VAL VERDE UNIFIED SCHOOL DISTRICT HVAC DESIGN-BUILD SERVICES AT THREE (3) SCHOOLS. RFQ/RFP No. 17/

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1 HVAC DESIGN-BUILD SERVICES AT THREE (3) SCHOOLS RFQ/RFP No. 17/ PROJECT MANUAL BIDDING AND CONTRACT DOCUMENTS MANDATORY JOB WALK: 8:00AM PST, March 15, 2018 BID DUE: 10:00 AM PST, March Val Verde Unified School District 975 West Morgan Street, Perris, CA BOARD APPROVAL: Tuesday, April 10, 2018 HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 1

2 Val Verde Unified School District REQUEST FOR QUALIFICATIONS AND REQUEST FOR PROPOSALS CLEAN ENERGY JOBS ACT PROPOSITION 39 HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Val Verde Unified School District ( District ) requests qualified Contractor firms ( Contractor ) to submit their qualifications and proposal for the following services ( Services ): Scope of Work: HVAC Design-Build Services; a. Design. The Firm will provide all necessary design, engineering, management, labor, materials, tools, equipment, supplies, and related services for planning and development of high efficiency HVAC equipment in accordance with the Attachment A Scope of Work. b. Installation. The Firm shall also provide all Installation services for HVAC Replacement projects including all necessary labor, materials, tools, equipment, supplies, construction management, installation, construction, and training services in accordance with Attachment A Scope of Work. Work shall be performed at the following District school facility: Mead Valley Elementary School (21100 Oleander Ave, Perris, CA 92570) Rainbow Ridge Elementary School (15950 Indian Ave., Moreno Valley, CA 92551) Rancho Verde High School (17750 Lasselle St, Moreno Valley, CA 92551) This project has been identified as energy efficiency improvements to the District with an estimated energy savings of 423,034 kwh per year and a project estimate of $5,160,710, collectively. Through this Request for Qualifications and Request for Proposals ( RFQ/RFP ), the District intends to procure and implement energy conservation measures via the procurement process as prescribed by Government Code section et seq. based on a best value evaluation and highest score achieved for the weighted criteria outlined in Section 5 District s Evaluation/Selection Process. The District reserves the right to accept or reject any and all Proposals, in part or in whole, or to waive any irregularities or informalities in any Proposal or in the bidding. The District also reserves the right to amend this RFQ/RFP as necessary. All materials submitted to the District in response to this RFQ/RFP shall remain the property of the District. The District reserves the right to seek proposals from, or to contract with, any Firm not participating in this process. The District shall not be responsible for the costs of preparing any proposal in response to this RFQ/RFP. All RFQ/RFP Proposals shall be submitted on forms furnished by the District. RFQ/RFP Proposals must conform with, and be responsive to, the RFQ/RFP and Contract Documents, copies of which may be downloaded from the District Purchasing website at: Only RFQ/RFP Proposals submitted to the District on or before the date and time set forth below shall be considered. Interested Firms HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 2

3 should mail or deliver one (1) original Proposal and four (4) copies in hardcopy and one (1) in electronic format on a flash drive in a sealed box/package, as further described herein, to: Val Verde Unified School District 975 West Morgan Street Perris, CA ATTN: Stacy Strawderman, Director of Facilities, Contracts, & Purchasing Services Project Name: HVAC Design-Build Services at THREE (3) Schools All Proposals are due by 10:00 AM PST, March Faxed, electronically transmitted, or late proposals will not be accepted. Please note, the RFQ/RFP will be reviewed after the proposal submission date and will not be publicly opened. No Firm may withdraw its Proposal for a period of sixty (60) calendar days after the date set for the opening of proposals. Firms must attend a Mandatory Job Walk 8:00AM PST, March 15, Firms not in attendance for the entirety of the job walk will be deemed ineligible to propose on this RFQ/RFP. Job walk is expected to last a minimum of six (6) hours and a mandatory sign-in will be required for each site. Pre-Bid Conference/Mandatory Job Walk Meeting Location 8:00AM PST, March 15, Oleander Ave, Perris, CA Meet Outside Front Office for Check-In and Pre-bid Meeting Pre-Bid Clarifications/Questions (RFI s) regarding this RFQ/RFP must be received in writing via to Brian Mauleon <bmauleon@ccorpusa.com> by 5:00PM PST, March 20, Responses will be issued by 10:00AM PST, March 23, 2018 via and/or website posting. Requests for material substitutions must be received in writing via to Brian Mauleon <bmauleon@ccorpusa.com> by 5:00PM PST, March 20, Responses will be issued by 10:00AM PST, March 23, 2018 via and/or website posting. Interpretation of Project Documents If any Firm is in doubt as to the true meaning of any part of the Project Documents, or finds discrepancies in or omissions from the Project Documents, a written request for an interpretation or correction thereof must be submitted to Brian Mauleon <bmauleon@ccorpusa.com> by 5:00PM PST, March 20, No requests shall be considered after this time. The Firm submitting the written request shall be responsible for its prompt delivery. Any interpretation or correction of the Project Documents will be made solely at DISTRICT S discretion and only by written addendum duly issued by the DISTRICT, and a copy of such addendum will be posted to the District website and/or ed to each Firm known to have received a set of the Project Documents. No person is authorized to make any oral interpretation of any provision in the Project Documents, nor shall any oral interpretation of Project Documents be binding on the DISTRICT. If there are discrepancies of any kind in the Project Documents, the interpretation of the DISTRICT shall prevail. SUBMITTAL OF A PROPOSAL WITHOUT A REQUEST FOR CLARIFICATIONS SHALL BE INCONTROVERTIBLE EVIDENCE THAT THE FIRM HAS DETERMINED THAT THE PROJECT DOCUMENTS ARE ACCEPTABLE AND SUFFICIENT FOR PROPOSING AND COMPLETING THE WORK; THAT FIRM IS CAPABLE OF READING, FOLLOWING AND COMPLETING THE WORK IN ACCORDANCE WITH THE PROJECT DOCUMENTS; AND THAT FIRM AGREES THAT THE PROJECT CAN AND WILL BE COMPLETED ACCORDING TO THE DISTRICT S TIMELINES AND ACCORDING TO THE PROGRESS SCHEDULE TO BE SUBMITTED BY HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 3

4 THE SUCCESSFUL BIDDER INCORPORATING THE DISTRICT S TIMELINES FOR COMPLETION OF THE PROJECT. 1. General Information/Instruction for Statement of Qualifications and Proposals The District invites qualified Firms to submit a Statement of Qualifications and Proposal (together, Proposal(s) ) related to its ability to provide the Services as indicated herein The District is currently seeking Proposals to provide HVAC Design-Build Services at THREE (3) Schools. Through this RFQ/RFP, the District intends to procure and implement energy conservation, cogeneration, and/or alternate energy supply sources via the procurement process as prescribed by Government Code section et seq. 2. Description of Site(s) Work shall be performed at the following District school facility: Mead Valley Elementary School (21100 Oleander Ave, Perris, CA 92570) Rainbow Ridge Elementary School (15950 Indian Ave., Moreno Valley, CA 92551) Rancho Verde High School (17750 Lasselle St, Moreno Valley, CA 92551) 3. Description of Services. District intends to award Services of this RFQ/RFP per the contract as follows: Construction Services Pursuant to the Agreement and General Conditions. The selected Firm shall perform the Services of the Agreement and General Conditions attached hereto within Attachment B District Required Forms, including the performance of the following services, without limitation: engineering, auditing, design, procurement, construction management, installation, construction, disposal, and training services related to the HVAC Design-Build Services at THREE (3) Schools. Firm shall provide in its Proposal a detailed Statement of Services that it proposes to provide. 4. Content of Proposals. Proposals must be concise, well organized, and demonstrate Firm s qualifications. Proposals shall be formatted as outlined below. Proposals shall be no longer than twenty-five (25), bound, double-sided pages, 8½ x 11 paper, inclusive of résumés, forms, and pictures, (Exclusive of District required Forms), and tabbed according to the numbering system reflected below. If the submission does not follow the formatting guidelines or any of the information requested in sections below is not included, the proposal may be deemed non-responsive. A. Letter of Interest. A dated Letter of Interest must be submitted, including the legal name of the Firm, address, telephone and fax numbers, and the name, title, and signature of the person(s) authorized to submit the Proposal on behalf of the Firm. The Letter of Interest should provide a brief statement of Firm s experience indicating the unique background and qualities of the Firm and what makes the Firm qualified to provide the Services. B. Firm Information. Provide a comprehensive narrative of the Services offered by Firm. The narrative should include the following: HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 4

5 Background. Provide a brief history of Firm, and, if a joint venture, of each participating Firm. Identify legal form, ownership, and senior officials of company(ies). Describe number of years in business and types of business conducted. Philosophy. Describe Firm s philosophy and how Firm intends to work with District administration officials to perform the Services. Personnel. Include resumes of key personnel who would be performing Services for the District. Specifically, define the role of each person and outline his or her individual experience and responsibilities. Indicate personnel who will serve as primary contact(s) for the District. Indicate Firm s and personnel s availability to provide the Services. Licenses and Certifications. Provide a list of all Firm licenses and certifications held. Firm must have a Class B License or Class [C-10 and C-20] license for electrical and HVAC work. Financial Statements. Provide a statement of Firm s financial solvency and stability. The firm s monthly financial statements should be for a minimum six (6) months for the most recent available period. Include a certification of correctness of Firm s statement of financial resources and a current Profit and Loss Statement. Safety. Describe your Firm s safety program. Include proof of your firm s safety Experience Modification Rating (EMR) or equivalent. Claims. Provide a statement of ALL claim(s) filed against Firm in the past five (5) years. Briefly indicate the nature of the claim and the resolution, if any, of the claim(s). Failure to disclose outstanding claims or falsify records may result in the proposal rejected as non-responsive. References. Include letters of reference or testimonials, if available. Firm should limit letters of reference or testimonials to no more than five (5). C. Prior Relevant Experience. Provide a list of ALL K-12 and Community College Districts for which Firm has provided the same or similar Services to in the past five (5) years. Limit your response to no more than the five (5) most recent districts. Include the names of the district, a description of services provided, and the name of the contact person and telephone number at the district. Also, indicate the Firm s personnel that performed services for each district. List other public entities that the Firm would like the District to consider in its evaluation. D. Statement of Services. Prepare a detailed Statement of Services for which Firm is submitting its Proposal that includes all work as described in the scope of work, construction specifications, and Attachment C HVAC Equipment List and Pricing Summary. The Statement of Services shall include: HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 5

6 Personnel Roles. Specifically, define the role of each person and outline his or her individual experience and responsibilities. Indicate personnel who will serve as primary contact(s) for the District. Indicate Firm s and personnel s availability to provide the Services. Organizational Chart. Provide an organizational chart with the key positions that will be assigned to work on this project. Project Management Plan. Outline the project management process the Firm will utilize for this project and a Project Plan that includes ways and means of procurement and transport of equipment and installation. Schedule. Provide a schedule of the work to meet required Project Milestones for each Project, as required in the following table; o Contractor will have access to site during first and second shift working hours, Monday through Saturday o Contractor will adhere to General Noise Regulations for conditions required by Riverside County for working hours and noise abatement. Activity Milestone Dates Notice of Intent March 30 th, 2018 Board Meeting Tuesday, April 10, 2018 Material Product Submittals 10 Calendar Days following NTP Notice of Approval April 11 th, 2018 Notice to Proceed (NTP) Estimated NTP by April 13 th, 2018 Construction Start June 11 th, 2018 Commissioning 10 days prior to Completion Completion August 8 th, 2018 E. Compensation. Table 1: Milestone Dates Provide Firm s proposed fee for performance of the Services, including all information for lighting and controls material and labor on Attachment C HVAC Equipment List and Pricing Summary. Firms are required to provide Attachment C HVAC Equipment List and Pricing Summary in Excel formal on their flash drive. Firm Proposed Fee should include lighting and controls material and labor costs for each site; construction costs, equipment costs, Firm s mark-up on subconsultant and subcontractor prices, general conditions, and all other categories of costs, expenses, fees, or charges that Firm anticipates will be a part of its price to complete this portion of the Services. Firms shall provide and include the following lump sum project allowance in Firm s Total Price. The cost(s) shall be utilized at Owner discretion, direction and approval. Firm shall include all direct/indirect, overhead/profit, field supervision, management and/or administrative cost(s) for all project allowance cost(s) listed in the Total Lump Sum Base Bid Amount. Firm shall itemize cost(s) on Schedule of Values. Cost(s) will be itemized, in detail specific invoice, and attached to pending Applications for Payment, as utilized. HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 6

7 Contractor shall not be allowed any Overhead/Profit and Bond charges for work charged to the Allowance. Project Allowance; $200,000 shall be used AT THE DISCRETION OF THE DISTRICT, with written approval by the District before funds can be expended. IMPORTANT NOTE REGARDING HELICOPTER LIFTS District recognizes need for helicopter air lift operation at Rancho Verde High School. Firms shall include heli-operation price at Rancho Verde at minimum. Craning can be used for Mead Valley and Rainbow Ridge. Heli Operations shall be performed during any of the available working hours listed for this project. However, the Contractor shall be responsible for performing their due diligence that all heli-opertion safety, permitting, area restriction requirements and community/staff notification requirements are met. F. Required Forms. Proposer shall complete all required forms in Attachment B District Required Forms and include them in a separate section of the submitted proposal. All information or responses of a Bidder in its Bid Proposal and other documents accompanying the Bid Proposal shall be complete, accurate and true; incomplete, inaccurate or untrue responses or information provided therein by a Bidder may be grounds for the District to reject such Bidder s Bid Proposal for non-responsiveness. Firm shall provide proposed revisions, if any, to District s Contract Agreement, in a redlined format. PLEASE NOTE: The District will not consider any substantive changes to the Form of Agreement if they are not submitted at or before proposals are due. G. Supplemental Documentation. Conflict of Interest. If applicable, provide a statement of any recent, current, or anticipated contractual obligations that relate to similar work that may have a potential to conflict with the Firm providing the Services to the District. Contractor Registration. Firm shall ensure that it and its Subcontractors comply with the registration and compliance monitoring provisions of Labor Code section , including furnishing its CPRs to the Labor Commissioner, and are registered pursuant to Labor Code section Firm and its subcontractors shall comply with Labor Code section to be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of the Contract. Prevailing Wages. Pursuant to sections 1770, 1773, and et seq. of the California Labor Code, Firm and all Subcontractors under the Firm shall pay all workers on all work performed pursuant to the Contract not less than the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work as determined by the Director of the State of California Department of Industrial Relations (DIR) for the type of work performed and the locality in which the work is to be performed within the boundaries of the District. Copies of the general prevailing rates of per diem wages for each craft, classification, or type HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 7

8 of worker needed to execute the Contract, as determined by the DIR are available from the District or on the internet ( Additional Information. Provide any additional information, options, or features related to Firm s program or its Services that Firm believes the District will find helpful in the District s evaluation and selection process. 5. District s Evaluation / Selection Process. The District intends to select one (1) of the Firms but reserves the right to select more than one (1) Firm that best meet(s) the District s needs to perform the Services as described in this RFQ/RFP. From the Firms that provide Proposals to the District, the District may, at its discretion, interview some or all of those Firms. One (1) or more Firms may be selected and recommended to the Governing Board of the District for approval ( Successful Firm ). The Successful Firm(s) will be selected based on qualifications and demonstrated competence that include relevant experience with public agencies, including local agencies, and a proven track record of success for these types of Services. A best value method of selection will be utilized. The best value method includes, but is not limited to, the following selection criteria: Technical expertise; Team experience; Recent success with similar energy conservation scope of work; Proximity of offices and availability of qualified staff; Prior experience with K-12 school and Community College districts; Approach in providing Services; Schedule; and Pricing. RFQ Selection Criteria Evaluation Weight PROPOSAL COMPLETENESS 5% FIRM INFORMATION (Team/Safety) 10% EMR) PRIOR RELEVANT EXPERIENCE 15% PROJECT SCHEDULE 20% DESIGN & PRODUCT SELECTION 15% COMPENSATION 35% Total 100% Table 2: Evaluation Weights The District reserves the right to contract with any Firm responding to this RFQ/RFP for all or portions of the Services, to reject any proposal as non-responsive, and not to contract with any Firm for the Services described herein. The District makes no representation that participation in the RFQ/RFP process will lead to an award of contract or any consideration whatsoever. The District reserves the right to seek proposals from or to contract with any Firm not participating in this process. The District shall in no event be responsible for the cost of preparing any proposal in response to this RFQ/RFP. Responses to this RFQ/RFP will become the property of the District and subject to the California Public Records Act, Government Code sections 6250, et seq. Those elements in each response that are trade secrets as that term is defined in Civil Code section (d) or otherwise exempt by law HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 8

9 from disclosure and which are prominently marked as TRADE SECRET, CONFIDENTIAL, or PROPRIETARY may not be subject to disclosure. The District shall not be liable or responsible for the disclosure of any such records including, without limitation, those so marked if disclosure is deemed to be required by law or by an order of the Court. A Firm that indiscriminately identifies all or most of its response as exempt from disclosure without justification may be deemed non-responsive. In the event the District is required to defend an action on a Public Records Act request for any of the contents of a response marked Confidential, Proprietary, or Trade Secret, the Firm agrees, by submission of its response for the District s consideration, to defend and indemnify the District from all costs and expenses, including attorneys fees, in any action or liability arising under the Public Records Act. HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 9

10 6. Attachments 6.1. Attachment A Scope of Work 6.2. Attachment B District Required Forms: Proposer shall complete all required forms and include them in a separate section of the submitted proposal. DVBE Participation Goal (00290) Bid Proposal (00300) Bid Bond (00320) Subcontractor List (00330) Non-Collusion Affidavit (00350) Iran Contracting Act Certification/Exemption (00360) Agreement (00500) Labor and Material Payment Bond (00600) Performance Bond (00610) Certificate of Worker s Compensation (00620) Drug-Free Workplace Certification (00630) Criminal Background Investigation/Fingerprinting Certification (00640) Guarantee (00650) General Conditions (00700) 6.3. Attachment C HVAC Equipment List and Pricing Summary 6.4. Attachment D HVAC Equipment Specifications 6.5. Attachment E HVAC Conceptual Design Drawings. HVAC Design-Build Services at THREE (3) Schools RFQ/RFP No. 17/ Page 10

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12 Attachment A Scope of Work HVAC Design-Build Services at THREE (3) Schools Page 12 RFQ/RFP No. 17/ Attachment A: Scope of Work

13 SCOPE OF WORK The Design-Build Contractor shall provide all of the necessary engineering, material procurement, management, labor, materials, tools, equipment, supplies, services, components, and disposal and comply with the contract s General Conditions to successfully complete the replacement of existing HVAC units scope of work to the satisfaction of the Owner. This project is funded by Proposition 39 and emphasizes energy savings. All replacement units shall meet the minimum efficiency requirements shown in the specifications. Work shall be performed at the following location(s): Mead Valley Elementary School (21100 Oleander Ave, Perris, CA 92570) Rainbow Ridge Elementary School (15950 Indian Ave., Moreno Valley, CA 92551) Rancho Verde High School (17750 Lasselle St, Moreno Valley, CA 92551) General Description of Requirements1 HVAC Equipment Demolish existing HVAC units in accordance for all equipment defined in Attachment C HVAC Equipment List and Pricing Summary Contractor shall be responsible to haul all demolished units and ancillary equipment offsite daily. Procure, install, and commission new high efficiency units. Equipment shall meet or exceed efficiency requirements as outlined by prevailing Title 24 Standards and Regulations. Unit weight shall not exceed 5% above existing HVAC unit weight. If proposed equipment weight exceeds 5%, Firm will be responsible for any fee relating to Structural Engineering Analysis under proposed scenario with greater weights. Additional deliverable will include a written memo with Professional Engineer Stamp and Signature by an actively licensed Civil Engineer. Electrical Disconnect and demo existing electrical connections and disconnect switches. Install new disconnect switch and conduit to the new units Plumbing Demo existing PVC condensate drains and traps at point of connection Install new copper condensate drains and traps at point of connection Ducting and Air Distribution Re-use existing ductwork Test and balance all modified systems and furnish NEBB Certified Report Controls Install new smoke detector and connect to existing fire alarm systems only where required by code. New units shall be equipped with an economizer and Demand Control Ventilation (DCV) for units where indicated in Design-Build Drawings or where required by the prevailing Title 24 Code. 1 For cases, in which Design Drawings are provided and Attachment A Scope of Work conflicts with information provided in Design Drawings, the Design Drawings shall supersede Attachment A Scope of Work. HVAC Design-Build Services at THREE (3) Schools Page 13 RFQ/RFP No. 17/ Attachment A: Scope of Work

14 Procure, install and commission new Direct Digital Control (DDC) Energy Management System (EMS) that supports ASHRAE Standard 135 BACnet communications protocol. o New DDC EMS shall interconnect ALL HVAC on site o Work with Honeywell point of contact Honeywell Control Contact: Mark Spangler Office: (714) Mobile: (714) mark.spangler@honeywell.com Contractor may elect to submit a Substitution Request for an EMS that provides equivalent or greater performance. Contractor shall contact Honeywell point of contact for scope of work coordination. If Contractor submits Substitution Request for an alternate EMS, Contractor shall provide full DDC Specification for product and explicitly catalogue all data measurement points and control points. Remarks Commissioning Commission equipment and controls Document and submit Commissioning log for all equipment as outlined in Appendix A to the Scope of Work For cases in which the Scope of Work and applicable Code conflict, Code shall prevail. In cases where Code and Safety Conflict, Contractor shall immediately inform and consult with Construction Project Manager for guidance. Verification of Details This scope of work, the associated drawings and specifications are provided to the Design-Build Contractor for information purposes only. Designer-Build Contractor assumes all the responsibility for site verification of equipment for replacement with high-efficiency units, controls and other items required to successfully complete the HVAC replacements and meet the necessary building and safety codes as more fully described in the specifications and general conditions. Design-Build Contractor shall become familiar with details of work in the field and shall advise OWNER of any discrepancy prior to performing any tasks, including but not limited to existing and proposed equipment quantities, building and area locations, etc. The Design-Build Contractor shall thoroughly investigate and satisfy itself of the conditions affecting the work prior to construction start. Weights of existing units are best estimates available. It is the responsibility of the contractor to find HVAC units that meet the energy performance requirements while not exceeding the existing unit weights by more than 5%. If the contractor is unable to find the units that meet the above stipulation, the Design-Build Contract will immediately inform and consult with the Construction Project Manager for guidance. Design Submittal Requirements HVAC Design-Build Services at THREE (3) Schools Page 14 RFQ/RFP No. 17/ Attachment A: Scope of Work

15 The Design-Build contractor shall obtain all required approvals and permits prior to proceeding with the installation of the work in this scope. Design-Build Contractor is responsible for the review of electrical specifications, equipment performance specifications, and related design criteria prior to the purchase of equipment, materials and installation of the work. Design-Build Contractor shall submit the following information considered as the Design Submittal. Material Product Submittals Provide submittal within 10 days after Notice to Proceed. o Equipment type, manufacturer, model, efficiency rating, options, quantities o Equipment cut sheets o Product warranties o Design drawings Commissioning Requirements Design-Build Contractor shall provide information to the District in the format attached in Appendix A. Closeout Documents Design-Build Contractor shall meet all requirements of the General Conditions for closeout; Design- Build Contractor shall provide to the District the following document prior to Closeout: List of Manufacturers with contact information and parts reordering information for all products installed. As-built drawings of HVAC unit replacements and thermostats (as applicable) installations at each site Commissioning checklist for each HVAC unit as outlined in Appendix A. Warranties HVAC Design-Build Services at THREE (3) Schools Page 15 RFQ/RFP No. 17/ Attachment A: Scope of Work

16 HVAC Replacement Equipment List Detailed equipment catalogues for demolition of existing units, replacement of existing units, and additional of new units are available in Attachment E Conceptual Design Drawings. HVAC Design-Build Services at THREE (3) Schools Page 16 RFQ/RFP No. 17/ Attachment A: Scope of Work

17 APPENDIX A Commissioning Checklist for Each HVAC Unit (to be provided with Submittal) Roof Top Unit - Gas Heat/DX PROJECT: Cooling Equipment Name/Tag: Location: ITEM COMMENTS PRE-START-UP INSPECTION Commissioning lock-out procedures reviewed Operation and maintenance information Mounting/support system and vibration isolation Seismic restraints Equipment guards Alignment & V-belt tension Freedom of rotation Lubrication Plenums clean and free of loose material Temporary start-up filters Fire & balance dampers positioned Access doors, Insulation and interior lights Filter bank, DP switch gauge and photohelics Local valving/piping (gas, condensate, pans, drains) Motorized dampers D/X expansion (cooling) coil and compressor D/X condensing coil and fans Gas piping and valving complete Gas inspection certificate Regulatory authority approved installation and burner control (certificate available) Building cleanliness Electrical wiring complete Overload protection (sized correctly) Disconnect switch (tested) Local control module with DDC interface Control system - point to point checks complete START-UP Start-up by manufacturer's representative with report and certificate or log provided Direction of rotation Electrical interlocks - stop/start Local air leakage acceptable Vibration & noise level acceptable Motor Amps - Rated : Actual : Motor Volts - Rated : Actual : Final operating filters installed HVAC Design-Build Services at THREE (3) Schools Page 17 RFQ/RFP No. 17/ Attachment A: Scope of Work

18 Attachment B DISTRICT REQUIRED FORMS District Forms: Proposer shall complete all required forms in Attachment B and include them in a separate section of the submitted proposal. DVBE Participation Goal (00290) Bid Proposal (00300) Bid Bond (00320) Subcontractor List (00330) Non-Collusion Affidavit (00350) Iran Contracting Act Certification/Exemption (00360) Agreement (00500) Labor and Material Payment Bond (00600) (after Notice of Board Approval) Performance Bond (00610) (after Notice of Board Approval) Certificate of Worker s Compensation (00620) Drug-Free Workplace Certification (00630) Criminal Background Investigation/Fingerprinting Certification (00640) Guarantee (00650) General Conditions (00700) HVAC Design-Build Services at THREE (3) Schools Page 18 RFQ/RFP No. 17/ Attachment B: District Required Forms

19 DISABLED VETERAN BUSINESS ENTERPRISE ("DVBE") PARTICIPATION GOAL 1. DVBE Participation Policy. The District is committed to achieving its established Participation Goal for Disabled Veteran Business Enterprises ("DVBEs"). Through the DVBE participation program, the District encourages contractors to ensure maximum opportunities for the participation of DVBEs in the Work of the Contract. 2. Definitions. 2.1 Disabled Veteran. A "Disabled Veteran" means a veteran of the military, naval, or air service of the United States with at least ten percent (10%) service-connected disability who is domiciled in the State of California. 2.2 Disabled Veteran Business Enterprise. A "Disabled Veteran Business Enterprise" ("DVBE") means a business enterprise certified by the Office of Small Business and Disabled Veteran Business Enterprise Services, State of California, Department of General Services, pursuant to Military and Veterans Code 999, or an enterprise certifying that it is a DVBE by meeting all of the following requirements: (a) it is a sole proprietorship at least fifty-one percent (51%) owned by one or more Disabled Veterans, or in the case of a publicly owned business, at least fifty-one percent (51%) of its stock is owned by one or more Disabled Veterans; or a subsidiary wholly owned by a parent corporation, but only if at least fifty-one percent (51%) of the voting stock of the parent corporation is owned by one or more Disabled Veterans; or a joint venture in which at least fifty-one percent (51%) of the joint venture's management and control and earnings are held by one or more Disabled Veteran; (b) the management and control of the daily business operations are by one or more Disabled Veterans; provided that the Disabled Veteran(s) exercising management and control of the business enterprise are not required to be the same Disabled Veteran(s) who is/are the equity Owner(s) of the business enterprise; and (c) it is a sole proprietorship, corporation, or partnership with its home office located in the United States and which is not a branch or subsidiary of a foreign corporation, foreign firm, or other foreignbased business. The terms "foreign corporation" "foreign firm" and "foreign-based business" shall be deemed to mean a business entity that is incorporated or which has its principal headquarters located outside the United States of America. 3. DVBE Participation Goal. The term "Participation Goal" is a numerically expressed objective for DVBE participation in performing the Work of the Contract. The Participation Goal is not a quota, set-aside or rigid proportion. The District has established a DVBE Participation Goal of Three Percent (3%) of the total Contract Price. 4. Monitoring of DVBE Participation and Submission of Report. 4.1 Certification of Participation. At the time of execution of the contract, the Contractor will provide a statement to the District of anticipated participation of Disabled Veteran Business Enterprises in the contract. HVAC Design-Build Services at THREE (3) Schools Page 19 RFQ/RFP No. 17/ DVBE FORM (SECTION 00290)

20 4.2 Submission of Report. During performance of the Contract, Contractor shall monitor the Work of the Contract, award of subcontracts and contracts for materials, equipment and supplies for the purpose of determining DVBE participation in the Work of the Contract. Contractor shall report on a monthly basis all DVBE s utilized in the performance of the Work, the type or classification of the Work performed by each such DVBE and the dollar value of the Work performed by each such DVBE. In addition, upon completion of the Work of the Contract, Contractor shall submit a report to the District in the form attached hereto identifying all DVBEs utilized in the performance of the Work, the type or classification of the Work performed by each such DVBE and the dollar value of the Work performed by each such DVBE. The submission to the District of such report shall be deemed a condition precedent to the District's obligation to make payment of the Final Payment under the Contract Documents. The submission of such report shall be in addition to, and not in lieu of, any other conditions precedent set forth in the Contract Documents for the District's obligation to make payment of the Final Payment. The District reserves the right to request additional information or documentation from the Contractor evidencing efforts to comply with the DVBE Participation Goal. 4.3 Contract Audit. Contractor agrees that the District, or its designee, shall have the right to review, obtain and/or copy any and all writings, materials, documents and other records pertaining to the performance of the Contract. Contractor agrees that the District, or its designee, shall have access to any of Contractor s premises upon reasonable notice, during usual business hours for the purpose of interviewing employees and inspecting and/or copying such writings, materials, documents and other documents which may be relevant to a matter under investigation for the purpose of determining compliance with the DVBE Participation Goal. HVAC Design-Build Services at THREE (3) Schools Page 20 RFQ/RFP No. 17/ DVBE FORM (SECTION 00290)

21 CERTIFICATION PARTICIPATION OF DISABLED VETERAN BUSINESS ENTERPRISES I certify that I have read the foregoing DISABLED VETERAN BUSINESS ENTERPRISE ( DVBE ) PARTICIPATION GOAL and will comply with the requirements as set forth in this Contract. Signature Title Street Address Telephone Typed or Printed Name Company City, State, Zip Fax HVAC Design-Build Services at THREE (3) Schools Page 21 RFQ/RFP No. 17/ DVBE FORM (SECTION 00290)

22 DVBE PARTICIPATION REPORT Contractor Name: Project Name: Project Bid Number: Date: Firm Name of DVBE Trade/Portion of Work Value of Work Does the cumulative dollar value of the foregoing DVBE participation meet or exceed three percent (3%) of the final Contract Price, as adjusted by all change orders? YES NO If your response is "NO", please attach to this Report a detailed description of the reasons for your failure to achieve the District's DVBE Participation Goal. HVAC Design-Build Services at THREE (3) Schools Page 22 RFQ/RFP No. 17/ DVBE FORM (SECTION 00290)

23 BID PROPOSAL DOWNLOAD SEPARATELY VVUSD_2018 HVAC_RFP Att C - Bid Proposal Form END OF SECTION HVAC Design-Build Services at THREE (3) Schools Page 23 RFQ/RFP No. 17/ BID PROPOSAL (SECTION 00300)

24 BID BOND KNOW ALL MEN BY THESE PRESENTS that we,, as Surety and, as Principal, are jointly and severally, along with our respective heirs, executors, administrators, successors and assigns, held and firmly bound unto VAL VERDE UNIFIED SCHOOL DISTRICT, hereinafter the Obligee, for payment of the penal sum hereof in lawful money of the United States, as more particularly set forth herein. THE CONDITION OF THIS OBLIGATION IS SUCH THAT: WHEREAS, the Principal has submitted the accompanying Bid Proposal to the Obligee for the Work commonly described as the HVAC Design-Build Services at THREE (3) Schools and the Bid Proposal must be accompanied by Bid Security. WHEREAS, subject to the terms of this Bond, the Surety is firmly bound unto the Obligee in the penal sum of ten percent (10%) of the maximum amount of the Bid Proposal submitted by the Principal to the Obligee, as set forth above, inclusive of additive alternate bid items, if any. NOW THEREFORE, if the Principal shall not withdraw said Bid Proposal within the period specified therein after the opening of the same, or, if no period be specified, for sixty (60) days after opening of said Bid Proposal; and if the Principal is awarded the Contract, and shall within the period specified therefor, or if no period be specified, within five (5) days after the prescribed forms are presented to him for signature, enter into a written contract with the Obligee, in accordance with the Bid Proposal as accepted and give such bond(s) with good and sufficient surety or sureties, as may be required, for the faithful performance and proper fulfillment of such Contract and for the payment for labor and materials used for the performance of the Contract, or in the event of the withdrawal of said Bid Proposal within the period specified for the holding open of the Bid Proposal or the failure of the Principal to enter into such Contract and give such bonds within the time specified, if the Principal shall pay the Obligee the difference between the amount specified in said Bid Proposal and the amount for which the Obligee may procure the required Work and/or supplies, if the latter amount be in excess of the former, together with all costs incurred by the Obligee in again calling for Bids, then the above obligation shall be void and of no effect, otherwise to remain in full force and effect. Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration or addition to the terms of the Contract or the Call for Bids, the Work to be performed thereunder, the Drawings or the Specifications accompanying the same, or any other portion of the Contract Documents shall in no way affect its obligations under this Bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of said Contract, the Call for Bids, the Work, the Drawings or the Specifications, or any other portion of the Contract Documents. In the event suit or other proceeding is brought upon this Bond by the Obligee, the Surety shall pay to the Obligee all costs, expenses and fees incurred by the Obligee in connection therewith, including without limitation, attorneys fees. HVAC Design-Build Services at THREE (3) Schools Page 24 RFQ/RFP No. 17/ BID BOND (SECTION 00320)

25 IN WITNESS WHEREOF, the Principal and Surety have executed this instrument this day of, 20 by their duly authorized agents or representatives. (Principal s Corporate Seal) (Principal Name) By: (Typed or Printed Name) Title: (Surety s Corporate Seal) (Surety Name) By: (Signature of Attorney-in-Fact for Surety) (Attach Attorney-in-Fact Certificate) (Typed or Printed Name) ( ) (Area Code and Telephone Number of Surety) HVAC Design-Build Services at THREE (3) Schools Page 25 RFQ/RFP No. 17/ BID BOND (SECTION 00320)

26 SUBCONTRACTORS LIST 1. Licensed Name of Subcontractor 2. Address of Office, Mill or Shop 3. Trade or Portion of Work 4. License No. 5. DVBE 6. $$ Value of Work [Submit as needed per Instr. for Bidders] Yes No [Submit as needed per Instr. for Bidders] Yes No [Submit as needed per Instr. for Bidders] Yes No [Submit as needed per Instr. for Bidders] Yes No [Submit as needed per Instr. for Bidders] Yes No [Submit as needed per Instr. for Bidders] Yes No [Duplicate and attach additional page(s) as required.] Name of Bidder: Authorized Signature: HVAC Design-Build Services at THREE (3) Schools Page 26 RFQ/RFP No. 17/ SUBCONTRACTOR LIST (SECTION 00330)

27 STATE OF CALIFORNIA COUNTY OF RIVERSIDE PROJECT: NON-COLLUSION AFFIDAVIT I,, being first duly sworn, deposes and says that I am (Typed or Printed Name) the of, the party submitting (Title) (Bidder Name) the foregoing Bid Proposal ("the Bidder"). In connection with the foregoing Bid Proposal, the undersigned declares, states and certifies that: 1. The Bid Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization or corporation. 2. The Bid Proposal is genuine and not collusive or sham. 3. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any other bidder or anyone else to put in sham bid, or to refrain from bidding. 4. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price, or that of any other bidder, or to fix any overhead, profit or cost element of the bid price or that of any other bidder, or to secure any advantage against the public body awarding the contract or of anyone interested in the proposed contract. 5. All statements contained in the Bid Proposal and related documents are true. 6. The bidder has not, directly or indirectly, submitted the bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any person, corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Executed this day of, 20 at. (City, County and State) I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Signature (Address) Name Printed or Typed (City, County and State) ( ) (Area Code and Telephone Number) HVAC Design-Build Services at THREE (3) Schools Page 27 RFQ/RFP No. 17/ NON-COLLUSION AFFIDAVIT (SECTION 00350)

28 IRAN CONTRACTING ACT CERTIFICATION/EXEMPTION Public Contract Code Prior to bidding on, submitting a proposal or executing a contract or renewal for a contract for goods or services of $1,000,000 or more, a vendor must either: a) certify it is not on the current list of persons engaged in investment activities in Iran created by the California Department of General Services ( DGS ) pursuant to Public Contract Code 2203(b) and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person, for 45 days or more, if that other person will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investment activities in Iran created by DGS; or b) demonstrate it has been exempted from the certification requirement for that solicitation or contract pursuant to Public Contract Code 2203(c) or (d). To comply with this requirement, please insert your vendor or financial institution name and Federal ID Number (if available) and complete one of the options below. Please note: California law establishes penalties for providing false certifications, including civil penalties equal to the greater of $250,000 or twice the amount of the contract for which the false certification was made; contract termination; and three-year ineligibility to bid on contracts. See Public Contract Code OPTION #1 - CERTIFICATION I, the official named below, certify I am duly authorized to execute this certification on behalf of the vendor/financial institution identified below, and the vendor/financial institution identified below is not on the current list of persons engaged in investment activities in Iran created by DGS and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person/vendor, for 45 days or more, if that other person/vendor will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investment activities in Iran created by DGS. Vendor Name/Financial Institution (Printed) Federal ID Number (or n/a) By (Authorized Signature) Printed Name and Title of Person Signing Date Executed Executed in OPTION #2 EXEMPTION Pursuant to Public Contract Code 2203(c) and (d), a public entity may permit a vendor/financial institution engaged in investment activities in Iran, on a case-by-case basis, to be eligible for, or to bid on, submit a proposal for, or enters into or renews, a contract for goods and services. If you have obtained an exemption from the certification requirement under the Iran Contracting Act, please fill out the information below, and attach documentation demonstrating the exemption approval. Vendor Name/Financial Institution (Printed) Federal ID Number (or n/a) By (Authorized Signature) Printed Name and Title of Person Signing Date Executed HVAC Design-Build Services at THREE (3) Schools Page 28 RFQ/RFP No. 17/ IRAN CONTRACTING ACT CERTIFICATION (SECTION 00360)

29 AGREEMENT THIS AGREEMENT is made this day of, 2016, in the City of Perris, County of Riverside, State of California, by and between VAL VERDE UNIFIED SCHOOL DISTRICT, a California Unified School District hereinafter "District" and [CONTRACTOR] ("Contractor"). WITNESSETH, that the District and the Contractor in consideration of the mutual covenants contained herein agree as follows: 1. The Work. Within the Contract Time and for the Contract Price, subject to adjustments thereto pursuant to the Contract, the Contractor shall perform and provide all necessary labor, materials, tools, equipment, utilities, services and transportation to complete in a workmanlike manner all of the Work required in connection with the work of improvement commonly referred to as: HVAC Design-Build Services at THREE (3) Schools Contractor shall complete all Work covered by the Contract, including without limitation, the Drawings and Specifications prepared by the Architect and other Contract documents enumerated in Article 5 below, along with all modifications and addenda thereto, in strict accordance with the Contract. 2. Contract Time. The Work shall be commenced on the date stated in the District's Notice to Proceed; the Contractor shall achieve Substantial Completion of the Work within the Contract Time set forth in the Contract. 3. Contract Price. The District shall pay the Contractor as full consideration for the Contractor's full, complete and faithful performance of the Contractor's obligations under the Contract, subject to adjustments of the Contract Price in accordance with the Contract, the Contract Price of Dollars ($ ). The Contract Price is based upon the Contractor's Base Bid Proposal and the following Alternate Bid Items, if any: NO ALTERNATE BID PROPOSALS The District's payment of the Contract Price shall be in accordance with the Contract. 4. Liquidated Damages. If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, or fails to achieve a Milestone as set forth in the Special Conditions, including adjustments thereto authorized by the Contract, the Contractor shall be subject to Liquidated Damages in accordance with the Contract. 5. The Contract. The documents forming a part of the Contract consist of the following, all of which are component parts of the Contract. Notice to Contractors Calling For Bids Instructions For Bidders Bid Proposal Subcontractors List Non-Collusion Affidavit Bid Bond DVBE Participation Program Policy DVBE Worksheets HVAC Design-Build Services at THREE (3) Schools Page 29 RFQ/RFP No. 17/ AGREEMENT (SECTION 00500)