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HomeMy Public PortalAboutWM_Crestview_RFP #23-04-28-PS_04282023_USB Waste Management Inc. of Florida 108 Hill Ave. Fort Walton Beach, FL 32548 Cover Letter April 28, 2023 City of Crestview City Hall 198 North Wilson Street Crestview, FL 32536 Attn: Maryanne Schrader, City Clerk Dear Ms. Schrader: Waste Management Inc. of Florida (WMIF/WM) begins this transmittal letter by thanking you on behalf of what could be your team at the WM - Fort Walton Beach Hauling District for the opportunity to present our proposal in response to the City of Crestview (City) RFP #23-04-28-PS for Solid Waste Collection and Disposal Services. WM has been privileged to provide solid waste services to residents and businesses in Northwest Florida for more than 55 years and during that time has established a record of service excellence that we aim to introduce to Crestview. Solid waste services directly affect every stakeholder in a city. Therefore, RFPs for solid waste services are never small undertakings and it is incumbent upon your next service provider to establish a guide to lead all stakeholders down the path in as trouble-free and positive a way as possible. WM’s wherewithal and network of resources, along with our extensive local and regional experience make us the right choice to be that guide. Our proposal details the ample resources to effectively service the City of Crestview including innovative technologies to better serve your residents and efficient procedures on and off the collection routes. You can be assured that residents, businesses, and City Staff will receive the best of the best: a robust customer service experience; outstanding collection services; an impeccable safety record that is second- to-none; support for innovative outreach and education programs; meaningful investment in your community; and proactive contract management - all at a highly competitive value. Winning the support of customers for the new contract will require gaining their trust and keeping it through operational excellence. We are committed to begin services on October 1, 2023, for a period of five (5) years, with an intent to earn the option to renew for five (5) additional years. The following chart illustrates how we are 100% committed to meeting your priorities and why we are the best partner for the City’s solid waste and recycling franchise provider. City Priorities for Your Service Provider and Why WMIF is the Best Partner for the City of Crestview Qualifications and Experience: Our commitment to service excellence has made us a valued partner for municipalities, residents, and business throughout Florida for more than 50 years. Our proposal describes our newly advanced Customer Service options, award-winning IT, cutting edge Safety programs, industry- leading vehicle and equipment maintenance programs, extended managerial “bench strength,” operational innovation, unmatched financial strength, government affairs expertise, and more. We believe you will conclude that the scope and quality of the resources we bring to the City will make WM the right choice for the new contract. City Priorities for Your Service Provider and Why WMIF is the Best Partner for the City of Crestview Past Performance: We are proud of our ongoing service for many of Crestview’s neighbors including the Cities of Destin, Mary Esther, Niceville, Okaloosa County. We encourage you to contact any of them so that you may learn firsthand about WM’s excellent record of service with other customers. Service Plan for the City: Through our extensive experience, we have learned the best practices for successful contract transitions, implementations, routing, public education, reporting and importantly, enhanced customer service from announcement throughout. For the City of Crestview, WMIF will offer exclusive franchise services to satisfy the City’s requested Base Proposal option as well as Alternates 1, 2, and 3. Additionally WM offers an alternate recommendation that features the highest level of technology and the best customer service for your residents and businesses. This alternative allows the City to maintain the twice a week solid waste service and weekly recycling and yard waste while upgrading to a fully automated pickup service, which is safer, more efficient and more cost effective for Crestview. Please refer to CRESTVIEW’S SERVICE SUMMARY found on page 27. Capabilities and Resources: With operations throughout Florida and the southeast, if there is a need, we can redeploy resources to Crestview the same day. With WMIF as your partner, Crestview will receive more than basic waste collection services. Your community will have an ally with unmatched resources that will give you peace of mind that your municipal solid waste and recycling will be collected, transferred, processed, and disposed of. WM’s ADDED VALUE AND ENHANCEMENTS: We will introduce the City to our newly announced Customer Service Digitalization that includes a WM’s customizable local website offering, as well as WM Smart Truck℠ Technology, and WM Waste Watch®. Safety: Safety is a core value for our company, and we understand the magnitude of the responsibility we have and strive to confirm that each task, piece of equipment, and company policy and procedure reinforces safe actions and behaviors. Fees for services: Our primary goal is to provide the best value in environmental services for Crestview. We have built our cost proposal to reflect this dedication by marrying quality services at reasonable rates that are sustainable, and that will help the City achieve your goals over the term of the Agreement. We acknowledge receipt and review of all requirements for this project as described in RFP #23-04-28- PS documents, all enclosures, as well as Addendum No. 1, dated April 14, 2023, and #2 dated April 25, 2023. WMIF has conducted all necessary due diligence to confirm material facts upon which our response is based. We are fully prepared and willing to perform the services described and enter into an agreement with the City of Crestview upon contract award. Please accept this as WMIF’s formal statement warranting that this proposal is a firm and irrevocable offer for 90 days from the date of the proposal opening. We are committed to earn your business, and our team is dedicated to going above and beyond to deliver best-in-class service for your community. Should you have any questions, please do not hesitate to contact me with any questions. We close this letter by thanking you again for this opportunity. Sincerely, Doug Rainer, Public Sector Senior Account Executive (850) 499-0277 | drainer@wm.com Cover Letter ........................................................................................................................................................................... i A Customer Service Experience For Tomorrow ................................................................................................................. 3 WM’s Commitment to the City of Crestview ...................................................................................................................... 12 Communications and Quality Assurance .......................................................................................................................... 13 Service Delivery Optimization: Quality Assurance Framework ........................................................................................ 21 Vehicles for Crestview ........................................................................................................................................................ 22 Automated Collection Carts for Crestview ........................................................................................................................ 25 Facilities for Crestview ........................................................................................................................................................ 26 CRESTVIEW’S SERVICE SUMMARY ......................................................................................................... 27 Company Qualifications ..................................................................................................................................................... 28 WM - In Northwest Florida ................................................................................................................................................. 30 WM - Fort Walton Beach Hauling District – Service Excellence for Crestview ............................................................... 31 WM’s Crestview Team – Your Route to a Seamless Transition ...................................................................................... 32 Putting People First with Robust Safety Programs and Technology ............................................................................... 34 Get Home Safe ................................................................................................................................................................... 34 References from Crestview’s Neighbors ........................................................................................................................... 38 Public Outreach Assistance for Crestview ........................................................................................................................ 44 Proposed Rate Sheet Form ................................................................................................................................................. 2 Proposer’s Acknowledgement Form ................................................................................................................................... 4 Attachment #1: Sworn Statement Florida Statutes On Public Entity Crimes .................................................................... 1 Attachment #2: Drug-Free Workplace Certification ............................................................................................................ 3 Attachment #3: Conflict of Interest Disclosure Form .......................................................................................................... 4 Attachment #4: Liability & Indemnification Form ................................................................................................................. 5 Attachment #5: Certification of Independence and No Conflict of Interest ........................................................................ 6 Attachment #6: Public Access Form ................................................................................................................................... 7 Attachment #7: Performance Bond ..................................................................................................................................... 9 Attachment #8: Bid Bond ................................................................................................................................................... 12 Attachment #9: Noncollusion Affidavit ............................................................................................................................... 16 Addendum Acknowledgement Form ................................................................................................................................. 17 Certificate of Good Standing .............................................................................................................................................. 18 Certificates of Insurance ..................................................................................................................................................... 19 Recognizing that Crestview has clearly stated how important quality customer service is for your residents and commercial customers, WM will feature this first, followed by our service plan for the City. A Customer Service Experience For Tomorrow In today's digital age, customers' service expectations are changing. Customers want a direct and seamless experience - anytime, anywhere, and on multiple platforms and touchpoints. WM has aligned with those expectations by transforming how we do business to deliver an unrivaled customer experience. WM has made significant investments in technology to create a robust omnichannel to meet our digitally conscious customers on their platforms – email, social media, live chat, and mobile apps. The WM Omnichannel Customer Service Experience positively impacts the quality of customer interactions by allowing us to reach our customers at every point of their journey, regardless of where they started. This digital transformation breaks down communication silos to put our customers at the center of what we do every day. It delivers the experiences customers expect while providing convenient, flexible, and efficient customer service solutions on their preferred channels - including personal one-on-one interaction. And as customer expectations and service trends evolve, WM can leverage the Omnichannel approach to develop forward- thinking solutions to construct a new customer service journey. WM Omnichannel: Customers Conduct Business How and When They Want Modern customers want to save time and expect 24/7 service and easily accessible solutions to their problems without wasting time on hold or explaining the same issue to multiple people. Our holistic strategy puts our customers in the driver's seat by allowing them to self-serve and handle routine issues at their convenience. WM’s Omnichannel Customer Service Platforms WM.com Offers seamless navigation and an intuitive way for customers to learn about services and solutions in their community. AI-Powered Virtual Assistant Chatbot Handles routine issues promptly and provides 24/7 customer service with automated responses to the most frequently asked customer questions. Knowledge Base Help Center Houses answers and videos to top customer requests about WM services as well as support articles by topic – products/services, understanding your bill, delays, and more. Live Chat Allows customers to skip email exchanges or wait in line in the call queue. With Live Chat, we can respond immediately to customer questions. WM’s Social Media Platforms Meets customers where they are and allows us to answer questions quickly. Customers can also stay updated about services and ways they can help protect the environment. Interactive Voice Response System (IVR) Seamlessly routes customers to self-service options and connects them with the right resources, links, or departments so we can limit call transfers and reduce wait times. Our IVR System is also equipped with convenient callback functionality, so customers never have to wait on hold during peak call hours. Customers can simply choose to be called back and "hold their place in line" while they continue with their day. Call Center Personal, one-on-one customer assistance for questions or service issues. My WM Offers simple and intuitive online account management for service requests, holiday schedules, online bill pay, autopay, notification preferences and more. We’ve added a new self-serve feature to My WM - bulk item pickup. Scheduling a Bulk Pickup with My WM is easy: 1. Login: Log in to your My WM profile. Select Manage My Services. 2. Choose Materials: Review the service rules and list of unacceptable items. Use the checklist provided to identify the materials you need to get rid of – once an item is selected, specific instructions will be provided. 3. Pickup Date & Payment: Use the calendar to choose your pickup date and add additional notes directly to your Driver. Review the costs (if applicable), approve the payment method (if a prepay is required), and confirm your order. My WM App Provides a personalized customer experience. With the My WM app, customers can: o Manage and use different payment methods with ease, including Apple Pay o Enroll in AutoPay and Paperless billing (if applicable) o Get service day updates so they know when to expect pickup o Request bulky item pickup, extra pickups, roll-off dumpsters, and more o View or change their existing services and schedules. WM Digital Customer Service Capabilities Residential Commercial Roll Off Manage Accounts Allows customers to add or remove WM accounts and manage all with your My WM Profile. Bi l l i n g AutoPay & Paperless Save time by receiving bills electronically and having them paid automatically. Signing up for both autopay and paperless can save customers some money, too. Pending Charges Be informed of one-time charges before receiving invoice. My Billing Provides access to current and past invoices, allows customers to save or update payment methods, and allows partial payments or pay multiple invoices in one. Bu y & A d j u s t S e r v i c e Adjust Service Things are constantly changing - including service needs. Our online options help customers adjust to change. COMING SOON! Extra Pickup Avoid hassles of an overloaded container by completing an online request for WM to come before your next service day. Bulk Item Pickup Schedule a time for WM to pick up large trash items that can't be recycled or repaired. COMING SOON! Container Repair If your container needs care, visit us online to schedule a repair or replacement. COMING SOON! Roll Off Requests Schedule an exchange or removal of a roll off container online, where you choose the date and see estimated costs. Se r v i c e D e t a i l s View ETA & Schedule Stay informed of when WM is stopping by - including holiday, weather, or other service schedule changes. View Service Visuals Customers can see their container the way our drivers see it with photos and videos. COMING SOON! Co n t a c t Manage Contacts Assign a service contact or billing contact, or both. Customers can easily make changes at any time to ensure the right people are contacted with the right information. Communication Preferences Customers stay informed by receiving the information they want to receive and how they prefer to receive it. Feedback Let WM know what you think – we are all ears! We want to keep doing what the customer likes or work to improve where there may be opportunities. WM.com: Mobile App: A Dedicated, Local Website for Local Services As part of our digital transformation, WM has created dynamic, easy-to-navigate WM customer websites. These tailored-to-your- municipality websites provide a single access point for service information and the mechanism to request assistance 24/7 with self-serve customer service solutions. Further alleviating the need for a local call center, with a WM customer website, you can: • Personalize your website: Your WM customer website is designed and custom-built to showcase your community, services, solutions, and special programs. • Promote self-serve customer service solutions: Your WM customer website is the first line of support, empowering customers to access information on demand, find answers on their own - at their convenience - request services, and resolve issues with zero to minimal waiting time. • Provide helpful resources and service information: Your WM customer website is the information hub for all information regarding services - from collection schedules, including holidays or any special events such as holiday tree collection, to bulk item collection information (if applicable), to any service delays. The website can also inform of where to place carts/bins and acceptable and non-acceptable items. • Help lead the way to a more sustainable community: Your WM customer website links directly to WM's Recycle Right® recycling education program, providing your community with access to recycling resources, making it even easier to recycle right and reduce contamination. As an added convenience, WM staff will share access to our web content for cross-promotion on your website. Connecting directly to WM’s information will save Crestview staff time and confirm your community continuously receives accurate and consistent information. Your community’s website is the digital gateway for residents to self-serve through WM.com, make service requests, pay their bill, set personalized service notification preferences, and more. Answering questions, finding service information, and utilizing local services should be easy. WM’s local website will give your community the information and tools they need - when they need them. Cutting Edge Customer Service Center with Personalized, Convenient Solutions At WM, we know that excellent customer service means going beyond meeting our customers' basic needs and providing personalized, knowledgeable, convenient, and proactive service. That's why our WM’s tailored-to-your-City websites provide a single access point for service information and 24/7 self-serve customer service solutions. Shown here are quick access links to make payments, report missed pickups, get general assistance, and more, as well as general Service Guidelines and Instructions for your residents. In a franchise implementation, not all functions will be useful for all residents, but improvements are being released regularly. state-of-the-art Customer Service Center is equipped with the latest customer support software and a well-designed, intuitive call flow that allows our Customer Service Representatives (CSRs) to provide customers with the right information or resolution they are looking for right away. Customer Service Center Availability Our Customer Service Center is open Monday through Friday during normal business hours - the Center is closed on nationally observed holidays. However, our easy-to-use self-service channels - WM.com, My WM, Virtual Assistant chatbot and more - are available to support customers’ needs 24 hours a day, seven days a week, 365 days a year. As one of Northwest Florida’s largest solid waste and recycling service partners, WM prides ourselves on customer service and environmental stewardship. Our regional customer service center is located in Tupelo, Mississippi, but our local office is located in Fort Walton Beach, Florida. In the event of an outage at our regional customer service center in Tupelo, WM maintains other customer service centers throughout the United States that can support Crestview calls, if needed. Our technology infrastructure allows calls to be rerouted among WM call centers in other regions in the event of an emergency (e.g., power outage, natural disaster, etc.), creating system redundancy. The CSRs have access to our Knowledge Management Tool, “Green Pages,” and can assist Crestview customers at all times with community-specific information. Professional, Well-Trained Customer Service Representatives Our Customer Service Center is staffed with professional, well-trained CSRs who deal with complex issues that cannot be resolved online. They place our customers at the center of what they do every day, take the right steps to understand our customers' unique needs and make the best decisions to address and resolve issues during the initial interaction. Follow-up calls are rarely needed due to WM’s customer relationship management. Our six-week onboarding training program, continual learning, and training opportunities allow WM to lead the way in customer service and ensure that our CSRs are ready to support customers with professionalism and a customer-centric focus. Comprehensive Investments in Customer Service Technology WM has made operational and capacity-building investments to customer service technology to better serve our customers by strategically connecting them to the right information at the right time. Onboard Computer Technology for Constant Contact with Drivers and Vehicles WM's onboard computer technology allows us to improve workflow efficiency, reduce emissions in the communities we serve, and makes it easier to provide effective solutions for our customers by: • Obtaining real-time information related to all truck locations, stops serviced, service status • One-touch cart service verification • Proactively generating service tickets for cart repair or replacements for customers • Centralized customer service for immediate and efficient issue resolution, including on-call requests, rerouting, and customer service needs Integrated Knowledge Management Systems Green Pages is accessible to all WM CSRs nationwide, enabling our nationwide network of experienced CSRs to instantly access service-related information, allowing WM to provide consistent, accurate information during the most critical emergency situations. Green Pages is accessible to all our CSRs nationwide, enabling our nationwide network of experienced CSRs across to instantly access service-related information, allowing WM to provide consistent, accurate information during the most critical emergency situations. People First: Our proud, caring, and resilient CSRs are the foundation of our customer service success. That is why WM has partnered with Genesys, a global leader in workforce engagement management, to gain greater insight into our CSRs' professional and personal needs. Genesys’ AI-powered customer interaction management platform allows us to create strategic data-driven workforce plans, which is invaluable to delivering proactive, predictive, and personalized customer experiences while elevating our CSRs' experience and engagement. Our Customer at a Glance (CAAG) KMS incorporates customer data from key WM systems into a single application, allowing our CSRs access to comprehensive customer information, including customer invoice and payment history, WM’s integrated billing system, Mid-Atlantic System (MAS), and onboard computing that captures service history and service statuses. With CAAG, CSRs are also able to manage first-call resolutions for customers regarding: • Administrative actions (online pay/autopay/paperless invoicing • Bulky/large item collection • Commercial – extra pickup, service changes • Holiday schedules • How to Recycle Right • Service schedule changes • Service/pickup schedule • Sustainability education • Weather and natural disasters alerts WM Smart Truck℠ Technology WM Smart Truck℠ is our state-of-the-art smart technology that helps communities ensure the cleanliness of their streets and stormwater systems, reduce contamination, and identifies recycling opportunities. This smart technology enhances our customer service by: • Educating customers on how to care for their trash and recycling • Equipping drivers with the tools to capture real-time service opportunities via recorded images • Providing CSRs with the technology and tools to resolve issues quickly and accurately through service verification ▪ How WM Smart Truck℠ Works WM Smart Truck℠ technology captures footage of customer containers as they are tipped into the truck during service. Technicians review the footage to ensure materials are placed in the correct container and collected successfully. This information is never shared. If a cart associated with a service address is overloaded or has non-acceptable material inside, customers receive educational notifications. WM Smart Truck℠ Customer Communications WM has created customizable WM Smart Truck℠ customer educational communications to strategically collaborate with our customers and help build awareness of the importance of placing the right materials into the right cart. Our Customer Experience Performance WM utilizes key performance metrics and customer feedback to improve CSRs’ training, coaching, and call quality to enhance our customers’ experience. This invaluable data provides actionable insights which drive our decisions around the customer service journey. Our proprietary Smart Truck℠ technology captures video and photo of every collection. Key Performance Metrics Accountability through Leader-led Monitoring CSRs are monitored a minimum of four times per month. As part of that monitoring session, employees are evaluated on 72 talking points and scored on a scale of one to four. Leader-led monitoring sessions provide immediate feedback on call handling to foster an excellent customer experience. Customer Service Scorecard Each CSR receives a monthly evaluation of individual performance with actions and opportunities to develop and improve. The Scorecard is balanced between quality, scheduled adherence, efficiency, and sales. The Scorecard is composed of four qualifying sections: o Quality Assurance o Resource Management o Efficiency o Qualitative Professional Development Average Speed of Answer (ASA) We strive to answer customer calls as quickly and efficiently as possible. We monitor our performance by evaluating all callers' average answer speed in seconds. Live Chat Response Rate We strive to answer each live chat as quickly as possible. We monitor our performance by evaluating our speed in responding to each incoming conversation. Email Response Rate We strive to respond to all emails, even those received during non-operating hours, as quickly as possible. Customer Experience Analytics: Voice of Our Customers Survey WM invites more than 100,000 unique customers to fill out our Voice of Our Customers survey every month to understand expectations, perceptions, and satisfaction points, and gain insight into areas for improvement. The survey initially focuses on core questions related to the customer’s overall relationship with WM, then expands into targeted questions regarding the customer’s service experience with our company. This survey provides WM with unprecedented insights to develop proactive solutions to not only meet but exceed customer expectations every day. Bulk Waste Proposal WM includes the collection of bulk waste once per household per quarter included in our rates. To enhance customer service WM also offers to manage additional, appointment based, bulk collection at a rate of $15.00 per cubic yard, that can be scheduled at the customer’s convenience. WM proposes a two (2) cubic yard limit on bulk items similar to the yard waste specifications. We will administer this program and provide the required notification and tracking of all such bulk pick-ups. WM’s Commitment to the City of Crestview WM aims to earn your confidence for the City’s Franchise Agreement to provide solid waste collection, transport, and disposal services for Crestview's residents and businesses. We are equipped and can prove our capability to service the City of Crestview for the five (5) year contract term commencing on October 1, 2023 and would aim to continue with the option of one, five (5) year renewal term. We are prepared to provide new receptacles by the start of the contract and facilitate solutions for the options that the City is considering. We acknowledge that our services will be provided for the City of Crestview’s nearly 10,000 residential accounts, over 500 commercial hand pick-up accounts, and the roughly 800 commercial dumpster accounts. As mentioned, WM will offer exclusive franchise services to satisfy the City’s requested Base Proposal option as well as Alternates 1, 2, and 3. Additionally WM offers an Alternate #4 recommendation that features the highest level of technology and the best customer service for your residents and businesses. This alternative allows the City to maintain the twice a week solid waste service and weekly recycling and yard waste while upgrading to a fully automated pickup service, which is safer, more efficient and more cost effective for Crestview. We have presented Crestview our robust Customer Service solutions that offer call center capabilities complemented by anywhere, anytime, on any device access for those that prefer to go online. In addition, daily communication with City staff as needed will be provided by our WM - Fort Walton Beach Hauling District offices. CRESTVIEW – WM HAS YOU COVERED! Communications and Quality Assurance All vehicles must be equipped with good working communication devices. The Contractor shall provide their City Liaison and Route Supervisors with proper communication devices so the City representative and office personnel can communicate with the Proposer’s supervisor or liaison during working hours. The following represents the preferred method for ensuring quality assurance. Each Proposer may provide an alternative method to achieve an equal level of assurance. Proposers should be clear in the provision of this section within the proposal. Industry-Leading Onboard Technology for Crestview You do not have to look hard to find innovation in the automobile industry. Just as your personal vehicle has progressed, so have WM vehicles. Our fleet’s technology needs are specific to the services we perform, requiring us to custom develop and implement advancements based on what matters most to WM - our partners and customers and our ability to deliver safe and efficient collection services with outstanding customer service. State-of-the-art trucks alone are not enough to meet expectations. Through our comprehensive operations framework, Service Delivery Optimization (SDO), we harmonize the technology used onboard our trucks with our logistics management processes, and the skills of our drivers. With technology, processes and people working in sync, we are able to maximize safety, customer service, and efficiency while collecting Crestview routes. Onboard Computing System Provides Real-Time Driver Feedback Our fleet of trucks for Crestview is equipped with our onboard computing system (OCS), which enhances communication between our operations and customer service teams. OCS replaced paper route books with electronic route sheets that are updated in real time. Collection drivers see all stops and service tickets on their touch screens, which can be updated remotely and in actual time by our route managers and dispatchers. Drivers use their OCS to log completion of each service performed. OCS is also a key tool for noting and communicating route exceptions such as blocked containers and contamination. Each exception has a designated code. Drivers log the appropriate code at the time of collection and have the option to add supplementary notes. If OCS becomes unavailable, our drivers use a traditional paper route sheet to perform scheduled collections and manually enter routing exceptions. Our Route Management Systems – Operational Efficiency at its Finest With more purchases being made electronically, many of us have started tracking the status of our deliveries online, and for the first time, we have had visibility into the complex logistics behind each shipment. When we are anxious to receive a package, we watch every stop from the point of intake, to transfers at regional distribution centers. Just as we depend on mail carriers to deliver packages on time, the City depends on WM to collect waste and recyclables safely, efficiently, and on time. Behind the scenes, WM meets these customer expectations with the help of our state-of-the-art technology and software. Our entire fleet is equipped with an onboard computing system (OCS) – touch screen tablet technology that enhances real-time route management and communication between our operations and customer service teams. Through OCS, we use eRouteLogistics® software to build and maintain our routes and Plan Versus Actual (PvA) technology to manage collection routes in real time. In addition to confirming material is collected on time with fewer missed collections, our route management systems benefit the County through: • Operations Efficiency: Designing and utilizing the most efficient route means lower cost for customers, less wear and tear on streets, and the ability to avoid heavy traffic patterns. • Environmental Savings: Operational efficiencies gained through our routing process have immediate positive effects on the local environment. Fewer miles driven means reduced greenhouse gas emissions. • Safety Improvement: Routes are planned in line with company safety policies and protocols. Our routes accommodate traffic patterns and traffic flow, as well as avoid high pedestrian traffic hours at locations such as schools, playgrounds, and parks. eRouteLogistics®: Routing Software that Reflects Real-Time Developments WM utilizes eRouteLogistics® to develop, manage, and modify routes. The software is used daily by our operations team to ensure that each route is well-maintained and adjusted to reflect new developments and changes in service levels, customer counts, and traffic patterns. The eRouteLogistics program uses specialized software and a process analysis that bases routing and rerouting on: ►Travel Distance ►Travel Time ►Disposal Operations ►Vehicle Capacity ►Time Windows and ►Waste Stream. eRouteLogistics displays customer locations in a user-friendly map through a variety of coloring and labeling options and allows users to visualize existing and future routes. Updated in near real-time, eRouteLogistics enables our route managers, drivers, dispatchers, and customer service representatives to resolve any questions or concerns our customers or municipal partners may have concerning routes. This web-based application integrates with our billing and customer database, Mid-Atlantic Services (MAS). MAS provides daily updates to eRouteLogistics to capture new customers and service level changes. eRouteLogistics features mapping capabilities supported by Microsoft’s Bing Maps technology. Mapping is automatically updated via Bing Maps to reflect road changes and new community developments. Plan vs. Actual Technology: Managing Route Progress in Real Time Using our Plan Versus Actual (PvA) technology, route managers and dispatchers can track every stop on the route virtually. By following the same route order every service day, we create consistency in service and increased customer satisfaction. PvA software displays how closely the driver followed the route, where there were delays of more than 10 minutes, and where the driver had to deviate from the route. Coaching consistency is important, and our general goal is to run the route at least 90% as designed. The graphic to the right shows the PvA tracking for an actual route. A route order is typically denoted by blue squares (representing each account on the route). The order in which stops are serviced is denoted by the orange squares (based on when the driver "statuses" the stop, meaning, completed the pick-up). The driver updates the status of each container as it is collected. That route information is shared almost instantly with the customer service center, so when a customer calls, our customer service representatives know what has happened on the ground. This helps the route manager track down disputed calls and helps the driver eliminate missed pick-ups. Real Time Flexibility for On-Time Collections We know not every day goes smoothly. Traffic can slow a driver on their route. A driver gets sick and the route still needs to be serviced. Route managers and dispatchers can take a portion of a route, or an entire route, divide it up among other trucks, and seamlessly drop those stops onto the other drivers' tablets. This puts the customer first, allowing us to quickly react to all situations. Additionally, route managers and dispatchers have access to each driver's tablet and can track how many stops are on their route and progress to completion. While sitting at their desk, our operations team can see where our trucks are located, the stops already completed, and the day's work left to be collected. By dropping an electronic ticket on the map, the software pinpoints the location of the issue and gives our operations team the tools needed to re-route the work to the nearest truck. Our drivers already service the areas around Crestview and are familiar with the City to make certain your customers will receive excellent service. With the help of our route management technologies our drivers, route managers, and customer service team work together to meet your service expectations of on-time collections delivered in a safe and efficient manner day-in and day-out. Onboard Computing System Dispatch Streamlines Routing Communications Our onboard computing system dispatch (OCSD) software application is the system that aggregates all the data generated by our drivers via their onboard units (OBU). Vehicle information is transmitted in near real time from the OBU device back to our OCSD application in our high-tech Centralized Dispatch Center. It is used by our route managers, dispatch, and customer service teams to make routing decisions and modifications in real time, answer customer questions, and develop new and modify existing routes for efficiency based on historical data. This system connects our dispatch operations, to our customer service center, to each truck, and even to our customers. It is done seamlessly using technology that communicates directly with the truck’s computer and driver and allows the dispatcher to see where our trucks are located and how they are progressing on their route. A phone call to the customer service center creates an electronic ticket sent to the dispatcher. The dispatcher reads the ticket, researches the situation using data from driver tablets, and determines who can best handle the issue. The dispatcher talks with the drivers and can “drag and drop” the electronic ticket onto the driver’s tablet; push-to-talk technology gives the dispatcher quick direct access to each driver. Our operations specialists and dispatch teams work together to keep a watchful eye on multiple residential, commercial, and roll off services and routes daily so that they can easily troubleshoot issues if they arise. Every dispatcher or operation specialist can access the same information providing continuous seamless coverage if someone is on a break, or during an all-hands situation like an emergency or weather event. WM Smart Truck℠ Technology: Collections Made Smarter As the industry leader in developing innovative technology to improve our customers’ experience, WM has unveiled the WM Smart Truck℠ - a proprietary autonomous service data collection platform that makes commercial collection smarter, safer, and more efficient while improving service quality, which will debut on Crestview’s new commercial collection trucks under this agreement. Smart Truck technology documents service data and customer setout behavior through sensors and onboard cameras to provide service verification and overage and contamination recognition. WM then reviews the data collected on route, including vehicle location and photo and video documentation of service. If an issue is identified, such as contamination or overage, the customer receives a notification based on customer communication preferences. Additionally, Smart Truck assists with safety and beautification efforts through identification of unsafe and/or unsightly containers by physical address for proactive repair or replacement. WM is at the forefront of developing and implementing sustainable technologies that are revolutionary in the environmental services industry, and Smart Truck is the latest in those continual efforts. The Benefits and Value of Smart Truck℠ CUSTOMER SERVICE INNOVATION: WM Smart Truck℠ technology documents every collection stop and shares that data – including real-time positive service verification and documentation of any collection issues – with customers through the notification channel of their choosing. This allows for a more open and transparent relationship with customers with consistent and direct communication. COMMUNITY HEALTH & SAFETY: WM Smart Truck℠ protects community aesthetics as camera monitoring allows us to proactively identify containers that are overflowing and cause unsightly litter and odors. It is safer by automating processes that keep our drivers in the cab so they can focus on operating their collection vehicle and monitoring their surroundings, decreasing injury risk as drivers are not exposed to traffic and avoid lifting containers manually. TARGETED EDUCATION & OUTREACH: WM Smart Truck℠ improves waste-related decision- making with a focused, tailored education program in response to documented issues, such as contamination or overages. Direct notification with customized education messaging makes for a more personal connection with the customer and increases the likelihood they will take real action and change behavior, improving diversion from landfills, and right sizing their trash services. RATE STABILIZATION: WM Smart Truck℠ technology allows us to identify what residents put at the curb, confirming that customers are subscribed to the appropriate service levels based on their waste generation. After an initial 60-day intensive education and outreach campaign to launch the program, customers who continually overfill containers or place contamination in recycling or organics carts are subject to a charge, ensuring residents with incidents pay their fair share. WM Smart Truck℠ Camera Technology Many customers find that WM Smart Truck℠ camera technology for service verification negates the need for the added cost of RFID technology. WM has included this feature as required but would welcome the opportunity to further discuss if the City is interested. A Targeted Education Strategy Key to the WM Smart TruckSM program is pairing innovative technology with a strategic, targeted education program. To shape waste-related decision-making and effect actual change, we must create a personal connection with the customer (custom messaging) while providing real data and feedback (photos/video) and clear education to follow. These efforts increase the likelihood that residents take real action. Reducing Contamination for Cleaner Recycling Streams Contamination can ruin entire loads of recyclable materials and causes extreme problems at recycling facilities, including safety issues such as fires from hazardous materials (batteries) or tangling (plastic bags) in sorters that must be manually cut out - a dangerous task for facility workers. With WM Smart TruckSM, contamination enforcement and education are made easy with: • A standardized review process with checks and balances to identify contamination at the curb • Account-specific photos that allow us to educate customers about contamination and recycling right • Ability to identify top contaminants by route to target outreach in your community HOW SMART TRUCK TARGETS CONTAMINATION 1 2 3 4 5 A list of non- acceptable materials in recyclables specific to your community is developed If potential contamination is identified in a container, a trained technician reviews footage of cart’s contents A second trained technician reviews the first technician’s findings and contamination is verified, if warranted Notification is sent to customer via email (includes video of incident) Customer receives contamination charge as applicable per the contract (after initial 60-day education campaign in your community) Customers can be notified of any service issues via email or text within 24 to 36 hours of service. Customers can set their preferred channel of communication (email, text, or phone) online at wm.com/us/mypreferences. QUALITY CONTROL MEASURES How can you tell if a cart is contaminated? ▪ Mounted cameras record service ▪ Every collection is reviewed and tied through GPS to a specific service address ▪ Picture at right shows sample image identifying contents of a contaminated container collected from a service address and placed in truck One in four items that consumers place in recycling containers is not recyclable. What happens when a service issue is detected? ▪ Dedicated team of trained technicians reviews the images from each route daily for overfilled containers, contamination, damaged containers, graffiti, recorded service levels, and more ▪ Any identified contamination is verified by a second technician What quality control is in place to ensure accuracy? ▪ Our service consultants are trained to carefully identify service issues and contamination ▪ We have standard protocols for assessing every situation with built-in checks and balances to ensure accuracy PRIVACY & PROTECTING CUSTOMER DATA Is this the first-time cameras have been used on WM collection trucks? No. WM has used cameras on trucks for almost 10 years. We use mounted cameras to improve safety by assisting our drivers with rear and side-view perspectives, and documenting driving incidents. What about privacy? WM will never share the images or customer information with third parties for marketing or data mining. The photographs or videos are only used to educate and inform customers to improve collection service, recycling, and diverting materials away from the landfills. Smart Truck Outreach Campaign Raises Program Awareness, Sets Expectations The WM Smart TruckSM program begins with a 60-day intensive outreach and education campaign focused on raising awareness of the WM Smart Truck SM program in your community. This period will set clear expectations and minimize any surprises to customers while setting a foundation for the program. PROPOSED ROLLOUT: FUNDAMENTAL TO BEHAVIOR CHANGE & SUCCESS 60-Day Education Period • Program introduced to customers via postcard/email • Additional education: social media, municipal and WM websites, press releases, etc. • Customers guided to wm.com/mywm to enable digital communications • Customers with contamination and/or overages are warned and are advised they may be charged following education period Evaluation Period • WM to send key data collected during education period, including # of overage and contamination notices sent • Identify customers with multiple incidents (may require additional education) • Develop a plan to go live with enforcement charges Go Live • Customers with contamination and/or overages will receive electronic notifications of charges, and will see them on their next WM invoice • Continued education provided to customers on how to prevent overages and recycle right, including social media ads, newsletter articles, and more Suite of Education and Outreach Communication Materials Following are a few samples of the Smart Truck program’s education and outreach communication materials. Social Media Resources Email communications Postcard Service Delivery Optimization: Quality Assurance Framework WM focuses on four performance principles in all our operations: Safety, Service, Savings, and Satisfaction. To meet the goals of each of these principles, we use a comprehensive quality assurance operations framework - Service Delivery Optimization (SDO) - to define, track, and measure every aspect of our operations to enable us to monitor for continuous improvement. SDO is a marriage of technology and management to drive employee engagement, knowledge sharing, and accountability, which give all our team members the mindset to meet and exceed our customers’ expectations. SDO was developed based on our extensive research of best practice operations from businesses with expertise in logistics, employee engagement, and service delivery. The system, which is unique to WM, will help us meet the benchmarks set by Crestview. SDO creates an environment that focuses on continuous improvement and provides metrics so we can coach everyone from our drivers to our district managers. The SDO mindset encourages all employees to communicate their setbacks as well as their successes, which helps them unleash their potential. While a setback means that something went wrong, it also offers an opportunity for improvement by figuring out why it happened, learning from it, and making changes to prevent it from happening in the future. Alternatively, when something goes right, we celebrate success to encourage repeat behavior and share best practices. Rather than seeing the success of others as a threat, we want our employees to consider their successes as inspiring and a source for learning. By integrating technology and logistics management processes with the skills of our drivers, we improve safety, facilitate real-time accountability, set clearer expectations, and enhance employee communications, all of which ultimately maximize customer service and satisfaction. SDO Management Procedures WM takes pride in providing exemplary service. To manage and track our performance, we utilize SDO as our proprietary best practices management tool. If an issue does arise, our SDO management procedures are: Service Metric SDO Procedure SDO Value Safety Safety metrics, both present and past, are summarized weekly and monthly. The report includes the total recordable injury rate (TRIR) and the vehicle accident rate report (VARR), which address injuries and accidents, respectively. Our goal is to return every employee home safely to their family and friends at the end of every day. As part of SDO, we use established safety metrics to measure and manage our operational performance. Managers and drivers discuss these metrics at daily launches. Service Metric SDO Procedure SDO Value Missed pickups Our operations team creates a report on a daily, weekly, and monthly basis. The results are posted by route and driver name in the drivers’ meeting room to inform all our drivers where we are missing customers. This creates transparency and peer-to-peer accountability. Our route managers actively engage with drivers regarding missed collections. Drivers also participate in coaching and mentoring their team members. Noise and spills We track noise and spill complaints through our customer service complaint log and report them to Crestview as required. Tracking noise and spill complaints gives our management team insight into incidents that need to be resolved before they become a nuisance for your community. No can out percentage (NCO) The daily NCO report tracks the percentage of a route that was reported as “no can out.” This data helps to inform operational compliance and identify trends. If the route is showing a high percentage of “no can out,” route managers will conduct a “walk and talk” with our drivers on the route. High percentages of NCOs may signal missed collections, a situation requiring immediate correction. Daily efficiencies dashboard All efficiency data is combined into one daily dashboard report, including homes collected per hour based on each route’s efficiency goal, total daily idle time by truck, and route sequence compliance (Plan vs. Actual). To confirm we are routing for safety, service, and savings, our operations team meets every morning to review and discuss the daily dashboard and make route adjustments, if necessary. Truck weights This daily report lists the weight of every load from the previous day by truck. The report enables the operations team to review truck weights to confirm they are within legal limits. Fleet maintenance reports Every morning, we track the number of trucks that depart for collections versus those needing repair. This data is summarized weekly. Route managers use this report to coach drivers on proper maintenance protocol. We need drivers to anticipate repairs to avoid disrupting collections. SDO Drives Real Results While the information we capture is critical to each aspect of our business, what sets WM procedures apart is the automated integration of that information into all aspects of our operations. The data from our drivers not only provides task completion details, but it is also then automatically integrated throughout all WM systems. Our significant investment in the technology that facilitates this provides the information we need for improved safety, timely and detailed service reporting, cost savings, and ultimately enhanced employee and customer satisfaction for Crestview. Vehicles for Crestview The following charts outline the collection vehicles that will be dedicated to servicing the City of Crestview. Make/Model Materials Collected Truck Type Peterbilt 520 | CNG Fuel Automated side loader (ASL) 31 cu. yd. capacity MSW/Garbage/Recycling 7 in Crestview Automated Side Loaders Make/Model Materials Collected Truck Type Peterbilt 567 | CNG Fuel Rear loader 28 cu. yd. capacity Bulk Waste 2 in Crestview Rear Loaders Peterbilt 320 | CNG Solid Waste and Recycling Commercial Dumpsters 3 in Crestview Front End Loader Peterbilt 567 | CNG Fuel 30-40 cu. yd. capacity Commercial Roll Offs and Compactors Solid Waste and Recycling As needed in Crestview Roll Off Trucks Peterbilt 548 | CNG Fuel Heavy duty grapple loader Boom/Claw truck Residential Vegetative Waste and Large Bulk Waste Items 1 in Crestview Claw Trucks Freightliner M2106 | CNG Fuel Stake Truck Cart And Container Deliveries As needed for Crestview Stake Trucks Preventive Maintenance to Keep Vehicles and Equipment Safe WM has a comprehensive Preventive Maintenance Program for vehicles and equipment. Disciplined adherence to the program and associated tasks help us reduce breakdowns within our fleet and provide Crestview with safe and efficient services. Our program establishes a systematic procedure to minimize all vehicle and equipment failures by monitoring the current conditions and correcting defects before they develop into safety concerns or costly repairs. Our maintenance team performs regular quality control audits and self-inspections for compliance of our maintenance programs, enabling us to identify areas of improvement and correct deficiencies. Our Preventive Maintenance Program complies with all applicable state and federal requirements, and includes: Preventive Maintenance Intervals: These intervals are based on vehicle or equipment utilization by hours and/or days. Intervals are increased in the frequency in areas where severe operating conditions exist, such as extreme temperatures, poor road conditions, etc. Investing in Our Fleet Each year, WM invests roughly $600 million in vehicle and equipment maintenance. These investments in our fleet safety, driver training, and onboard equipment have resulted in a 57% reduction in vehicle accidents since 2007. Daily Driver Inspections: Before and after each shift, drivers are required to conduct a standardized safety and maintenance check of vehicles and report on any items that may need service. Any defects found during inspections are noted on the inspection form and transferred to a work order for a scheduled repair. Safety-related defects result in the vehicle being removed from service until repairs are completed. Fluid Sampling and Filter Changes: Our program requires scheduled fluid sampling and filter changes at specified intervals. Leak Prevention: After operating for 200 hours, each of our collection vehicles undergoes a spill and leak prevention assessment. Mechanics inspect and replace worn hoses - prior to the manufacturer’s recommendation. Drivers check their vehicles daily for leaks, including during pre-trip and post-trip inspections. In-Field Repair Response: If a driver experiences an issue while on a route, he/she calls into dispatch immediately to report the problem. Our in-house maintenance shop will dispatch a mechanic out to the driver immediately to make the necessary repairs. If repairs cannot be completed in field, a backup collection vehicle will be deployed. Customers depend upon us to pick up and safely recycle or dispose of their wastes; but they often fail to notice our workers performing these essential tasks. Although vehicle and equipment maintenance may seem like common sense, it is an expensive and labor- intensive task that many companies delay, discount, or even eliminate – but it is imperative to the safety of our employees and customers that these preventive measures are completed. Environmentally Sound Maintenance Procedures WM has implemented several environmental procedures for fleet maintenance, including: • Use of synthetic or semi-synthetic fluids that allow extended oil drain intervals in engine transmissions, differentials and hydraulic systems and reduces the amount of virgin petroleum stock required • Collection and recycling of all fluids collected from vehicle maintenance by licensed recyclers • Used oil filters are drained and scrapped, per regulations • All filters placed in drain basins to prevent environmental pollutants from entering streams Fleet Maintenance Facility Our WM - Fort Walton Beach Hauling District facility has its own maintenance center to support our compressed natural gas (CNG) fleet. The maintenance property includes: • A 10,000 square-foot maintenance shop that services 51 collection vehicles • 6 repair bays • 16 certified technicians • Operates 20 hours per day (2 shifts) Monday through Saturday WM’s Preventive Maintenance Program is consistent with the standards and procedures recommended by the Technical Maintenance Council (TMC) of the American Trucking Association and encompasses the mandatory Department of Transportation (DOT) inspection criteria set forth in Section 396 of the Federal Motor Carrier Safety Regulations (FMCSR). Automated Collection Carts for Crestview Why WM Recommends Automated Collections Customer Benefits ✓ Safer - no more lifting heavy bins or cans ✓ Carts are wheeled and easier to roll and reposition ✓ Attached lids help keep pests out and reduce fly-away litter ✓ Carts can hold more material than cans and come in a variety of sizes to meet customer needs – the automated side loader mechanical arm can lift up to 2,000 pounds Community Benefits ✓ Safer, quieter, more modern collection ✓ Greater curb appeal with a more uniform look on collection day ✓ Cleaner streets with less wind-blown litter ✓ Reduced truck traffic - more efficient service means fewer trucks and less drive time ✓ Lidded carts keep materials dry – material reaches recycling plant in optimal condition for reuse ✓ Carts are durable and long-lasting ✓ Stress-free upkeep - carts can be provided and maintained by WM Operational Benefits ✓ Decreases risk of driver injury – fewer injuries due to lifting cans manually and less risk of being struck by passing automobiles ✓ Greater productivity as drivers can service more customers in less time ✓ Improves collection efficiency, which reduces operational and labor costs, helping to keep service rates competitive ✓ Automation positively impacts driver job satisfaction and retention ✓ Automated collection helps WM attract highly qualified, experienced drivers Proposed Carts for Crestview - Cascade Carts: Built for Durability, Convenience, and Sustainability WM will partner with our preferred cart supplier, Cascade Cart Solutions, a certified Women’s Business Enterprise, to manufacture and deliver new carts for your City. Our longtime partnership spans more than 30 years with more than 17 million Cascade carts set out for WM customers to date. Cascade prides itself on having top-of-the-class quality control and performance standards and workmanship is backed by a 10-year warranty. We have successfully utilized Cascade carts for customers throughout North America and look forward to providing them to Crestview. EcoCart™: A Visible Commitment to the Environment and Recycling In the midst of market disruptions that are threatening recycling programs across North America, WM and Cascade Cart Solutions have teamed to create the EcoCart™ - the waste industry’s first collection cart manufactured with at least 10% post-consumer plastic resin. The EcoCart creates a closed loop system as it is manufactured with recycled residential curbside plastic - bulky, rigid plastics collected straight out of recycling programs across the country - without compromising durability or warranty standards. Additionally, the 96-gallon EcoCart is available in a wide range of colors for your choosing – WM green, black, dark blue, or medium grey. WM is prioritizing the purchase of the EcoCart - one of our largest ever purchasing commitments - as part of a new commitment to the Association of Plastic Recyclers Demand Champion Program, which seeks to expand market demand for recycled resins and improve plastic recycling in North America. Utilizing the EcoCart, Crestview can be a sustainability leader by being among the first communities to create a truly closed recycling loop with carts produced from consumer materials. Cascade carts are equipped with RFID tags for collecting and tracking customer account information, and Cascade’s product warranty meets all Crestview specification and can be found at: http://www.cascadeng.com/terms-warranties. Cart and Container Deliveries Each Crestview residential and/or commercial customer will receive a new cart or container no later than one week prior to their first scheduled collection day under the new contract. Beginning in September, we will educate customers on the benefits of cart-based collection, available cart sizes, and key cart delivery dates. Information will be communicated at community meetings and through direct mail, out-dials, local media, and/or social media outlets. At this time, customers will also be notified of the final date they may request a change to their cart size and their options for disposing of existing carts, bins, or cans. Crestview’s cart delivery effort should take approximately ten business days. Similarly, commercial customers will also receive outreach regarding the delivery of carts and containers as applicable, when to expect them and how to modify service levels. Additionally, WM will verify container placement and any access requirements. Facilities for Crestview Operations Yard WM - Fort Walton Beach Hauling District 108 Hill Avenue NW, Fort Walton Beach, FL 32548 This network enables us to provide a single source of responsibility, from transportation through processing and/or disposal of Crestview’s waste. Transfer Station WM operated Baker Transfer Station 1415 Charlie Day Rd., Baker, FL 32531 WM operated Okaloosa County Transfer Station 630 Transit Way, Fort Walton Beach, FL 32547 MRF Emerald Coast Utility Authority 9255 Sturdevant Street, Pensacola, FL 32514 NEW MRF 2Q `24 WM - Fort Walton Beach MRF 109 Ready Avenue NW, Fort Walton Beach, FL 32548 Landfill MSW WM - Springhill Landfill 4945 FL-273, Campbellton, FL 32426 Landfill Yard Waste Wright Landfill (Yard Waste) 1671 North Beal Extension, Fort Walton Beach, FL 32547 Award-Winning EcoCart® Cascade Engineering was awarded the Design for Recycling® award from the Institute of Scrap Recycling Industries (ISRI)for the EcoCart®. According to ISRI, early predictions indicate that through the manufacture of the EcoCart, 2.2 million pounds of post-consumer curbside recycled materials will be removed from the waste stream annually. WM is pleased to offer rates for the required Base Proposal, as well as Alternates #1, #2, and #3. We have also provided Alternate #4, our preferred and recommended option for servicing the City of Crestview. Alternate #4 provides a competitive price featuring automated garbage and recycling pickup, consistent with today’s trending direction of industry standards, of which WM leads the way. • The base proposal includes two times per week residential and commercial hand pick-up services, one time per week recycling, and one time per week yard waste. Commercial dumpsters by business need. • Alternate #1 Provides the option of two times per week residential and commercial hand pick-up services, one time per week no container yard waste, and one time per week recycling 96-gallon cans. Commercial dumpsters by business need. • Alternate #2 provides the option of one time per week residential and commercial automated pick-up services, one time per week yard waste, and one time per week recycling 96-gallon cans. Commercial dumpsters by business need. • Alternate #3 provides the option of two times per week residential, one time per week yard waste, one time per week recycling 95-gallon cans, no commercial services. • Alternate #4 (WM’s preferred and recommended service option) provides two times per week residential garbage automated cart collection service, one time per week residential recycling automated cart collection service, and one time per week no container residential yard waste service. Commercial dumpsters and commercial carts by business as needed. WM highly recommends Alternate #4 as our proposal for the City of Crestview to provide residents and commercial customers with the best possible solution for solid waste and recycling services. Alternate #4 provides the highest level of technology and the best customer service for your residents and businesses. This allows the City to maintain the twice a week solid waste service, once a week recycling and once a week yard waste while upgrading to a fully automated pickup service, which is safer, more efficient and more cost effective for Crestview. WM looks forward to working with the City of Crestview and we aim to improve the level of service for solid waste and recycling within the city limits. Since 1893 when Waste Management founder Harm Huizenga began removing trash with a horse and wagon in Chicago, WM has been working for a better tomorrow. But what started as ‘Waste Management,’ has evolved to become WM - the world’s leading provider - and innovator - of sustainability services, and the work that started over a hundred years ago continues every day, getting better, smarter, and more innovative. We’re WM. Always Working For A Sustainable Tomorrow. Company Qualifications A Local Presence Backed by a Network of Assets for Resiliency, Even in Emergency As North America’s leading provider of comprehensive environmental services, WM serves millions of residential, commercial, industrial, and municipal customers throughout the U.S. and Canada by collecting, transporting, and finding new uses for the waste they generate. We also collaborate with our customers to help them achieve their sustainability goals through managing and reducing waste and operating more sustainably. To serve our diverse customer base, we have developed the industry’s largest network of collection operations, transfer stations, and recycling and disposal facilities, led by a team of 49,500 employees motivated to go above and beyond. Unmatched in geographical reach and ability, our resources enable us to manage every aspect of our customers’ waste streams. Financial Strength: The Foundation for Our Commitment to Crestview As a wholly–owned, indirect subsidiary of Waste Management, Inc., Waste Management Inc. of Florida (WM) does not report financial results. All financial reporting occurs through our parent entity. As a publicly traded company, WM is held to the most stringent regulations for accurate and timely financial disclosure. Revenue in 2022 was $19.7 billion, and WM has an asset base of $31.4 billion. The company generates strong and consistent cash flow and has access to an extensive line of credit. WM’s financial strength is the foundation for our commitment to serve our customers, perform our obligations, and protect the environment in carrying out our broad services. WM has achieved solid investment-grade credit ratings from three major rating agencies. Most recently, the company has been assigned ratings of A-/A-2 by Standard & Poor’s, BBB+ by Fitch, and Baa1 by Moody’s. The ratings are based on expectations that management will maintain good liquidity, pursue a moderate financial policy, and allocate capital in a disciplined manner. The credit outlook from each agency for WM is characterized as stable. WM’s financial strength, as summarized above, gives Crestview assurance that we can and will fulfill our obligations. • WM is committed and financially able to perform all operations in full compliance with applicable federal, state, and local regulations and to provide clear documentation of that compliance. • WM offers the most extensive network providing waste management services in North America, including transportation, disposal, treatment, recovery, remediation, waste identification, and several other specialty services. This network enables us to provide a single source of responsibility, from transportation through disposal of waste. Full financial results are available on our website at investors.wm.com. •Typically, new capital requirements are internally financed by WM using cash flow from existing operations - freeing our new trucks, carts, containers, and facility investments from the timelines and terms of third-party creditors. WM's financial strength helps us to continually advance services for all of the customers we serve, including Crestview, and we are committed to maintaining that strength. WM - In Northwest Florida In Northwest Florida, Waste Management Inc. of Florida provides exclusive services to over 700,000 customers including municipal and county governments in our area. Our facilities located throughout the Gulf Coast service solid waste collections, disposal, and recycling processing. Incorporated in Florida on March 30, 1964, Waste Management Inc. of Florida and the WM - Fort Walton Beach Hauling District, will provide service for the City of Crestview. We operate 26 hauling facilities, 16 active landfills, 13 transfer stations, one Material Recovery Facility, and eight CNG fueling stations. Our over 1,700 employees provide collection, recycling, transfer, and disposal service to municipal, commercial, industrial, and residential customers Many Gulf Coast and WM Florida districts rally to redirect resources during seasonal storms. A local presence is invaluable - and trusted national resources are priceless. WM - Fort Walton Beach Hauling District – Service Excellence for Crestview A Local Company Focused on Crestview Backed by global resources, WM really is a local company with hauling operations throughout Florida. We have provided superior waste and recycling services from our WM - Fort Walton Beach Hauling District to the surrounding area for 55 years, serving residential, municipal, commercial, and industrial customers. WM - Fort Walton Beach Hauling District, will provide Crestview with operational, management, financial, and reserve resources as part of this Agreement. Our outstanding history of past performance, regulatory compliance, and superior safety record, along with the financial and resource backing of North America’s largest environmental services company, gives us the foundation needed to not only meet but exceed Crestview’s expectations for waste and recycling services. WM’s local employees are skilled and proud of their work. A total of 3 route managers, 1 operations manager and 1 District Manager, with a combined industry experience of over 40 years, an average of 8 years each, support the daily operation of the WM – Fort Walton Beach Hauling District. Our 68 drivers and helpers with 477 combined years of experience, or an average of 7 years each, currently drive over 44 routes on a regular schedule. We provide superior waste and recycling services from our WM – Fort Walton Beach Hauling location to the surrounding area, serving more than 50,000 residential, municipal, commercial, and industrial customers. With 16 WM employees who live in Crestview, your residents are also our neighbors, associates, friends, and family. The schools we serve are the same schools that teach our own children. The businesses we serve are the same businesses that serve us as customers. The hospitals, police departments, governments, and civic organizations we serve are also the same ones that care for and protect the communities we live in, too. For all these reasons, we have a personal interest in helping make Crestview a better place to work and live. It's a responsibility we take to heart. Waste Management Inc. of Florida has carefully evaluated the Crestview RFP and commits to your solid waste and recycling service requirements. WM - Fort Walton Beach Hauling District, has proven we have the capacity, equipment, personnel, and expertise to meet our obligations. We are well positioned to provide the services and operations you require on an uninterrupted basis and our WM - Fort Walton Beach Hauling District team looks forward to the opportunity to provide WM residential services for Crestview. Waste Management Inc. of Florida Waste Management Inc. of Florida, an indirect subsidiary of Waste Management, Inc., was organized and incorporated in Florida in 1964. Our Gulf Coast offices are located in Destin, and our team of professionals will service Crestview from our WM - Fort Walton Beach Hauling District Hauling District, which is located at 108 Hill Ave., Fort Walton Beach, FL 32548 WM’s Crestview Team – Your Route to a Seamless Transition Brandon Shaw, VP Waste Management Inc. of Florida | Bshaw2@wm.com Brandon Shaw has over 21 years’ experience in the waste and environmental services industry. He began his career with WM in Atlanta as a Sales Representative in 2001. Brandon has since held various roles, and worked in five different Areas, throughout his WM tenure to include Sales Manager, Area Sales Director, Senior Area Acquisition Integration Leader and Area General Manager. He is presently leading the Gulf Coast Area for WM, which consists of over 1,600 employees and 60+ facilities. Brandon has a Bachelor of Science degree in Business Management from Georgia Tech, where he also played football. He currently resides in Destin, Florida with his wife, Becky, and four children. Leah Talbot, Area Director, Public Sector Solutions | ltalbot@wm.com As Public Sector Area Director, Leah Talbot oversees Waste Management’s Gulf Coast service area which spans the coast of the Gulf of Mexico from Louisiana, through the Florida panhandle and includes 25 districts, 15 landfills, 16 transfer stations, 3 hazardous waste facilities, 1 material recovery facility and a regional call center. Leah has been with Waste Management for 31 years. She provides leadership support to front line managers and public sector sales executives. Leah would interact with Crestview staff to maximize customer satisfaction and contract compliance. Michael Beedie, P.E., Government Affairs Manager | mbeedie@wm.com Michael is a Professional Engineer licensed in the State of Florida and the State of Alabama focusing on Civil Engineering in the field of public works, including water, wastewater, stormwater, solid waste and recycling. He has over 20 years of professional experience with much of that experience in a supervisory role. Michael previously served as the City Manager with the City of Fort Walton Beach responsible for a $57 million budget over seven department and more than 300 employees. Oversight included operation of a $4 million solid waste and recycling division for the City. Michael is a Credentialed City Manager through ICMA, served on the Board of Directors of FCCMA, served as the Legislative Chair for the Northwest Florida League of Cities and was named a Home Rule Hero by the Florida League of Cities from 2013-2022. He is well versed in legislative affairs at the state level and the internal operations of municipal government. Since November 2022, Michael serves in the role of Senior Manager of Government Affairs for WM’s Gulf Coast Area, which includes Louisiana, Mississippi, Alabama and Northwest Florida. He is a native of Northwest Florida and holds a Bachelors Degree in Civil Engineering and a Masters of Business Administration from the University of South Alabama. Pamela LaCourse, Senior District Manager | placour1@wm.com As a Sr. District Manager, Pam oversees the day-to-day operations of WM’s multiple Hauling Districts across the Panhandle of Florida, including oversight of all the employees that are responsible for our collection services in the area. She provides leadership support to front-line managers for safety, operational, and service performance while also diagnosing and improving processes and procedures. Pamela is responsible for the District’s overall service and budget performance. She will interact with the City staff to maximize customer satisfaction and improve service efficiency and the daily quality of contract services. During the implementation of services, Pamela will oversee the completion of all operational tasks. Pamela has been with WM for over 18 years and has demonstrated success Atlanta, GA and the Panhandle of Florida in various roles including Customer Experience Manager, District Manager, Area Centralized Dispatch Manager, and now Senior District Manager. Tony Sidebotham, District Manager, WM - Fort Walton Beach Hauling District | msidebot@wm.com As a District Manager, Tony oversees the day-to-day operations of WM’s Fort Walton Beach Hauling District, Fort Walton Beach Transfer Station, and Baker Transfer Station. He provides leadership support to front-line drivers for safety, operational, and service performance while also implementing and maintaining processes and procedures. He will interact with the City staff on a daily basis after implementation, and assist in building communication and best practices between City and WM. Tony has been with WM for over five years, and has 13 years in the waste industry. He has demonstrated success in various roles as Driver, Route Manager, Operations Manager, and District Manager in Oklahoma City, Atlanta, and now Fort Walton Beach. Doug Rainer, Public Sector Senior Account Executive, Crestview Account Manager (850) 499-0277 | drainer@wm.com Doug will serve Crestview by overseeing WM’s implementation of the new agreement. He will make sure all your needs and expectations are met. In addition to contract management, Doug is a strong community citizen and will oversee support and contribution activities to cultivate partnerships through participation in causes and events. He will oversee the efforts of WM’s team to verify that obligations, such as reporting, service verification, and customer outreach, are delivered per the contract, law, and company policy. Doug maintains knowledge about legislation, regulations, and local ordinances regarding WM’s delivery of services. Doug has more than 18 years of experience in corporate and municipal communication and public relations and has been a WM team member since 2022. Horst Steinkamp, District Fleet Manager | HSteinka@wm.com As a District Fleet Manager, Horst oversees the maintenance department at WM in Fort Walton Beach. He provides leadership support and training to technicians and is responsible for managing all aspects of the maintenance department. He must familiarize himself with the latest DOT laws and local statutes to ensure the fleet meets or exceeds the DOT and WM standards. Horst has been with WM for over 20 years and is working in maintenance for 37 years. Joe Waddell District Operations Manager Chris Parsons Sr. Operations Specialist Jennifer Graham Operations Specialist Jordan Keeling Operations Specialist Joel Izquierdo – Operations Specialist Demario Thomas – Route Manager Earnest Chaney – Route Manager Chad Davis – Route Manager WM will be proud to introduce Crestview’s WM team to the City! Often taken for granted, or not evaluated, are the safety statistics that profile a waste services provider. WM’s recently announced Safety Vision and Promise differentiates us from our competitors and brings quantifiable added value to Crestview. Putting People First with Robust Safety Programs and Technology WM knows it is our duty to take every sensible step to prevent injuries in the workplace and return our employees home safely every night. Likewise, Crestview depends on us to safely collect, process, and dispose of their wastes while being mindful of our actions to protect the environment that we share. This is why safety is a core value for our company and we understand the magnitude of this responsibility. We will strive to confirm that each task, piece of equipment, and company policy and procedure reinforces safe actions and behaviors. Overall injury rates in our industry have improved substantially in recent years and WM’s performance in this area is ranked among the best. You do not need to search long to see how we fulfill our commitment to safety – it is woven into everything we do – from hiring practices to training to advancing safety technologies to preventive maintenance. Get Home Safe Every Day As a People First company, keeping our people and our communities safe is our top priority. The WM Safety Vision and Promise empowers team members to consistently think and act in ways that directly support and strengthen the safety culture at WM. The Vision moves WM beyond a focus on compliance by cultivating a culture where health and safety are the foundation of everything we do. Safety comes first on the job, all day, every day, without compromise. Safety is a core value at WM. The behaviors in our Safety Vision and Promise protect what is most valuable to us and to our customers: health and well-being. Driver Safety Drivers on their collection routes face many safety risks that are beyond WM's control on a daily basis. We prepare them for the risks they may face with in-depth training. Regional Training Centers WM’s training centers for drivers and technicians are located right here in Fort Myers, Florida and in Glendale, Arizona. Both include maintenance shops, driver training courses, classrooms, computer labs, and ‘People First’ is a core commitment of WM. We commit to taking care of each other, our customers, our communities, and the environment. technician workstations to simulate typical experiences at WM facilities. Newly hired drivers and technicians selected from across the country travel to these centers for immersive onboarding programs designed to enhance their capabilities. Trainees spend time in the classroom learning and then transition into simulated driving courses and stations that provide scenarios reflective of day-to-day collection conditions and obstacles – from severe weather, traffic, and responding to other drivers’ behavior. Upon completion, drivers receive a comprehensive evaluation of performance in key safety areas. Reinforcing Safety with Ongoing Training Safety training is never “complete” at WM. All drivers participate in ongoing safety training, including: • ‘Tailgate’ Meetings: Every morning each of our drivers attends “tailgate” meetings where safety is a primary focus. Relevant and time-sensitive safety topics are often discussed, such as upcoming weather forecasts for conditions, scheduled community events that result in more pedestrian traffic, and road/bridge closures that may require alternative routes. • WM SAFETY Defensive Driving System: Provides ongoing safe driving instruction specific to waste collection vehicles. The system is refreshed monthly with videos that address hazards in drivers’ daily operating environments. Topics include safe backing, following distances, pedestrians, bicyclists, and rollover prevention. • Observation Behavior Assessments: On a regular basis, WM route managers and driver trainers provide on-the-job observation behavior assessments to evaluate driver knowledge, operating behaviors, and safety/best practice compliance. Advancing Safety Technology with a Better Collection Truck With the safety of the City’s residents of paramount importance, not just any hauler with a truck will do. Crestview demands a provider with the best safety record in the industry; WM is that provider, and we have the data to prove it. (source: Federal Motor Carrier Safety Administration) WM is investing deeply in technology to keep drivers safe. A few features that we are incorporating into our trucks include: DriveCam®: Intelligent Dashcam Technology for Safer Collection DriveCam®, one of the safety innovations onboard our trucks, goes beyond traditional dashcams by pairing machine vision with artificial intelligence to identify risks as they occur on the road and respond to the driver with real-time coaching. DriveCam is mounted on the windshield of the interior cab with cab- facing and road-facing cameras. When an unsafe condition is detected, such as critical following distance, lane departure, or imminent collision, the device visually and audibly alerts our drivers, providing an opportunity for self-correction. Additionally, if an event is detected, video data is sent to WM route managers for follow-up performance coaching with the driver. Recorded events also help us appreciate the many times that our drivers avoid collisions through using proper defensive driving techniques. We believe our investment in DriveCam has contributed to reducing our reported vehicle accidents by almost 80% since 2005. Additional Onboard Technology Advancements Back-up cameras Provide a view of the area behind the truck whenever the truck is in reverse, reducing the potential for backing accidents and enhances pedestrian safety. On-board methane detection On CNG-powered trucks, methane detectors provide immediate visual and audible alarm for potential leaks from fuel tanks or lines. Maximum idle time limit After five minutes, engines turn off to reduce fuel consumption and exhaust emissions. Heated rear view mirrors Provides fog and frost-free view of both sides of the truck. Mirrors are adjustable electronically. Bus-boy mirrors Angled convex mirrors allow the driver an unrestricted view of the area in front of the truck. Especially valuable when pedestrians are present. Extra Eyes on Your Roads WM drivers can manually trigger recording of video on the DriveCam in the event they witness an emergency situation or suspicious activity. Trapezoidal side lights Floodlights located halfway down the side of the body come on automatically when the truck is in reverse. Bright flood lighting illuminates both sides of the truck and roadway. Sears air ride driver’s seat Provides added comfort and excellent ergonomics for the driver. Includes eight-way adjustability with lumbar support to help reduce driver fatigue and improve performance. Heavy duty disc brakes Provide the best stopping distance for heavy trucks in the industry. Exceeds all applicable Federal Motor Vehicle Safety Administration requirements. Electromagnetic or hydraulic driveline retarders Retarders are silent and provide additional braking capacity. Eight-inch- wide rear brake lining also increases braking capacity and improves vehicle safety. We value every voice, protect our communities, and strive for our employees to get home safe, every day. References from Crestview’s Neighbors WM services more than 20 million municipal, residential, commercial, and industrial customers, and there’s a reason for that. WM is unmatched in safety and service excellence. We are proud to present the following local Florida references. The RFP requests three references and we are choosing to feature these because, as requested, they have very similar service to what we are proposing. An added bonus is that are truly local references as Crestview neighbors. Reference Services Project Dates Annual Revenue City of Destin 4200 Indian Bayou Trail, Destin, FL 32541 Lance Johnson (850) 837-4242 | ljohnson@cityofdestin.com Exclusive Residential and Commercial Services 2001 to present $5,706,716 City of Niceville 208 Partin Drive, Niceville, FL 32578 Dan Doucet (850) 279-6436 | ddoucet@niceville.org Exclusive Residential and Commercial Services 1992 to present $1,350,468 Okaloosa County 1759 S Ferdon Blvd., Crestview, FL 32536 Jason Autrey (850) 689-5772 | jautrey@myokaloosa.com Exclusive Residential Services 2000 to present $17,121,457 City of Mary Esther 195 Christobal Rd. N., Mary Esther, FL 32569 Jared Cobb (850) 243-3566 | cmgr@cityofmaryesther.com Exclusive Residential and Commercial Services 1986 to present $599,064 WM will perform all services associated with this agreement. No subcontractors will be needed at this time, and WM does not qualify as either a Minority or Female Owned business. WM will partner with our preferred cart supplier, Cascade Cart Solutions, to manufacture and deliver new carts for your City. WM is happy to include Cascade Engineering, Inc. on our growing list of diverse suppliers as Cascade received formal certification by the Women’s Business Enterprise National Council as a woman owned, operated, and controlled business. Supporting diversity among our suppliers will help us build a world-class supplier network - a network truly capable of providing WM customers and communities with the best, most innovative, and cost-effective solutions. Proposer shall describe its strategy to ensure a smooth transition from the current Contractor to the successful submitter. The proposed transition plan is of critical importance to the City. The Proposer shall be responsible for the delivery of new containers, roll-offs, etc., as required by a transition. The Proposer shall provide a facility whereby the previous franchisee’s containers, roll-offs, etc., may be stored during the transition. The Proposer shall be responsible for initial delivery to the proposed storage site or a site to be identified by the previous franchisee. Upon delivery to the storage location, the previous franchisee shall be responsible for removal and transportation of said container, roll-off, etc., at their sole expense. Crestview’s WM Team will collaborate with WM’s full operations crew, as well as Crestview staff, to customize a comprehensive Transition Plan for the City of Crestview. Our Commitment to Crestview – A Risk-Free Implementation WM shows our dedication to continuous improvement - better processes, more efficient procedures, and investments in technologies that enhance our collection capabilities and customer service. Transitioning service providers requires building a successful program that delivers infrastructure improvements, dependable collections and enhances your residents and commercial customers experience. The benefits to Crestview for selecting WM are comprehensive. We offer: • Established and reliable collection services. We have the vehicles, collection equipment, operations site, processing facilities, and systems in-place to offer a reliable transition. • Invaluable experience. Our experienced team thrives on transitioning communities to WM services and has proven, trusted, and customizable transition timelines. • A commitment to continuous improvement. We seek to continuously improve our service and offer the latest technologies and innovations in sustainability and integrated operational technology. Our onboard technology allows us to manage routes and customer pick-ups in near real time and seamlessly connect operations with customer service and dispatch – all leading to greater service accuracy for our customers and enhance customer service. • Regardless of which options are selected, Crestview can be assured that we will manage the contract implementation with meticulous care. We have outlined our approach to the most critical components of a new contract implementation, offering a seamless transition and every effort to minimize service day changes and only minimal disruption to residents and commercial customers. When it comes to service transitions, WM is the hands-down leader and expert. With our industry longevity, no other hauler has experienced more service changes and transitions than WM. The most important aspect of any transition is ensuring that the customer is serviced when they expect to be serviced; WM’s service platform keeps the customer at the forefront. The goal of our implementation plan and process is to ease your transition worries by listening to your needs and using what our experience has taught us. Communication is key. We prepare for each of our implementations by assembling a fully-staffed transition team that can navigate through all the details. The City’s transition team will have access to all the resources available through WM to smoothly execute the transition. Furthermore, WM will communicate and coordinate service delivery directly with the outgoing providers to ensure minimal disruption to residents. We have introduced our services to many communities, and we have seen that a successful transition more often than not recognizes that: • Crestview needs a customized plan. We value the fact that the City is different and has specific service requirements and goals. We have learned that taking the time to ask questions, listen, and appreciate unique customer needs results in a smoother implementation. Together, we will anticipate and overcome hurdles before they become challenges. We will work directly with outgoing providers and City Staff to provide optimal service delivery to Crestview’s residents. • Relevant local experience is key. Our local team has expertise in new contract start-ups and relevant local experience with neighboring communities. Our extensive customer lists attest to this fact. • A smart approach includes proven processes and technologies. From operations to customer service, you will find tested processes and innovative new technologies that allow WM to bring Crestview a level of service reliability and customer satisfaction that is truly unmatched. You will see these learnings intertwined throughout our implementation plan and within our entire proposal. First, we cover core administrative competencies like customer service and data integrity, and then we address our operational approach to the City-specific transition details such as how and when we will deliver new carts, develop routes, purchase trucks, and develop residential communication pieces. A transition will not be successful without both parts of the plan. Working with you, we are committed to a smooth introduction of WM, our employees, and our collection services to the City. • Proposed transition plan must meet or exceed the current level of service for solid waste, yard waste, and recycling collection services currently provided. Mitigating a Transition Effort WM’s approach will always prioritize safety in our service to the Crestview community and we are currently the best in the industry for our safety record. As mentioned earlier, all of our trucks are equipped with DriveCam devices, and our drivers receive “On-the-Job” Training for a minimum of ninety (90) days. We reinforce safety and service through on-the-road training and classroom training. Additionally, drivers receive weekly safety training that emphasizes different topics related to safely operating vehicles while complying with OSHA regulations. These practices, among many others explained here, will play a significant role in our transition plans and mobilization timeframes. WM is uniquely qualified to service the Crestview community with seamless continuity from day one of the new agreement. WM - Fort Walton Beach Hauling District route analysts and operations team have reviewed the current residential service schedule and will offer a seamless transition for residents, and we will work minimize any service day changes. • Individual or group of individuals that will oversee the execution of the transition plan. Doug Rainer, Public Sector Senior Account Executive, and Crestview’s Account Manager will spearhead transition efforts with the support of Pamela LaCourse, Senior District Manager and Tony Sidebotham, District Manager. Route Managers will be designated and will assist in the route optimization plans. • Proposed approach, including equipment, personnel, and schedule, for delivering containers to residents. Please refer to the Transition Timeline provided below. • Describe how the delivery of carts, dumpsters, and roll-offs will be conducted in coordination with the removal or use of existing carts, dumpsters, and roll-offs. Carts will be delivered the final week of September and should be completed within ten business days. Our commercial delivery schedule will coincide with customers’ regularly scheduled collection day, and deliveries will occur approximately one week prior to their first scheduled collection. WM will work with City staff to develop alternatives for the disposition of equipment that is no longer needed. • Overall schedule for the transition. With new challenges facing us every day, WM is as committed as ever to providing industry-best service to our customers and the communities we call home. At the core of successful implementation is a combination of experience, careful planning, thoughtful staffing, and clear communication at every level. All of WM’s collection equipment and resources are already in place, eliminating any opportunity for customer disruption associated with a new contract implementation. Should Crestview elect any new services, WM will be ready to implement any service level changes. Senior District Manager Pamela LaCourse, with 18 years of industry experience, will lead the transition team and will provide a detailed timeline for phases of transition for any new services. With resources already in place, any service transition with WM will be smooth. WM is the hands-down leader in transitions, providing more service transitions through the decades than any other service provider. For your reference, we have provided an initial effort for our approach to Crestview. Sample Transition Timeline of Implementation Tasks The following sample timeline illustrates the meticulous planning that WM utilizes for any transition. We will collaboratively customize and complete this schedule with City staff once dates and services are selected and finalized. This chart is provided for your reference with preliminary data. Implementation Key Tasks and Timeline City of Crestview Sample Timeline May 2023 Jun 2023 Jul 2023 Aug 2023 Sep 2023 Oct 2023 4Q 2023 Key Milestones Finalization of contract and City executes contract at City meeting ✓ City of Crestview Sample Timeline May 2023 Jun 2023 Jul 2023 Aug 2023 Sep 2023 Oct 2023 4Q 2023 New contract starts ✓ Local Customer Service Center ✓ ✓ ✓ Review current route maps with City staff and assess for changes ✓ ✓ Finalize Route Maps ✓ Operations and Contract Management Procure carts and steel containers as needed ✓ ✓ Order Crestview’s CNG fleet ✓ Internal WM implementation meetings ✓ ✓ ✓ ✓ ✓ ✓ WM and City staff implementation meetings ✓ ✓ ✓ ✓ Delivery of CNG Crestview collection trucks ✓ ✓ Deliver carts and containers ✓ ✓ Communications Deliver detailed implementation/transition plan to the City ✓ Develop and implement outreach communications plan for new contract ✓ ✓ Operational Service Review Meetings with Crestview ✓ ✓ ✓ Public Education Collaborate with Crestview staff on the new public education outreach plan ✓ ✓ ✓ Conduct outreach with commercial customers ✓ ✓ Collaborate with the City on design and distribution of materials ✓ ✓ ✓ County Services, Customer Service and Billing Update customer service levels ✓ ✓ ✓ Update WM’s Green Pages and train Customer Service team ✓ ✓ ✓ Review new services, codes, and rates with the County’s customer service team ✓ ✓ ✓ City of Crestview Sample Timeline May 2023 Jun 2023 Jul 2023 Aug 2023 Sep 2023 Oct 2023 4Q 2023 BEGIN SERVICE ✓ Public Outreach Assistance for Crestview WM’s Public Education and Outreach encompasses both introduction materials for new provider service announcements, as well WM’s suite of Recycle Right tools that we can offer to Crestview and your residents and commercial customers. We will serve as a proactive partner with the City of Crestview to communicate with the residents regarding all of the above. We will be happy to assist in any way we can, and we have a library of resources, photography, and proven best practices that will aid every effort. We will collaborate with Crestview’s Public Information Officer to conduct outreach to local news sources. Press releases will be distributed throughout the contract implementation to promote key implementation messages and dates, new service offerings, and community educational events. As part of the transition, we will provide notices to customers informing them that WM is their new service provider and will confirm collection days and general information related to their new residential collection services. After the final notification is completed, we will provide written confirmation to the City that all notices were delivered to each customer unit to advise them of their new service provider and collection days per the City's required timeframe. We can also make use of the City custom local website to share pertinent information. Education Shows Customers How Easy it is to do Business with WM This WM provided communication channel – a WM hosted, templated local website - is available at no charge to Crestview. Its value can be measured by the over 33,000 visits to other Florida customers that have taken advantage of this offering. When it comes to ensuring residents are aware of and understand a service transition, multi-channel communication is key. In today’s world, we cannot rely on one form of customer communication, which is why we have many methods of connecting with our customers. All of our outreach efforts share a common goal - to provide clear, concise, and relevant service information. During a contract transition, the City residents will want to know: • Who will be picking up their material and how to contact them • What the major changes will be and how those changes impact them • When new services and service-related changes go into effect • How to properly participate in new services • Where to go for more information We will proactively answer these questions and engage customers in-person, online, through local news outlets, and by providing printed material via direct mail. Our public education resources and outreach efforts will include: 24/7 access to wm.com. We will collaborate with Crestview’ staff to build out a Crestview-specific webpage that includes meaningful service information, photos, and resources that reflect the interests of your community. Using WM’s local website, customers will easily find information about the upcoming service transition as well as service information, disposal resources, rates, and recycling resources. If Crestview staff desires additional communication platforms for residents, the online account management functionality allows customers to: Initiate service or request additional services Schedule an extra pickup or bulky item collection View pickup schedule and collection ETA View holiday schedules Request cart or container repair Learn about City events or special services Samples of additional resources that WM will provide are offered here for your review. Our Communications Team will coordinate with City staff to customize wherever desired. Welcome Postcard. We will mail each customer a simple note to introduce ourselves, inform them of the upcoming transition, and reassure them that more information will be provided as we get closer to the implementation date. At this time, we will also direct customers to our website, customer service center, and upcoming community meetings for more information. A Comprehensive Welcome Packet. We will make available a welcome packet to each residential customer that contains an overview of key implementation information and dates, an overview of new services, rates, a collection schedule, recycling guide, and information on local resources and events. In the event a customer’s service day is changing, we will also notify them of their new pickup day as part of this mailing. Here is an example of a format available to the City Recycle Right: Proactive Public Education for Your City Preserving natural resources and virgin materials through recycling is at the heart of what our customers, communities, and WM want to accomplish. It is a key component of our business, and it is what you, our customers, are requesting. But recycling simply must be both environmentally and economically sustainable. By cleaning up collection, reducing contamination and limiting what we place in our carts to material that has a reliable market and can be reprocessed into new products, we can reduce the risk of recycling programs. A global effort is underway to move the needle in a more sustainable direction, and we know that this process starts with addressing contamination. WM has dedicated manpower and made a significant investment in our Recycle Right education program. The comprehensive, complimentary offerings found on the Recycle Right website provide tailored tools for everyone from residents to businesses to educators to property managers as well as our government customers. Recycle Right is successful at getting customers to change their recycling habits because we: To view our Recycle Right website and all of its recycling education tools, scan the above QR code or visit wm.com/recycleright. 1. Clearly define the problem (recycling confusion and contamination), 2. Give consumers a reason to do something, and 3. Simplify the message with three simple rules: Recycle Right’s customer-specific tools and resources recognize that recycling presents different challenges in different environments. Multifamily property managers need tools that are formatted in a way that makes it easy for them to educate residents - a “what goes where” doorhanger or a new resident welcome letter, while a business may really benefit from posters designed specifically for break rooms or desk side recycling tips. Based on community-based social marketing precepts, the Recycle Right program includes educational videos, printed inserts, posters, bin decals and bookmarks, a robust social media campaign, elementary school resources that include a STEM-approved Curriculum for K-Five, and other interactive tools you can use to make recycling sustainable for future generation. Additional Recycle Right educational materials include: FOR THE HOME • Recycling Get Started Guidelines, Posters, and Container Labels • Tips for Streamlining Recycling at Home • Videos designed to help customers set up successful at home recycling programs • Family recycling activities FOR THE BUSINESS • Recycling Get Started Guidelines, Posters, and Container Labels • Tips for employee engagement • Steps for setting up office place recycling • Widgets linking to educational videos - these can be posted on business webpages to help cross- promote Recycle Right resources • Resources for how to recycle without using plastic bags FOR THE SCHOOL • Educational curriculum designed for grades K-5, including:  Lesson plans  Activities  Worksheets and lesson extensions  Videos  Posters and Container Labels FOR THE COMMUNITY • Recycling Guidelines, Posters, Container Labels and Resident Mailings • Widgets linking to educational videos - these can be posted on municipal webpages to help cross- promote Recycle Right resources • Social media tools • Cart tags FOR PROPERTY MANAGEMENT • Recycling Get Started Guidelines, Posters, and Container Labels • Multifamily Recycling Setup Checklist • Customizable Multifamily Newsletters • New Resident Welcome Letter • Recycling Doorhangers • Staff Recycling Training Factsheet We are constantly adding new tools and resources to our Recycle Right education program and have designed the program to be an ongoing resource for our customers with fresh materials and content appearing regularly. A valuable part of the Recycle Right website, in addition to the tools and resources, is what we call Recycling 101. Here, visitors can easily find what items are acceptable to recycle or dig into some common recycling myths to ensure that you are recycling right. wm.com/recycleright WM firmly believes in education – it is the foundation of everything we do regarding recycling. We invest to leverage all communication channels and maximize those channels to best fit our customers. WM can Bring a Touch-a-Truck Event to Crestview! WM uses its resources to promote our company, provide our customers with informative and memorable experiences, and help spread the word about safety. Children are naturally curious about our trucks, so we use them as tools to educate and entertain. Our popular Touch-a-Truck experience is always popular with children, who get to see the truck up close and can ask questions. This also gives our employees a chance to talk about their job, special features on the truck, and the importance of safety, especially around the truck. The photograph here is an example of a Touch-a-Truck event at one of our WM locations. Waste Management Inc. of Florida (WM/WMIF) is a proactive partner with proven results. Our work throughout Florida and North America is a testament to our professional approach over the long term and we are committed to the opportunity to work with you in managing your environmental needs. We have fulfilled the individual tenets and each requirement of your RFP and have organized this response to provide our proposal in response to each element outlined. We believe this to be a significant opportunity for both WM and the City of Crestview. We strongly invest in our partner customers and want to be your waste solutions provider of the future. We understand your priorities and are well-equipped to provide the services and resources you need to achieve your collection and disposal goals. We will provide tailored services to meet your operational needs and aim to work with you for the life of the contract. Secondly, we are committed to building a strong partnership by providing high quality, reliable service for the entire term of the Agreement. We have shown ourselves to be a dependable partner in our long-term agreements with neighboring communities/customers with similar needs to the City. We have the resources to make needed adjustments, when necessary, to facilitate continued satisfaction for you and your residents and commercial customers. WM will provide uninterrupted stability backed by innovation, value, and best practices stemming from over five decades of experience. We are committed to being a proactive partner to help you achieve your goals of dependable automated collections from a qualified and experienced firm, reliable route completions, and consistent and efficient communications. Lastly, entering into a partnership with WM will provide your City with high-quality, reliable service delivery for an essential and highly regulated responsibility. We have the experience to develop a collaborative implementation plan to provide a smooth and seamless transition. Our best-in-class collection, processing, and disposal operations, along with our industry-leading safety and environmental practices, will give you peace of mind that your wastes are being managed in full compliance with all regulatory requirements and standards. WM is dedicated to being the best environmental solutions partner for Crestview now and in the future. Thank you for considering our proposal. EXPECT MORE FROM YOUR ENVIRONMENTAL SERVICES PROVIDER WM provides each customer exceptional service at an outstanding value. Our goal is to build long-term partnerships with our customers by providing the most through our assets, skilled employees that can focus on safety, unparalleled customer service, and innovative technology - all while providing consistent, quality service over the full life of the contract. When combined, these benefits allow Crestview to rely on us for all waste management needs and save on your most valuable resource – time. Proposed Rate Sheet Form Proposer’s Acknowledgement Form WM, the Gulf Coast Area, those at the WM - Fort Walton Beach Hauling District, and all the WM professionals who would provide services to the City of Crestview want to reiterate our commitment to you - that WM is prepared to meet the service expectations for your RFP. We aim to forge community ties and a business relationship by implementing this proposal. Exceptions/Clarifications Rate Adjustments: WM strives on providing the best possible service to our customers, which sometimes results in higher rates than our competitors. For the City of Crestview, WM has put together a comprehensive recommendation of solid waste and recycling services as part of our proposal. Because of this, WM requests the possibility of allowing an annual increase in rates based on the Agreement Anniversary Date utilizing the average Consumer Price Index, series CUUR0000SEHG CPI-U Water and Sewer and Trash, US City Average, not seasonally adjusted, as published by the United States Department of Labor, Bureau of Labor Statistics for the previously available 12 months. Annual increases in rates allows for more reasonable rate increases to keep the rates near market and spreads the necessary rate increases evenly over the life of the Agreement. Extraordinary Rate Adjustments: Occasionally, the economy drives costs higher than expected for providing solid waste and recycling services due to increases in inflation, fuel, etc. WM would like to request the addition of the following Extraordinary Rate Adjustment clause into the Agreement to fully capture increased expenses and lost revenue associated with performance of the Collection Services hereunder due to any one or more of the following causes: a. Uncontrollable Circumstance (see Force Majeure); b. Changes in Applicable Law that is effective after the Effective Date of this Agreement; c. Increase in surcharges, fees, assessments or taxes levied by federal, state or local regulatory authorities or other governmental entities related to the Collection Services; d. Changes in baseline assumptions, such as changes in volumes collected and changes in the amount of container contamination; e. Increase in the cost of transportation, including fuel and third-party transportation costs, as determined by reference to the Energy Information Administration of the U.S. Department of Energy's ("EIA/DOE") Weekly Retail on Highway Diesel Prices for the U.S. f. Changes in the cost of labor as determined by the U.S. Bureau of Labor Standards, Employment Cost Index CIU20100005200000I, Total compensation, Private industry, Transportation and material moving, Collective Bargaining Agreement or Actual Labor and Benefits Increases (or an equivalent). g. Changes in the cost of equipment as determined by the U.S. Bureau of Labor Standards, Producer Price Index, PCU336120336120, Heavy duty truck manufacturing and costs arising from supply chain impacts (or an equivalent). h. Any other extraordinary circumstances or causes or reasons that are not within the reasonable control of WM. Brandon Shaw, Vice President, Waste Management Inc. of Florida If WM requests an Extraordinary Rate Adjustment pursuant to these terms, it shall prepare a Rate Adjustment request setting forth its calculations of the increased costs/lost revenue and accompanying adjustment to the Rates necessary to offset such increased costs/lost revenue. The City may request documentation and data reasonably necessary to evaluate such request by WM, and may retain, at its own expense, an independent third party to audit and review such documentation and request. If such third party is retained, the City shall take reasonable steps, consistent with Applicable Law, to protect the confidential or proprietary nature of any data or information supplied by WM. The City shall approve all properly calculated Rate adjustments within ninety (90) days of WM’s request, and the adjusted Rates shall be deemed to take effect as of the date of WM’s request. In addition, if the request is based upon any new or increased third party fees, taxes, assessments or charges, the City shall approve the Rate adjustment within such time period as necessary to ensure that such fees, taxes, assessments, or charges are passed on to Service Recipients by the date the same are effective. WM requests the opportunity to negotiate the terms of this proposed clause as part of the development of the final Agreement. Force Majeure: WM understands the inclusion of a Force Majeure clause in every Agreement. Normally, this clause covers natural disasters, extreme weather, and other unforeseen events. However, the COVID-19 Pandemic presented an opportunity to update this clause with the following proposed language: From and after the Date of this Agreement, a Contractor's performance hereunder may be suspended and its obligations hereunder excused in the event and during the period that such performance is prevented by a natural disaster, pandemic, epidemic, extreme weather, or other unforeseen events a cause or causes beyond the reasonable control of the Contractor. Such causes may include, by way of example and not limitations, acts of God, epidemics, acts of war, riot, fire, explosion, accident, flood or sabotage; lack of adequate fuel, power or raw materials, judicial administrative or governmental laws, regulations, requirements, rules, orders or actions; injunctions or restraining orders; the failure of any governmental body to issue, grant, or the suspension or revocation or modification of any license, permit or other authorization necessary for the services envisioned by this Agreement; national defense requirements; labor strike, lockout or injunction. Other Terms & Conditions: a) Any renewal term would be in writing by mutual consent of both parties b) Will clean, paint, or replace containers as needed rather than every 24 months c) Unfortunately, WM cannot agree to the Favored Nations Clause as there are too many differentiating factors in each Agreement. These factors include customer density, frequency of service, population, etc. The pricing and terms provided by WM in our proposal are based on current market conditions within the City of Crestview based on the requested services. WM is open to negotiating the annual CPI and extraordinary price increases as part of the Agreement to ensure the City of Crestview receives the best value for the required services. d) WM office and storage facility would be located at 108 Hill Avenue NW, Fort Walton Beach, FL. Based on WM’s investment in Customer Service technology, we feel it is not necessary to have a physical location within the City limits. Our customer service is the best in the industry, and customers will have 24/7 access to WM CSRs for any issues or requests. e) WM is unable to allow the current provider to store equipment at our site for liability reasons. f) WM understands the City of Crestview has an active contract for debris removal after storm events. This proposal is not meant to replace or subsidize the City’s debris removal contract, but WM is willing to assist in any way possible after storm events with pricing to be negotiated as part of this Agreement. g) WM requests that the Termination Without Cause or For Convenience clause be amended to include a Time to Cure provision to allow us to correct any issues with the required services. WM is prepared to make an initial investment in capital, equipment and people to perform the services included in this Agreement for the entire length of the Agreement. Therefore, WM will pledge to cure any issues within the agreed upon Time to Cure. h) WM is not able to agree to a payment of $500,000 to the City if the City were to approve subcontracting or assignment of the contract. i) WM would handle any complaints and resolve them within 24 hours of notice, including issues that arise on a Friday. We pride ourselves on our best-in-industry Customer Service. j) WM does not provide collection and disposal of Tires & Batteries as requested in the RFP. However, we are committed to working with City Staff to develop a process and cost to collect and dispose of these items in the proper manner. k) WM cannot provide real-time access to videos and maintenance records but can provide reports, images, videos, etc. to the City as requested by City Staff for any issues or complaints. List of Acceptable Recyclable Materials As a society, we understand that recycling is important, but in order for recycling to make an impact, we have to recycle right. Today’s most successful and sustainable recycling programs emphasize the value of the acceptable materials. We must ask ourselves, does this material have a viable market? If the answer is yes, we must also ensure the material we are recycling is properly prepared, clean, and free from contamination. Our list of acceptable materials is reflective of today’s market reality and includes only materials that meet industry quality standards and have viable market demands. However, due to the length of our Contract with Crestview, it is important to allow for the possibility that this list may need to be adjusted at some point. Contract language must support our collective need to make changes to acceptable materials in order to respond to global market demands as well as protect the quality of material we process. In light of these considerations, we propose the following contract language: Single Stream Specifications RECYCLABLES shall be dry, loose, not bagged, and include the following*: Aluminum food and beverage containers - empty Glass food and beverage containers – brown, clear, or green - empty Ferrous (Iron) cans – empty PET plastic containers with the symbol #1 – empty HDPE natural plastic containers with the symbol #2 (milk and water bottles) – empty HDPE pigmented plastic containers with the symbol #2 (detergent, shampoo bottles, etc.) - empty PP plastic food grade containers with symbol #5– empty Newsprint Old corrugated containers Magazines, glossy inserts, and pamphlets Catalogs Cereal boxes; detergent, gift and snack boxes Telephone books Printer paper Copier paper Mail All other office paper without wax liners PP cold beverage cups with the symbol #5 NON-RECYCLABLES include, but are not limited to the following: Bagged materials (even if containing Recyclables) Microwave trays Mirrors Window or auto glass Light Bulbs Ceramics Porcelain Plastics numbered #3, 6, and 7, and unnumbered Plastic bags, expanded polystyrene Coat hangers Glass cookware/bakeware Household items such as cooking pots, toasters, etc. Flexible packaging and multi-laminated materials Wet fiber Excluded Materials Fiber containing, or that has been in contact with, food debris Any recyclable materials, or pieces of recyclable materials, less than 2” in size in any dimension Materials: (a) that contain chemical or other properties deleterious, or capable of causing material damage, to any part of Company's property, its personnel, or the public; and/or (b) that may materially impair the strength or the durability of the Company's structures or equipment. DELIVERY SPECIFICATIONS Single Stream Materials delivered by or on behalf of Customer may not contain more than ten percent (10%) non-Recyclables and may contain no Excluded Materials. In the event that the Single Stream Materials do not meet Specifications, Customer shall have the sole responsibility for any resulting settlement or adjustments, including price reductions, transportation, and disposal costs. Loads not meeting the specifications may be rejected in whole or in part by Company. Company may reject in whole or in part, or may process, in its sole discretion, Recyclables not meeting the specifications, including wet materials, and Customer shall pay Company for all increased costs, losses and expenses incurred with respect to such non-conforming Recyclables including costs for handling, processing, transporting and/or disposing of such non-conforming Recyclable Materials which charges may include an amount for Company's operating or profit margin (collectively the “Cost”). Without limiting the foregoing, and Customer shall pay a contamination charge for additional handling, processing, transporting and/or disposing of Non-Recyclables, Excluded Materials, and/or all or part of non- conforming loads and additional charges may be assessed for bulky items such as appliances, concrete, furniture, mattresses, tires, electronics, pallets, yard waste, propane tanks, etc. Company reserves the right upon notice to discontinue acceptance of any category of Recyclables set forth above as a result of market conditions related to such materials and makes no representations as to the recyclability of the materials. Collected Recyclables for which no commercially reasonable market exists may be landfilled at Customer’s Cost. WM strives to be transparent in our proposals. We feel a balanced contract will benefit both parties over the term of the Agreement. As such, we have provided the above requested additions, clarifications, and exceptions for your review and consideration. We respectfully request the opportunity to discuss and negotiate these items with the City of Crestview and aim to reach a mutual agreement. Attachment #1: Sworn Statement Florida Statutes On Public Entity Crimes Attachment #2: Drug-Free Workplace Certification Attachment #3: Conflict of Interest Disclosure Form Attachment #4: Liability & Indemnification Form Attachment #5: Certification of Independence and No Conflict of Interest Attachment #6: Public Access Form Attachment #7: Performance Bond WM has provided a Consent of Surety, and if awarded, will complete Attachment #7 and provide a Performance Bond. Consent of Surety Attachment #8: Bid Bond Attachment #9: Noncollusion Affidavit Addendum Acknowledgement Form Certificate of Good Standing Certificates of Insurance WM secures gold-standard insurance coverage to protect our partners. Going above and beyond, we provide environmental site liability coverage, which covers all active sites that are owned or operated by WM. It offers third-party liability for bodily injury and property damage, and off-site clean-up coverage, coverage for both sudden and non-sudden pollution incidents, and transportation coverage including the loading and unloading of the vehicle. Crestview can rest easy with WM as your service provider knowing that you are always protected by best-in-class insurance. Copies of our certificates of insurance are included on the following pages.