own work force and intends to complete using qualified subcontractors, including masonry, painting, controls, and electrical work. Bowen will still be the single point of contact and accountable for all subcontracted work. We manage our subcontractors as if they were our craft. We hold them to the same safety standards and the same schedule standards. The City and United Consulting will have input and the final decision on any subcontractors and vendors used on the team. e) Explain how Provider has participated in and documented compliance with the State Revolving Fund requirements for past projects including Davis-Bacon Wage Requirements, Green Project Reserve (GPR) Sustainability Incentive requirements, and American Iron and Steel Requirements (AIS). Bowen has completed 30 SRF funded projects through alternative delivery, more than all of our competition combined. This doesn’t count the many more traditional bid projects that we’ve completed that utilized SRF over the last 50 years. All of the wage requirements and procurement requirements including AIS are very familiar to our estimating and operations teams. Please don’t hesitate to reach out to your SRF representative and ask how Bowen has preformed in the past. 05 Section 5: Financial Approach CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. a) Describe in detail the process that the Provider intends to utilize to obtain the best prices for the City. Explain why this approach is better than other available approaches. Bowen will obtain the best prices for the City through the entire GSC process. We approach this from two different phases, Estimating (GMP development) and Construction. In the estimating stage the following makes Bowen’s approach the best in the industry: • Estimating Experience – Bowen’s estimating team has been fine tuning production numbers for the past 55+ years, longer than any other provider. Specifically, Bowen has collaborated on over 100+ GSCs. • Equipment Pricing – Bowen’s size and Indiana vendor relationships allow us to obtain the best equipment/material pricing in the industry. • Value Engineering – Bowen shines during the design phase by having 94 graduate engineers on staff to help/assist and provide ideas on process equipment with actual costs. This allows the City and the Design Engineer to make the most informed design decisions. • Mark Up Reduction – Bowen is a Provider, Construction Manager, and Self-Performing Contractor. This allows us to eliminate or reduce multiple layers of mark up on GSCs. • Self-performing Model - Bowen’s self-performing model is different than most Construction Management (CM) at risk models. This allows the owner to save the 5-8% fee of a construction manager. Bowen does not stop trying to obtain the best overall price beyond the estimating stage. We continue to do so in the construction phase following the storyboarding session. To date, Bowen has delivered every GSC project under budget. After construction was underway, we saved over 10% through the following: • Construction Engineering – Bowen has some of the most experienced superintendents in the industry allowing us to find better ways to construct your project even in the field. • Production Savings – Our project managers and project engineers are meeting every morning on your job site to discuss better ways to install, which results in project savings for our customer. • Utility Rebate Savings – Bowen’s energy engineer has over four years of utility rebate and grant experience. This experience assisted the City of Huntington in receiving an $80,000 custom utility rebate as well as the Town of Plainfield receiving a $50,000 custom utility rebate. b) Explain how the Provider plans to offer a Guaranteed Maximum Price, with no change orders, for this project. After selection, Bowen will coordinate with the City and United Consulting to hold a project kick-off meeting. We will also establish an appropriate contingency to address project unknowns. These are the steps we plan to take to develop your GMP: •Design Kick-Off Meeting - This meeting is critical to the process so we can align with upcoming construction seasons to start and finish your project efficiently. •Budgetary Kick-Off Meeting - This meeting will be an opportunity to exchange documents with the engineer, establish weekly calls and get questions answered by our estimators. During weekly calls, our estimators evaluate design changes, provide cost impacts, and recommend solutions and alternatives as needed. Throughout we will deliver updates on refining the baseline budget through 30% and 60% design. •Vendor / Subcontractor Meetings - As appropriate, we conduct individual meetings with key vendors and subcontractors to include their expertise. We use our relationships with process equipment manufacturers and local subcontractors to validate budgets and changes throughout the design phase. •GMP Delivery Meeting - This is our opportunity to review overall pricing components, the risks of the project and how they relate to the contingency. The contingency will be presented as a stand alone number for transparency purposes. Even at this stage, if there is a portion of the scope that isn’t designed and an allowance is accounted for in the GMP, we may recommend further design development before presenting the GMP proposal to the City. • If combining these meetingswill better meet the schedule needs of the City, we are fully prepared to do so. CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. c) Explain your firm’s approach to open book pricing allowing the City to view the pricing structure (markup covering overhead and profit) of the Qualified Provider and subcontractors. Explain your firm’s approach to open book pricing allowing the City to view the contingency for the project. Explain your firm’s approach to open book pricing allowing the City to view savings from value engineering or other project cost reductions. Submit proposed contractor’s fee for the construction contract. Bowen brings a true open book pricing model to the City. Being able to self-perform work using our Bowen team allows us to show prices down to the labor hours, equipment prices, and raw material costs. Construction savings related to on-site value engineering, production increases, or project cost reductions, such as buy out savings, are also shown in our open book pricing. These savings are added onto the contingency dollars and can be used towards the end of the project at cost with no additional fee (or at the project team’s discretion for the project wish list items). An example of the open book pricing with Valparaiso City Utilities EKPCF Improvements Project where Pat is the PM is provided at the end of this section, for reference. d) Provide proof that the Provider can furnish a Performance Bond and a Payment Bond each in the amount of 100 percent of the project. Please refer the letter from our bonding company in Section 7, the Appendix, which attests to Bowen’s ability to satisfactorily meet all bonding requirements for this project. City of South Bend, IN Equalization Basin Project CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Page 1 of 4 Form 4042-1, Buy Sheet BOWEN ENGINEERING CORPORATION DATE CREATED 7.31.24 JOB NAME LAST UPDATED 9.15.25 JOB NO.14-24-054 Valparaiso EKPCF Improvements DIVISIONDIVISION CODEDESCRIPTIONQTYUNIT OF MEASURECOST TYPEBID PRICEVENDOR LUMP SUM CONTRACTS COST TO DATE ESTIMATED FINAL COSTPROJECTED SAVINGS AT COMPLETIONPROJECTED OVERRUNS AT COMPLETIONCOMMENTSD IV IS IO N D IV IS IO N C O D E D E S C R IP T IO N QT Y U N IT O F M E A S U R E COST TYPE B ID P R IC E VENDOR L U M P S O M E C O N T R A C T S A S N E E D / T & MCOST TO DATE E S T IM A T E D F IN A L C O S T P R O JE C T E D S A V IN G S A T C O M P L E T IO N P R O JE C T E D O V E R R U N S A T C O M P L E T IO N COMME NT S DIV 1 01003-00 LIVING EXPENSES 16 WK M 60,490$ Bowen 44,969$ 60,490$ -$ -$ DIV 1 01022-00 SMALL TOOLS 16 WK M 303,765$ Bowen 235,799$ 303,765$ -$ -$ DIV 1 01050-00 SITE LAYOUT 100 LS M 6,875$ Bowen -$ 6,875$ -$ -$ DIV 1 01060-00 BONDS & INSURANCE 100 LS M 192,437$ Bowen 201,491$ 238,437$ -$ -$ $46,000 Added from contingency DIV 1 01200-00 EQUIPMENT FUEL CHARGES 50500 GL M 195,766$ Bowen 14,348$ 195,766$ -$ -$ DIV 1 01505-00 MOBILIZATION/DEMOB-SHOP COST 100 LS M 34,820$ Bowen 8,688$ 34,820$ -$ -$ DIV 1 01513-00 JOBSITE TOILET 100 LS S 14,580$ Sanitation Services 10,259$ 14,580$ -$ -$ DIV 1 01532-00 TEMP/PERSONNEL BARRIER 100 LS M 17,260$ Bowen -$ 17,260$ -$ -$ DIV 1 01590-00 JOBSITE OFFICE TRAILER 1 LS M 16,000$ Bowen 5,891$ 11,000$ 5,000$ -$ DIV 1 01592-00 SUPPLIES-FIELD,OFFICE 105 WK M 27,932$ Bowen 11,630$ 27,932$ -$ -$ DIV 1 01711-00 CONTINUOUS CLEANUP 105 WK M 35,649$ Bowen 36,482$ 35,649$ -$ 833$ DIV 1 01904-00 CONTINGENCY 100 LS M 2,028,108$ Bowen 1,358,135$ -$ -$ DIV 2 02071-00 DUMP FEE 3000 CY M 55,583$ GE / Duneland 12,598$ 55,583$ -$ -$ DIV 2 02140-00 DEWATERING 100 LS S 22,216$ Griffith 38,525$ 38,525$ -$ 16,309$ DIV 2 02076-00-11 AERATION TANKS SAWCUTTING 100 LS S 2,664$ ConCut & Break -$ 2,664$ -$ -$ DIV 2 02076-00-14 BLOWER BLDG SAWCUTTING 100 LS S 8,266$ ConCut & Break 1,550$ 1,550$ 6,716$ -$ DIV 2 02076-00-30 FILTER BLDG SAWCUTTING 100 LS S 233,493$ ConCut & Break 101,890$ 171,890$ 61,603$ -$ DIV 2 02076-00-50 WEST DIGESTER SAWCUTTING 100 LS S 576$ ConCut & Break -$ 576$ -$ -$ DIV 2 02076-00-70 WAS BLDG SAWCUTTING 100 LS S 13,000$ ConCut & Break -$ 13,000$ -$ -$ DIV 2 02076-00-71 BIOGAS/BOILER SAWCUTTING 100 LS S 2,408$ ConCut & Break -$ 2,408$ -$ -$ DIV 2 02076-00-91 PIPE GALLERY SAWCUTTING 100 LS S 371,632$ ConCut & Break 136,867$ 216,867$ 154,765$ -$ DIV 2 02086-00-51 CLEAN EAST DIGESTER TANK 100 LS S 42,550$ Accu-Dig/BADGER 31,878$ 31,878$ 10,672$ -$ DIV 2 02086-00-50 CLEAN WEST DIGESTER TANK 100 LS S 47,550$ Accu-Dig/BADGER -$ 47,550$ -$ -$ DIV 2 02086-00-51 CLEAN DAF UNITS 100 LS S 8,000$ -$ 8,000$ -$ -$ DIV 2 02180-00 TEMP PIPE SUPPORT 3400 EA M 75,000$ Steel Supply 25,007$ 75,000$ -$ -$ DIV 2 02226-00 HAULING 1000 CY S 43,159$ TJ/GE/Plina 24,635$ 43,159$ -$ -$ DIV 2 02238-00 GRANULAR MAT'L, OTHER 2444 TN M 88,612$ TJ/GE/Plina/Dune 42,266$ 88,612$ -$ -$ DIV 2 02270-00 SLOPE PROT & EROSION CONT 100 LS M 6,470$ Bowen 2,278$ 6,470$ -$ -$ DIV 2 02510-00 ASPHALT PAVING 318 TN S 119,479$ Site Services 99,480$ 99,480$ 19,999$ -$ DIV 2 02933-00 SEEDING 2928 SY M 7,320$ Bowen 1,445$ 7,320$ -$ -$ DIV 2 02951-00 LANDSCAPE FABRIC 608 SY M 3,042$ Bowen 2,062$ 3,042$ -$ -$ DIV 2 21016-00 VAC TRUCK POTHOLING 100 LS S 75,695$ Accu-Dig 33,901$ 75,695$ -$ -$ DIV 2 21016-00-11 AERATION WASTE REMOVAL 100 LS S 56,000$ Tierra 45,435$ 90,000$ -$ 34,000$ Vac Truck costs CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Page 2 of 4 Form 4042-1, Buy Sheet BOWEN ENGINEERING CORPORATION DATE CREATED 7.31.24 JOB NAME LAST UPDATED 9.15.25 JOB NO.14-24-054 Valparaiso EKPCF Improvements DIVISIONDIVISION CODEDESCRIPTIONQTYUNIT OF MEASURECOST TYPEBID PRICEVENDOR LUMP SUM CONTRACTS COST TO DATE ESTIMATED FINAL COSTPROJECTED SAVINGS AT COMPLETIONPROJECTED OVERRUNS AT COMPLETIONCOMMENTSD IV IS IO N D IV IS IO N C O D E D E S C R IP T IO N QT Y U N IT O F M E A S U R E COST TYPE B ID P R IC E VENDOR L U M P S O M E C O N T R A C T S A S N E E D / T & MCOST TO DATE E S T IM A T E D F IN A L C O S T P R O JE C T E D S A V IN G S A T C O M P L E T IO N P R O JE C T E D O V E R R U N S A T C O M P L E T IO N COMME NT S DIV 2 21016-00-30 FILTER BLDG MEDIA REMOVAL 100 LS S 100,000$ BADGER 44,049$ 44,049$ 55,951$ -$ Vac Truck costs DIV 2 02110-00 SITE CLEARING / GRUBBING 100 LS S 7,500$ Bowen -$ $0 7,500$ -$ Savings from RFI 24 DIV 3 03100-00 CONCRETE FORMWORK MATERIAL 100 LS M 25,000$ White Cap 17,505$ 25,000$ -$ -$ DIV 3 03100-00-91 PIPE GALLERY FORMWORK MATERIAL 100 LS M 30,161$ White Cap 23,723$ 30,161$ -$ -$ DIV 3 03100-00-30 FILTER BLDG FORMWORK MATERIAL 100 LS M 83,805$ White Cap 19,249$ 83,805$ -$ -$ DIV 3 03100-00-01 CONCRETE ACCESSORIES 100 LS M 1,318$ White Cap 5,890$ 1,318$ -$ -$ DIV 3 031224-00-30 TEMP CHANNEL BULKHEADS IN FILTER BUILDING 240 EA M 12,500$ Bowen 113$ 12,500$ -$ -$ DIV 3 03151-00 TUNNEL SCAFFOLDING 100 LS S 435,418$ Safeway 285,254$ 322,795$ 112,623$ -$ DIV 3 03151-00-30 FILTER BUILDING SCAFFOLDING 100 LS S 311,402$ Safeway 168,919$ 168,919$ 142,483$ -$ DIV 3 03207-00 DRILL & GROUT DOWELS 826 EA M 2,890$ White Cap 12,943$ 12,943$ -$ 10,053$ DIV 3 03210-00 REINFORCING STEEL MATERIAL 74 TN M 114,962$ CMC 86,726$ 86,726$ 28,236$ -$ DIV 3 03210-00 REINFORCING STEEL SUBCONTRACTOR 74 TN S 109,480$ AMG Services 121,220$ 121,220$ -$ 11,740$ CO #1 added DIV 3 03264-00-01 PIPE GALLERY WATERSTOP 2409 LF M 35,728$ White Cap 11,346$ 11,346$ 24,382$ -$ DIV 3 03264-00-30 FILTER BUILDING WATERSTOP 2409 LF M 50,578$ White Cap 33,346$ 50,578$ -$ -$ DIV 3 03300-00 CONCRETE MATERIAL 1331 CY M 299,600$ Smith Ready Mix 172,408$ 299,600$ -$ -$ DIV 3 03312-00 PIPE GALLERY PUMP TRUCK 720 CY S 24,282$ Yard 1 37,281$ 24,282$ -$ -$ DIV 3 03312-00-30 FILTER BLDG PUMP TRUCK 720 CY S 24,282$ Yard 1 5,425$ 24,282$ -$ -$ DIV 3 03319-00 CONCRETE TESTS 100 LS S 41,403$ Alt Witzig 10,536$ 41,403$ -$ -$ DIV 3 03700-00-01 TUNNEL CONCRETE REPAIRS 100 LS S 5,000$ Bowen -$ 5,000$ -$ -$ DIV 3 21300-00 PRECAST MANHOLES 100 LS M 14,872$ Indiana Precast 5,888$ 14,872$ -$ -$ DIV 4 04000-00 MASONARY 100 LS S 3,088$ Couling 17,353$ 17,353$ -$ 14,265$ DIV 5 05500-00 MISC METALS 100 LS M 798,300$ Plesant Mount Welding 706,040$ 706,040$ 92,260$ -$ Removed Flare Structure misc metal DIV 7 07500-00 ROOFING 100 LS S 46,133$ Korellis Roofing -$ -$ 46,133$ -$ Projecting we will not need roofing DIV 7 07900-00-30 JOINT SEALERS, CAULK 2665 LF M 13,314$ Bowen 4,449$ 13,314$ -$ -$ DIV 8 08000-00 DOORS &WINDOWS 100 LS M 38,724$ Lazzaro 31,410$ 31,410$ 7,314$ -$ DIV 8 08331-00 OVERHEAD COILING DOOR 1 EA S 15,000$ Steve's Door Service 13,250$ 13,250$ 1,750$ -$ DIV 9 09900-00 PAINTING 100 LS S 701,425$ Prism 701,425$ 701,425$ -$ -$ DIV 10 10000-00 SPECIALTIES 100 LS M 10,000$ Bowen -$ 10,000$ -$ -$ DIV 10 10600-00 PARTITIONS 100 EA S 55,955$ Specialty 67,635$ 67,635$ -$ 11,680$ Foot traffic rated roof CO DIV 11 11000-00-71 BIOGAS FLARES,CONDENSATE, & ANCILLARIES 100 LS M 356,000$ S + J 350,000$ 350,000$ 6,000$ -$ DIV 11 11005-00 EQUIPMENT ANCHOR BOLTS 642 EA M 14,000$ Bowen 6,577$ 14,000$ -$ -$ DIV 11 11180-00-30 CHEM STORAGE TANKS 96 EA M 45,000$ Poly Processing/LAI 35,000$ 35,000$ 10,000$ -$ DIV 11 11241-00 POLYMER BLENDING SYSTEM 2 EA M 143,774$ Velodyne 144,574$ 144,574$ -$ 800$ CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Page 3 of 4 Form 4042-1, Buy Sheet BOWEN ENGINEERING CORPORATION DATE CREATED 7.31.24 JOB NAME LAST UPDATED 9.15.25 JOB NO.14-24-054 Valparaiso EKPCF Improvements DIVISIONDIVISION CODEDESCRIPTIONQTYUNIT OF MEASURECOST TYPEBID PRICEVENDOR LUMP SUM CONTRACTS COST TO DATE ESTIMATED FINAL COSTPROJECTED SAVINGS AT COMPLETIONPROJECTED OVERRUNS AT COMPLETIONCOMMENTSD IV IS IO N D IV IS IO N C O D E D E S C R IP T IO N QT Y U N IT O F M E A S U R E COST TYPE B ID P R IC E VENDOR L U M P S O M E C O N T R A C T S A S N E E D / T & MCOST TO DATE E S T IM A T E D F IN A L C O S T P R O JE C T E D S A V IN G S A T C O M P L E T IO N P R O JE C T E D O V E R R U N S A T C O M P L E T IO N COMME NT S DIV 11 11242-00-30 CHEM FEED PUMPS 2 EA M 65,000$ Watson -Marlow 54,750$ 54,750$ 10,250$ -$ DIV 11 11285-00 SLIDE GATES 15 EA M 154,100$ Rodney Hunt 148,000$ 148,000$ 6,100$ -$ DIV 11 11352-00-31 FLOC MIXERS 12 DY M 197,600$ Invent 170,000$ 170,000$ 27,600$ -$ DIV 11 11361-00 CENTRIFUGE 2 EA M 879,800$ GEA Westfalia 879,800$ 879,800$ -$ -$ DIV 11 11371-00-14 BLOWERS 4 EA M 370,900$ Arzen/Drydon 351,050$ 351,050$ 19,850$ -$ Silencers added to code DIV 11 11379-00 BUBBLE AERATION DIFFUSERS 336 LS M 219,350$ EDI 219,350$ 219,350$ -$ -$ DIV 11 11385-00-51 GAS MIXING SYSTEM 100 LS M 208,206$ Vaughn/GAI 226,424$ 226,424$ -$ 18,218$ CO #1 added DIV 11 11393-00-30 FRP BAFFLES 8 EA M 117,400$ Windustrial 64,870$ 64,870$ 52,530$ -$ DIV 11 11401-00-31 NPW PUMP SKID 1 EA M 59,750$ Sencillo 104,025$ 104,025$ -$ 44,275$ CO #1 added DIV 11 11401-00-71 PROGRESSIVE CAVITY PUMPS 4 EA M 87,692$ Netzsch 83,792$ 83,792$ 3,900$ -$ DIV 11 11700-00-30 PLATFORM SCALES 2 EA M 67,090$ Scaltron 53,117$ 53,117$ 13,973$ -$ DIV 11 11750-00-31 PILE CLOTH MEDIA FILTERS PKG 4 EA M 1,993,000$ Aqua-Aerobic Systems 1,993,000$ 1,993,000$ -$ -$ DIV 13 13232-00 FLOATING DIGESTER COVERS 100 LS M 1,080,000$ West Tech 945,257$ 945,257$ 134,743$ -$ Corbel CO added DIV 13 13232-00-53 DIGESTER COVER WELDING MATERIALS 7740 LF M 30,960$ Bowen 755$ 30,960$ -$ -$ DIV 13 13320-00 INSTRUMENTATION/ MONITOR INSTALL MTL 100 LS M 16,600$ Bowen -$ 16,600$ -$ -$ DIV 13 13320-00 INSTRUMENTATION/ MONITOR SUB 100 LS S 2,470,600$ Wunderlich-Malec 2,470,600$ 2,470,600$ -$ -$ DIV 13 1320-00-01 TEMPORARY PLC 100 LS S 300,000$ 300,000$ -$ -$ DIV 13 13322-00-30 STATIC MIXER + INJCT. QUILL 3 EA M 36,035$ Westfall 20,508$ 24,600$ 11,435$ -$ DIV 14 14600-00 DAVIT CRANE 100 LS M 7,500$ Granger -$ 7,500$ -$ -$ DIV 14 14600-0-71 HOISTS & CRANES 100 LS M 65,000$ Granger 56,900$ 56,900$ 8,100$ -$ DIV 15 15001-00 PLUMBING 100 LS M 21,000$ Porter Pipe 41,118$ 40,358$ -$ 19,358$ Self Performed; Labor Savings DIV 15 15100-00 VALVE MATERIALS 100 LS M 881,238$ LAI/Dezurik 701,677$ 701,677$ 179,561$ -$ DIV 15 15140-00-11 N AERATION PIPE SUPPORTS 100 LS M 47,950$ Morrison/Kumar 48,099$ 48,099$ -$ 149$ DIV 15 15140-00-12 S AERATION PIPE SUPPORTS 100 LS M 33,850$ Morrison/Kumar 33,618$ 33,618$ 232$ -$ DIV 15 15140-00-14 BLOWER BLDG PIPE SUPPORTS 100 LS M 7,400$ Morrison 2,157$ 7,400$ -$ -$ DIV 15 15140-00-30 FILTER BLDG PIPE SUPPORTS 100 LS M 14,000$ 1,186$ -$ -$ DIV 15 15140-00-60 CHEM FEED/NPW PIPE SUPPORTS 100 LS M 10,220$ -$ -$ -$ DIV 15 15140-00-70 WAS PIPE SUPPORTS 100 LS M 21,200$ -$ -$ -$ DIV 15 15140-00-71 BIOGAS PIPE SUPPORTS 100 LS M 51,803$ Porter Pipe -$ 51,803$ -$ -$ DIV 15 15140-00-91 PIPE GALLERY PIPE SUPPORTS 100 LS M 22,500$ Porter Pipe 1,365$ 22,500$ -$ -$ DIV 15 15250-20 PIPING INSULATION 1300 LS S 35,000$ M&O Insulation 15,810$ 15,810$ 19,190$ -$ DIV 15 15500-00 HVAC 100 LS S 784,000$ Area Sheet Metal 820,030$ 820,030$ -$ 36,030$ C0 #1-8 added DIV 15 17001-00 NPW PIPING MATERIAL 100 LS M 228,892$ Windustrial 39,081$ 228,892$ -$ -$ CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ Page 4 of 4 Form 4042-1, Buy Sheet BOWEN ENGINEERING CORPORATION DATE CREATED 7.31.24 JOB NAME LAST UPDATED 9.15.25 JOB NO.14-24-054 Valparaiso EKPCF Improvements DIVISIONDIVISION CODEDESCRIPTIONQTYUNIT OF MEASURECOST TYPEBID PRICEVENDOR LUMP SUM CONTRACTS COST TO DATE ESTIMATED FINAL COSTPROJECTED SAVINGS AT COMPLETIONPROJECTED OVERRUNS AT COMPLETIONCOMMENTSD IV IS IO N D IV IS IO N C O D E D E S C R IP T IO N QT Y U N IT O F M E A S U R E COST TYPE B ID P R IC E VENDOR L U M P S O M E C O N T R A C T S A S N E E D / T & MCOST TO DATE E S T IM A T E D F IN A L C O S T P R O JE C T E D S A V IN G S A T C O M P L E T IO N P R O JE C T E D O V E R R U N S A T C O M P L E T IO N COMME NT S DIV 15 17001-00 AERATION PIPING MATERIAL 100 LS M 579,568$ Morrison/Fergeson 604,042$ 604,042$ -$ 24,474$ Rise in Material Cost DIV 15 17001-00 BLOWER BLDG PIPING MATERIAL 100 LS M 108,130$ Morrison 166,990$ 166,990$ -$ 58,860$ Rise in Material costs, Temp Pipe, & Labor DIV 15 17001-00 HYDRONIC PIPING MATERIAL 100 LS M 17,628$ -$ -$ -$ DIV 15 17001-00 FILTER BLDG PIPING MATERIAL 100 LS M 792,875$ 678,671$ 792,875$ -$ -$ DIV 15 17001-00 DIGESTERS PIPING MATERIAL 100 LS M 109,159$ 99,582$ 109,159$ -$ -$ DIV 15 17001-00 WAS PIPING MATERIAL 100 LS M 111,907$ -$ 111,907$ -$ -$ DIV 15 17001-00 BIOGAS PIPING MATERIAL 100 LS M 20,469$ 3,072$ 20,469$ -$ -$ DIV 15 17021-00 TEST U.G. PRESSURE LINE 671 LF M 2,684$ Bowen 1,877$ 2,684$ -$ -$ DIV 16 16001-00 ELECTRICAL SUBCONTRACTOR 100 LS S 8,121,880$ Sweney 8,159,276$ 8,159,276$ -$ 37,396$ Sweney Change Order #1 & #2 28,637,227$ 19,996,818$ 3,571,940$ 27,006,962$ 1,280,851$ 338,440$ SAVE LOSE TOTAL:942,411$ 0 SAVING OVERRUNS BUYOUT SAVINGS / ADDERS 1,280,851$ 338,440$ EQUIPMENT & LABOR SAVINGS / OVERRUN -$ -$ CONTRACT CONTINGENCY 1,358,135$ -$ ITEMS FUNDED OUT OF CONTINGENCY -$ -$ PROJECTED NET TOTAL SAVING / USE OF CONTINGENCY 2,300,546$ -$ PROJECTED NET SAVINGS / USE OF CONTINGENCY CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. Contingency Starting Balance 2,028,108.00$ Contingency Add/(Remove) From Contingency New Balance Comments Additional Maintenance Bond (46,000.00)$ 1,982,108.00$ Temp Dewatering Press Rental (150,000.00)$ 1,832,108.00$ Electrical Subcontractor Change Order 1 (82,553.00)$ 1,749,555.00$ Thermal Gas Flow Meters (18,300.00)$ 1,731,255.00$ Network Security (25,522.00)$ 1,705,733.00$ Pipe Gallery Hydronic Line Replacement (41,700.00)$ 1,664,033.00$ Pipe Gallery Awning (6,249.00)$ 1,657,784.00$ East/West Digester Door Material (26,900.00)$ 1,630,884.00$ Pending Install LaborHorse Prairie Sewer Repair (272,749.00)$ 1,358,135.00$ Contingency Allocated to Date (669,973.00)$ Buy Out Savings / Over Run (from buy sheet)942,411.14$ 1878108Projected Labor Savings (from above)-$ Contingency Remaining (from above)1,358,135.00$ 2,300,546.14$ Current Projected Savings Contingency and Project Savings: 1424054 Valparaiso WWTP 06 Section 6: Guarantee Management City of South Bend Pinhook WTP Improvements CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. a) Explain how the Provider plans to address the guarantee for this type of project and how it meets Indiana requirements of IC 36-1-12.5. A guarantee ensures the project works as intended. If it does not, Bowen will correct any deficiencies per the contract. Bowen plans to address the guarantee for this project by utilizing the same process that we have used on our past Guaranteed Savings Contracts for water/wastewater improvements. Our team also has experience implementing guarantees on 100+ GSCs in Indiana. Operating costs savings include: reduction of future labor costs, future cost or revenues for contracted services, and future related capital expenditures. Based on our preliminary information, along with our Indiana GSC experience, we are confident that we can deliver a Savings Guarantee to the City that meets the requirements of IC 36-1-12.5. After Bowen gathers detailed information, documentation will be produced that includes the above savings for all conservation measures. Other work required to properly implement the conservation measure would be included in the guarantee because it is “causally connected” (I.C.36-1-12.5-0.7). To implement this GSC project for the City of South Bend, Bowen would recommend the following process: 1) Our engineers collaborate with United Consulting to evaluate the system 2) Discuss IDEM requirements to set expectations for the planning 3) A final list of conservation measures is generated 4) South Bend, United Consulting, and Bowen will finalize the scope 5) Value engineering is evaluated to reduce costs 6) Bowen delivers a report with guaranteed costs and savings 7) A project agreement is negotiated and authorized 8) The project construction begins utilizing open book pricing 9) Project construction savings are documented during monthly meetings 10) At completion all project construction savings and contingency are returned 11) Additional conveyance and treatment facility work can be completed with savings The Bowen process is very flexible and can be tailored to fit the specific needs of the City of South Bend. CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. b) Describe the methodology used to compute the energy baseline. Base year energy use is defined as, “energy consumption or demand during a period of any length before implementation of a conservation measure.” From there, we would estimate a base usage over the last two years. This would be the baseline when evaluating the Energy Conservation Measures (ECMs) provided in the GMP phase of the process. Examples of past WTP project baselines are available upon request. c) Described the cost for guarantee management, schedule for delivery and describe the report. The initial contract, including project savings, will be sent to the Office of Local Government Financial Authority 60 days after the contract is authorized. Based upon the expected scope of work for the City, the guarantee and reporting would be at no additional cost. One year after substantial completion of the project, Bowen will deliver the first audited report. This document would also be sent by Bowen to the Office of Local Government Financial Authority after authorization by the City. The report will be completed and sent out annually during the term of the guarantee. This meets the requirements of IC 36-1-12.5-10. Calculating and reporting savings is performed annually, as required. Minimizing audits to exactly what is required by code saves our clients time, resources, and money. Bowen’s reporting is done efficiently at no additional cost to our customers. Bowen has been successfully reporting Indiana GSCs for our clients since 2008. All of Bowen’s Guarantee reports have been approved by the Department of Local Government Finance Authority. Please feel free to contact Jenny Banks, Director of Communications, (317-234-4376) with the DLGF to discuss our relationship. Bowen’s history and experience reporting Indiana water and wastewater projects are unmatched by any other Provider. d) Note how an Energy Savings estimate will be prepared and applied to the process. In the past, Indiana Guaranteed Savings Contract clients went through a burdensome process, mandated by the Provider, for the tracking and reporting of guaranteed energy savings. This process required: • Reporting utility bills on a monthly basis • Immediate reporting of changes in the facility • Reporting of changes in the schedule of operation • Costly tracking costs with low value Bowen uses a process already implemented on most Indiana Guaranteed Saving Contracts. Our process uses detailed energy calculations documented by industry engineering standards, which are stipulated. This method: • Is per the statute IC 36-1-12.5-3.7 & IC 36-1-12.5-11 • Uses Industry Engineering Standards per IC 36-1-12.5-2.5 • Proves the Energy Savings Upfront • Is less burdensome on your staff • Allows owners complete flexibility in operating their plants • Drastically reduces the cost for reporting Most importantly, utility infrastructure is a dynamic asset that can change dramatically over the next 20 years. Using a stipulated approach eliminates the need for continuous and expensive recalculation of how those changes affect the guarantee. Bowen’s staff also has experience with specific measurement and verification of energy savings, and this approach can be implemented by Bowen, if needed. City of South Bend WWTP Improvements GSC CITY OF SOUTH BEND, IN EDISON WATER TREATMENT PLANT IMPROVEMENTS RFQ RESOURCEFUL. RESPONSIVE. RESULTS. Bowen performs our energy calculations with our own engineering staff. Teddy Deahl, Bowen’s Energy Engineer, is a “Certified Energy Manager” through the Association of Energy Engineering. Teddy’s reporting experience extends back to his work at the Office of Energy Development (OED). The OED was once the state agency where the savings reports were held. As of June 2015, the reports are now being tracked by the Department of Local Government Finance (DLGF). e) Note how an Operations & Maintenance estimate will be prepared and applied to the process. Bowen’s operational and maintenance savings calculation will reflect any operational savings or maintenance savings associated with this project. It shows actual expenditures from the municipal utility’s assets that are being replaced as part of the guaranteed savings project. By replacing assets that have experienced numerous repairs over the years, the utility will reduce maintenance costs and can use those savings as a source to justify the project. Bowen will apply this method to estimate operational and maintenance savings on the City’s project. f) Note how a Future Capital Expenditure Savings estimate will be prepared and applied to the process. Per the statute, we use Industry Engineering Standards, and in most cases, RS means estimating manuals. For each component in the system that is being replaced the annual savings value is calculated. The total of all of these components is the cost avoidance for the conservation measure. Bowen will apply this method to preparing a future related capital expenditure savings estimate. 07 Section 7: Appendix BONDING LETTER 2025 FINANCIAL STATEMENTS CERTIFICATE OF QUALIFICATIONS - CONSTRUCTION SERVICES CERTIFICATE OF QUALIFICATIONS - DESIGN SERVICES November 3, 2025 RE: Bowen Engineering Corporation 8802 North Meridian Street Indianapolis, IN 46260 To whom it may concern: Bowen Engineering Corporation is a highly regarded and valued client of Continental Casualty Company. Continental Casualty Company has an A.M. Best Rating of A XV and is listed on the U.S. Treasury Department’s List of Approved Sureties. We have had the privilege of providing surety bonds to Bowen Engineering Corporation for many years. Based on their current financial position, we would consider providing Performance and Payment Bonds up to $850,000,000 single project and support a $1,750,000,000 total work program. Naturally, we would expect that the execution of any final bonds would be subject to a review of the final contract terms, conditions, and financing by our client and ourselves. Any arrangement for bonds required by the contract is a matter between Bowen Engineering Corporation and Continental Casualty Company and we assume no liability to you or third parties if for any reason we do not execute these bonds. If you have any questions regarding this company and their performance history or capabilities, please feel free to give me a call at (317) 853-3668. Continental Casualty Company Robert l. Sherfick Attorney-In-Fact Docusign Envelope ID: 4673A7A6-0AD8-4A07-BE23-23D3DAEFD7EE for the twenty-seven month period stated herein, unless revoked by this Board for cause,and in the classifications of services stated below. This certificate supercedes any previous certificate. CERTIFICATION DATE EXPIRATION DATE THIS CERTIFICATE ISSUED BY THE STATE OF INDIANA, PUBLIC WORKS DIVISION CERTIFICATION BOARD, 402 WEST WASHINGTON STREET, ROOM W467, INDIANAPOLIS, INDIANA 46204, ALSO ACTS AS THE OFFICIAL NOTICE OF EXPIRATION. Tracy L. Cross, Executive Secretary Certification Board DAPW PQ2 State Form 3983R Rev. 07/06 CERTIFICATE OF QUALIFICATION to provideCONSTRUCTION SERVICESfor PUBLIC WORKS PROJECTSto the STATE OF INDIANA This Certification Board, having duly considered application for qualification in terms of apparent experience and financial resources; and under the applicable Indiana Code 4-13.6-4 and adopted rules of this Board, hereby issues a Certificate of Qualification to provide construction services to the State of Indiana for Public Works Projects to: Phone Fax Company Official 8802 N Meridian St 03-27-2024 Indianapolis, IN 46260 Bill Fyffe, Vice President of Operations 2026-06-27 12:00:00 AM Bowen Engineering Corporation (317) 842-2616 1541.01 Industrial Plants and Warehouses - no restrictions1541.03 Additions, Alterations, Remodeling, and Repair - no restrictions1542.01 Institutional Bldgs (Hospitals, Schools, Prisons) - no restrictions1542.02 Commercial Buildings (Offices, Stores, Restaurants) - no restrictions1622.01 Gen Contr-brdgs,vdcts,elvd hwys,rlwy,tnls - no restrictions1623.03 Sewers and/or Water Lines - no restrictions1629.03 Dam and Dike Construction - no restrictions1629.05 Sewage & Water Treatment Plant Construction - no restrictions1629.06 Pile Driving - no restrictions1712.01 Boiler System Installation - no restrictions1771.01 Concrete Construction - no restrictions1791.01 Erection of Building Structural Steel - no restrictions1794.01 Earthmoving and Land Clearing - no restrictions1794.02 Excavation - no restrictions for the twenty-seven month period stated herein, unless revoked by this Board for cause, and in the classifications of services stated below. This certificate supercedes any previous certificate. CERTIFICATION DATE EXPIRATION DATE THIS CERTIFICATE ISSUED BY THE STATE OF INDIANA, PUBLIC WORKS DIVISION CERTIFICATION BOARD, 402 WEST WASHINGTON STREET, ROOM W467, INDIANAPOLIS, INDIANA 46204, ALSO ACTS AS THE OFFICIAL NOTICE OF EXPIRATION. Tracy L. Cross, Executive Secretary Certification Board DAPW PQ2 State Form 3983R Rev. 07/06 CERTIFICATE OF QUALIFICATION to providePROFESSIONAL DESIGN SERVICES for PUBLIC WORKS PROJECTS to theSTATE OF INDIANA This Certification Board, having duly considered application for qualification in terms of apparent experience and financial resources; and under the applicable Indiana Code 4-13.6-4 and adopted rules of this Board, hereby issues aCertificate of Qualification to provide construction services to the State of Indiana for Public Works Projects to: Phone Fax Company Official 8802 N. Meridian Street 05-22-2025 Indianapolis , IN 46260 Carey Weddle, Chief Financial Officer 2027-08-22 12:00:00 AM (317) 841-4258 BOWEN ENGINEERING CORPORATION (317) 842-2616 CIVIL ENGINEER SITE DEVELOPMENT AND ROAD DESIGNSANITARY ENGINEER WATER SUPPLY, WASTE WATERTREATMENT AND ON-SITE DISPOSAL BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date: 03/17/2026 Name: Becca Plantz Department of Public Works – Engineering Division BPW Date: 03/24/2026 Phone Extension: 5998 Required Prior to Submittal to Board BPW Attorney X Attorney Name Michael Schmidt Dept. Attorney Attorney Name Purchasing Check the Appropriate Item Type – Required for All Submissions Professional Services Agreement Contract Proposal Open Market Contract Amendment/Addendum Special Purchase, QPA Bid Opening Bid Award Req. to Advertise Title Sheet Quote Opening Quote Award Reject Bids/Quotes Proposal Opening C/O & PCA No. PCA Chg. Order, No. Traffic Control Resolution Other: Public Hearing Ease./Encroach Required Information Company or Vendor Name New Vendor Yes If Yes, Approved by Purchasing No MBE/WBE Contractor MBE WBE Completed E-Verify Form Attached Yes No Project Name Edison WTP Improvement GSC Project Number 123-067 Funding Source State Revolving Fund and Water Capital Account No. Amount Terms of Contract Special Contract Provisions Purpose/Description Open submissions for Request for Qualifications from Providers of a Guaranteed Savings Contract for improvements to the Edison Water Treatment Plant. For Change Orders Only Amount of Increase Decrease $ ($ ) Previous Amount $ Current Percent of Change: Increase Decrease % ( %) New Amount $ Total Percent of Change: Increase Decrease % ( %) Time Extension Amount: New Completion Date: