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HomeMy WebLinkAboutItem #07 Award of RFP #09-003 Air Conditioning & Heating Maintenance Term Contract AGENDA ITEM COVER SHEET Meeting Date: 1/06/09 Item # 7 Contact Name: Contact Number: e ~-:ftfJs--- Subject: Award ofRFP #09-003 Air Conditioning & Heating Maintenance Term Contract Joyce Tolbert 1516 Reviewed By: Department Director: City Manager: Background Summary: Due to the current contract expiring, a Request for Proposals (RFP) was advertised with the intention to select a company deemed to be the most highly qualified to provide preventative maintenance, routine and emergency repairs of air conditioning and heating units to the City as part of a three year term contract with two (2) one (I) year automatic renewal options, for a total of five years. It is estimated that the Public Works/Facilities Maintenance Division operating budget includes $10,000 annually for preventative maintenance, with an additional $20,000 - $30,000 annually for the repairs and parts. Issue: Award the term contract for Citywide Air Conditioning and Heating Maintenance Term Contract to Apple Air Conditioning & Heating, Inc., as recommended by the Selection Committee. Recommendations Staff recommends that the City Commission award RFP #09-003 to Apple Air Conditioning & Heating, Inc., per the Selection Committee recommendation, and to authorize the Mayor, City Clerk, and Staff to execute all necessary contract documents between the City and Apple Air Conditioning & Heating Inc. once the Contractor has obtained the required insurance coverage. Attachments: I . RFP #09-003 2. Apple Air Proposal 3. All Mechanical Service Proposal 4. All Seasons Air Conditioning Proposal 5. Armstrong Air & Heating Proposal 6. PPT Mechanical Services Proposal 7. Wilson 5 Service Company Proposal 8. RFP Checklist 9. RFP Evaluation Form Financial Impact: Included in Public Works/Facilities Operating Budget Type of Item: (please mark with an "x 'J Public Hearing Ordinance First Reading Ordinance Second Reading Resolution For Clerk's Dept Use: Consent Agenda Public Hearing Regular Agenda X Commission Approval Discussion & Direction _ Original Document/Contract Attached for Execution by City Clerk ~ Original Document/Contract Held by Department for Execution Reviewed by City Attorney Reviewed by Finance Dept. Reviewed by ( ) ~/dH N/A N/A N/A 2 City Manager Robert Frank Commissioners Gary Hood, District] Scott Anderson, District 2 Rusty Johnson, District 3 Joel Keller, District 4 Mayor S. Scott Vandergrift STAFF REPORT TO: The Honorable Mayor and City Commissioners FROM: Joyce Tolbert, Purchasing Agent DATE: December 22, 2008 RE: A ward of RFP #09-003 Air Conditioning & Heating Maintenance Term Contract ISSUE Award the term contract for Citywide Air Conditioning and Heating Maintenance Term Contract to Apple Air Conditioning & Heating, Inc., as recommended by the Selection Committee. BACKGROUNDfDISCUSSION Due to the current contract expiring, a Request for Proposals (RFP) was advertised with the intention to select a company deemed to be the most highly qualified to provide preventative maintenance, routine and emergency repairs of air conditioning and heating units to the City as part of a three year term contract with two (2) one (I) year automatic renewal options, for a total of five years. It is estimated that the Public Works/Facilities Maintenance Division operating budget includes $10,000 annually for preventative maintenance, with an additional $20,000 - $30,000 annually for the repairs and parts. The Finance Department reviewed the proposals and all were considered responsive. Complete copies of all proposals are available in the Finance Department for your review. All six (6) proposals were evaluated by the RFP selection Committee, which consisted of four (4) members: Steve Krug, Public Works Director; Terry Reed, Facilities Operations Manager; AI Butler, CIP Manager; and Commissioner Gary Hood. Commissioner Hood did not evaluate the proposals. The public RFP selection committee meeting was held on December 16,2008 to short-list the companies based on their proposals. Each member of the Selection Committee evaluated and ranked the finns from 0-100 points on specific evaluation criteria, with a total of 300 possible points. Please see the attached evaluation form and checklist. The short- listed firms and their cost proposals were as follows: I. Apple Air Conditioning & Heating, Inc. 2. Wilson 5 Service Company 3. Armstrong Air & Heating 4. All Seasons Air Conditioning 5. All Mechanical Service 6. PPT Mechanical Services $9,000/annual maintenance $8,500/annual maintenance $9,600/annual maintenance $8,300/annual maintenance $9,400/annual maintenance $IO,OOO/annual maintenance $65.00/hr $65.00/hr $73 .OO/hr $65.00/hr $63.00/hr $70.00/hr 198 points 178 points 149 points 148 points 147 points 135 points 2 EVALUATION FORM RFP #09-003 CITY-WIDE AIR HEATING MAINTENANCE TERM CONTRACT COMBINED TOTALS....FOR FINANCE DEPT USE ONLY COMBINED TOTALS ,. .......... :> Armstrong PPT Service All Mechanical All Seasons Air Apple Air Air& Mechanical Company, Evaluation Criteria Service Conditioning Conditioning Heating Services Inc. ~~,-,;','~f.' JI ';' Jr . ";"1[C""':."~ .~.::.-..L ~""''''''''''"'-'o.~~,.~.-~...~.......'iiIL__~~_'''''.~~~ ~ <_ ,,__ _~~ _Jk~_ ~~"'_''''d~~..~..~t.~"",""~~i;;'.;;;.;.:.\..J t....~~~ Location of Service Office (0-90 points) 22 37 62 64 29 20 Contractor's Resources (0-60 points) 34 16 25 24 32 33 Price Proposal (0-90 points) 46 60 56 26 34 80 Contractor's Experience (0-60 points) 45 35 55 35 40 45 ~.- 1'1 , '____m___Jl_____ _..__.Jl ___~~ ," ~~""'..l..:",""~_""'''~'''''''_ ~............_. .~_ .......J L_~ _.~.... __~. _ -'- ~ __ .,..l ~ _ ~ _~__ ~.~ __~~ ._ ~~-j ~ COMBINED TOTAL ALL EV ALUA TORS 147 148 198 149 135 178 (0-300) Rank 5 4 1 3 6 2 RFP #09-003 CITY-WIDE AIR CONDITIONING HEATING MAINTENANCE TERM CONTRACT 12/09/08 2:00 pm ......, IWllson :) All Mechanical All Seasons Air Apple Air Armstrong Air Mechanical Service Service Conditioning Conditioning & Heating Services Company, Addendum NO.1 Acknowledgment YES YES YES YES YES YES ONLY SUBMITTED 3 Submission Requirements YES YES YES COPIES YES YES License Check ACTIVE ACTIVE ACTIVE ACTIVE ACTIVE ACTIVE Annual Maintenance Cost $9,400.00 $8,300.00 $9,000.00 $9,600.00 $10,000.00 $8,500.00 Normal Rate $63.00 $65.00 $65.00 $73.00 $70.00 $65.00 Non-Business Hr Rate $63.00 $65.00 $65.00 $73.00 $95.00 $65.00 Distance to City Hall 18 MILES 6 MILES 3.04 Miles 2.85 MILES 13.6 MILES 20 MILES Contractor offers 24hr Live Dispatch YES YES YES YES YES YES Markup or Discount 35%-0% 35%-10% 35%-10% 35%-10% 30%-10% 20%-0% Listed in the alphabetical order. RFP 09-003 PRICE PROPOSAL SHEET CITY-\VIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: $ 2.,ZS"'6 ~ 00 I\t.X)T~(~J l)C u0nJad ~(~larsand nc cents 2. Lump sum amount for annual maintenance for all items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $-9 I ()OCJ . (:.6 1\1; (\Q Thrl \~~:{\~A dollars and V16 cents 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ CoShr. Si')(--kt ):j- \j e , dollars and no cents 4. Rate to be charged for service during non-business hours & holidays: $ ~5hrl r:jv~ dollars and no % Mark-up-1 0 cents Six~ 5. Mark-up or discount offered for parts: .3S"' %Discount 6. Distance in one-way miles from Contractor's Service office to City Hall: 3" 0.4- Miles 7. Contractor offers 24-hour live dispatch: .;Yes No The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. 8pplL Ai ( CG"d -rl-, LFII ns Company Name rfl\~<;lo~ Contractor's License Number :r6h~n~ ^~Y)6n~\~ Ad - Officer (print) ~4~~ ~or' gnature 12.-q -D~~ Date RFP 09-003, CITY -WIDE AIR CONDITIONING & HEATING MAINTENANCE. TERM CONTRACT 18 RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT $ ~ /'t::V" 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: ;;'-07S- 7~C-€.5J >e~$~ AAr cents 2. Lump sum amount for annual maintenance for all items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $ [5" "0 st-b .L~L~~ ~&4lill~ ~ ~ cenis / ~ 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PI\I): $ Cf~ Sr~ly-h'v~ dollars and ~ cents 4. Rate to be charged for service during non-business hours & holidays: $ 5r;cly ~0<;2,o F~ ;-'L dollars and /l-ff 33 % Mark-up /' G} cents 5. Mark-up or discount offered for parts: %Discount 6 ~ ~'lill'S 6. Distance in one-way miles from Contractor's Service office to City Hall: 7. Contractor offers 24-hour live dispatch:_~ No The City reserves the right to delete allY portioll of the bid items above ill order to meet budget constraint.\'. ;I (.. L 5~.o.</5 ./f, '/t ~/t,j,J;o,J~ Company Name C/lc;:, 35~S7 Contractor's License Number F~/f/esf /t?- L:~v.e5 Authorized Office~ ~<JL .. Authorize Signature I v/ 6) 1 ~ %' Date I /' RFP 09-003, CITY-WlDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT IS RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: $ .;:2. ~5'O et:J ~~l1\~J~~<..."''-A..~~ C ~( dollars and No cents 2. Lump sum amount for annual maintenance for all items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $ 9',4-0).00 N,O'L ,""c\.lSh.t1d FulJ.1' ~dr"lJ N.O cents dollars and 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ b3-ffi SI"'k"f - 4c<:::.e- dollars and ['lO cents 4. Rate to be charged for service during non-business hours & holidays: $h3.fX:J S\~.~ -~e.e.. NO cents dollars and 5. Mark-up or discount offered for parts: ~ 5 % Mark-up 0 %Discount 6. Distance in one-way miles from Contractor's Service office to City Hall: / cg 7. Contractor offers 24-hour live dispatch:~Yes No The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. j},r Ned1ll~1'm\ ~ Sa\J\(..(.. ~f~. Company Name l C \LA C. (J ULJ ~:z.S Contractor's License Number ~., \\ S\~WQ~ Authorized Officer (print) ~- r--r ~ JC-- . ~ "- A~d 19miiUre - - \~, In \ ;:J(-y,Q ~ RFP 09-003, CITY -WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT Miles 18 RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: $ ). '-teo J ""\1\oJ5.4,vl) fbuQ. ~v(\'beG~ dollars and {kU ?.era cents 2. Lump sum amount for annual maintenance for aU items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $ C'1 (poa :J \ {\\'f\.t- T\\cl-'.s..A,vp 5; 'f.. H-vNDQ.J2~ dollars and ~'D cents 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ 13,- SEvctVT'1 'T\\\<..tE dollars and -z,ero cents 4. Rate to be charged for service during non-business hours & holidays: $ 772,,- SevCNTy ~~E:: dollars and ~s-o cents 5. Mark-up or discount offered for parts: 3",,\ % Mark-up /0 %Discount 6. Distance in one-way miles from Contractor's Service office to City Hall: 7. Contractor offers 24-bour live dispatcb:~es No .L,BS- Miles The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. 8vtV).(,~ (V, ~ ~~-h~ Company Name CA -A "l:)J235 Contractor's License Number 06'\,~ YQct-L Offi I d-- o~--o6 Date RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERJ.Vf CONTRACT 18 RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: $ J..}S-OO. 00 it/d- tA'~MJ -Itt't-1rl.1Idt"PJ dollars and N'o cents 2. Lump sum amount for annual maintenance for all items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $ 10-,000. ~O t~~ ~tAou.sMlI dollars and NO cents 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ ?o. 00 $ eVf'IAI-Iy dollars and /\In cents 4. Rate to be charged for service during non-business hours & holidays: $ Yr.Od Ah N'(1y - f ; \l"C dollars and NO cents 5. Mark-up.aF tli::u:vUllt offered for parts: 30 % Mark-up %Bise8Hftt 6. Distance in one-way miles from Contractor's Service office to City Hall: ) J . " Miles 7. Contractor offers 24-hour live dispatch:XYes No The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. ?dWEll. rifJ -U:,#- SeINk'f;/ J:'tk;. U!8h+ frr }Ate A,,,;,,,,! -'sen'/eU Company Name C-M C. 0 S" '?/ Contractor's License Number lO),tlf J. B'f{ll( Authorized Officer (print) /J. - 5'-02- Date RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 18 RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHffiIT A: $ ~/l5'~ ~rl' ':I"'~ ~w" rJw,W."4 ~-.. t-I"IfId.U~ 'f'1tJ dollars and (') cents 2. Lump sum amount for annual maintenance for all items listed on EXHffiIT A: (Bid Item number 1 amount multiplied by (4) quarters). .e1 $ "S""D : EJ6-47' ;,-4.&1"...... ~,,.4 HUI'IJlt4d dollars and t1 cents 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ cs~ /-1 tL .5/ ~~y ~,t/e. dollars and fJ cents 4. Rate to be charged for service during non-business hours & holidays: $ ~6 ~ Nfl.. Sl1-TY ~I"'€ dollars and ~ cents 5. Mark-up or discount offered for parts: :z. " %Discount % Mark-up 6. Distance in one-way miles from Contractor's Service office to City Hall: ~ 0 7. Contractor offers 24-hour live dispatch:,XYes No The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. /,,!Jtl..SD,J .s- S6ILVU:.4 C",.,.P."rI, ,,,c. Company Name (!~e t!)Jt7 D91L Contractor's License Number Ok 617/t.. Q /J-K,,.fftjN AZ~ Authorized Signature 1 ,.. ~ ()(J Date RFP 09-003, CITY -WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT Miles 18 Mavor S. Scott Vandergrift center of Good L . "-,.'0-e lttli~ Commissioners Gary Hood, District 1 Scott Anderson, District 2 Rusty Johnson, District 3 Joel F. Keller, District 4 Citv Manager Robert Frank CITY OF OCOEE REQUEST FOR PROPOSALS RFP 09-003 CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT City ofOcoee. 150 N Lakeshore Drive. Ocoee, Florida 34761 phone: (407) 905-3100. fax: (407) 656-8504. www.ci.ocoee.tl.us BID DOCUMENTS 3 4 thru 6 7 thru 1 5 Legal Advertisement Request For Proposal #RFP09-003 General Terms & Conditions SCOPE OF WORK/BID FORM 16 thru 1 7 18 19 Scope of Services Bid Form Company Information/Signature Sheet EXHIBITS 20 thru 22 Exhibit A - List of Units END OF TABLE OF CONTENTS RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 2 LEGAL ADVERTISEMENT Ocoee City Commission Sealed bids will be accepted for RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT, no later than 2:00 P.M., local time, on December 9, 2008. Bids received after that time will not be accepted or considered. No exceptions will be made. The City reserves the right to reject any and all bids and waive informalities. The City of Ocoee, Florida, in conformance with the policies and procedures of the City of Ocoee (City) is soliciting bids from qualified and licensed contractors that have experience in providing the necessary services for routine & emergency repair, and installation of air conditioning and heating systems throughout the City. The term contract will be for three (3) years with two (2) one (l) year automatic renewal options. The City intends to award a contract to a single contractor qualified and licensed in the State of Florida based on (l) response time to routine and emergency calls, (2) number of certified AC & Heating Technicians, (3) distance from Contractor's office to City Hall, (4) similar experience maintenance/repair term contracts, (5) service rates for scheduled maintenance & emergency repairs, (6) Contractor's mark-up on parts, and (7) satisfactory reference check. A Pre-Bid Conference will be held on November 18,2008, at 10:00 AM to 12:00 Noon, local time, at City Hall Conference Room, 150 N Lakeshore Drive, Ocoee, Florida. Contractors may inspect the units during this time period only. Contractors shall submit 'one (1) original and four (4) copies of the required RFP documents plainly marked with the appropriate RFP number and opening date and time. Proposals will be received at the City of Ocoee, Attn: Purchasing Technician, 150 N. Lakeshore Drive, Ocoee, Florida 34761-2258. Interested Contractors may secure a copy of the bid documents through Demandstar by accessing the City's website at www.ci.ocoee.fl.us under Finance/Purchasing, or copies are available from the Purchasing Technician for a non-refundable reproduction and/or administrative fee of $20.00. Checks should be made payable to the City of Ocoee. Copies via e-mail are not available and partial sets of bid documents will not be issued. No fax or electronic submissions will be accepted. City Clerk November 9, 2008 RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 3 CITY OF OCOEE, RFP 09-003 CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT INTENT: Proposals for RFP #09-003 will be received by the City of Ocoee, hereinafter called "the City", by any contractor, person, firm, corporation or agency submitting a proposal for the work proposed, hereinafter called" the Contractor". The proposed term contract will be for the purpose of providing scheduled maintenance for the City AC & heating units, emergency repair, and emergency replacement of units, and shall provide for all labor, services, coordination, supervision, parts/materials, equipment, supplies and incidentals for a complete service as required by the City of Ocoee as listed under the "Scope of Services" section of this RFP. PROPOSAL INSTRUCTIONS: A. The proposer shall furnish one (1) original and two (2) copies of a proposal that at a minimum contain the following required information: Section 1 - Company Information 1) Provide name, address, contact (office and emergency contact) information for the prime and all sub-contractors. 2) If more than one (1) office, state the location of the headquarters and the office responsible for this contract and the distance in nearest one-way miles from the responsible office to Ocoee City Hall. 3) Provide copies of the appropriate State mechanical, electrical, heating & cooling licenses for the prime and sub-contractors (if applicable). 4) Provide the number and the names of certified technicians, the office where they are located, and the area of expertise and certification. Section 2 - Company Experience I) Provide company history, number of years in business, the main focus of the company, etc. 2) Provide at least five (5) recent (past 3 years) projects in Florida. For each project, provide client name, client contact information, description of service, project budget, and date completed. 3) Describe the type and quantity of service vehicles, specialized tools, etc. as relevant to this contract. 4) State and describe any litigation to which the Contractor was a party to and the outcome for the past three (3) years. Section 3 - Service Rates I) Provide a lump sum amount for the annual scheduled maintenance for all units listed on "Exhibit A - List of AC & Heating Units, Ice Machines, and Water Coolers; on "Bid Form A" provided. 2) Provide loaded service rates, dollars per hour for regular (non-emergency) call outs and emergency call outs as described under "Scope of Services." 3) Provide percentage mark-up for parts. 4) Describe and provide amount for any other fees, travel expenses (if any), delivery charge, surcharges, disposal fees, etc. that may appear on company invoice. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 4 Section 4 - Insurance 1) Provide proof of insurance meeting or exceeding the City's requirements. Provide a sample insurance certificate from the current insurer containing the details of the policy. Section 5 - Additional Information 1) Provide any additional relevant information to the type of work proposed in this RFP package that is not provided elsewhere in the RFP package. B. Any questions or concerns regarding this RFP should be addressed in wntmg to the Finance Department, City of Ocoee, FL, Attention: Crystal Conley, Purchasing Technician (407) 905-3100, extension 1523 and fax (407) 656-3501 or email cconley@ci.ocoee.tl.us, and shall be received not later than December 1, 2008. Any clarifications/changes will be made in the form of written addenda only, issued by the Finance Department. Proposers shall not contact other City staff or other City consultants for information before the award date. Any contact with any other member of the City Staff, City Commission, or its Agents during this time period may be grounds for disqualification. C. This RFP must be received as one (1) original and four (4) copies of the required RFP documents only, by the Finance Department not later than 2:00 P.M., local time, on December 9,2008. RFP's received by the Finance Department after the time and date specified will not be considered, but will be returned unopened. "Postage Due" items will not be accepted. RFP's or any information transmitted by fax or e- mail will not be accepted. RFP's shall be delivered in a sealed envelope, clearly marked with the RFP number, title, and opening date and time to: City of Ocoee Finance Department Attention: Purchasing Technician 150 N Lakeshore Drive Ocoee, FL 34761-2258 D. RFP's will be reviewed by a 4-member selection committee appointed by the City Manager and will be ranked in accordance with the established selection criteria. Date, time, and location of any scheduled selection committee meeting(s) for this RFP will be announced publicly. The selection committee shall recommend ranking of the proposals and recommendation for selection to the City Commission for approval. Please be aware that all City Commission meetings are duly noticed public meetings and all documents submitted to the City as a part of a bid constitute public records under Florida law. E. All Proposers shall thoroughly examine and become familiar with the this RFP package and carefully note the items which must be submitted, such as bid security, list of References/Experience, list of Subcontractors, equipment listing, summary of litigation, any other information specifically called for in RFP. F. Submission of a proposal shall constitute an acknowledgment that the proposer has complied with Paragraph E. The failure or neglect of a proposer to receive or examine a document shall in no way relieve it from any obligations under its bid or the contract. No claim for additional compensation will be allowed which is based upon a lack of knowledge or understanding of any of the Contract Documents or the scope of work. All items quoted shall be in compliance with the contract documents/scope of work. G. A Pre-Bid Conference will be held on November 18,2008 at 10:00 AM to 12:00 Noon at City Hall Room 109. Contractors may inspect the units during this time period only. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 5 H. Any response by the City to a request for clarification or correction will be made in the form of a written addendum which will be mailed, e-mailed or faxed by Demandstar to all parties to whom the RFP package have been issued. The City reserves the right to issue Addenda, concerning date and time of review committee meeting, clarifications, or corrections, at any time up to the date and time set for RFP submission. In this case, RFP's that have been received by the City prior to such an addendum being issued, will be returned to the proposer, if requested, unopened. In case any proposer fails to acknowledge receipt of any such Addendum in the space provided on the Addendum and fails to attach the Addendum to their proposal, its' proposal will nevertheless be construed as though the Addendum had been received and acknowledged. Submission of a proposal will constitute acknowledgment of the receipt of the RFP Documents and all Addenda. Only interpretations or corrections provided by written Addenda shall be binding on the City. Proposers are cautioned that any other source by which a proposer receives information concerning, explaining, or interpreting the Bid Documents shall not bind the City. l. Any of the following causes may be considered as sufficient for the disqualification and rejection of a proposal: a) Submission of more than one (1) proposal for the same work by an individual, firm, partnership or corporation under the same or different name. For purposes of this subparagraph, firms, partnerships or corporations under common control may be considered to be the same entity; b) Evidence of collusion between or among the proposers; c) Being in arrears on any existing contracts with the City, or litigation with the City or having defaulted on a previous contract with the City; d) Poor, defective or otherwise unsatisfactory performance of work for the City or any other party on prior projects which, in the City's judgment and sole discretion, raises doubts as to the proposer's ability to properly perform the work; or e) Any other cause which, in the City's judgment and sole discretion, is sufficient to justify disqualification of proposer or the rejection of its proposal. No proposal may be withdrawn and all proposed prices shall remain firm for a period of ninety (90) days after the time and date scheduled for the proposal deadline. The City reserves the right to accept or reject any or all proposals, to waive informalities or irregularities, to request clarification of information submitted in any proposal, or to readvertise for new proposals. The City may accept any item or group of items of any proposal. The City will make an Award, in its absolute and sole discretion to the most responsible and responsive proposer whose proposal, in the City's opinion, will be most advantageous to the City, price and other factors considered, The City reserves the right, to aid it in determining which proposal is responsible, to require a proposer to submit such evidence of qualifications as the City may deem necessary, and may consider any evidence available to the City of the financial, technical, and other qualifications and abilities of a proposer, including past performance (experience) with the City and others. The City Commission shall be the final authority in the award of any and all proposals. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 6 GENERAL TERMS & CONDITIONS: 1. BID SECURITY: None Required. 2. PERFORMANCE AND PAYMENT BONDS None Required. 3. PRICING: A. General Pricing should be provided as indicated on the Scope of Work/Price Proposal Sheet attached, to include any alternate bids. Please note that alternate bids will not be accepted unless specifically called for on the Scope of Work/Price Proposal Sheet. A total shall be entered for each item proposed. In case of a discrepancy between the unit price and extended price, the unit price will be presumed to be correct. Cost of preparation of a response to this proposal is solely that of the bidder and the City assumes no responsibility for such costs incurred by the bidder. By submission of this proposal, the proposer certifies, and in the case of a joint proposal, each party thereto certifies as to its own organization, that in connection with this procurement: a) The proposer represents that the article(s) to be furnished under this RFP is (are) new and unused (unless specifically so stated) and that the quality has not deteriorated so as to impair its usefulness. b) The prices in this RFP have been arrived at independently, without consultation, communication, or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other proposers or with any competitor; c) Unless otherwise required by law, the prices which have been provided in this RFP have not been knowingly disclosed by the proposer and will not knowingly be disclosed by the proposer prior to opening, directly or indirectly to any other proposer or to any competitor; d) No attempt has been made or will be made by the proposer to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition. Every contract, combination or conspiracy in restraint of trade or commerce in this State is unlawful (Florida Statutes, Section 542.18 and all applicable federal regulations); e) Proposer warrants the prices set forth herein do not exceed the prices charged by the bidder under a contract with the State of Florida Purchasing Division; and f) Proposer agrees that supplies/services furnished under this price proposal, if awarded, shall be covered by the most favorable commercial warranties the proposer gives to any customer for such supplies/services and that rights and remedies provided herein are in addition to and do not limit any rights offered to the City by any other provision of the contract award. B. Cost Escalation The contract labor rates shall be escalated 3% upon renewal of the contract each year. All other provisions of the contract shall remain constant for the life of the contract. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 7 4. DISCOUNTS: a) Trade and time payment discounts will be considered in arriving at new prices and in making awards, except that discounts for payments within less than 30 days will not be considered in evaluation of bids. However, offered discounts will be taken for less than 30 days if payment is made within discount period. b) In connections with any discount offered, time will be computed from date of delivery and acceptance at destination, or from the date correct invoice is received in the office of Finance, whichever is later. Payment is deemed to be made, for the purpose of earning the discount, on the date of City Check. 5. SAMPLES: Samples of items, when required, must be furnished free of expense to the City and if not called for within fifteen days from date of bid opening, same will be disposed of in the best interest of the City. See "Scope of Services" section. 6. A WARD CRITERIA: The contract will be recommended to be awarded to the overall most responSIve and responsible proposal according to the following criteria: a) Location of service office (0 - 30 points) 1) Distance (one-way miles) from contractor's office responsible for providing service to the City Hall. 2) Response time to City request for emergency and non-emergency service. b) Contractor's resources (0 - 20 points) 1) Active State licenses in specialty areas (AC & Heating, mechanical, electrical, etc.) 2) Number of certified technicians and area of certification. 3) Number of service vehicles, spare vehicles, specialized equipment, etc. 4) Brand of AC & Heating equipment supported, manufacturer certification (if applicable). c) Price proposal (0 - 30 points) 1) Lump sum price proposal for scheduled maintenance. 2) Service call rate for emergency service. 3) Contractor mark-up on parts. d) Contractors experience (0 - 20 points) 1) Experience with similar service contracts. 2) Overall experience of Contractor in AC & Heating maintenance and installation. 3) Contractor's references. The City of Ocoee may waive technicalities or irregularities, reject any or all proposals, and/or accept that proposal(s) that is in the best interest of the City, with price, qualifications and other factors taken into consideration. The City reserves the right to award the Contract to the Contractor which, in the sole discretion of the City, is the most responsive and responsible Contractor, price, qualifications and other factors considered. However, the City specifically reserves the right to accept other than the lowest responsible and responsive proposal when the City considers that to be, in its sole and absolute discretion, in the best interests of the City. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 8 7. LITERATURE: If required by the proposal, or the specifications, descriptive literature/brochures shall be included with this proposal in order to properly evaluate make/model offered. Proposals submitted without same may be considered non-responsive and disqualified. 8. PROTESTS: The City's Finance/Purchasing Department will consider Protests seeking contract award, damages, and/or any other relief. Any proposer seeking to file a Bid Protest SHALL use the following procedures: 1. A proposer SHALL file a written Protest under this Article, or be barred any relief. 2. A Protest: (a) must be in writing (oral protests will NOT be acknowledged); (b) the content of the Protest shall fully state the factual and legal grounds for the protest and the legal basis for the relief requested; and (c) The Protest shall be filed with the Purchasing Agent not later than three (3) calendar days after the posting of the notice of intent to award or recommendation of award by staff. 3. After a Protest has been properly filed with the City, the City, by and through its Finance/Purchasing Department shall make a determination on the merits of the protest not later than five (5) business days after receipt of the protest. If the City denies the protest, the City may proceed with the award of the Contract unless enjoined by order of a Court of competent jurisdiction. 4. A Protest SHALL be limited to the following grounds: (a) issues arising from the procurement provisions of the Project Manual and/or the Proposal Package or Contract Documents; and/or (b) applicable federal, state or local law. No Protest may be based upon questions concerning the design documents. The proposer shall clarify all such questions concerning the design of the project prior to submitting its proposal. 9. PAYMENT TERMS: For scheduled quarterly maintenance, payment shall be based on invoices presented by the Contractor after completion of all work as approved by the Public Works Director. If additional repairs are needed as determined during the scheduled quarterly maintenance and authorized by the Public Works Director, Contractor shall submit an itemized invoice describing work performed and clearly indicating the labor and parts. See Scope of Services/ Assignment Procedures Section. For emergency service, Contractor shall submit an itemized invoice upon completion of the work describing the work and clearly identifying the labor and parts in accordance with the terms of the contract. Payment for work completed will be made within (30) days of approved invoice. No payment will be made for materials ordered without proper authorization. Payment shall not be made until materials, goods or services, have been received and accepted by the City in the quality and quantity ordered. Any contract resulting from this solicitation is deemed effective only to the extent of appropriations available. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 9 The City of Ocoee, Florida has the following tax exemption certificates assigned: . Florida Sales & Use Tax Exemption Certificate No. 58-00-094593-54C; and . The City is exempt from federal excise, state, and local sales taxes. 10. CONTRACT: The successful proposer hereinafter referred to, as "Contractor" will be required to enter into a contract with the City ("the Agreement"). The City may in its sole discretion award any additional work, whether in the existing areas, or in any additional area, to any third party, or such work may be performed by the City's employees. Contractor will be expected to cooperate with any or all other Contractors who may be performing work for the City. The form of Contract will be an AlA AI05 form of Contract that has been modified for use by the City for this Project. II. SAFETY REQUIREMENTS: The Bidder guarantees that the services to be performed and the goods to be provided herein. shall comply with all applicable federal, state and local laws, ordinances, regulations, orders and decrees, including without limitation such of the following acts as may be applicable: Federal Consumer Product Safety Act, Federal Fair Labor Standards Act, Occupational Safety and Health Act, Federal Hazardous Substances Labeling Act, Federal Flammable Fabrics Act, and any applicable environmental regulations. a) All contractors are required to comply with the Congressional Federal Register (CFR) of the U.S. Department of Labor, Occupational Safety and Health Administration (OSHA) Construction Industry, Part 1926, and CFR 1910, General Industry Standards, that are applicable in construction work. b) The prime contractor is not only responsible for the safety aspects of his operation and employees. but also that of all subcontractors on the job site. c) Assure that a certified first aid person is designated, phone numbers of physicians, hospital and ambulance services are posted (copy to Personnel Director, City of Ocoee) and that a first aid kit is available. d) All individuals are required to wear hard hats on all construction sites. e) Provide personal protective equipment that may be required for jobs in progress (e.g.: hard hats. safety glasses, respirators, ear protection, long pants and shirts, etc.). f) Observe the speed limit on City property. g) Construction areas cleaned dailv; excavations must be barricaded or flagged until backfilled. In some cases, bracing, shoring and sloping may be required. h) Scaffolds shall have guard rails on all open sides and secured to prevent displacement. i) Powder actuated stud guns or low velocity and/or similar powder actuated tools require eye and ear protection as well as to ensure that all unauthorized personnel are well clear. j) Welding and cutting - a fire watch and appropriate fire extinguisher shall be provided and combustible materials cleaned up. k) All heavy equipment must have, where applicable, (a) back-up alarms, (b) boom angle indicator, ( c ) load chart, (d) reeving, (3) fire extinguisher, (f) condition of hook and other items in accordance with OSHA 1926.550 and ANSI B30.5. I) Construction material shall not be stored so as to block exits. m) Ground fault circuit interrupters are required on all electrical circuits not part of the permanent wiring of the building. n) Personal fall protection must be provided at elevations exceeding ten (10) feet. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 10 0) Per City Ordinance, any Contractor using construction dumpsters within the City of Ocoee must obtain these services through Superior Waste Services of Florida, Inc. 12. DRUG-FREE WORKPLACE: If applicable, provide a statement concerning the Bidder's status as a Drug-Free Work Place or evidence of an implemented drug-free workplace program. 13. CERTIFICATION OF NON-SEGREGATED FACILITIES The Bidder certifies that it does not and will not maintain or provide for the bidder's employees any segregated facilities at any of the bidder's establishments and that the bidder does not permit the bidder's employees to perform their services at any location, under the bidder's control, where segregated facilities are maintained. The bidder agrees that a breach of this certification will be a violation of the Equal Opportunity clause in any contract resulting from acceptance of this Bid. As used in this certification, the term "segregated facilities" means any waiting room, work areas, time clocks, locker rooms and other storage and dressing areas, parking lots, drinking facilities provided for employees which are segregated on the basis of race, color, religion, national origin, habit, local custom, or otherwise. The bidder agrees that (except where the bidder has obtained identical certification from proposed contractors for specific time periods) the bidder will obtain identical certifications from proposed subcontractors prior to the award of such contracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity clause, and that the bidder will retain such certifications in the bidder's files. The non-discriminatory guidelines as promulgated in Section 202, Executive Order 11246, and as amended by Executive Order 11375 and as amended, relative to Equal Opportunity for all persons and implementations of rules and regulations prescribed by the U.S. Secretary of labor, are incorporated herein. 14. STATEMENT OF AFFIRMATION AND INTENT: The bidder declares that the only persons or parties interested in their bid are those named herein, that this bid is, in all respects, fair and without fraud and that it is made without collusion with any other vendor or official of the City of Ocoee. Neither the Affiant nor the above named entity has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive pricing in connection with the entity's submittal for the above project. This statement restricts the discussion of pricing data until the completion of negotiations and execution of the Agreement for this project. The bidder certifies that no City Commissioner, other City Official or City employee directly or indirectly owns assets or capital stock of the bidding entity, nor will directly or indirectly benefit by the profits or emoluments of this proposal. (For purposes of this paragraph, indirect ownership or benefit does not include ownership or benefit by a spouse or minor child.) The bidder certifies that no member of the entity's ownership or management is presently applying for an employee position or actively seeking an elected position with the City. In the event that a conflict of interest is identified in the provision of services, the bidder agrees to immediately notify the City in writing. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT II The bidder further declares that a careful examination of the scope of services, instructions, and terms and conditions of this bid has occurred, and that the bid is made according to the provisions of the bid documents, and will meet or exceed the scope of services, requirements, and standards contained in the Bid documents. Bidder agrees to abide by all conditions of the negotiation process. In conducting negotiations with the City, bidder offers and agrees that if this negotiation is accepted, the bidder will convey, sell, assign, or transfer to the City all rights, title, and interest in and to all causes of action it may now or hereafter acquire under the Anti-trust laws of the United States and the State of Florida for price fixing relating to the particular commodities or services purchased or acquired by the City. At the City's discretion, such assignment shall be made and become effective at the time the City tenders final payment to the bidder. The bid constitutes a firm and binding offer by the bidder to perform the services as stated. 15. PUBLIC ENTITY CRIME STATEMENT: All invitations to bid as defined by Section 287.012(11), Florida Statutes, requests for proposals as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes, which reads as follows: "A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list." All bidders that submit a Bid or Request for Proposal to the City of Ocoee are guaranteeing that they have read the previous statement and by signing the bid documents are qualified to submit a bid under Section 287.133, (2)(a), Florida Statutes. 16. PERMITS/LICENSESIFEES: a) Any permits, licenses or fees required will be the responsibility of the contractor; no separate payments will be made. b) The City requires a City of Ocoee registration if permitting is required. Please contact the City's Protective Inspections Department at (407) 905-3100 extension 1000, directly for information concerning this requirement. c) Adherence to all applicable code regulations (Federal, State, County, and City) is the responsibility of the contractor. See "Scope of Services" section. 17. INSURANCE TERMS & CONDITIONS: The Contractor shall not commence any work in connection with the Agreement until all of the following types of insurance have been obtained and such insurance has been approved by the City, nor shall the Contractor allow any Subcontractor to commence work on a subcontract until all similar insurance required of the subcontractor has been so obtained and approved. Policies other than Workers' Compensation shall be issued only by companies authorized by subsisting certificates of authority issued to the companies by the Department of Insurance of Florida which maintain a Best's Rating of "A" or better and a Financial Size Category of "VII" or RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 12 better according to the A.M. Best Company. Policies for Workers' Compensation may be issued by companies authorized as a group self-insurer by F.S. 440.57, Florida Statutes. a) Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible shall be the sole responsibility of the General Contractor and/or subcontractor providing such insurance. b) Workers' Compensation Insurance: The Contractor shall obtain during the life of this Agreement, Worker's Compensation Insurance with Employer's Liability Limits of $500,000/$500,000/$500,000 for all the Contractor's employees connected with the work of this project and, in the event any work is sublet, the Contractor shall require the subcontractor similarly to provide Workers' Compensation Insurance for all of the latter's employees unless such employees are covered by the protection afforded by the Contractor. Such insurance shall comply fully with the Florida Workers' Compensation Law. In case any class of employees engaged in hazardous work under the Agreement for the City is not protected under the Workers' Compensation statute, the Contractor shall provide, and cause each subcontractor to provide adequate insurance, satisfactory to the City, for the protection of the Contractor's employees not otherwise protected. . Include Waiver of Subrogation in favor of the City ofOcoee c) Contractor's Public Liability and Property Damage Insurance: The Contractor shall obtain during the life of this Agreement COMMERCIAL AUTOMOBILE COVERAGE, this policy should name the City of Ocoee as an additional insured, and shall protect the Contractor and the City from claims for damage for personal injury, including accidental death, as well as claims for property damages which may arise from operations under this Agreement whether such operations be by the Contractor or by anyone directly or indirectly employed by the Contractor, and the amounts of such insurance shall be the minimum limits as follows: I) Automobile Bodily Injury Liability & Property Damage Liability . $1,000,000 Combined single limit per occurrence (each person, each accident) . All covered automobile will be covered via symbol 1 . Liability coverage will include hired & non-owned automobile liability . Include Waiver of Subrogation in favor of The City ofOcoee 2) Comprehensive General Liability (Occurrence Form) - this policy should name the City of Ocoee as an additional insured and should indicate that the insurance of the Contractor is primary and non-contributory. . $2,000,000 GENERAL AGGREGATE . $2,000,000 PRODUCTS-COMPLETED OPERATIONS AGGREGATE . $1,000,000 PER OCCURRENCE . $1,000,000 PERSONAL & ADVERTISING INJURY . Include Waiver of Subrogation in favor of the City ofOcoee 3) Subcontractor's Comprehensive General Liability, Automobile Liability and Worker's Compensation Insurance: The Contractor shall require each subcontractor to procure and maintain during the life of this subcontract, insurance of the type specified above or insure the activities of these subcontractors in the Contractor's policy, as specified above. 4) Owner's Protective Liability Insurance: As applicable for construction projects, providing coverage for the named insured's liability that arises out of operations performed for the named insured by independent contractors and are directly imposed because of the named insured's general supervision of the independent contractor. The Contractor shall procure and furnish an Owner's Protective Liability Insurance Policy with the following limits: $1,000,000 per occurrence, $2,000,000 aggregate, and naming the City of Ocoee as the Named Insured. 5) Contractual Liability: If the project is not bonded, the Contractor's insurance shall also include contractual liability coverage to insure the fulfillment of the contract. NOTE: WITH RESPECT TO PUBLIC LIABILITY INSURANCE AND AUTOMOBILE LIABILITY INSURANCE, THE CITY SHALL BE NAMED AS ADDITIONAL INSURED. . $1,000,000 PER OCCURRENCE . $2,000,000 AGGREGATE RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 13 6) Commercial Umbrella: . $1,000,000 PER OCCURRENCE · $2,000,000 Aggregate . Including Employer's Liability and Contractual Liability 7) Builders Risk: . $100,000 Any (I) Location . $1,000,000 Any (1) Occurrence 8) Certificates oflnsurance: Certificate oflnsurance Form (see sample attached), naming the City of Ocoee as an additional insured will be furnished by the Contractor upon notice of award. These shall be completed by the authorized Resident Agent and returned to the Office of the Purchasing Agent. This certificate shall be dated and show: · The name of the Insured contractor, the specific job by name and job number, the name of the insurer, the number of the policy, its effective date, its termination date. · Statement that the Insurer shall mail notice to the Owner at least thirty (30) days prior to any material changes in provisions or cancellation of the policy, except ten (10) days written notice of cancellation for non-payment of premium. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 14 r IJCOF1[). PRC'OU<::EA CERTIFICATE OF LIABILITY INSURANCE OP 10 J FRAZE. 1 11 04 04 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ! ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE I HO\.DER, THIS CERTIFICATE DOES NOT .\MEND, EX1CND OR ALTE'.l~V!~~~~~I?~~L.~~ES,BELOW" _ , f"'''M'~'O O"","^"" -, -, - - ~ ~. l~~ __ ~y!!.!t "t~_...:....?!.......t!!!-__ _ ~ ___ ,::::--=--=-~-'- ='- --~. =:J=_ ~~ ___ ~ _ _ _~.~.~..:J,.__ .--- ! tNS\",'R[A. E: iN"S1.'';'EO- Contractor1e Nama Addre88 COV~RAGE5 filE pO\..;CtES G~' INS\JRANCE LlsnD BELOW HAVf.: BUN lS.~f.D TO THti ,NSURED HA),oIQ}...aOVE FOR THE PCLCV PEJtM)O IHOlCATEO Nl')TNm1STANOING .\NY Rfi:C(JlRiMENT. rERM OR; CONOITION OF I.HY COHTf\Ill.CT OR OlliE!" OC-C:J'wIENTW!TH Rf.SPEC1' TO WH~~1 r"\6 CERTifiCATE W'1 BE 'SSUED OR MAY PEAT,U.., THE iNSUR)l,HCE -"fORDEO B.... 'fHE PQlICI&$ CESCRI9EOHEAElN IS 9i)1\JECT TO ALL THE TERMS, exCUJ,ION3 ANll CONQIT'IONS Of SUCH POliC~ES, AGGREGATE LlMfrs SMQWN MAV I'f.AvE ElEEN REOl..JCf:O av PA.:O CLA.1U5 L~~g-'-- rm!-;~~~~--'-":' ..o~;C~~""'.E':' '" ~~o~'T~lf.WXm~~~rT-'--'- ,~IMIT'-' , ~tAl. L1....UTY =---r '. ~~,:"...~__..!.!J,Q9.h9.Q.9_, : X,~. co~:,::L":'[f;:~~: ! 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"'-'''-''-') i-X ~!9~Y:Sl\:';I$..1 :cEt_..__._.. l:'~ :-';'~~~"F.' Hci.~: ~~~:== ! u. OI5_~SF..POLICYUMIT S 5.00,000 ,!-- i I -..-...-....' Builder. Risk ADy 1 Loc 100,<XXJ ADy 1 Occ ,,,.,...h.Q.O_Q~ i i oiscRWTlOtlt OF O,EAATIOI'oI! I ,",XATIO"" I VE~l..fS I U;CLUStONS ADOE-O 1'1 E:H~SE"lhT 'SPECIAl.. IlROV\$Ot'S The insurance evidsnced by this certificate ahall name the certificate holdera a. an additional inaured on the General Liability & Umbrella Liability. Workers' compensation. Employera' Liability' General Liability shall contain a Waiver of Subrogation in favor of the certificate holder. The certificate holder ia add.d aa a 1DIEd:irELnrl fir art.ld3:s Risk. r"":::: ,~:~u 'd~ I Oco.. rL 34761.2258 t ACO~O 25 (2001106) oeOKEOl CAHCELLATION S..ouLD N4Y OF T~I A8OV1 OI!:!U:AI8I'O 'OLlC1U !If CANctl.l..IO 811-0"1 THf UPiMAT'lO" ~n THIRlO", n<<1$!\JIHQ 1""'U"!R WIt.L EHOtAVOl' TO MNl,. ~_ DAY' WlUTrfN MOTlCE TO THI t!RTIflCA.U HOLDER HAMID TOTHaLI!FT, ItIT F.lJlU1t'- TO DO so SHALL IMPOSI! NO OIUGAn()H OR UA81t..fTV OF ANY KINO UPON THI 'N$URER, rT! AGENTS OR lIIllrAItHHTAfNU. A\lrHO!lllZE~iHT&TNt .,---~..- $~Pt.tF Q ACORD CORPORATION 194/ RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 15 CITY OF OCOEE SCOPE OF SERVICES RFP 09-003 CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT The City ofOcoee, Florida, in conformance with the policies and procedures of the City ofOcoee (City) is soliciting proposals from qualified and licensed contractors (Contractor) that have experience in providing the necessary services for scheduled and emergency repair, and installation of air conditioning and heating systems throughout the City. The term contract will be for three (3) years with two (2) one (1) year automatic renewal options. The City intends to award a contract to single qualified and licensed contractor based on factors including, but not limited to (1) response time to routine and emergency calls, (2) number of certified AC & Heating Technicians, (3) distance from Contractor's office to City Hall, (4) similar experience maintenance/repair term contracts, (5) lump sum amount for scheduled maintenance & service rate for emergency repairs, (6) Contractor's mark-up on parts, and (7) satisfactory reference check. The Contract requires the Contractor to provide various scheduled maintenance services and emergency repairs for all AC & Heating units, Ice Machines, and Water Coolers City-wide. 1. Scheduled Quarterly Maintenance Contractor shall visit each unit listed on Exhibit A (list of city-wide AC & Heating, Ice-Machines, and Water Coolers), every 3-months and perform the following minimum tasks: a) Clean all refrigerant coils b) Clean blower wheels and fan blades c) Clean pan and condensation drains. d) Check refrigerant level and add refrigerant as necessary e) Check and adjust belts f) Check current amperage draw for all motors . g) Check bearings in motors for wear h) Clean or replace filters as necessary i) Electrically check compressor motor windings for breakdown j) Visually inspect electrical parts and connections k) Exercise machinery for all possible functions to insure proper function 1) Visibly inspect ducts and pipes for damage and contaminants Upon completion of the scheduled maintenance, Contractor shall submit a report indicating the condition of all units inspected and providing a list of items in need of repair and cost of repair in accordance with the terms of the Contract. Upon authorization to proceed, Contractor shall make the necessary repairs within 5 working days of the authorization. Contractor shall make every attempt to schedule maintenance activities to avoid or minimize interference with City operations and minimize discomfort to the City employees. Activities for major AC & Heating Units for City Hall, Police Department, Community and Recreation Centers shall be scheduled for non-business hours if the maintenance requires shut down of the system. City may add additional units to the list provided on Exhibit A at a negotiated charge to satisfaction of both parties. Revisions to the list shall require approval by the Public Works Director and the City Manager on behalf of the City and authorized representative on behalf of the Contractor. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 16 2. Emergency Response Contractor is required to respond to request for service under emergency conditions within 2 hours of the request. Contractor shall provide 24-hours live dispatch service or a 24-hour cellular number for a licensed and qualified "on-duty" technician for contact by City staff. If calls for service are answered by voicemail, the maximum wait time for a call back to a recorded voicemail shall be 15 minutes which shall be included in the 2-hour response time. Failure to respond in specified time period to a request for service shall constitute violation of the contract subject to the following penalties: Tardiness Penalty 15 to 60 minutes I;S of Service call Rate 60 to 120 minutes % of service call rate More than 120 minutes No charge for service call Three (3) or more violations in a 12-month period may result in termination of the contract at the discretion of the City. The "on-duty" technician shall have the means to diagnose the trouble and make temporary repairs as needed to make the system operational. Major repairs and part replacement shall begin no later than the next business day or as soon as the part is available. Contractor shall maintain adequate diagnostic equipment and an inventory of common parts for immediate repairs at all times. For repairs or replacement exceeding $4,999.99, Contractor shall submit a written proposal to the Public Works Director for review and authorization no later than the next business day and prior to commencement of work. Contractor shall submit an invoice after the completion of the work, which shall describe the work performed, time called, time, arrived, time work complete, labor, and parts. PERMITS & INSPECTIONS Scheduled maintenance activities and minor repairs will not require a permit. The Contractor shall be responsible for filing the necessary permit application for non-emergency major component replacement with the City's Building Department. Under emergency conditions, the permit may be filed within 48-hours of the service call. The City permit fees are waived. The Contractor shall be responsible for scheduling, attending, and complete all necessary inspections to satisfy the permit requirements. LICENSES All contractors and sub-contractors proposed for this project shall be fully licensed in their discipline in the State of Florida as required by Florida law. A copy of the license for the prime and all sub-contractors shall accompany the bid. Failure of the firm to follow the guidelines specified above may result in disqualification from the selection process. RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 17 RFP 09-003 PRICE PROPOSAL SHEET CITY-WIDE AC & HEATING MAINTENANCE TERM CONTRACT 1. Lump sum amount for quarterly maintenance for all items listed on EXHIBIT A: $ dollars and cents 2. Lump sum amount for annual maintenance for all items listed on EXHIBIT A: (Bid Item number 1 amount multiplied by (4) quarters). $ dollars and cents 3. Rate to be charged for service during business hours (Monday-Friday, 7:30 AM to 5:30 PM): $ dollars and cents 4. Rate to be charged for service during non-business hours & holidays: $ dollars and cents 5. Mark-up or discount offered for parts: % Mark-up %Discount 6. Distance in one-way miles from Contractor's Service office to City Hall: Miles 7. Contractor offers 24-hour live dispatch:_ Yes No The City reserves the right to delete any portion of the bid items above in order to meet budget constraints. Company Name Contractor's License Number Authorized Officer (print) Authorized Signature Date RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 18 RFP #09-003 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THESE BID INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR BID. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL BID INSTRUCTIONS AND THAT THE PRICES REFLECTED ON THE "SCOPE OF WORK/BID FORM" ARE ACCURATE AND WITHOUT COLLUSION. COMPANY NAME TELEPHONE (INCLUDE AREA CODE) FAX (INCLUDE AREA CODE) E-MAIL ADDRESS IF REMITTANCE ADDRESS IS DIFFERENT FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: AUTHORIZED SIGNATURE (manual) NAME/TITLE (PLEASE PRINT) STREET ADDRESS CITY ST A TE ZIP FEDERAL ID # __Individual _Corporation _Partnership _Other (Specify) Sworn to and subscribed before me this day of ,20 Personally Known or Produced Identification (Type of Identification) Notary Public - State of County of Signature of Notary Public Printed, typed or stamped Commissioned name of Notary Public RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 19 MAKE AC & HEATING UNITS CITY HALL TRANE TRANE TRANE TRANE TRANE FUJITSU LIEBERT MODEL TTAI80B300FA MCCBO 12UAOAOUA RAUCC20FBX0300 MCCB017UAOAOUA TCH2 J OC300DA AOUI2CI POLICE DEPRTMENT TRANE MCCBOZIUAOAOLJA TRA.NE TTAI50B300EA TRANt.: TTAI50B300EA FUJITSU AOU30CI MAGUIRE HOUSE IRANE TRANE TRA N E TRAIYE TRANE TW A090A300BA TWH036B 140FI TW A090A300BA TWE090A300BB TWN0248140FJ VIGNITY RECREATION CENTER TRANE TWEI20BI00EL TRANE 2TTB3060A 1 OOOAA TRANE 2TTB3060A I OOOAA COMMUNITY CENTER IRA Nt.' TT A090A300FA TRANE TTA090A300FA TRANE TTA090A300FA TRANE BAYHTRL315AB TRANE BAYHTRL315AB TRANE BAYHTRL315AB BEECH CENTER ADDISON TRANE TRANE TRANE TRANE TRANE TRANE m.INE TRANE TRANE TRA /',' E TRANE TRANE TRANE TRANE ADDISON VCA27IX-3E TWE 120A300CA TWE I 20A300CA TWE 120A300CA TWE042CI4FCO TWE060P13FBO WBHA24J II NFBA I WBHA24JIINFBAl TWE 120A300CA TTA042D300BO '1'1' A042D300AO W AKA-060CA5 W AKA-060CA5 TTA 120A300CA TTAI20A300CA TT A 120A300CA TT A 120A300CA RCA271-3E FIRE STATION #1 (BLUFORD AVE) support chief lobby offices/Ii b/meeting EXHIBIT A LIST OF EQUIPMENT SERIAL # UNIT LOCATION/AREA/TYPE 325326RAD K 03F87307 C03F05459 K 03F87302 20710028 J D E009085 K04B25871 4063KCAADunitl 4071 YEKADunit2 1'004688 K 12198265 K07371838 KI2198118 K II H540PN .142354294 6512RJBD 71737EX2F 6431KP2IF 52630W2AD 52622F3AD 5021592AD 5124W3PCD 5231 RB6CD 5231 RB5CD 990102902001 Pl422XF5H P 1425J45H P 14403851'1 P216LCIV PI332GOIV TM070005280 TM07000528I PI435RC5H PI63K8DFF PI05T8C2F 4991 M359904139 4991 M469908803 P135PSKAH PI32SNOAH PI55PY8AH PI560XOAH 990102901001 HIRA048525Aunit I HIRA042525Aunit2 HIRA060525Aunit3 small souths ide unit-comm. Cham. outside COLJ small southside unit-comm. Cham. inside 2nd fl AHU large southside unit -2nd fl- outside CDU large southside unit -2nd fl- inside AI-IU northside unit- 1st fl AH/CDU southwest unit -I st fl TV -media room- mini split northside unit- 2nd fl computer room COU northwest comer unit -whole bldg- insde AHU northwest corner unit -whole bldg-outside CDU northwest corner unit -whole bldg-outside CDU north side unit- communications- mini split northside unit 1 west to east CDLJ northside 2nd fl - attic AHU northside unit 2 CDU north side 2nd tl - AHLJ northside unit 3 CDU northside 1st fl- under house AHU northside unit 4 CDU northside 1 st fl- under house ABU AHLJ CDU CDU north side unit outside- CDU # 1 northwest unit outside COU #2 northwest unit outside CDU #3 inside AHU # 1 inside AHlJ #2 right inside ABlJ #3 left southeast unit -gym-AHlJ northeast unit-gym-AHU northwest unit-gym-AHU southwest unit-gym-AI-IU northwest unit inside-oflices-AHU3 northwest unit inside-offices-AHlJ4 northside unit ceiling- studio inside AHU northside unit ceiling-workout inside ABlJ southside unit ceiling-storage inside-AHlJ northwest outside unit Offices ClJ3 northwest outside unit Lobby ClJ4 northwest outside unit Work out CU I northwest unit outside Dance rm ClJ2 northeast unit outside- CU 1 B northeast unit outside- ClJ I A southeast unit outside ClJ 1 C southeast unit outside-CDlJ 5 southeast unit outside ClJ 2 outside CDU -inside AHlJ: outside CDlJ -inside AHlJ:F2P060N06B RFP 09-003, CITY -WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 20 trainning HIRA024506Dunit4 outside CDU -inside AHU:F2RP024N06B corridor/batt ch ict' HIRA076525Aunit5 outside CDU -inside AIIUK4EU090A33A H2RCO I 8506Aunit6 outside CDU -inside AHU: F2RPO 1 8N06B HI RA048525Aunit7 outside CDU -inside AHU: F2FP048N06B FIRE STATION #2 (CLARKE RD) ADDISON PCA061 S-3E 990606801002 eastside unit outside-AH/CDU TRANE TTA090A300CC M306LM8AH southeast unit outside-CDU ! NOT IN lJSE TRANE TTA 120A300BC M303NYXAH southeast unit outside-CDU 2 GOODMAN CR22KF-PFV-230 0513101458 northwest unit outside- CDU TRANE TWE090A300CA M244P245H hallway attic unit inside-AHU GOODMAN ARlJF024-00A- 1 A 506042781 northwest unit inside bay storage- AHU FIRE STATION #3 (MAGUIRE RD) GOODMAN GSCI30181AE 0808554170 CDlJ Bay GOODMAN AHlJ Bay SOUTH WATER PLANT 2TWB00361000AB 5 I 62lJ.1M4F north outside CDU, Inside AHU WASTEWATER PLANT TRANE TW A 120A300BA H48198601 wests ide outside Heat Pump/CDlJ TRANE TTB024C 1 00A2 3131WDG5F wests ide outside CDU TRANE TWE 120A3008A H40170310 inside AHlJ TRANE TWEOl24CI4FBO 3126AXnV in ceiling AHU HACKNEY-PRAIRIE WATER PLANT FRIDRICH WE12A33E-A LBCR 1 9003 Window Unit WATER PLANT ADMINISTRATION TRANE TW AI 20A300BA H4819860 1 westside outside heat pump/CDU TRANE TTB024C 1 00A2 3131WDG5F westside outside CDU TRANE TWE 120A300BA H40170310 Inside AHlJ TRANE TWEO 124C 1 4FBO 3126Axnv in ceilling AHU PUBLIC WORKS (301 MAGUIRE) CARRIER 5055-036---301 3496G41633 westside package unit AHU/CDlJ I CARRIER 5055-036---30 I 3496G41588 westside package unit AHU/CDlJ 2 CARRIER 5055-036---30 I 3496G41587 westside package unit AIIU/CDlJ 3 BRYANT 564ANX036000ABAF 0904G41583 westside package unit AHU/CDlJ 4 NORDYNE GP3RA036K GI'F040602355 westside package unit AHU/CDlJ 5 GOODMAN PCK036- 1 C 0410706544 westside package unit AHU/CDU 6 GOODMAN PCK036-1 F 0504174616 westside package unit AHU/CDU 7 ISON S&V CARRIER FK4DNB006 0306A87420 AHUI CARRIER FA4BNF036 4605A 71908 AHU2 CARRIER FA4BNF036 4605A71914 AHU3 CARRIER FA4BNF060 4405A84828 AHU4 CARRIER 38CKC060370 4205E23476 CUI CARRIER 38CKC060370 4205E23518 CU2 CARRI ER 38CKC036350 4305E31083 ClJ3 CARRIER 38CKC036350 4305E31080 ClJ4 CLINIC GOODMAN ARUF486016AB 4305E31080 AHU GOODMAN GSCI3060lBC 0710254275 CU WW NEW ADMIN TRANE 2TEC3F60BI000AA 8015SP2V AHUI TRANE 2TEC3F42CIOOOAA AHU2 TRANE 2TTB3060A 1 OOOM 81518RY2F CDU I TRANE 2TTB3042A I OOOA^ 84057394F CDU2 JAMELA STORAGE GOODMAN ARUF364216AB 0707716789 AH east GOODMAN ARUF3642 1 6AA 0612660712 AH west GOODMAN GSC130421AC 0709053507 CU east GOODMAN GSC 130421 AC 0709053508 ClJ west RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 21 PUBLIC WORKS CARRIER 40RN-012-B61IHC 2706UI5111 AH 1 ADMIN CARRIER 38ARD012-501 2206G40 165 CU I ADMIN CARRIER FA4CNF024 2806A 76549 AH 2 sign shop CARRIER 24ABR324A310 0706EI0895 CU 2 sign shop CARRIER F A4CNB060 2006A85646 AH 3 fleet CARRIER 24ABR360A330 3206E0387\ CU 3 fleet NEW PO LENNOX CB2\V-65-2P 5894F60802 AHU 1 LENNOX CB2IV-51-2P 5894G 15578 AHU 2 LENNOX CB2\ V -65-21' 5894E71262 AHU 3 LENNOX CB21 V-51-2P 5894GI5568 AHU 4 LENNOX CB21 V -65-21' 5894E71265 AHU 5 LENNOX CB21 V -65-21' 5894F26080 AHU6 LENNOX CB21 V-51-2P 5894HI3567 AHU 7 LENNOX HP23-653-2Y 5894D24427 CU LENNOX HP23-513-2Y 5894G29238 CU LENNOX HP23-653-2Y 5894F51052 CU LENNOX HP29-048-7Y 5806KOl147 CU LENNOX IIP29-060-7Y 5807 A09605 CU LENNOX IIP29-060-7Y 5807 A09603 CU LENNOX HP29-048-7Y 5806KOl145 ClJ ICE MAKERS CH ICE 0 matic ICE lJ 150HA2 D438-00455-Z 2ND FL breakroom FLT MANITOWOC S 570 990720529 Service Bay PW ICE 0 matic B55PSA 041012800 II 033 Breakroom FS 1 MANITOWOC S 400 030320606 Garage Bay FS 2 MANITOWOC S 400 030320108 Garage Bay FS 3 ICE 0 matic KC400HAPB I V71202983 Z Garage Bay WW HOSHIZAKI KM500MAH M25674K North side outside BC SCOTSMAN CME456AS-1 A 582124-110 KITCHEN IC GE monogram ZD 115CWWK AL930420 KITCHEN WATER COOLERS CH Halsey 2 units FLT OASIS P8AM-DI0\ PW OASIS PLF 3CP FS I SUNROC 2 Units FS 2 ELKAY FS 3 ELKA Y WW ELKAY I'D Halsey I'D I Ialsey Taylor WI' ELKA Y CC EBCO/OASIS BC ELKA Y IC ELKA Y CL Halsey Taylor PW ELKA Y PW ELKA Y NP Halsey Taylor NP Halsey Taylor 74158365001 22351165 9842522739 Dual Upright Unit 79158365001 Dual Upright Unit 8413068415 07043\118 060416583 DP7WMPE EZFSTL8 1 B EXFSTL81 B HTV -8-Q- TTG EZFSTLR81 B EZFSTLR81 B 4421855001 HAC-8FS-Q 06091231 I 060823551 940534183 CC = COMM. CENTER FS = FIRE STATION PW = PUBLIC WORKS WW = WASTEWATER PLANT CH = CITY HALL PD = POLICE DEPARTMENT WP = WATER PLANT BC = BEECH CENTER IC = ISON CENTER CL = CLINIC PW = PlIBLlC WORKS NP = NEW POLICE I st floor lobby & second floor hallway Service bay Hallway Service bay & lobby Service bay Service bay Hallway Lobby Maguire Road Water Plant Hallway LOBBY LOBBY LOBBY LOBBY BAY HALL HALL RFP 09-003, CITY-WIDE AIR CONDITIONING & HEATING MAINTENANCE TERM CONTRACT 22 J