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Res 51-16�kUUSCOMMUNITIES GOVERNMENT PURCHASING ALLIANCE '141s;w . NATK xl fes' I�C��.-`:"SPEC11e MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT This Master Intergovernmental Cooperative Purchasing Agreement ("Agreement") is made between certain government agencies that execute a Lead Public Agency Certificate (collectively, "Lead Public Agencies") to be appended and made a part hereof and other government agencies ("Participating Public Agencies") that agree to the terms and conditions hereof through the U.S. Communities registration process and made a part hereof. RECITALS WHEREAS, after a competitive solicitation and selection process by Lead Public Agencies, in compliance with their own policies, procedures, rules and regulations, a number of suppliers (each, a "Contract Supplier") have entered into Master Agreements with Lead Public Agencies to provide a variety of goods, products and services based on national and international volumes (herein "Products and Services"); WHEREAS, Master Agreements are made available by Lead Public Agencies through U.S. Communities and provide that Participating Public Agencies may purchase Products and Services on the same terms, conditions and pricing as the Lead Public Agency, subject to any applicable local purchasing ordinances and the laws of the State of purchase; WHEREAS, the parties desire to comply with the requirements and formalities of any intergovernmental cooperative act, if applicable, to the laws of the State of purchase; WHEREAS, the parties hereto desire to conserve resources and reduce procurement cost; WHEREAS, the parties hereto desire to improve the efficiency, effectiveness and economy of the procurement of necessary Products and Services; NOW, THEREFORE, in consideration of the mutual promises contained in this Agreement, and of the mutual benefits to result, the parties agree as follows: 1. That each party will facilitate the cooperative procurement of Products and Services. 2. That the procurement of Products and Services subject to this Agreement shall be conducted in accordance with and subject to the relevant statutes, ordinances, rules and regulations that govern each party's procurement practices. 3. That the cooperative use of solicitations obtained by a party to this Agreement shall be in accordance with the terms and conditions of the solicitation, except as modification of those terms and conditions is otherwise allowed or required by applicable law. 4. That the Lead Public Agencies will make available, upon reasonable request and subject to convenience, information which may assist in improving the effectiveness, efficiency and economy of Participating Public Agencies' procurement of Products and Services 5. That the Participating Public Agency will make timely payments to the Contract Supplier for Products and Services received in accordance with the terms and conditions of the procurement. Payment, inspections and acceptance of Products and Services ordered by the Participating Public Agency shall be the exclusive obligation of such Participating Public Agency. Disputes between the Participating Public Agency and Contract Supplier are to be resolved in accord with the law and venue rules of the State of purchase. 6. The Participating Public Agency shall not use this Agreement as a method for obtaining additional concessions or reduced prices for similar products or services. 7. The Participating Public Agency is solely responsible for ordering, accepting, and paying and any other action, inaction or decision regarding the Products and Services obtained under this Agreement. A Lead Public Agency shall not be liable in any manner for any action or inaction or decisions taken by a Participating Public Agency. The Participating Public Agency shall, to the extent permitted by applicable law, hold the Lead Public Agency harmless from any liability that may arise from action or inaction of the Participating Public Agency. 8. The exercise of any rights or remedies by the Participating Public Agency shall be the exclusive obligation of such Participating Public Agency. 9. This Agreement shall remain in effect until termination by a party giving thirty (30) days prior written notice to U.S. Communities at 2999 Oak Road, Suite 710, Walnut Creek, CA 94597. 10. This Agreement shall become effective after execution of the Lead Public Agency Certificate or Participating Public Agency registration, as applicable. MICPA Version 8.1.15 IlI7AE FUl3 LIC AGI91\ C Y CEWIFI CATE I h erety ackriwv ec ge, ani behalf of t cj"YiC urs (the "Lead Public Agency" lhait I havie reac avid agilee to the genera. terms and canc iilians set farth in ilhe enclosed Masser Irtergouernmenlal Caaperative Ilurchasing Agileemenit, (MICPA; i eglu. aling the wise of the Master Aggeemerits and p wcha sie of Aroc ucts Thal filomiime la dime are made availatle by Lew Auiblic A� encA 10 Paricipat:in Ptb is Agencies nationiwiice i1hraugh U.S. Communities. Cap:ies of Master Agileemenisi arc any amendrrenits lhereta mac e avai lat le by Lek Ault I is A€ eniaN will tle pi aviided ila'uplpliers and U.S. Cammunities ilo iaci Male tisie Ey Part icipanl it g Put li c A g encies. I ur d erstanc 1hal the pwcha se of ane or mane Praducts unid er the pravis fans of the MICPA is ait i1he sa e and campllete d iscnelian of the Participlaling Put lic A gency. i L Atitllarlwc Signature, Lead Public Agenc} 2- Bale .Dale MICRA Versions 8.1.15 LEAD PT-TBLIC AGENCY CERTIFICATE PAnvl C.6 I hereby acknowledge, on behalf ofPoi-in(the "Dead Public Agency") that I have read aad agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. NLUUCO NAA, BY: CRAil, AN, BOARD OF SUPERVISORS ATT TED: DEPUR CLERK OF THE BOARD I �"T 1S OCT 16 2015 DATE OCT 1 DATE TEG ROVED A74RM- AL COUNSEL DATE - - MICPA Version 8.1.15 NCSU Contract Control # I A � �— LEAD PUBLIC AGENCY CERTIFICATE 1 hereby acknowledge, on behalf of North Carolina State University (the "Lead Public Agency') that 1 have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Sharon Loosman, Director of Materials Management Authorized Signature, Lead Public Agency Date MICPA Version 8.1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of San Diego Unified School District (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Authorized signature, Lead Pubtic Agency Oq Date MICPA Version 8.1.15 i.r,Lu russjuir- ArriNCY CExTIFICATE I ncr06, ucK7v-la3ge, -, ocn..ti of tpir. City Wnd County of Denver (the "Lead Public Asency") that I have rc..a ..nd agree to the beneral terms and conditions set forth in the enclosed Master Intergovernmentat Cooperative Purchasing Agreemeni, (MICPA) regulating the use of [Ile waster Agreements anti pur.n...,e of Products [nat ham time to time are matle availaoie 6y L.e..tl reni:e Ascncto.rt:c.t:;riCr.pb Agencies n..i:on-itic tnrou,n u..�,. Cape. of Muster Agreements and any amendments incroto .i,Kac ...ailable by Lead Public Agency will be provided to Suppliers and U.S. Communities to facili,aw use by Participating Public Agencies. I undersand that the purchase of one or more Products under the provisions of use 1v,i%rA is at the soje and complete discretion of the Participating Public Agency. thorized 3igna[ure, irea0 rueiic Agency Date MICPA Version 8.1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of City of Mesquite (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Authorized Signature, Lead Public Agency 10/26/2015 Date MICPA Version 8.1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of The City of Kansas City, Missouri (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Authorized Signature, Lead Public Agency 10 / 15 /,5 Date MICPA Version 8.1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of 1wi �r�,Sif1► (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities, Copies of Master Agreements and any amendments thereto made available by Lead Public Agency Nvill be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. 1 understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. 4 � �� �45 5 �7 Authorized Signature, Lead Public Agency Date MICPA Version 8.1.15 LEAD PUBLIC A C EN C Y CEIITIFICA TV � hcrcbyaicknawaecgc,onbchalfaf 011( "IoadIuab:licAgency':lhal1 hauereadand aiglrcie ila the €laneiral larms ar.d candil:ians seat forth ini thea erichised N aslc r hilej gawrnmental C aopleaali'mo Purchaasingl A glreacamert, (M]ICPA) wgulatingl Thea use cif tt e N as1ej A greaamer.ts and purchasca of Praducils tt al fi6m lime to lima arca maidea awii]ablea by Lc ad Put tic Agler. cel to Ilarlic:ipatingl Fut 11c Aglericic 9 naitiar.w:idca 1lnlaugh U.S. Cammunitic a. C apioa of Mastear A€lrcaamcanls and ary wneridmenls thearaila mad (i auai:labla by Load Put l tic Agler cy will t e p ro-4idec 10 Suppliars and U.S. Cama unitic s to fac:ititatea usca by Participlaling Public Agencies. I uridorsilarid dal the purchaso of ore an marcs f roducts ur. dear tt ca p1rovisioni9 cif the MICFIA is al the scala and comp lata discrc tion of the Participating Public Agency. A uth oniacad Siglnaiturca, Le ac Putl l:ic Agc r. cy Dato M ICPA Veusion 8. 1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of Bafre4 —dg u 4 (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth int a enclosed Master Intergovernmental Cooperative Purchasing Agreement, (M1CPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through L.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. f Authorized Signature, Lead Public Agency Y,- &11 r [late MICPA Version 5.1.15 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of City of Charlotte (the "Lead Public Agency") that 1 have read and agree to the general terms and conditions set forth in the enclosed Master intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that frorn time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public. Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Authorized Signature, Lead Public Agency Date MICPA Version 8.1.15 YIEAIIII PUB111C A C L+NCAI CIG TIIFICATE I ha ire by a+i kr ovi ledi e, a n b(ha lg e f : (the "Lea d Public Alga na I") tha t 1 ha ve ria ad a n� I ag rc a to tha gE nesi I tei ms a n d a c nditie na as t ib tliE en a log eel Maeteri Inte :i igo+ie nnrne nts I Ca e peva tive Puihiha.,iinF Algnacmant,(MKIPA)netulatirgtic usi ofthc Mwiten dIgneamintsandpusihascafPracluats that fre m tin c to time are niada a)iailable by D ed I ubli( AF e na)l to I a iuticigating Public At enc ies nationviidu throng l U.9. (lammunitias. Clollie! oil Mastar Algiaemant, and any � ner clm(nta thenc to made aivilable t y Lead Public Alganell will t e lire vidad to 1,lupllliar.a and U.9. Ca rrinui pities to lheilitate usa by Parti( ipa ting Put lic Alga ncic a. I undenrtand that the punchase a8eni o:n mono Produat! undo tha pio,iisians of tha MICIPAI i at tha ac le and i amplate disa i ction oil tha Pantie ipa ting Public Algani )l. Da to orized � ig nat( rc , Liz d Pu blit Alga nel l MICIPPI % ers ion 8.1.19 LEAD PUBLIC AGENCY CERTIFICATE I hereby acknoyvledge. on behalf of County of Los Angeles (the "Lead Public Agency") that I have read and n`aree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement. (MICPA) regulating the use of the. Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments therito made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and lcomplete discretion of the Participating Public Agency. /Authorized Signature, lead Public Agency _September 2. 2015 Cate MICPA Version 8.1_'15 LHAD HUHI11CI AGHl\ CY CIFIRMBICIATH I t cuel y aalcnawledge, on bet aIf oil Harfoud Courity Publia Schaala (tie "Lead Pul He Algengl") that I haw no ad and agroe to the genciattarm9 and canditian sat for hiii the enatomedTV aitei Into I g ova rnmantal Cloopeiative 1wichaiing A1greament, (MIQPA) :uegulating the use a Itie Mastau Agraernents and llunchasc aABra duo ts that filom time to time are made availal le 131 Lead Put lie Algenc,Ito Participating Hublia Algencia i natianwide through L.S. Clommunities. Copies of Ma9ten Algueametia and an}l amendments ti meta made available b`l Lead Public A18enay wilt be ptioidded to Suppliers and U.S. Cornrnunitiam to 1hailitateuse by Haricipating Publia Agencies. I understandtl at the purchase of ono of moue Pioduets under tte pravisions oiltl e MICIPA is at the sale and complete discretion alae I ar icillating Publia Agency. Aluthariaed ignature, Lead Pul lie AIgency llato Iu ICP/I Version 8.1.15 Lead Public Agency Certificate LEAD PUBAIC AGENCY CERTIFICATE r hereby acknowledge, on behalf of 6W (the "Lead Public Agency") that I have read and agree to the general terms and cond 'ons set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement, (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. A horized Sig ature, Lead Public Agency 6 1 � lrl� Date MICPA Version 8.1.15 Lead Sublic Agenay Certificate I. EAD BIUBILIC AC DNC I CERTIFICATE heret y ackria" ledge, ari be11 alill cdll the ' Leac u t Iia P gency t11 at I ha\ e neac and eigree'la the general tenrns zinc crondilicrris se -1 far& in t11 ei enedcusue( Wisiieri Iriiergciverrimeriial Ocioperaiive Pu nc11 acing Agiieea errii, ilMICPA) neclu lacing 1111 a user oil the N asters Agueemerits aric pu ncli ase cd Prac u cels t11 al fram time io time ane mac a a% ailat le b5 Leac Pu blic Aclerriay Ila Partiaiplailirig Public Agerriaies naiianwide 1111 uaLgh L.S. Commu nines. Copies o1 Masten ASIPieemerits aric any arrreric merits t11 eneio mac ei a\ ailat lei by Leac Pu t Iia Agenay will be gro%iced io Su Klpllieiiasi and U.S. Communities lo faailiilatei use b5 Pan'liaipatirig Flutlia Agericies. uric emsilard IW the purchase of one on more Hnaducis undeu ilhe cpiovisiciris of the MIC PP i.i al the stole aric earriplele discmetian of the Pauiicipaiing Pu blic Agency. A utH cmiaed Sligriaiure, L ead Public Agericy 1 Oaie N ICPA Vension 8.1.19 LCad Public; Aguriuy Curtifivatu LEAD PJJBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf f (theLead Public Agency") that I have read anu agree to the general terms anu conuidons set rortll in the encloseu IClasier Inte governmental Cooperative PurcMasing Agreement, (IMICPH) regulating Me use or the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provinen to Suppliers ann V.S. Communities to iacilitate use Ay Participating Public /Agencies. i unaerstana that die purchase or one or more Pronucts unuer Me provisions or Me MllcPH is at Me sole ana complete aiscretion or die Participating Public /Agency. /Authorized Signature, Lead Public /Agency Rol` Date MICPtA Version 8.1.15 S C M ITI Sw UOVERNMENT PURCHASING ALLIANCE E MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT This Master Intergovernmental Cooperative Purchasing Agreement ("Agreement") is made between certain government agencies that execute a Lead Public Agency Certificate (collectively, "Lead Public Agencies") to be appended and made a part hereof and other government agencies ("Participating Public Agencies") that agree to the terms and conditions hereof through the U.S. Communities registration process and made a part hereof. RECITALS WHEREAS, after a competitive solicitation and selection process by Lead Public Agencies, in compliance with their own policies, procedures, rules and regulations, a number of suppliers (each, a "Contract Supplier") have entered into Master Agreements with Lead Public Agencies to provide a variety of goods, products and services based on national and international volumes (herein "Products and Services"); WHEREAS, Master Agreements are made available by Lead Public Agencies through U.S. Communities and provide that Participating Public Agencies may purchase Products and Services on the same terms, conditions and pricing as the Lead Public Agency, subject to any applicable local purchasing ordinances and the laws of the State of purchase; WHEREAS, the parties desire to comply with the requirements and formalities of any intergovernmental cooperative act, if applicable, to the laws of the State of purchase; WHEREAS, the parties hereto desire to conserve resources and reduce procurement cost; WHEREAS, the parties hereto desire to improve the efficiency, effectiveness and economy of the procurement of necessary Products and Services; NOW, THEREFORE, in consideration of the mutual promises contained in this Agreement, and of the mutual benefits to result, the parties agree as follows: 1. That each party will facilitate the cooperative procurement of Products and Services. 2. That the procurement of Products and Services subject to this Agreement shall be conducted in accordance with and subject to the relevant statutes, ordinances, rules and regulations that govern each party's procurement practices. 3. That the cooperative use of solicitations obtained by a parry to this Agreement shall be in accordance with the terms and conditions of the solicitation, except as modification of those terms and conditions is otherwise allowed or required by applicable law. 4. That the Lead Public Agencies will make available, upon reasonable request and subject to convenience, information which may assist in improving the effectiveness, efficiency and economy of Participating Public Agencies' procurement of Products and Services 5. That the Participating Public Agency will make timely payments to the Contract Supplier for Products and Services received in accordance with the terms and conditions of the procurement. Payment, inspections and acceptance of Products and Services ordered by the Participating Public Agency shall be the exclusive obligation of such Participating Public Agency. Disputes between the Participating Public Agency and Contract Supplier are to be resolved in accord with the law and venue rules of the State of purchase. 6. The Participating Public Agency shall not use this Agreement as a method for obtaining additional concessions or reduced prices for similar products or services. 7. The Participating Public Agency shall be responsible for the ordering of Products and Services under this Agreement. A Lead Public Agency shall not be liable in any fashion for any violation by a Participating Public Agency, and the Participating Public Agency shall hold the Lead Public Agency harmless from any liability that may arise from action or inaction of the Participating Public Agency. 8. The exercise of any rights or remedies by the Participating Public Agency shall be the exclusive obligation of such Participating Public Agency. 9. This Agreement shall remain in effect until termination by a party giving thirty (3 0) days prior written notice to U.S. Communities at 2999 Oak Road, Suite 710, Walnut Creek, CA 94597. 10. This Agreement shall become effective after execution of the Lead Public Agency Certificate or Participating Public Agency registration, as applicable. Lead Public Agency Certificate LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of _City of _San Antonio LOA (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement ("MICPA") regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. Janie B. Cantu Printed Name l A) D Date Lead Public Agency Certificate LEAD PUBLIC AGENCY CERTIFICATE I hereby acknowledge, on behalf of the public agency identified (the "Lead Public Agency") that I have read and agree to the general terms and conditions set forth in the enclosed Master Intergovernmental Cooperative Purchasing Agreement (MICPA) regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Lead Public Agency to Participating Public Agencies nationwide through U.S. Communities. Copies of Master Agreements and any amendments thereto made available by Lead Public Agency will be provided to Suppliers and U.S. Communities to facilitate use by Participating Public Agencies. I understand that the purchase of one or more Products under the provisions of the MICPA is at the sole and complete discretion of the Participating Public Agency. m M, LAW Auth rized ignature, Lead Government Agency Date CONTRACT RFP #15JLP-023 THIS AGREEMENT, made this dayof 1ST k �. 2015, by and between Board of Education of Harford County, acting herein through its Superintendent, hereafter called "Owner" and Trane U.S. Inc., a corporation located at 10947 Golden West Drive, #100, Hunt Valley, Maryland, hereinafter called "Contractor'. WITNESSETH: That for and in consideration of the payments and agreements hereinafter mentioned, to be made and performed by the OWNER, the CONTRACTOR, hereby agrees with the OWNER to commence and complete the services described as follows: Provide comprehensive HVAC Products, Installation, Services and Related Products and Services on a national scale in indefinite quantities on an as -needed basis in accordance and compliance with all specifications, terms and conditions set forth in RFP # 154LP-023. Hereinafter called the Contract, this Agreement shall be for the period October 1, 2015 through September 30, 2018 with renewal options for two additional, two-year periods. Contractor shall perform all duties specified in RFP #15-JLP-023 as they relate to the national scope. This does not include the North Hanford Middle School Project, Pricing Project #1. All specifications, Addenda and Proposal are made part of and collectively constitute the Contract. IN WITNESS WHEREOF, the parties to these presents have executed this Contract in two (2) counterparts, each of which shall be deemed an original. Signature C t Boar of Educati n of FarforldCounty Witness Signature Board of Education of Harford County Company Name Address Address a a IF HA RFORD COUNTY PUBLIC SCHOOLS Harford County 102 South Hickory Avenue Bel Air Maryland 21014 Public Schools US. COMMUNITIES"' GOVERNMENT PURCHASING ALLIANCE LEAGUE (L- 0 - Purchasing Department 410-638-4082 RFP # 15-JLP-023 REQUEST FOR PROPOSALS FOR HVAC PRODUCTS, INSTALLATION, SERVICES AND RELATED PRODUCTS AND SERVICES Proposals Due August 13, 2015 before 2:30 pm THIS SOLICITATION IS MADE ON BEHALF OF HARFORD COUNTY PUBLIC SCHOOLS, MARYLAND AND OTHER GOVERNMENTAL AGENCIES AND MADE AVAILABLE THROUGH THE U.S. COMMUNITIES GOVERNMENT PURCHASING ALLIANCE. Bid Notification Notice is hereby given that Harford County Public Schools (HCPS) (District) on behalf of itself and other government agencies and made available through the U.S. Communities Government Purchasing Alliance, will receive proposals for RFP #15-JLP-023 HVAC PRODUCTS, INSTALLATION, SERVICES AND RELATED PRODUCTS AND SERVICES Proposals must be received prior to 2:30 PM on August 13, 2015 in the District's Purchasing Department. Proposals must be sealed, prominently marked with the RFP number, title, due date, time, and name of vendor on outside of envelope. Proposals should be delivered/mailed to: Harford County Public Schools Attention: Purchasing 102 South Hickory Ave. Bel Air, MD 21014 RFP documents are available from the Harford County Public Schools website http://www.hcps. org/departments/BusinessServices/purchasing.aspx and from eMaryland Market Place, haps:Hema!yland.buyspeed.com/bso/ A Pre -Proposal meeting will be held June 29, 2015 at 1:00 PM at the North Harford Middle School in Room A-4. The address for North Harford Middle School is, 112 Pylesville Rd, Pylesville, MD 21132. Refer any questions to the availability of documents to Sherry Ramsey Downen at (4 10) 809-6046 or email at sherry.ramseydownen(chcps.org HCPS does not discriminate in the choice of suppliers and the award of bids/contracts based on race, sex, age, national origin, religion or disability. 2 Table of Contents Noticeto Vendors................................................................................................................2 Section 1 — General Information..........................................................................................5 Introduction.............................................................................................................. 5 Calendarof Events...................................................................................................7 ContractTerm..........................................................................................................8 Pre -Proposal Conference..................................................................12 Section2 - Scope of Work.................................................................................................13 Proposal Submission..............................................................................................13 Checklist of Required Information........................................................................18 Section 3 - Evaluation and Selection Process....................................................................19 Section 4 - Proposal Format...............................................................................................21 Section 5 - Harford County Public Schools Contract Agreement...............................23 Section 6 - U.S. Communities Overview...........................................................................27 Supplier Qualifications..........................................................................................31 SupplierWorksheet.............................................................................................38 New Supplier Implementation Timeline................................................................39 Supplier Information Required..............................................................................41 Attachment 1 — Signature Sheet.....................................................................................49 Attachment 2 — Anti -Bribery and Debarment Affidavit..............................................50 Attachment 3 - Master Intergovernmental Cooperative Purchasing Agreement...............51 Attachment 4 - U.S. Communities Administration Agreement...................................53 Attachment 5 - State Notice Addendum............................................................................67 Attachment 6 - FEMA Standard Terms and Conditions Addendum.................................86 Attachment 7 - Community Development Block Grant Addendum.................................88 Attachment 8 - Price Project and Scenario Descriptions...................................................89 Project 1: North Harford Middle School Chiller Replacement ............................90 MBE Instructions and Goals.....................................................95 MBE Attachments A — H (A and B MUST be returned with your proposal).....................................................................97-106 Project 2: Packaged Rooftop Air Conditioner ....................................................107 Project 3: Indoor Air Handling Unit...................................................................114 Project 4: Air Cooled Scroll Chiller....................................................................118 3 Table of Contents Cont'd Project 5: Centrifugal Water Chiller...................................................................122 Project 6: Unit Ventilator....................................................................................127 Attachment 9 - Cost Proposal Forms/Bid Forms ........................................................131 Cost Proposal Form/Bid Form Price Project 1, NHMS..................................138 SignaturePage....................................................................................1 44 Note: Items in bold must be returned with your proposal. 11 fif KARFORD COUNTY PUBLIC SCHOOLS HARFORD COUNTY PUBLIC SCHOOLS Purchasing Department 102 South Hickory Avenue Bel Air, Maryland 21014 Telephone: 410.638.4082 Request for Proposal HVAC Products, Installation, Services and Related Products and Services Section I- General Information A. Introduction It is the intent of this RFP to solicit sealed proposals from qualified business entities to provide and install a Chiller at the Harford County Public Schools North Harford Middle School, and also provide comprehensive HVAC Products, Installation, Services and Related Products and Services on a national level. This contract will allow government agencies to purchase the products and services defined herein, in indefinite quantities on an as -needed basis. The method of procurement will be a competitive negotiation via a Request for Proposal (RFP) which may include the submission of best and final offers. Price will not be the sole determinant for the award. As defined by the American Bar Association Model Procurement Code, Competitive Sealed Proposals (RFP) will be evaluated based upon criteria formulated around best value which may include among other criteria: price, quality, performance, references, financial information and the ability to successfully market to states, local governments, school districts, higher education institutions and other government agencies and nonprofit organizations. B. Background This solicitation is being administered by Harford County Public Schools for those public entities that elect to access the Master Agreement through the U.S. Communities Government Purchasing Alliance. The Harford County Public Schools System (HCPS) is the seventh largest of the 24 Maryland School Systems. HCPS has 54 schools and a total enrollment of approximately 39,000 students. C. Procurement Administrator Jeff LaPorta, CPPB, Supervisor of Purchasing, will administer the solicitation process and will be the point of contact for purposes of this Request for Proposal. All questions and inquiries should be emailed to Jeff.LaPorta@hcps.org. All questions should be received no later than July 3, 2015 at 2:30 pm eastern time. Responses to questions will be addressed in the form of a formal Addendum. Responses will not be made to telephone, faxed or mailed inquires. D. Proposal Submission Three (3) original hard copies and eight (8) flash drive copies of the technical proposal, and two (2) original hard copies and two (2) flash drives of the cost proposal shall be submitted to, or hand delivered to Harford County Public Schools, 102 S. Hickory Ave. Bel Air Maryland 21014 to the attention of the Purchasing Department no later than August 13, 2015, 2:30PM. Proposals must be submitted in envelopes or other mailing containers showing the RFP number, firm's name and address, and the proposal due date on the outside. Late proposals will not be accepted and will be returned unopened. A Register of Proposals will be prepared at the closing time. Additionally, if you label any information in your technical proposal as proprietary or confidential, you must submit one redacted copy, in electronic version, of the technical. See Section I, page 6 for details. E. Proposal Acceptance Proposals including prices must remain valid for a period of not less than one hundred, twenty (120) days to allow for evaluation, School Board approval and Contract execution. Harford County Public Schools reserves the right to accept or reject any or all proposals, waive informalities and select the most favorable proposal that will serve its best interest as well as the best interest of those participating governmental entities. 2 F. Calendar of Events (Subject to Change) Event Issue RFP Pre -Proposal Conference (not mandatory) Questions due Addendum Issued RFP due date Evaluations/Negotiations/Interview Awardee Notified Board Approval Tentative Contract Start Date G. Incurring RFP Preparation Cost Date June 11, 2015 June 29, 2015 — 1:00 pm July 3, 2015 — 3:30pm July 15, 2015 August 13, 2015 — 2:30pm September 1-3, 2015 September 10, 2015 September 21, 2015 October 1, 2015 Harford County Public Schools accepts no responsibility for any expense incurred in the proposal preparation, on-site presentation, mailings etc. H. Insurance Requirements Insurance requirements are contained in General Requirements, attached herewith. The Contractor must have in force and will maintain insurance, not less than the amounts specified. These insurance requirement are only specific to purchases made to HCPS and do not apply to other entities who use this agreement. Individual public entities may have their own specific insurance requirements. I. Confidential Information Redacted versions of technical trade secrets or proprietary information submitted in response to this solicitation must be clearly labeled as "Confidential" and may not be disclosed unless required under the appropriate freedom of information statute. Proposers must clearly identify the data or other materials to be protected and state the reasons why protection is necessary. If awarded, the RFP and all related documents and proposal submissions will become part of the contract award. PUBLIC INFORMATION ACT - A redacted copy of your bid submission in electronic PDF format (or similar) shall be submitted with your Offering. A redacted copy is considered to be edited, modified, or otherwise revised from which confidential, sensitive and proprietary information has been removed. The redacted copy shall be for your Technical Proposal only. 7 This redacted copy will be used to respond to Freedom of Information Act request(s) in accordance with the law, the Maryland Public Information Act, Section 10-611 et seq. of the State Government Article of the Annotated Code of Maryland. HCPS reserves the right to modify the redacted copy within its authority under the law. If a redacted copy is not provided, HCPS will assume that all information provided is public information that will be used to respond to any request under this Act. J. Contract Term The term of the contract will be for three years following the contract award date with the option to renew for two additional two year periods. K. Pricing Labor rates should be based on regional and national rates. The Awarded Supplier may submit requests for labor rate increases on an annual basis, sixty (60) days prior to the anniversary contract date. Price increase requests are not automatic and must be approved by the Supervisor of Purchasing for the Lead Agency (Harford County Public Schools). The pricing structure, or percent discount for product pricing will remain fixed for the term of the contract. Supplier agrees to offer all future product and service introductions at similar pricing as that offered through this solicitation and contract. L. Permits and Licenses The Contractor is responsible for obtaining any necessary licenses and permits, and for complying with any applicable Federal, State, and municipal laws, codes, and regulations, in connection with the prosecution of the work without additional expense. The Contractor is similarly responsible for all damages to persons or property that occurs as a result of their fault or negligence. The Contractor shall take proper safety and health precautions to protect the work, the workers, the public, and the property of others. The Contractor is also responsible for all materials delivered and work performed until completion and acceptance of the entire construction work, except for any completed unit of construction previously accepted. M. Drug, Tobacco and Alcohol All HCPS properties are "drug, tobacco and alcohol free zones" as designated by Local and State laws. Neither the Contractor or their employees (or subcontractors) are permitted to have any drugs, tobacco or alcohol products on HCPS property. Use of such items on HCPS property may result in termination of the contract. N. Illegal Immigrant and Child Labor The use of illegal immigrant labor and/or illegal child labor to fulfill contracts solicited by HCPS is in violation of the law and is strictly prohibited. Contractors and subcontractors must verify employment eligibility of workers in order to assure that they are not violating any Federal, State or Local laws regarding illegal or child labor laws. O. Employment of Child Sex Offenders Maryland Law requires certain child sex offenders to register with the State and with the local law enforcement agency in the county in which they will reside, work and/or attend school. Section 11-722(c) & (D) of the Criminal Procedure Article of the Annotated code of Maryland states, "A person who enters into a contract with a County Board of Education or a non-public school may not knowingly employ an individual to work at a school if the individual is a registrant. A person who violates this section is guilty of a misdemeanor and on conviction is subject to imprisonment not exceeding five years or a fine not exceeding $S, 000 or both." If a child sex offender, as determined by the definitions contained in the Criminal Law Article of the Annotated Code of Maryland, is employed by the Contractor, the Contractor is prohibited from assigning that employee to perform management, delivery, installation, repair, construction or any other type of services on any Harford County Public School property, including the project property. Violation of this provision may result in Termination for Cause as defined in the Amendments to the General Conditions, Article 14.2.1.2. P. Criminal Background Check/Photo Identification Badge/Fingerprinting It is the responsibility of the Offeror to make certain that its employees, agents, volunteers, and Contractors who may have contact with students are in compliance with Title 5, Subtitle 5, Part VI, of the Family Law Article of the Maryland Code. The Offeror shall comply with the Criminal Procedure Article of Annotated Code of Maryland Section 11-722. The Offeror shall utilize the same screening services for criminal backgrounds as used by the Board in order that the Board can have consistency with all those individuals permitted to work in schools and with children. Therefore, the Offeror shall require that all employees providing services to students be screened via the Criminal Justice Information Service (CJIS) and NCIC. All related costs shall be borne by the Contractor. Each Contractor shall screen their work -forces to ensure that a registered sex offender does not perform work at HCPS and also ensure that a subcontractor and E independent contractor conducts screening of its personnel who may work at a school. The term "work force" is intended to refer to all of the Contractor's direct employees and subcontractors and/or independent contractors it uses to perform the work. Violation of this provision may cause HCPS to take action against the Contractor up to and including termination of the Contract. HCPS reserves the right, in its sole discretion, to reject or require the removal of any person proposed for placement based on the person's criminal background check. Q. Labor and Rates of Pay The Awarded Offeror agrees that it shall abide by all applicable provisions of Federal and State law and regulation pertaining to workplace conditions, child labor and that all employees will be treated with dignity and respect. The Awarded Offeror agrees to comply with all applicable Federal and State law and regulation relating to payment of wages. R. Termination for Cause If the Contractor fails to fulfill its obligations under this contract properly and on time, or otherwise violates any provision of the contract, Harford County Public Schools may terminate the contract by written notice to the Contractor. HCPS can affirmatively collect damages which may result from the Contractor's breach. S. Disputes Except as otherwise provided in these contractual documents, any claim, dispute, or other matter in question shall be referred the Harford County Public Schools Director of Purchasing, who shall decide the issue and provide a written response to the Contractor. The decision of the Supervisor of Purchasing shall be final and conclusive. The contract shall be governed by the laws of the State of Maryland and nothing in this contract shall be interpreted to preclude the parties seeking any and all remedies provided by law. All protests must be in writing and submitted to the Supervisor of Purchasing. Prior to dispute resolution through the appropriate legal means, i.e. adjudicated by the appropriate Courts, the parties will participate in Alternative Dispute Resolution (ADR), in an attempt to resolve the dispute in accordance with the commercial Rules of the American Arbitration Association in effect at the time. All disputes shall be decided by a single arbitrator. All costs associated with ADR will be borne by the awarded contractor. T. Billing and Payment 10 Unless otherwise instructed, the preferred method of (order) and payment is by credit card. Please advise in your Technical Proposal if payment via credit card is not acceptable. Any unacceptable payment options must be clearly articulated in the technical submission. U. Multi -Agency Procurement Harford County Public Schools assumes no authority, liability, or obligation, on behalf of any other public or non-public entity that may use any contract resulting from this Request for Proposal. All purchases and payment transactions will be made directly between the Contractor and the requesting entity. Any exceptions to this requirement must be specifically noted in the proposal response. V. About This Document This document is a Request for Proposal (RFP). It differs from a Request for Bid/Quotation in that Harford County Public Schools is seeking a solution, as described in the cover page and in the following sections, not a bid/quotation meeting firm specifications for the lowest price. As such, the lowest prices proposed may not guarantee an award recommendation. As defined in the American Bar Association Model Procurement Code, Competitive Sealed Proposals will be evaluated based upon criteria formulated around the most important features and best value of a product or service, of which quality, testing, references, and availability or capability, may be overriding factors, and price may not be determinative in the issuance of a contract or award. The proposal evaluation criteria should be viewed as standards that measure how well a contractors' approach meets the desired requirements and needs of Harford County Public Schools and U.S. Communities. Those criteria that will be used and considered in evaluation for award are set forth in this document. No negotiations, decisions, or actions shall be initiated by any proposers as a result of any verbal discussion with any Harford County Public Schools member or U.S. Communities staff prior to the opening of proposals in responses to this document. RFP Offerors shall make no contacts — either written or verbal — with any individual other than the individual identified herein during the period beginning with the issuance of this RFP through approval of award. Any attempt by a supplier/proposer to influence a member or members of the aforementioned may be grounds to disqualify the proposal from the proposer from further consideration. If awarded, this RFP document in its entirety including attachments, appendices and addenda will become part of the Contract. Harford County Public Schools reserves the right to reject any or all proposals at any time and make necessary 11 arrangements to contract for the services or work described and proposed in the manner most feasible and applicable when in its best interest to do so. W. Award This may result in award to one, or more than one vendor. Harford County Public Schools reserves the right to award to one vendor for the specific North Harford Middle School chiller and installation, and award to another vendor for the award of supplier for national supply and services. X. Anti -discrimination It is the policy of the Harford County Public Schools that in connection with all work performed under Purchasing Contracts there shall be no discrimination against any prospective or active employee engaged in the work because of sexual orientation, physical and mental disability, medical conditions, marital status, age, pregnancy, veteran status, gender, race, color, ancestry, national origin, sex, or religious creed. Therefore, the Vendor agrees to comply with applicable Federal and State laws. Y. Multiple Proposals Multiple proposals from a firm, partnership, corporation or association under the same or different names are subject to rejection unless specifically permitted in the solicitation. Reasonable grounds for believing that an Offeror is interested in more than one proposal for the work contemplated may result in rejection of all proposals in which the Offeror is interested. Z. Pre -Proposal Conference A pre -proposal conference will be held on June 29, 2015, beginning at 1:00 PM EST. The location will be at the North Harford Middle School, 112 Pylesville Road, Pylesville, MD 21132, Room A-4. 12 Section 2- Scope of Work Outcome The expected outcome of this proposal is to enter into a contractual relationship with a business partner(s) who will provide a comprehensive selection of HVAC products and solutions, including complete turn -key services. Suppliers are to propose the broadest possible selection of HVAC EQUIPMENT, INSTALLATION, SERVICES AND RELATED PRODUCTS AND SERVICES. This solicitation is to provide Participating Public Agencies with products, services and turn -key solutions to meet their various needs. Therefore, the Suppliers should have demonstrated experience in providing the Products and Services as defined in this RFP, including but not limited to: HVAC Products: This includes, but is not limited to, Chillers: air-cooled chillers, water-cooled chillers, compressor chillers, ancillary chiller water plant equipment and absorption liquid chillers; unitary systems that combine heating, cooling and fan sections: rooftop systems, split systems, self- contained systems and water source heat pumps; air handling systems: performance air handlers, blower coil air handlers, make-up air gas heating systems, air handler options and air cleaning options; terminal devices: unit heaters, unit ventilators, fan coil units, ventilation fans and variable air volume; ductless variable refrigerant volume units; dedicated outdoor air systems; replacement coils; parts and aftermarket products and any other HVAC products offered by Supplier. 2. Installation and Services: This includes, but is not limited to, any installation of new equipment, maintenance of existing systems, upgrading of existing infrastructure, turn -key services and any other installation and services offered by Supplier. Related Products and Services: This includes, but is not limited to, HVAC equipment controls, thermostats, sensors, design and analysis tools, commissioning, building management, enterprise management, rental and lease services, financial services and any other related products and services offered by Supplier. Proposal Submission This RFP requires a two-part submission process. Separate technical and price proposals are to be submitted in sealed envelopes on the date and time stipulated. Three (3) original and eight (8) flash drive copies of the technical copies shall be submitted or hand delivered. Two (2) original and two (2) flash drive copies of the cost proposal shall be submitted. 13 The proposal due date is August 13, 2015 at 2:30PM. Late proposals will not be accepted and will be returned unopened. A Register of Proposals will be prepared at the closing time and will be available for inspection. Definitions Definitions as used herein: A. The term "solicitation" used in this document means this Request for Proposal (RFP). B. The term "offer" and "proposal" are used synonymously and mean a response to this solicitation. C. The terms "offeror", "proposer", "supplier" and "contractor" are synonymous and refer to the entity/business/individual that submits a response to this solicitation. D. Harford County Public Schools, Maryland may be referred to as "HOPS". E. U.S. Communities is a non-profit that assists Participating Public Agencies in reducing the cost of purchased goods through strategic sourcing that combines the volumes and the purchasing power of public agencies nationwide. F. Participating Public Agency (PPA) is any state, county, city, special district, local government, school district, private K-12 school, technical or vocational school, higher education institution (including community colleges, colleges and universities, both public and private), other government agency or nonprofit organization that elects to use one or more U.S. Communities contracts. Labor Wage Classification Definitions Definitions as used herein for establishing labor rates. LABOR WAGE CLASSIFICATION DEFINITIONS Professional licensed designer providing Architectural Architect drawings. Asbestos Worker Worker who removes and disposes of asbestos materials. Worker who assembles boilers, tanks, vats and pressure vessels. The duties of the boilermaker include welding, acetylene burning, riveting, caulking, rigging, fitting up, Boilermaker grounding, reaming and impact machine operating. 14 15 Worker who builds wood structures or structures of any material which has replaced wood. Includes rough and finish carpentry, Carpenter hardware and trim. Carpet/Floor Installer Worker who installs carpet and/or floor coverings and vinyl tile. Agent who ensures proper installation and operation of Commissioning Agent technical building systems. Concrete Finisher Worker who floats, trowels and finishes concrete. Data Communications / Worker who installs data/telephone and television cable and Telecommunications Installer associated equipment and accessories. Worker who can deliver materials to other HVAC personnel as Delivery Personnel well as work as a second man on jobs if necessary. Worker who provides detail engineering drawings utilizing Drafting CADD type documents. Worker who installs metal framed walls and ceilings, drywall Drywall/Ceiling Installer coverings, ceiling grids and ceilings. Worker who cleans air conveyance systems using compressed air tools and mechanical agitation devices to dislodge dirt and other contaminants from the ductwork and other HVAC Duct Cleaner components. Skilled craftsman who installs or repairs electrical wiring and devices. Includes fire alarm systems and HVAC electrical Electrician controls. Craftsman skilled in the installation and maintenance of Elevator Mechanic elevators. Professional licensed engineer who lays out HVAC, plumbing, Engineering Designer electrical, structural or civil systems. Fire Proofing Installer Worker who sprays or applies fire proofing materials. Worker who lays coiled pipe and tests and connects to HVAC Geothermal Well Field Labor equipment in earthen trench. Glazier Worker who installs glass, glazing and glass framing. Equipment operator that operates the following, including but not limited to, all Cat tractors, all derrick -powered, all power operated cranes, back -hoe, back filler, power operated shovel, Heavy Equipment Operator winch truck, all trenching machines. Worker who is capable of working on low temperature HVAC Building Automation refrigeration equipment as well as small commercial equipment Technician under 60 tons. HVAC Commercial A/C Worker who is capable of working on large commercial up to Technician 3000 tons. Worker who is capable of working on small commercial up to 25 HVAC Light Commercial tons. Worker who installs ductwork. Assists with some equipment HVAC Duct Installer installation. 15 16 Worker who monitors quality as well as provide technical HVAC Field Supervisor support to all other HVAC technician skill levels. Worker who changes filters in all types of HVAC equipment as well as minor maintenance on light commercial equipment such HVAC Filter Technician as changing worn belts. Worker who can assist a commercial or refrigeration technician as well as perform minor analysis and repairs on equipment HVAC Helper under 30 tons. Worker who is capable of working on low temperature refrigeration equipment as well as small commercial equipment HVAC Refrigeration Technician under 60 tons. Insulator Worker who applies, sprays or installs insulation. Skilled craftsman who erects structural steel framing and installs Iron Worker structural concrete rebar. Worker qualified for only unskilled or semi-skilled work, including but not limited to, lifting, carrying materials and tools, Laborer/Helper hauling, digging, clean-up. Worker who installs metal framing and lath. Worker who applies Lather/Plasterer plaster to lathing & installs associated accessories Includes, but is not limited to, operation of air compressors, truck crane driver, flex plane, building elevator, form grader, Light Equipment Operator concrete mixer less than 14cf , conveyer. Craftsman who works with masonry products, stone, brick, block or any material substituting for those materials and Mason, Bricklayer accessories. Metal Building Assembler Worker who assembles pre-made metal buildings. Mechanic specializing in the installation of heavy machinery, conveyance, wrenches, dock levelers, hydraulic lifts and align Millwright pumps. Worker who prepares wall surfaces & applies paint and/or wall Painer/Wall Covering Installer covering, tape and bedding. Trained worker who installs piping systems, chilled water piping and hot water (boiler) piping, pneumatic tubing controls, chillers, Pipefitter boilers and associated mechanical equipment. Skilled craftsman who installs domestic hot & cold water piping, waste piping, storm system piping, water closets, sinks, urinals, Plumber and related work. Worker who monitors the engineering documents as well as provide technical support regarding the engineering plans and specifications as desgined by the Professional Engineer. Project Engineer Worker is responsible for maintaining project status and reports. 16 Specific Information Requested From All Proposal Submitters Harford County Public Schools may make such investigations deemed necessary to determine the ability of the Offeror to furnish the necessary requirements described herein. The Offeror shall furnish, to Harford County Public Schools, all data and information requested in order to determine the Offerors ability to perform under this RFP. Harford County Public Schools reserves the right to reject any offer if the evidence submitted by, or investigation of, such Offeror 17 Worker who monitors quality as well as provide technical support to all other HVAC technician skill levels and is Project Manager responsible for maintaining project status and reports. Worker who provides administrative support to all technician skill levels and is responsible for all administrative functions of the project such as billings, contracts, work orders, legal requirements, purchase orders, sales tax certificates as well as Project Administrator proper record keeping. Worker who installs roofing materials, Bitumen (asphalt and coal tar) felts, flashings, all types roofing membranes & Roofer associated products. Worker who installs sheet metal products. Roof metal, flashings and curbs, ductwork, mechanical equipment and associated Sheet Metal Worker metals. Worker who installs fire sprinkler systems and fire protection Sprinkler Fitter equipment. Terrazzo Worker Craftsman who places and finishes Terrazzo. Worker who prepares wall and/or floor surfaces & applies Tile Setter ceramic tiles to these surfaces. Worker who applies water proofing material to buildings. Products include sealant, caulk, sheet membrane, liquid Waterproofer/Caulker membranes, sprayed, rolled or brushed. Certified technician per AABC or NEBB standards trained to perform water and air balance. Also provides sound and Test and Balance Technician vibration testing and preparing of certified reports. Worker who utilizes infared photography to determine location Infrared Technician of thermal heat losses. Certified technician who is trained to evaluate analytical test results on boiler system water, condenser water, and chill water samples and to make appropriate recommendations regarding Water Treatment Technician residual levels, cycles, and feed rates. Specific Information Requested From All Proposal Submitters Harford County Public Schools may make such investigations deemed necessary to determine the ability of the Offeror to furnish the necessary requirements described herein. The Offeror shall furnish, to Harford County Public Schools, all data and information requested in order to determine the Offerors ability to perform under this RFP. Harford County Public Schools reserves the right to reject any offer if the evidence submitted by, or investigation of, such Offeror 17 fails to satisfy Harford County Public Schools that such Offeror is qualified to carry out the obligations of the contract. The following is a checklist of required information: # Item Complete 1 3 Original Technical Proposals, 8 flash drives (pg 6 ) 2 2 Original Price Proposals, 2 flash drives (pg 6) 3 HCPS Contract Agreement (pg 23) 4 Supplier Qualification Worksheet (pg 38) 5 Supplier Information (pg 41-48 6 Submission Signature Sheet (pg 49) 7 HCPS Anti -Bribery — Debarment Attestation (pg 50) 8 U.S. Communities Administration Agreement - Signed Unaltered (pg 53-65) 9 MBE Attachment A (pg97-98) 10 MBE Attachment B (pg 99) 11 Cost Proposal Forms (pg 13 1) 12 Cost Proposal Form for North Harford Middle School (pg 138) 13 Signature Page (pg 144) In Section 3- Evaluation and Selection Process The evaluation criteria are set forth below and are intended to be the basis by which each proposal shall be evaluated. This is a two-step evaluation process. Technical Proposals and Price Proposals shall be submitted separately and labeled accordingly. Each proposal will be assigned an adjectival rating score as described below. The Supervisor of Purchasing of Harford County Public Schools along with U.S. Communities has selected a committee of qualified personnel to review and evaluate proposals submitted (evaluation committee). The Supervisor of Purchasing will recommend the award of the contract as determined by the evaluation committee after taking into consideration all of the evaluation criteria. The Supervisor of Purchasing will award a contract only to the Offeror/s determined responsive and responsible, and representing the best value to Harford County Public Schools and Participating Agencies based on a final evaluation of both the technical and price proposals. HCPS reserves the right to reject any and all proposals and/or to waive any minor informalities. Harford County Public Schools reserves the right to terminate negotiation when, in its judgment, negotiations have reached an impasse. The successful Offeror will be required to execute a contract with Harford County Public Schools and the contract will include all of the provisions of this RFP, including conditions, attachments and addenda issued. Unsuccessful Offerors may request a debriefing meeting concerning the selection process. The debriefing will occur after contract award. Evaluation Criteria Definitions: A. Discussion: Oral or written communications including negotiations between the Harford County Public Schools and an Offeror that involves information essential for determining the acceptability of the proposal or to cure identified defects in the proposal. B. Clarification: Communication with an Offeror for the sole purpose of eliminating minor irregularities, informalities, or apparent clerical mistakes in the proposal. Unlike discussion, clarification does not give the Offeror an opportunity to revise or modify its proposal, except to the extent that correction of apparent clerical mistakes results in revision. C. Deficiencies: Any defects in the proposal which preclude acceptance. Involves any part of the Offeror's proposal which would not satisfy the minimum requirements established in this solicitation. It may also include failure to provide information and questionable technical or management approaches. 19 D. Weakness: Aspect of or omission from an Offeror's proposal that includes ambiguities and conflicts within the proposal, lack of complete descriptions, errors in interpretation, omissions of essential information, inadequate information that prevent the evaluators from knowing the intent of the proposal. E. Strengths: Elements of the proposal that meet or exceed the outcomes identified and may provide additional benefits beyond what is specified. Adjectival Ratings: A. Outstanding (9-10): Exceeds evaluation standards in a beneficial way and meets the outcomes identified and contains strengths and no weaknesses or deficiencies. The proposal submitted is innovative, comprehensive and complete in all details and meets or exceeds performance standards. B. Excellent (7-8): Exceeds evaluation standards in a beneficial way and meets the outcomes identified. Comprehensive and complete and has no significant weaknesses. May be lacking some of the strengths but generally meets performance standards. C. Acceptable (4-5-6): Meets outcomes and performance standards and may contain weaknesses which are not significant and may be correctable. D. Marginal (1-2-3): Fails to meet evaluation standards. Lacks essential information to support the proposal. Does not contain the outcomes and contains significant weaknesses. E. Unacceptable (0): Fails to meet minimum evaluation standards and the deficiencies and weaknesses are uncorrectable. Demonstrated a lack of understanding of requirements or omissions of major areas. 20 Section 4 — Proposal Format Technical Proposal Format Your Technical Proposal should be organized with tabs delineating the separation of sections. Your Technical Proposal should include all of the required items listed in the checklist on page 15. Cost Proposal Criteria The Offeror must submit the cost proposal, in the form of the Bid Form, in a separate sealed envelope, clearly marked, fully supported by cost and pricing data adequate to establish the reasonableness of the proposed fees. All pricing submitted in the Bid Form must be inclusive of all fees and service/shipping charges. When award is made, the successful Supplier shall furnish current catalogs and/or price lists which shall become a part of the contract. The Supplier's name and address shall appear on all catalogs and price lists. Where the price list shows more than one column of prices, Supplier shall clearly mark the column which represents the discounted pricing to Participating Public Agencies. For evaluation purposes, Offeror must submit specific pricing for the Sample Price Scenarios outlined in Attachment 8. Pricing must be reflective of, and based on the pricing structure submitted on the Bid Form. All prices are FOB destination. Alternative Costing Method: If a project requires products and services that are not covered on the Bid Form or if a product or service is required that is more appropriate to be custom designed and manufactured to meet an individual project site's conditions and/or provided for a unique application or project, the Contractor may use the alternative costing method as follows: The Contractor will be required to: Obtain three (3) written cost proposals from local providers: • Use the most advantageous cost proposal; Apply the U.S. Communities discount as submitted on the Bid Form; and All products and services falling under this category must be submitted in advance and approved by the Participating Public Agency prior to being included in any quote or proposal from the Supplier 21 Offeror shall be responsible for compliance with any federal, state or local prevailing wage laws. Price/Discounts must remain firm and will include all charges that may be incurred in fulfilling requirements. Invoices will be audited on a random basis along with the necessary supporting documentation. Billing errors will be promptly adjusted. 22 Section 5 — Harford County Schools Purchase Agreement MASTER PURCHASE AGREEMENT: By and Between: HARFORD COUNTY PUBLIC SCHOOLS, MARYLAND 102 S. Hickory Ave. Bel Air, MD 21014 and THIS MASTER PURCHASE AGREEMENT made and entered into this, day of , 2015, by and between Harford County Public Schools, Maryland (hereinafter referred to as "School District", "HCPS" or "District"), and , a corporation authorized to conduct business in the State of Maryland (hereinafter referred to as "Supplier") This agreement is made on behalf of Harford County Public Schools, Maryland and other participating governmental agencies, through the U.S. Communities Government Purchasing Alliance. WITNESSETH: WHEREAS, pursuant to the District, Supplier has submitted a proposal to provide a master agreement for a National Award covering the following: HVAC products, installation, services and related products and services in accordance with the scope, terms and conditions of Request for Proposal, RFP 15-JLP-023, addenda, amendments, appendices, and related correspondence. The Request for Proposal is incorporated in its entirety and included as part of this agreement. WHEREAS, HCPS desires to engage Supplier to perform said services; and WHEREAS, HCPS and Supplier desire to state terms and conditions under which Supplier will provide said services to Harford County Public Schools (Lead Agency) and participating public agencies who have registered with U.S. Communities. NOW, THEREFORE, in consideration of the mutual covenants, condition and promises contained herein, the parties have to agree to as follows: A. Services. Supplier will provide HVAC products, installation, services and related products and services as detailed in the referenced RFP to HCPS, which is attached hereto and incorporated herein as a part of this Master Purchase Agreement. 23 B. Purchase Order. Purchase order shall mean any authorized written, electronic, telephone or fax order sent or made by HCPS pursuant hereto, including but not limited to, written purchase orders, faxed purchase orders, and orders in such other form and/ or mode of transmission as HCPS and Supplier may from time to time agree including purchases made via procurement credit card. C. Term. The initial term of this Master Purchase agreement shall be three (3) years from October 1, 2015 (or the date of HCPS Board approval) through September 30, 2018. This Master Purchasing Agreement may then be renewed by mutual written agreement of the parties for two (2) additional, two (2) year periods. D. Compensation. HCPS agrees to pay, and Supplier agrees to accept as compensation for the products provided pursuant to this Master Purchasing Agreement, the following: a. The price proposal set forth in the final RFP response and all related Amendments E. Invoicing. Supplier agrees to invoice HCPS as deliveries are completed or charge purchases to an authorized HCPS Visa credit card. Invoices shall be delivered to HCPS accounts payable. Each invoice shall include- as applicable- the following data: Item Number, Purchase Order Number, Item Description, Quantity Purchased, Unit Price, Extended price and Delivery location. All purchase orders will be invoiced separately. Each invoice submitted by Supplier shall be paid by HCPS within thirty (30) days after approval. The Supplier has agreed to accept payment via a procurement credit card (i.e. Visa, MasterCard, etc.) which is the preferred method of payment. F. Insurance. Supplier shall maintain at its own cost and expense (and shall cause any Subcontractor to maintain) insurance policies in form and substance acceptable to HCPS as detailed in the Request for Proposal. G. Termination of Contract. This contract may be terminated for cause as per the General Requirements of the RFP, Section 1, L, page 7. H. Notification. Notices under this Master Purchase Agreement shall be addressed as follows: Jeff LaPorta, Supervisor of Purchasing Harford County Public Schools 102 S. Hickory Avenue Bel Air, MD 21014 24 The effective date of any notice under this Master Purchasing Agreement shall be the date of the recipient by the addressee. The failure of either party to give notice of default, or to strictly enforce or insist upon compliance with any of the terms or conditions of this Master Purchase Agreement, or the granting of an extension of time for performance shall not constitute the permanent waiver of any term or condition of this Master Purchasing Agreement. This Master Purchasing Agreement and each of its provisions shall remain at all times in full force effect until modified by the parties in writing. I. Governing Law. This contract shall be interpreted under and governed by the laws of the State of Maryland. Disputes will be settled as per the stipulations contained within the Request for Proposal. J. Incorporation of Appendices. All provisions of Appendices and Amendments are hereby incorporated herein and made a part of this Master Purchase Agreement. In the event of any apparent conflict between any provisions set forth in the main body of the Master Purchasing Agreement and in any provision set forth in the Appendices and Amendments the provisions shall be interpreted, to the extent possible, as if they do not conflict. In the event that such an interpretation is not possible, the provisions set forth in the main body of this Master Purchase Agreement shall control. K. Entire Master Purchase Agreement. This Master Purchase Agreement including the entire RFP solicitation and the Appendices attached hereto contain all the terms and conditions agreed upon by both parties. No other understandings, oral or otherwise, regarding the subject matter of this Master Purchasing Agreement shall be deemed to exist or to bind any of the parties hereto. Not contained herein shall not be binding on either party, nor of any force or effect. Any Best and Final Offer and applicable Amendments are also included and become part of the Master Agreement. L. Participating Public Agencies. Supplier agrees to extend the same terms, covenants and conditions available to HCPS under this Master Purchasing Agreement to other government agencies ("Participating Public Agencies") that, in their discretion, desire to access this Master Purchasing Agreement in accordance with all terms and conditions contained herein or attached hereto. Each participating Public Agency will be exclusively responsible and deal directly with Supplier on matters relating to ordering, delivery, inspection, acceptance, invoicing and payment for products and services in accordance with the terms and conditions of this Master Purchasing Agreement. Any disputes between a Participating Public Agency and Supplier will be resolved directly between them in accordance with and governed by the laws of the State in which the Participating Public agency exists. 25 IN WITNESS WHEREOF, THE PARTIES HAVE EXCUTED THIS AGREEMENT IN THE YEAR AND DAY AS NOTED: HARFORD COUNTY PUBLIC SCHOOLS, MARYLAND by by by SUPPLIER: by Superintendent of Schools Date Board of Education President Date Supervisor of Purchasing Date General Manager Date 26 Section 6 — U.S. Communities Information Master Agreement Harford County Public Schools (herein "Lead Public Agency") on behalf of itself and all states, local governments, school districts, and higher education institutions in the United States of America, and other government agencies and nonprofit organizations (herein "Participating Public Agencies") is soliciting proposals from qualified suppliers to enter into a Master Agreement for a complete line of HVAC Equipment, Installation, Services and Related Products and Services (herein "Products and Services"). ALL PRODUCTS OFFERED MUST BE NEW, UNUSED, LATEST DESIGN AND TECHNOLOGY UNLESS OTHERWISE SPECIFIED. Objectives A. Provide and install a Chiller at the Harford County Public Schools, North B. Provide a comprehensive competitively solicited Master Agreement offering Products and Services to Participating Public Agencies; C. Establish the Master Agreement as a Supplier's primary offering to Participating Public Agencies; D. Achieve cost savings for Suppliers and Participating Public Agencies through a single competitive solicitation process that eliminates the need for multiple bids or proposals; E. Combine the volumes of Participating Public Agencies to achieve cost effective pricing; F. Reduce the administrative and overhead costs of Suppliers and Participating Public Agencies through state of the art ordering and delivery systems; G. Provide Participating Public Agencies with environmentally responsible products and services. U.S. Communities U.S. Communities Government Purchasing Alliance (herein "U.S. Communities") assists Participating Public Agencies to reduce the cost of purchased goods through strategic sourcing that combines the volumes and the purchasing power of public agencies nationwide. This is accomplished through an award of competitively solicited contracts for high quality products and services by large and well recognized public agencies (herein "Lead Public Agencies"). The contracts provide for use by not only the respective Lead Public Agency, but also by other Participating Public Agencies. 27 National Sponsors U.S. Communities is jointly sponsored by the National Association of Counties (NACo), the National League of Cities (NLC), the Association of School Business Officials International (ASBO), and the United States Conference of Mayors (USCM) (herein "National Sponsors"). Advisory Board The U.S. Communities Advisory Board is made up of key government purchasing officials from across the United States. Each Advisory Board Member is expected to actively participate in product bids and selection, participate in policy direction, and share expertise and purchasing innovations. Current U.S. Communities Auburn University, AL City and County of Denver, CO City of Chicago, IL City of Houston, TX City of Kansas City, MO City of Los Angeles, CA City of San Antonio, TX City of Seattle, WA Cobb County, GA Denver Public Schools, CO Emory University, GA Fairfax County, VA Fresno Unified School District, CA Great Valley School District, PA Harford County Public Schools, MD Participating Public Agencies it 1��i'T=iT Hennepin County, MN Los Angeles County, CA Maricopa County, AZ Miami -Dade County, FL Nassau BOCES, NY North Carolina State University, NC Ocean City, NJ Onondaga County, NY Port of Portland, OR Prince William County Schools, VA Salem-Keizer School District, OR San Diego Unified School District, CA State of Iowa The School District of Collier County, FL Today more than 55,000 public agencies utilize U.S. Communities contracts and suppliers to procure over $1.8 Billion Dollars in products and services annually. Each month more than 500 new public agencies register to participate. The continuing rapid growth of public agency participation is fueled by the program's proven track record of providing public agencies unparalleled value. The Supplier(s) must communicate directly with any Participating Public Agency concerning the placement of orders, issuance of the purchase order, contractual disputes, invoicing, and payment. Harford County Public Schools is acting as "Contracting Agent" for the Participating Public Agencies and shall not be held liable for any costs, damages, expenses, fees, liabilities, etc. incurred by any other Participating Public Agency. Each Participating Public Agency enters into a Master Intergovernmental Cooperative Purchasing Agreement (MICPA) outlining the terms and conditions that allow access to the Lead Public Agencies' Master Agreements. Under the terms of the MICPA, the procurement by the Participating Public Agency shall be construed to be in accordance with, and governed by, the laws of the state in which the Participating Public Agency resides. A copy of the MICPA is attached as Attachment 3. Estimated Volume The estimated dollar volume of Products and Services purchased under the proposed Master Agreement is $150 Million Dollars annually. This estimate is based on the anticipated volume of the Lead Public Agency, the U.S. Communities Advisory Board members, and current sales within the U.S. Communities program. While there is no minimum quantity of products required to be purchased under the proposed Master Agreement, Harford County Public Schools and the U.S. Communities Advisory Board Members are committed to utilizing the Master Agreement. The Advisory Board members shall determine if the Master Agreement is of value to their agency, and will promote the Master Agreement among other public agencies nationwide and internationally. The Advisory Board in 2014 purchased more than $168 Million Dollars of products and services from existing U.S. Communities contracts. Marketing Support U. S. Communities provides marketing support for each Supplier's products through the following: • National Sponsors as referenced above. • State Associations of Counties, Schools and Municipal Leagues. • Administrative and marketing personnel that directly promote the U.S. Communities Suppliers to Participating Public Agencies through public agency meetings, direct mail, email, online and print advertising, social media, articles, and exhibiting and presenting at national and local trade shows. • U.S. Communities provides Suppliers government sales training, and a host of online marketing and sales management tools to effectively increase sales through U.S. Communities. 29 Marketplace U.S. Communities has developed an online Marketplace, which gives Participating Public Agencies the ability to purchase from many U.S. Communities contracts directly from our website. The Marketplace makes it easier for Participating Public Agencies to access many contracts through a single login and place orders using a procurement card, credit card or purchase order. Suppliers have the ability to add their products to the Marketplace at no cost. Multiple Awards Multiple awards may be issued as a result of the solicitation. Multiple Awards will ensure that any ensuing Master Agreements fulfill current and future requirements of the diverse and large number of Participating Public Agencies as well as Harford County Public Schools. Harford County Public Schools reserves the right to award to one supplier for the specific North Harford Middle School chiller replacement, and another (or the same) supplier as the U.S. Communities national on-call supplier. Evaluation of Proposals Proposals will be evaluated by the Lead Public Agency in accordance with, and subject to, the relevant statutes, ordinances, rules and regulations that govern its procurement practices. U.S. Communities Advisory Board members and other Participating Public Agencies will assist the Lead Public Agency in evaluating proposals. The Supplier(s) that respond(s) affirmatively meets the requirements of this Request for Proposal and provides the best overall value will be eligible for a contract award. U.S. Communities reserves the right to make available or not make available Master Agreements awarded by a Lead Public Agency to Participating Public Agencies. Im SUPPLIER QUALIFICATIONS SUPPLIERS Commitments U.S. Communities views the relationship with an awarded Supplier as an opportunity to provide maximum benefit to both the Participating Public Agencies and to the Supplier. The successful foundation of the partnership requires commitments from both U.S. Communities and the Supplier. U.S. Communities requires the Supplier to make the four commitments set forth below (Corporate, Pricing, Economy, Sales) to ensure that Supplier is providing the highest level of public benefit to Participating Public Agencies: (a) Corporate Commitment. (i) The pricing, terms and conditions of the Master Agreement shall, at all times, be Supplier's primary contractual offering of Products and Services to Public Agencies. All of Supplier's direct and indirect marketing and sales efforts to Public Agencies shall demonstrate that the Master Agreement is Supplier's primary offering and not just one of Supplier's contract options. (ii) Supplier's sales force (including inside, direct and/or authorized dealers, distributors and representatives) shall always present the Master Agreement when marketing Products or Services to Public Agencies. (iii) Supplier shall advise all Public Agencies that are existing customers of Supplier as to the pricing and other value offered through the Master Agreement. (iv) Upon authorization by a Public Agency, Supplier shall transition such Public Agency to the pricing, terms and conditions of the Master Agreement. (v) Supplier shall ensure that the U.S. Communities program and the Master Agreement are actively supported by Supplier's senior executive management. (vi) Supplier shall provide a national/senior management level representative with the authority and responsibility to ensure that the Supplier's Commitments are maintained at all times. Supplier shall also designate a lead referral contact person who shall be responsible for receiving communications from U.S. Communities concerning new Participating Public Agency registrations and for ensuring 31 timely follow-up by Supplier's staff to requests for contact from Participating Public Agencies. Supplier shall also provide the personnel necessary to implement and support a supplier -based internet web page dedicated to Supplier's U.S. Communities program and linked to U.S. Communities' website and shall implement and support such web page. (vii) Supplier shall demonstrate in its procurement solicitation response and throughout the term of the Master Agreement that national/senior management fully supports the U.S. Communities program and its commitments and requirements. National/Senior management is defined as the executive(s) with companywide authority. (viii) Where Supplier has an existing contract for Products and Services with a state, Supplier shall notify the state of the Master Agreement and transition the state to the pricing, terms and conditions of the Master Agreement upon the state's request. Regardless of whether the state decides to transition to the Master Agreement, Supplier shall primarily offer the Master Agreement to all Public Agencies located within the state. (b) Pricing Commitment. (i) Supplier represents to U.S. Communities that the pricing offered under the Master Agreement is the lowest overall available pricing (net to purchaser) on Products and Services that it offers to Public Agencies. Supplier's pricing shall be evaluated on either an overall project basis or the Public Agency's actual usage for more frequently purchased Products and Services. (ii) Contracts Offering; Lower Prices. If a pre-existing contract and/or a Public Agency's unique buying pattern provide one or more Public Agencies a lower price than that offered under the Master Agreement, Supplier shall match that lower pricing under the Master Agreement and inform the eligible Public Agencies that the lower pricing is available under the Master Agreement. If an eligible Public Agency requests to be transitioned to the Master Agreement, Supplier shall do so and report the Public Agency's purchases made under the Master Agreement going forward. The price match only applies to the eligible Public Agencies. Below are three examples of Supplier's obligation to match the pricing under Supplier's contracts offering lower prices. (A) Supplier holds a state contract with lower pricing that is available to all Public Agencies within the state. Supplier would be required to match the lower state pricing under the Master Agreement and make it available to all Public Agencies within the state. (B) Supplier holds a regional cooperative contract with lower pricing that is available only to the ten cooperative members. Supplier 32 would be required to match the lower cooperative pricing under the Master Agreement and make it available to the ten cooperative members. (C) Supplier holds a contract with an individual Public Agency. The Public Agency contract does not contain any cooperative language and therefore other Public Agencies are not eligible to utilize the contract. Supplier would be required to match the lower pricing under the Master Agreement and make it available only to the individual Public Agency. (iii) Deviating Bugg Patterns. Occasionally U.S. Communities and Supplier may interact with a Public Agency that has a buying pattern or terms and conditions that considerably deviate from the normal Public Agency buying pattern and terms and conditions, and causes Supplier's pricing under the Master Agreement to be higher than an alternative contract held by Supplier. This could be created by a unique end-user preference or requirements. In the event that this situation occurs, Supplier may address the issue by lowering the price under the Master Agreement on the item(s) causing the large deviation for that Public Agency. Supplier would not be required to lower the price for other Public Agencies. (iv) Supplier's Options in Responding to a Third Party Procurement Solicitation. While it is the objective of U.S. Communities to encourage Public Agencies to piggyback on to the Master Agreement rather than issue their own procurement solicitations, U.S. Communities recognizes that for various reasons some Public Agencies will issue their own solicitations. The following options are available to Supplier when responding to a Public Agency solicitation: (A) Supplier may opt not to respond to the procurement solicitation. Supplier may make the Master Agreement available to the Public Agency as a comparison to its solicitation responses. (B) Supplier may respond with the pricing, terms and conditions of the Master Agreement. If Supplier is awarded the contract, the sales would be reported as sales under the Master Agreement. (C) If competitive conditions require pricing lower than the standard Master Agreement pricing, Supplier may submit lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales would be reported as sales under the Master Agreement. Supplier would not be required to extend the lower price to other Public Agencies. (D) Supplier may respond to the procurement solicitation with pricing that is higher (net to buyer) than the pricing offered under the Master Agreement. If awarded a contract, Supplier shall still be bound by all obligations set forth in this Section 3.3, including, without limitation, the requirement to continue to advise the awarding Public Agency of the pricing, terms and conditions of the Master Agreement. 33 (E) Supplier may respond to the procurement solicitation with pricing that is higher (net to buyer) than the pricing offered under the Master Agreement and if an alternative response is permitted, Supplier may offer the pricing under the Master Agreement as an alternative for consideration. (c) Economy Commitment. Supplier shall demonstrate the benefits, including the pricing advantage, of the Master Agreement over alternative options, including competitive solicitation pricing and shall proactively offer the terms and pricing under the Master Agreement to Public Agencies as a more effective alternative to the cost and time associated with such alternate bids and solicitations. (d) Sales Commitment. Supplier shall market the Master Agreement through Supplier's sales force or dealer network that is properly trained, engaged and committed to offering the Master Agreement as Supplier's primary offering to Public Agencies. Supplier's sales force compensation and incentives shall be greater than or equal to the compensation and incentives earned under other contracts to Public Agencies. (i) Supplier Sales. Supplier shall be responsible for proactive direct sales of Supplier's Products and Services to Public Agencies and the timely follow- up to sales leads identified by U.S. Communities. Use of product catalogs, targeted advertising, direct mail and other sales initiatives are encouraged. All of Supplier's sales materials targeted towards Public Agencies shall include the U.S. Communities logo. U.S. Communities hereby grants to Supplier, during the term of this Agreement, a non- exclusive, revocable, non -transferable, license to use the U.S. Communities name, trademark, and logo solely to perform its obligations under this Agreement, and for no other purpose. Any goodwill, rights, or benefits derived from Supplier's use of the U.S. Communities name, trademark, or logo shall inure to the benefit of U.S. Communities. U.S. Communities shall provide Supplier with its logo and the standards to be employed in the use of the logo. During the term of the Agreement, the Supplier shall provide U.S. Communities with its logo and the standards to be employed in the use of the logo for purposes of reproducing and using Supplier's name and logo in connection with the advertising, marketing and promotion of the Master Agreement to Public Agencies. Supplier shall assist U.S. Communities by providing camera-ready logos and by participating in related trade shows and conferences. At a minimum, Supplier's sales initiatives shall communicate that (i) the Master Agreement was competitively solicited by the Lead Public Agency, (ii) the Master Agreement provides the best government pricing, (iii) there is no cost to Participating Public Agencies, and (iv) the Master Agreement is a non-exclusive contract. (ii) Branding and Logo Compliance. Supplier shall be responsible for complying with the U.S. Communities branding and logo standards and guidelines. Prior to use by Supplier, all U.S. Communities related marketing material must be submitted to U.S. Communities for review and approval. Im (iii) Sales Force Training. Supplier shall train its national sales force on the Master Agreement and U.S. Communities program. U.S. Communities shall be available to train regional or district managers and generally assist with the education of sales personnel. (iv) Participating Public Agency Access. Supplier shall establish the following communication links to facilitate customer access and communication: (A) A dedicated U.S. Communities internet web -based homepage containing: (1) U.S. Communities standard logo with Founding Co -Sponsors logos; (2) Copy of original procurement solicitation; (3) Copy of Master Agreement including any amendments; (4) Summary of Products and Services pricing; (5) Electronic link to U.S. Communities' online registration page; and (6) Other promotional material as requested by U.S. Communities. (B) A dedicated toll-free national hotline for inquiries regarding U.S. Communities. (C) A dedicated email address for general inquiries in the following format: uscommunities@(name of supplier).com. (v) Electronic Registration. Supplier shall be responsible for ensuring that each Public Agency has completed U.S. Communities' online registration process prior to processing the Public Agency's first sales order. (vi) Supplier's Performance Review. Upon request by U.S. Communities, Supplier shall participate in a performance review meeting with U.S. Communities to evaluate Supplier's performance of the covenants set forth in this Agreement. (vii) Supplier Content. Supplier may, from time to time, provide certain graphics, media, and other content to U.S. Communities (collectively "Supplier Content") for use on U.S. Communities websites and for general marketing and publicity purposes. During the term of the Agreement, Supplier hereby grants to U.S. Communities and its affiliates a non-exclusive, worldwide, free, transferrable, license to reproduce, modify, distribute, publically perform, publically display, and use Supplier Content in connection with U.S. Communities websites and for general marketing and IN publicity purposes, with the right to sublicense each and every such right. Supplier warrants that: (a) Supplier is the owner of or otherwise has the unrestricted right to grant the rights in and to Supplier Content as contemplated hereunder; and (b) the use of Supplier Content and any other materials or services provided to U.S. Communities as contemplated hereunder will not violate, infringe, or misappropriate the intellectual property rights or other rights of any third party. IM U.S. Communities Administration Agreement Information The Agreement outlines the Supplier's general duties and responsibilities in implementing the U.S. Communities contract. The Supplier is required to execute the U.S. Communities Administration Agreement unaltered (attached hereto as Attachment 4) and submit with the supplier's proposal without exception or alteration. Failure to do so will result in disqualification. 37 SUPPLIER WORKSHEET FOR NATIONAL PROGRAM CONSIDERATION Suppliers are required to meet specific qualifications. Please respond in the spaces provided after each qualification statement below: A. State if pricing for all Products/Services offered will be the most competitive pricing offered by your organization to Participating Public Agencies nationally. YES NO B. Does your company have the ability to provide service to any Participating Public Agencies in the contiguous 48 states, and the ability to deliver service in Alaska and Hawaii? YES NO C. Does your company have a national sales force, dealer network or distributor with the ability to call on Participating Public Agencies in at least 35 U.S. states? YES NO D. Did your company have sales greater than $100 million last year in the United States? YES NO E. Does your company have existing capacity to provide electronic and ecommerce ordering and billing? YES NO F. Will your company assign a dedicated Senior Management level Account Manager to support the resulting U.S. Communities program contract? YES NO G. Does your company agree to respond to all agency referrals from U.S. Communities within 2 business days? YES NO H. Does your company maintain records of your overall Participating Public Agencies' sales that you can and will share with U.S. Communities to monitor program implementation progress? YES NO I. Will your company commit to the following program implementation schedule? YES NO Will the U.S. Communities program contract be your lead public offering to Participating Public Agencies? YES NO Submitted by: (Printed Name) (Title) (Signature) (Date) New Supplier Implementation Target After Award 1. First Conference Call One Week Initial Kick Off Call to discuss expectations Establish initial contact people & roles/responsibilities Supplier Log -In Credentials established 2. Executed Legal Documents One Week U.S. Communities Admin Agreement Lead Public Agency Agreement signed 3. Program Contact Requirements One Week Supplier contacts communicated to U.S. Communities Staff Dedicated email Dedicated toll free number Dedicated fax number 4. Second Conference Call Two Weeks Set Contract Launch Date & Outline Kick Off Plan Establish WebEx Training Dates Review Contract Commitments Complete Supplier Set Up Form Complete User Account and User ID Form Identify Dates for Senior Management Meeting 5. Marketing Kick Off Call Two Weeks Overview of Marketing Requirements Establish Timeline for Marketing Deliverables Set Weekly Marketing Call Three 6. Initial NAM & Staff Training Meetings Weeks Discuss expectations, roles & responsibilities Introduce and review web -based tools Review process & expectations of Lead Referral contact with NAM & identified LRC Four 7. Senior Management Meeting Weeks Implementation Process Progress Report U.S. Communities & Vendor Organizational Overview Supplier Manager to review & further discuss commitments 8. Review Top Joint Target Opportunities Five Weeks Top 10 Local Contracts 39 Review top U.S. Communities PPA's 9. Web Development Initiate IT contact Two Weeks Initiate E -Commerce Conversation Two Weeks Product Upload to U.S. Communities site Five Weeks 10. Sales Training & Roll Out Program Manager briefing - Coordinate with NAM Five Weeks Initial remote WebEx training for all sales - Coordinate with NAM Four weeks Initiate contact with Advisory Board (AB) members Six Weeks Determine PM & Local Metro teams strategy sessions Six Weeks 40 SUPPLIER INFORMATION Please respond to the following requests for information about your company: Background 1. Provide a transmittal letter including the name of Offeror's company, address, telephone number, website address, primary contact person with email address. 2. Provide a detailed narrative that describes the strengths of the company and its understanding of the scope of work statement. Include a brief history and description of your company and a description of relevant past performance and experience with regards to contracts of similar scale, scope and complexity. National Commitments Offer shall provide a written narrative of its understanding and acceptance of the requirements in Supplier Qualifications on pages 28-33. Company 1. Provide the total number and location of sales persons employed by your company in the United States. Example: NUMBER OF SALES REPRESENTATIVES CITY STATE 13 Phoenix AZ 6 Tucson AZ 10 Los Angeles CA 12 San Francisco CA 6 San Diego CA 5 Sacramento CA 3 Fresno CA Etc. Etc. Total: 366 2. Describe how the above sales persons would be utilized in selling this contract, including the time commitment each sales person will devote to selling this contract. 3. Provide the total number and location of service/installation technicians and engineering positions employed by your company in the United States. 41 4. Provide the company annual sales for 2012, 2013 and 2014 in the United States; Sales reporting should be segmented into the following categories: SUPPLIER ANNUAL SALES IN THE UNITED STATE FOR 2012, 2013, AND 2014 Segment 2012 Sales 2013 Sales 2014 Sales Cities Counties K-12 (Pubic/Private) Higher Education (Public/Private) States Other Public Sector and Nonprofits Federal Private Sector Total Supplier Sales Provide annual sales for 2012, 2013 and 2014 in the United States for the proposed Products and/or Services; Sales reporting should be segmented into the following categories: SUPPLIER ANNUAL SALES IN THE UNITED STATE FOR 2012, 2013, AND 2014 Segment 2012 Sales 2013 Sales 2014 Sales Cities Counties K-12 (Pubic/Private) Higher Education (Public/Private) States Other Public Sector and Nonprofits Federal Private Sector Total Supplier Sales 6. Provide a description of your company's relevant market and your position within it. 7. Submit your current Federal Identification Number and latest Dun & Bradstreet report. 8. Provide a list with contact information of your company's ten largest public agency customers. 42 Distribution 1. Describe how your company proposes to distribute the Products and Services nationwide. 2. Identify all other companies that will be involved in processing, handling or shipping the Product to the end user. 3. State the effectiveness of the proposed distribution in providing the lowest cost to the end user. 4. Provide the number, size and location of your company's distribution facilities, warehouses and retail network as applicable. 5. Provide the number and location of support centers (if applicable). 6. Describe your company's customer service department staffing levels, hours of operation and other relevant details. 7. If applicable, describe your company's ability to do business with manufacturer/dealer/distribution organizations that are either small or MWBE businesses as defined by the Small Business Administration. a. If applicable, describe other ways your company can be sensitive to a Participating Public Agency's desire to utilize local and/or MWBE companies, such as number of local employees and offices in a particular geographic area, companies your firm is using that may be local (i.e. local delivery truck company), your company's diversity of owner employees, etc. b. If applicable, provide details on any products or services being offered by your company where the manufacturer or service provider is either a small or MWBE business as defined by the Small Business Administration. Provide product/service name, company name and small/MWBE designation. Marketing 1. Outline your company's plan for marketing the Products and Services to state and local government agencies nationwide. 2. Explain how your company will educate its national sales force about the Master Agreement. 3. Explain how your company will market and transition the Master Agreement into the primary offering to Participating Public Agencies. 43 4. Explain how your company plans to market the Master Agreement to existing government customers and transition these customers to the Master Agreement. Please provide the amount of purchases of existing public agency clients that your company will transition to the U.S. Communities contract for the initial three years of the contract in the following format within your proposal. a. $ .00 will be transitioned in year one. b. $ .00 will be transitioned in year two. c. $ .00 will be transitioned in year three. National Staffing Plan 1. A staffing plan is required which describes the Offeror's proposed staff distribution to implement and manage this contract throughout the term of the contract. At a minimum, this plan should include the following: a. Identify the key personnel who will lead and support the implementation period of the contract outlined in Section 6, New Supplier Implementation Checklist, along with the amount of time to be devoted to implementation; b. Identify the key personnel who are to be engaged in this contract throughout the term of the contract and their relationship to the contracting organization; c. Provide a chart that shows 1) the time commitment of each professional staff member that will be devoted to the contract, 2) each member's role in maintaining and growing the contract; and 3) a timeline of each member's involvement throughout the contract. 2. Submit the resumes of the below personnel: a. The person your company proposes to serve as the National Accounts Manager, b. Each person that will be dedicated full time to U.S. Communities account management, and c. Key executive personnel that will be supporting the program. Products, Services and Solutions The primary objective is for each Supplier to provide its complete product and service offerings so that Participating Public Agencies may order a range of products and services as appropriate for their needs. 1. Describe in detail the depth of product your company provides. a. Provide a description of the Products, including all related components and parts to be provided by the major product category set forth in the General Definition of Products and/or Services in Section 2 of the RFP. b. Provide catalog or brochure type information as applicable. c. Provide a matrix breaking out product information on all products, options, accessories such as product type, capacity range, standard warranty information, extended warranty information, estimated lead time/delivery time, etc. d. Provide all necessary technical information relating to operation of equipment and systems, along with list of spare parts recommended by manufacturers with part numbers needed to maintain and efficiently run the systems and equipment. 2. Describe in detail the depth of services your company provides. a. Provide a detailed description of the Services, including training, start-up and commissioning services, installation, maintenance, turn -key services, repair services, rentals, leases, equipment upgrades and any other services provided by your company as set forth in the General Definition of Products and/or Services in Section 2 of the RFP. b. Identify the manufacturer products/brands your company can service and support. c. Stipulate the minimum work crew that will be made available at all times ensuring timely and effective project completion. A project foreman, fluent in English, must be onsite during all construction activities and have authority to act on behalf of the Contractor. East site work crew must have at least one journeyman assigned. d. Describe how your company selects sub -contractors for service and/or installation and how you ensure customer satisfaction related to the sub- contractors. e. Describe your company's process for submitting a test and balance report for each piece of equipment installed, including items that will be covered in the test and balance report. f. Describe your company's process for delivering a comprehensive commission plan at least two weeks prior to start-up, including details of what will be covered in the plan. M g. Describe your company's scope of work for preventative maintenance work. h. Describe and define all scenarios in which additional charges would apply outside of routine preventive maintenance. i. Describe your methodologies for assisting Participating Public Agencies with recommendations on repairs and upgrades from defining the repair/upgrade through the completion of work. Describe your company's process for notifying a Participating Public Agency when personnel are going to be in a facility, your arrival and departure time and the work performed. How do you handle requirements for sign -off of work prior to leaving facility? 3. Describe your company's ability to provide temporary cooling/chiller units. 4. Describe any related products or services your company offers as outlined in Section 2 Scope of Work, General Definition of Products and Services. 5. Describe your company's record keeping system for work performed. 6. Describe your ability to provide online access to records. 7. State any options for expediting delivery of product. 8. State backorder policy. Do you fill or kill order and require Participating Public Agency to reorder if item is backordered? 9. State restocking fees and procedures for returning products, if applicable. 10. Describe any special programs that your company offers that will improve customers' ability to access Products and Services, on-time delivery or other innovative strategies. 11. Describe the capacity of your company to broaden the scope of the contract and keep the product and service offerings current and ensure that latest products, standards and technology for HVAC Products, Installation, Services and Related Products and Services. ualit 1. Describe your company's safety policy and/or program, including how the policy is communicated to employees, whether the employees are evaluated on safety, and if any employees are dedicated to safety. M 2. Describe your company's quality control processes. 3. Describe your problem escalation process. 4. How are customer complaints measured and categorized? What processes are in place to know that a problem has been resolved? 5. Describe your company's post -installation support and warranty specifics. Include both product and installation warranty information. 6. Describe the process for replacement or repair of defective products and warranty related issues. 7. Describe how your company evaluates and determines unit repair versus unit replacement. Administration 1. Describe your company's capacity to employ telephone, ecommerce, etc., with a specific proposal for processing orders under the Master Agreement. 2. State which forms of ordering allow the use of a procurement card and the accepted banking (credit card) affiliation. 3. Describe the process for ordering when supply of a unit and installation is involved, specifically addressing whether one purchase order is required for the entire project, or if separate purchase orders are required for ordering the product and securing installation services. 4. Describe your company's internal management system for processing orders from point of customer contact through delivery and billing. Please state if you use a single system or platform for all phases of ordering, processing, delivery and billing. 5. Describe any existing multi -state cooperative purchasing programs, including the entity's name(s), contact person(s), contact information and annual volume. 6. Describe the capacity of your company to report monthly sales under the Master Agreement by Participating Public Agency within each U.S. state. 7. Describe the capacity of your company to provide management reports, i.e. commodity histories, procurement card histories, green spend, etc. for each Participating Public Agency. 47 8. Please provide any suggested improvements and alternatives for doing business with your company that will make this arrangement more cost effective for your company and Participating Public Agencies. Environmental 1. Provide a brief description of any company environmental initiatives, including your company's environmental strategy, your investment in being an environmentally preferable product leader, and any resources dedicated to your environmental strategy. 2. Describe your company's process for defining green products or sustainable processes. 3. Describe your product's recyclability. Describe any buy back or take back options offered. Describe your company's efforts to reduce or reuse packaging and minimize environmental footprint in the shipping process. Financial Statements The Supplier shall include an audited income statement and balance sheet from the two (2) most recent reporting periods in its proposal. Additional Information Please use this opportunity to describe any/all other features, advantages and benefits of your organization that you feel will provide additional value and benefit to a Participating Public Agency. Attachment 1 - Signature Sheet, which must be completed and included in the Technical Proposal submission. SUBMISSION SIGNATURE SHEET I/We agree to provide the services in accordance with the accompanying specifications and all conditions, provisions, attachments and any addenda to this RFP. Company Address Address, continued Federal Tax I.D. Number Acknowledgement of Addenda Authorized Representative (please print) Signature Title Telephone Number E -Mail Address of Firm's Representative I/We acknowledge receipt of the following Addenda: No. , Dated No. , Dated No. , Dated ATTACHMENT — 2 RFP NUMBER 15-JLP-023 HARFORD COUNTY PUBLIC SCHOOLS Barbara Canavan, Superintendent 102 South Hickory Avenue, Bel Air, MD 21014 CERTIFICATION REGARDING U.S. GOVERNMENT DEBARMENT, SUSPENSION, INELIGIBILITY, AND VOLUNTARY EXCLUSION This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 34 CFR, part 85, Section 85.510, Participants' responsibilities. The regulations were published as Part VII of the May 26, 1988, Federal Register (pages 19160-19211). (1) The prospective participant certifies, by submission of this proposal, that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. (2) Where the prospective participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Name and Title of Authorized Agency/Organization Representative Signature Agency/Organization Date Above certification instituted by the U. S. Department of Education for all grantees and subgrantees as of fiscal year 1990. I HEREBY CERTIFY that: I am the ANTI -BRIBERY AFFIDAVIT and the duly authorized representative of the firm of whose address is , and that I possess the legal authority to make this affidavit on behalf of myself and the firm for which I am acting. Except as described in paragraph 3 below, neither I, nor to the best of my knowledge, the above firm, nor any of its officers, directors or partners, or any of its employees directly involved in obtaining contracts with the state or any county, bi-county, or multi -county agency, or subdivision of the State have been convicted of, or have pleaded nolo contendre to a charge of, or have during the course of an official investigation or other proceeding admitted in writing or under oath acts or omissions committed after July 1, 1977, which constitute bribery, attempted bribery, or conspiracy to bribe under the provisions of Article 27 of the Annotated Code of Maryland or under the laws of any state or federal government. 3. (State "none" or, as appropriate, list any conviction, plea, or admission described in paragraph 2 above, with the date; court, official, or administrative body; and the sentence or disposition, if any. I acknowledge that this affidavit is to be furnished to the requesting agency, to the Secretary of Budget and Fiscal Planning of Maryland, and where appropriate, to the Board of Public Works and the Attorney General under'16-202, S.F. of the Annotated Code of Maryland. I acknowledge that, if the representations set forth in this affidavit are not true and correct, the State may terminate any contract awarded and take any other appropriate action. I further acknowledge that I am executing this affidavit in compliance with '16-203, S.F. of the Annotated Code of Maryland, which provides that certain persons who have been convicted of or have admitted to bribery, attempted bribery, or conspiracy to bribe may be disqualified, either by operation of law or after a hearing, from entering into contracts with the State or any of its agencies or subdivisions. I do solemnly declare and affirm under the penalties of perjury that the contents of this affidavit are true and correct. Signature Date 410.638.4080 Witness Purchasing Agent: Jeffrey LaPorta Attachment 3 — Master Intergovernmental Cooperative Purchasing Agreement (MICPA) This agreement is made between certain government agencies that execute a Lead Public Agency Certificate (`Lead Public Agencies") to be appended and made a part hereof and other government agencies ("Participating Public Agencies") that agree to the terms and conditions hereof through the U.S. Communities registration and made a part hereof. WHEREAS, after a competitive solicitation and selection process by Lead Public Agencies, a number of Suppliers have entered into Master Agreements to provide a variety of goods, products and services based on national and international volumes (herein "Products and Services"); WHEREAS, Master Agreements are made available by Lead Public Agencies through U.S. Communities and provide that Participating Public Agencies may purchase Products and Services on the same terms, conditions and pricing as the Lead Public Agency, subject to any applicable local purchasing ordinances and the laws of the State of purchase; WHEREAS, the parties desire to comply with the requirements and formalities of the Intergovernmental Cooperation Act as may be applicable to the laws of the State of purchase; WHEREAS, the parties hereto desire to conserve resources and reduce procurement cost; WHEREAS, the parties hereto desire to improve the efficiency, effectiveness and economy of the procurement of necessary Products and Services; NOW, THEREFORE, in consideration of the mutual promises contained in this agreement, and of the mutual benefits to result, the parties agree as follows: 1. That each party will facilitate the cooperative procurement of Products and Services. 2. That the procurement of Products and Services subject to this agreement shall be conducted in accordance with and subject to the relevant statutes, ordinances, rules and regulations that govern each party's procurement practices. 3. That the cooperative use of solicitations obtained by a party to this agreement shall be in accordance with the terms and conditions of the solicitation, except as modification of those terms and conditions is otherwise allowed or required by applicable law. 4. That the Lead Public Agencies will make available, upon reasonable request and subject to convenience, information which may assist in improving the effectiveness, 51 efficiency and economy of Participating Public Agencies procurement of Products and Services 5. That a procuring party will make timely payments to the Supplier for Products and Services received in accordance with the terms and conditions of the procurement. Payment, inspections and acceptance of Products and Services ordered by the procuring party shall be the exclusive obligation of such procuring party. Disputes between procuring party and Supplier are to be resolved in accord with the law and venue rules of the State of purchase. 6. The procuring party shall not use this agreement as a method for obtaining additional concessions or reduced prices for similar products or services. 7. The procuring party shall be responsible for the ordering of Products and Services under this agreement. A non -procuring party shall not be liable in any fashion for any violation by a procuring party, and the procuring party shall hold non -procuring party harmless from any liability that may arise from action or inaction of the procuring party. 8. The exercise of any rights or remedies by the procuring party shall be the exclusive obligation of such procuring party. 9. This agreement shall remain in effect until termination by a party giving 30 days written notice to U.S. Communities at 2999 Oak Road, Suite 710, Walnut Creek, CA 94597. I O.This agreement shall take effect after execution of the Lead Public Agency Certificate or Participating Public Agency Registration, as applicable. 52 Attachment 4 — Administration Agreement This ADMINISTRATION AGREEMENT ("Agreement") is made as of by and between U.S. COMMUNITIES GOVERNMENT PURCHASING ALLIANCE ("U.S. Communities") and ("Supplier"). RECITALS WHEREAS, ("Lead Public Agency") has entered into a certain Master Agreement dated as of even date herewith, referenced as Agreement No. , by and between Lead Public Agency and Supplier (as amended from time to time in accordance with the terms thereof, the "Master Agreement") for the purchase of (the "Products and Services"); WHEREAS, the Master Agreement provides that any state, county, city, special district, local government, school district, private K-12 school, technical or vocational school, higher education institution (including community colleges, colleges and universities, both public and private), other government agency or nonprofit organization (each a "Public Agency" and collectively, "Public Agencies") may purchase Products and Services at the prices indicated in the Master Agreement upon prior registration with U.S. Communities, in which case the Public Agency becomes a "Participating Public Agency"; WHEREAS, U.S. Communities has the administrative and legal capacity to administer purchases under the Master Agreement to Participating Public Agencies; WHEREAS, U.S. Communities serves as the administrative agent for Lead Public Agency and other lead public agencies in connection with other master agreements offered by U.S. Communities; WHEREAS, Lead Public Agency desires U.S. Communities to proceed with administration of the Master Agreement on the same basis as other master agreements; WHEREAS, "U.S. Communities Government Purchasing Alliance" is a trade name licensed by U.S. Communities Purchasing & Finance Agency; and WHEREAS, U.S. Communities and Supplier desire to enter into this Agreement to make available the Master Agreement to Participating Public Agencies. NOW, THEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, U.S. Communities and Supplier hereby agree as follows: ARTICLE I GENERAL TERMS AND CONDITIONS 53 1.1 The Master Agreement, attached hereto as Exhibit A and incorporated herein by reference as though fully set forth herein, and the terms and conditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. 1.2 U.S. Communities shall be afforded all of the rights, privileges and indemnifications afforded to Lead Public Agency under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to U.S. Communities under this Agreement including, without limitation, Supplier's obligation to provide insurance and certain indemnifications to Lead Public Agency. 1.3 Supplier shall perform all duties, responsibilities and obligations required under the Master Agreement in the time and manner specified by the Master Agreement. 1.4 U.S. Communities shall perform all of its duties, responsibilities and obligations as administrator of purchases under the Master Agreement as set forth herein, and Supplier acknowledges that U.S. Communities shall act in the capacity of administrator of purchases under the Master Agreement. 1.5 With respect to any purchases made by Lead Public Agency or any Participating Public Agency pursuant to the Master Agreement, U.S. Communities (a) shall not be construed as a dealer, re -marketer, representative, partner, or agent of any type of Supplier, Lead Public Agency or such Participating Public Agency, (b) shall not be obligated, liable or responsible (i) for any orders made by Lead Public Agency, any Participating Public Agency or any employee of Lead Public Agency or a Participating Public Agency under the Master Agreement, or (ii) for any payments required to be made with respect to such order, and (c) shall not be obligated, liable or responsible for any failure by a Participating Public Agency to (i) comply with procedures or requirements of applicable law, or (ii) obtain the due authorization and approval necessary to purchase under the Master Agreement. U.S. Communities makes no representations or guaranties with respect to any minimum purchases required to be made by Lead Public Agency, any Participating Public Agency, or any employee of Lead Public Agency or a Participating Public Agency under this Agreement or the Master Agreement. ARTICI.F, ii TERM OF AGREEMENT 2.1 This Agreement is effective as of and shall terminate upon termination of the Master Agreement or any earlier termination in accordance with the terms of this Agreement, provided, however, that the obligation to pay all amounts owed by Supplier to U.S. Communities through the termination of this Agreement and all indemnifications afforded by Supplier to U.S. Communities shall survive the term of this Agreement. ARTICLE III REPRESENTATIONS AND COVENANTS 54 3.1 U.S. Communities views the relationship with Supplier as an opportunity to provide benefits to both Public Agencies and Supplier. The successful foundation of the relationship requires certain representations and covenants from both U.S. Communities and Supplier. 3.2 U.S. Communities' Representations and Covenants. (a) Marketing. U.S. Communities shall proactively market the Master Agreement to Public Agencies using resources such as a network of major sponsors including the National League of Cities (NLC), National Association of Counties (NACo), United States Conference of Mayors (USCM), and the Association of School Business Officials (ASBO) (collectively, the "FoundingCo-Sponsors") and individual state -level sponsors. In addition, the U.S. Communities staff shall enhance Supplier's marketing efforts through meetings with Public Agencies, participation in key events and tradeshows and by providing online tools to Supplier's sales force. (b) Training and Knowledge Management Support. U.S. Communities shall provide support for the education, training and engagement of Supplier's sales force as provided herein. Through its staff (each, a "Program Manager" and collectively, the "Promo ram Managers"), U.S. Communities shall conduct training sessions with Supplier and shall conduct calls jointly with Supplier to Public Agencies. U.S. Communities shall also provide Supplier with access to U.S. Communities' private intranet website which provides presentations, documents and information to assist Supplier's sales force in effectively promoting the Master Agreement. 3.3 Supplier's Representations and Covenants. Supplier hereby represents and covenants as follows in order to ensure that Supplier is providing the highest level of public benefit to Participating Public Agencies (such representations and covenants are sometimes referred to as "Supplier's Commitments" and are comprised of the Corporate Commitment, Pricing Commitment, Economy Commitment and Sales Commitment): (a) Corporate Commitment. (i) The pricing, terms and conditions of the Master Agreement shall, at all times, be Supplier's primary contractual offering of Products and Services to Public Agencies. All of Supplier's direct and indirect marketing and sales efforts to Public Agencies shall demonstrate that the Master Agreement is Supplier's primary offering and not just one of Supplier's contract options. (ii) Supplier's sales force (including inside, direct and/or authorized dealers, distributors and representatives) shall always present the Master Agreement when marketing Products or Services to Public Agencies. (iii) Supplier shall advise all Public Agencies that are existing customers of Supplier as to the pricing and other value offered through the Master Agreement. 55 (iv) Upon authorization by a Public Agency, Supplier shall transition such Public Agency to the pricing, terms and conditions of the Master Agreement. (v) Supplier shall ensure that the U.S. Communities program and the Master Agreement are actively supported by Supplier's senior executive management. (vi) Supplier shall provide a national/senior management level representative with the authority and responsibility to ensure that the Supplier's Commitments are maintained at all times. Supplier shall also designate a lead referral contact person who shall be responsible for receiving communications from U.S. Communities concerning new Participating Public Agency registrations and for ensuring timely follow-up by Supplier's staff to requests for contact from Participating Public Agencies. Supplier shall also provide the personnel necessary to implement and support a supplier -based internet web page dedicated to Supplier's U.S. Communities program and linked to U.S. Communities' website and shall implement and support such web page. (vii) Supplier shall demonstrate in its procurement solicitation response and throughout the term of the Master Agreement that national/senior management fully supports the U.S. Communities program and its commitments and requirements. National/Senior management is defined as the executive(s) with companywide authority. (viii) Where Supplier has an existing contract for Products and Services with a state, Supplier shall notify the state of the Master Agreement and transition the state to the pricing, terms and conditions of the Master Agreement upon the state's request. Regardless of whether the state decides to transition to the Master Agreement, Supplier shall primarily offer the Master Agreement to all Public Agencies located within the state. (b) Pricing Commitment. (i) Supplier represents to U.S. Communities that the pricing offered under the Master Agreement is the lowest overall available pricing (net to purchaser) on Products and Services that it offers to Public Agencies. Supplier's pricing shall be evaluated on either an overall project basis or the Public Agency's actual usage for more frequently purchased Products and Services. (ii) Contracts Offering Lower Prices. If a pre-existing contract and/or a Public Agency's unique buying pattern provide one or more Public Agencies a lower price than that offered under the Master Agreement, Supplier shall match that lower pricing under the Master Agreement and inform the eligible Public Agencies that the lower pricing is available under the Master Agreement. If an eligible Public Agency requests to be transitioned to the Master Agreement, Supplier shall do so and report the Public Agency's purchases made under the Master Agreement going forward. The price match only applies to the eligible Public Agencies. Below are three examples of Supplier's obligation to match the pricing under Supplier's contracts offering lower prices. 56 (A) Supplier holds a state contract with lower pricing that is available to all Public Agencies within the state. Supplier would be required to match the lower state pricing under the Master Agreement and make it available to all Public Agencies within the state. (B) Supplier holds a regional cooperative contract with lower pricing that is available only to the ten cooperative members. Supplier would be required to match the lower cooperative pricing under the Master Agreement and make it available to the ten cooperative members. (C) Supplier holds a contract with an individual Public Agency. The Public Agency contract does not contain any cooperative language and therefore other Public Agencies are not eligible to utilize the contract. Supplier would be required to match the lower pricing under the Master Agreement and make it available only to the individual Public Agency. (iii) Deviating Bing Patterns. Occasionally U.S. Communities and Supplier may interact with a Public Agency that has a buying pattern or terms and conditions that considerably deviate from the normal Public Agency buying pattern and terms and conditions, and causes Supplier's pricing under the Master Agreement to be higher than an alternative contract held by Supplier. This could be created by a unique end-user preference or requirements. In the event that this situation occurs, Supplier may address the issue by lowering the price under the Master Agreement on the item(s) causing the large deviation for that Public Agency. Supplier would not be required to lower the price for other Public Agencies. (iv) Supplier's Options in Responding to a Third Party Procurement Solicitation. While it is the objective of U.S. Communities to encourage Public Agencies to piggyback on to the Master Agreement rather than issue their own procurement solicitations, U.S. Communities recognizes that for various reasons some Public Agencies will issue their own solicitations. The following options are available to Supplier when responding to a Public Agency solicitation: (A) Supplier may opt not to respond to the procurement solicitation. Supplier may make the Master Agreement available to the Public Agency as a comparison to its solicitation responses. (B) Supplier may respond with the pricing, terms and conditions of the Master Agreement. If Supplier is awarded the contract, the sales would be reported as sales under the Master Agreement. (C) If competitive conditions require pricing lower than the standard Master Agreement pricing, Supplier may submit lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales would be reported as sales under the Master Agreement. Supplier would not be required to extend the lower price to other Public Agencies. 57 (D) Supplier may respond to the procurement solicitation with pricing that is higher (net to buyer) than the pricing offered under the Master Agreement. If awarded a contract, Supplier shall still be bound by all obligations set forth in this Section 3.3, including, without limitation, the requirement to continue to advise the awarding Public Agency of the pricing, terms and conditions of the Master Agreement. (E) Supplier may respond to the procurement solicitation with pricing that is higher (net to buyer) than the pricing offered under the Master Agreement and if an alternative response is permitted, Supplier may offer the pricing under the Master Agreement as an alternative for consideration. (c) Economy Commitment. Supplier shall demonstrate the benefits, including the pricing advantage, of the Master Agreement over alternative options, including competitive solicitation pricing and shall proactively offer the terms and pricing under the Master Agreement to Public Agencies as a more effective alternative to the cost and time associated with such alternate bids and solicitations. (d) Sales Commitment. Supplier shall market the Master Agreement through Supplier's sales force or dealer network that is properly trained, engaged and committed to offering the Master Agreement as Supplier's primary offering to Public Agencies. Supplier's sales force compensation and incentives shall be greater than or equal to the compensation and incentives earned under other contracts to Public Agencies. (i) Supplier Sales. Supplier shall be responsible for proactive direct sales of Supplier's Products and Services to Public Agencies and the timely follow-up to sales leads identified by U.S. Communities. Use of product catalogs, targeted advertising, direct mail and other sales initiatives are encouraged. All of Supplier's sales materials targeted towards Public Agencies shall include the U.S. Communities logo. U.S. Communities hereby grants to Supplier, during the term of this Agreement, a non-exclusive, revocable, non -transferable, license to use the U.S. Communities name, trademark, and logo solely to perform its obligations under this Agreement, and for no other purpose. Any goodwill, rights, or benefits derived from Supplier's use of the U.S. Communities name, trademark, or logo shall inure to the benefit of U.S. Communities. U.S. Communities shall provide Supplier with its logo and the standards to be employed in the use of the logo. During the term of the Agreement, the Supplier shall provide U.S. Communities with its logo and the standards to be employed in the use of the logo for purposes of reproducing and using Supplier's name and logo in connection with the advertising, marketing and promotion of the Master Agreement to Public Agencies. Supplier shall assist U.S. Communities by providing camera-ready logos and by participating in related trade shows and conferences. At a minimum, Supplier's sales initiatives shall communicate that (i) the Master Agreement was competitively solicited by the Lead Public Agency, (ii) the Master Agreement provides the best government pricing, (iii) there is no cost to Participating Public Agencies, and (iv) the Master Agreement is a non-exclusive contract. (ii) Branding and Logo Compliance. Supplier shall be responsible for complying with the U.S. Communities branding and logo standards and guidelines. Prior to use W. by Supplier, all U.S. Communities related marketing material must be submitted to U.S. Communities for review and approval. (iii) Sales Force Training. Supplier shall train its national sales force on the Master Agreement and U.S. Communities program. U.S. Communities shall be available to train regional or district managers and generally assist with the education of sales personnel. (iv) Participating Public Agency Access. Supplier shall establish the following communication links to facilitate customer access and communication: (A) A dedicated U.S. Communities internet web -based homepage containing: (1) U.S. Communities standard logo with Founding Co - Sponsors logos; (2) Copy of original procurement solicitation; (3) Copy of Master Agreement including any amendments; (4) Summary of Products and Services pricing; (5) Electronic link to U.S. Communities' online registration page; and (6) Other promotional material as requested by U.S. Communities. (B) A dedicated toll-free national hotline for inquiries regarding U.S. Communities. (C) A dedicated email address for general inquiries in the following format: uscommunities@(name of supplier).com. (v) Electronic Registration. Supplier shall be responsible for ensuring that each Public Agency has completed U.S. Communities' online registration process prior to processing the Public Agency's first sales order. (vi) Supplier's Performance Review. Upon request by U.S. Communities, Supplier shall participate in a performance review meeting with U.S. Communities to evaluate Supplier's performance of the covenants set forth in this Agreement. (vii) Supplier Content. Supplier may, from time to time, provide certain graphics, media, and other content to U.S. Communities (collectively "Supplier Content") for use on U.S. Communities websites and for general marketing and publicity purposes. During the term of the Agreement, Supplier hereby grants to U.S. Communities and its affiliates a non- exclusive, worldwide, free, transferrable, license to reproduce, modify, distribute, publically perform, publically display, and use Supplier Content in connection with U.S. Communities websites and for general marketing and publicity purposes, with the right to sublicense each and 59 every such right. Supplier warrants that: (a) Supplier is the owner of or otherwise has the unrestricted right to grant the rights in and to Supplier Content as contemplated hereunder; and (b) the use of Supplier Content and any other materials or services provided to U.S. Communities as contemplated hereunder will not violate, infringe, or misappropriate the intellectual property rights or other rights of any third party 3.4 Breach of Supplier's Representations and Covenants. The representations and covenants set forth in this Agreement are the foundation of the relationship between U.S. Communities and Supplier. If Supplier is found to be in violation of, or non-compliance with, one or more of the representations and covenants set forth in this Agreement, Supplier shall have ninety (90) days from the notice of default to cure such violation or non-compliance and, if Supplier fails to cure such violation or non-compliance within such notice period, it shall be deemed a cause for immediate termination of the Master Agreement at Lead Public Agency's sole discretion or this Agreement at U.S. Communities' sole discretion. 3.5 Indemnity. Supplier hereby agrees to indemnify and defend U.S. Communities, and its parent companies, subsidiaries, affiliates, shareholders, member, manager, officers, directors, employees, agents, and representatives from and against any and all claims, costs, proceedings, demands, losses, damages, and expenses (including, without limitation, reasonable attorney's fees and legal costs) of any kind or nature, arising from or relating to, any actual or alleged breach of any of Supplier's representations, warranties, or covenants in this Agreement. ARTICLE IV PRICING AUDITS 4.1 Supplier shall, at Supplier's sole expense, maintain an accounting of all purchases made by Lead Public Agency and Participating Public Agencies under the Master Agreement. U.S. Communities and Lead Public Agency each reserve the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. U.S. Communities shall have the authority to conduct random audits of Supplier's pricing that is offered to Participating Public Agencies at U.S. Communities' sole cost and expense. Notwithstanding the foregoing, in the event that U.S. Communities is made aware of any pricing being offered to three (3) or more Participating Public Agencies that is materially inconsistent with the pricing under the Master Agreement, U.S. Communities shall have the ability to conduct a reasonable audit of Supplier's pricing at Supplier's sole cost and expense during regular business hours upon reasonable notice. U.S. Communities may conduct the audit internally or may engage a third -parry auditing firm on a non -contingent basis. Supplier shall solely be responsible for the cost of the audit up to the first $50,000 and U.S. Communities and Supplier shall each be responsible for fifty percent (50%) of the audit costs that exceed $50,000. In the event of an audit, the requested materials shall be provided in the format and at the location where kept in the ordinary course of business by Supplier. ARTICLE V z1 FEES & REPORTING 5.1 Administrative Fees. Supplier shall pay to U.S. Communities a monthly administrative fee based upon the total sales price of all purchases shipped and billed pursuant to the Master Agreement, excluding taxes, in the amount of two percent (2%) of aggregate purchases made during each calendar month (individually and collectively, "Administrative Fees"). Supplier's annual sales shall be measured on a calendar year basis. All Administrative Fees shall be payable in U.S. Dollars and shall be made by wire to U.S. Communities, or its designee or trustee as may be directed in writing by U.S. Communities. Administrative Fees shall be due and payable within thirty (30) days of the end of each calendar month for purchases shipped and billed during such calendar month. U.S. Communities agrees to pay to Lead Public Agency five percent (5%) of all Administrative Fees received from Supplier to help offset Lead Public Agency's costs incurred in connection with managing the Master Agreement nationally. 5.2 Sales Reports. Within thirty (30) days of the end of each calendar month, Supplier shall deliver to U.S. Communities an electronic accounting report, in the format prescribed by Exhibit B, attached hereto, summarizing all purchases made under the Master Agreement during such calendar month ("Sales Report"). All purchases indicated in the Sales Report shall be denominated in U.S. Dollars. All purchases shipped and billed pursuant to the Master Agreement for the applicable calendar month shall be included in the Sales Report. U.S. Communities reserves the right upon reasonable advance notice to Supplier to change the prescribed report format to accommodate the distribution of the Administrative Fees to its program sponsors and state associations. (a) Monthly Sales Reports shall include all sales reporting under the Master Agreement, and a breakout of Environmental Preferable (Green) sales reporting. Supplier must make reasonable attempts at filling in all required information and contact U.S. Communities with a plan to correct any deficiencies of data field population. (b) Submitted reports shall be verified by U.S. Communities against its registration database. Any data that is inconsistent with the registration database shall be changed prior to processing. 5.3 Exception Reporting/Sales Reports Audits. U.S. Communities or its designee may, at its sole discretion, compare Supplier's Sales Reports with Participating Public Agency records or other sales analysis performed by Participating Public Agencies, sponsors, advisory board members or U.S. Communities staff. If there is a material discrepancy between the Sales Report and such records or sales analysis as determined by U.S. Communities, U.S. Communities shall notify Supplier in writing and Supplier shall have thirty (30) days from the date of such notice to resolve the discrepancy to U.S. Communities' reasonable satisfaction. Upon resolution of the discrepancy, Supplier shall remit payment to U.S. Communities' trustee within fifteen (15) calendar days. Any questions regarding an exception report should be directed to U.S. Communities in writing to reporting@uscommunities.org. If Supplier does not resolve the discrepancy to U.S. Communities' reasonable satisfaction within thirty (30) days, U.S. Communities shall have the right to engage outside services to conduct an independent 61 audit of Supplier's reports. Supplier shall solely be responsible for the cost of the audit up to the first $50,000 and U.S. Communities and Supplier shall each be responsible for fifty percent (50%) of the audit costs that exceed $50,000. 5.4 Online Reporting. Within sixty (60) days of the end of each calendar quarter, U.S. Communities shall provide online reporting to Supplier containing Supplier's sales reporting for such calendar quarter. Supplier shall contact U.S. Communities within fifteen (15) days of receiving notification of the online reporting and report to U.S. Communities any concerns or disputes regarding the reports, including but not limited to concerns regarding the following: Report Name Follow up with U.S. Communities 5 Qtr Drop Sales Analysis Financial & Reporting Manager Zero States Sales Report Program Manager Registered Agency Without Sales Report Program Manager Supplier shall have access to the above reports through the U.S. Communities intranet website. The following additional reports are also available to Supplier and are useful in resolving reporting issues and enabling Supplier to better manage its Master Agreement: (i) Agency Sales by Population/Enrollment Report (ii) Hot Prospect Sales Report (iii) New Lead Sales Report (iv) State Comparison Sales Report (v) Advisory Board Usage Report (vi) Various Agency Type Comparison Reports (vii) Sales Report Builder 5.5 Supplier's Failure to Provide Reports or Pay Administrative Fees. Failure to provide a Sales Report or pay Administrative Fees within the time and in the manner specified herein shall be regarded as a material breach under this Agreement and if not cured within thirty (30) days of written notice to Supplier, shall be deemed a cause for termination of the Master Agreement at Lead Public Agency's sole discretion or this Agreement at U.S. Communities' sole discretion. All Administrative Fees not paid within thirty (30) days of the end of the previous calendar month shall bear interest at the rate of one and one-half percent (1.5%) per month until paid in full. ARTICLE VI MISCELLANEOUS 6.1 Entire Agreement. This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto with respect to the subject matter hereof, and no other agreement, statement, or promise relating to the subject matter of this Agreement which is not contained herein shall be valid or binding. 62 6.2 Attorney's Fees. If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees and costs in addition to any other relief to which such party may be entitled. 6.3 Assignment. (a) Supplier. Neither this Agreement nor any rights or obligations hereunder shall be assignable by Supplier without prior written consent of U.S. Communities, and any assignment without such consent shall be void. (b) U.S. Communities. This Agreement and any rights or obligations hereunder may be assigned by U.S. Communities in U.S. Communities' sole discretion, to an existing or newly established legal entity that has the authority and capacity to perform U.S. Communities' obligations hereunder. 6.4 Notices. All reports, notices or other communications given hereunder shall be delivered by first-class mail, postage prepaid, or overnight delivery requiring signature on receipt to the addresses as set forth below. U.S. Communities may, by written notice delivered to Supplier, designate any different address to which subsequent reports, notices or other communications shall be sent. U.S. Communities: U.S. Communities Supplier: 2999 Oak Road, Suite 710 Walnut Creek, California 94597 Attn: Program Manager Administration Attn: U.S. Communities Program Manager 6.5 Severability. If any provision of this Agreement shall be deemed to be, or shall in fact be, illegal, inoperative or unenforceable, the same shall not affect any other provision or provisions herein contained or render the same invalid, inoperative or unenforceable to any extent whatever. 6.6 Waiver. Any failure of a party to enforce, for any period of time, any of the provisions under this Agreement shall not be construed as a waiver of such provisions or of the right of said party thereafter to enforce each and every provision under this Agreement. 6.7 Counterparts. This Agreement may be executed in several counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. 6.8 Modifications. This Agreement may not be effectively amended, changed, modified, altered or terminated without the prior written consent of the parties hereto. 63 6.9 Governing Law; Arbitration. This Agreement will be governed by and interpreted in accordance with the laws of the State of California without regard to any conflict of laws principles. Any dispute, claim, or controversy arising out of or relating to this Agreement or the breach, termination, enforcement, interpretation or validity thereof, including the determination of the scope or applicability of this dispute resolution clause, shall be determined by arbitration in Walnut Creek, California, before one (1) arbitrator. The arbitration shall be administered by JAMS pursuant to its Comprehensive Arbitration Rules and Procedures. Judgment on the award may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction. The prevailing party will be entitled to recover its reasonable attorneys' fees and arbitration costs from the other party. The arbitration award shall be final and binding. Each party commits that prior to commencement of arbitration proceedings, the parties shall submit the dispute to JAMS for mediation. The parties will cooperate with JAMS and with one another in selecting a mediator from JAMS panel of neutrals, and in promptly scheduling the mediation proceedings. The parties covenant that they will participate in the mediation in good faith, and that they will share equally in its costs. The mediation will be conducted by each party designating a duly authorized officer or other representative to represent the party with the authority to bind the party, and that the parties agree to exchange informally such information as is reasonably necessary and relevant to the issues being mediated. All offers, promises, conduct, and statements, whether oral or written, made in the course of the mediation by any of the parties, their agents, employees, experts, and attorneys, and by the mediator or any JAMS employees, are confidential, privileged, and inadmissible for any purpose, including impeachment, in any arbitration or other proceeding involving the parties, provided that evidence that is otherwise admissible or discoverable shall not be rendered inadmissible or non - discoverable as a result of its use in the mediation. If the dispute is not resolved within thirty (30) days from the date of the submission of the dispute to mediation (or such later date as the parties may mutually agree in writing), the administration of the arbitration shall proceed. The mediation may continue, if the parties so agree, after the appointment of the arbitrator. Unless otherwise agreed by the parties, the mediator shall be disqualified from serving as arbitrator in the case. The pendency of a mediation shall not preclude a party from seeking provisional remedies in aid of the arbitration from a court of appropriate jurisdiction, and the parties agree not to defend against any application for provisional relief on the ground that a mediation is pending. 6.10 Successors and Assigns. This Agreement shall inure to the benefit of and shall be binding upon U.S. Communities, Supplier and any successor and assign thereto; subject, however, to the limitations contained herein. [Remainder of Page Intentionally Left Blank — Signatures Follow] N IN WITNESS WHEREOF, U.S. Communities has caused this Agreement to be executed in its name and Supplier has caused this Agreement to be executed in its name, all as of the date first written above. U.S. Communities: U.S. COMMUNITIES GOVERNMENT PURCHASING ALLIANCE By _ Name: Title: Supplier: By Name: Title: 65 SALES REPORT FORMAT ADDendix B - US (Data Format Column Name Required Data Type Length Sales Report Template TIN Optional TeA 9 J Supplier ID Yes Number TIN Supplier ID Account No. Agency Name Dept Name Address city State Zip henry Type Year Qtr Month Amount 956000735 160 89518997 CITY OF LA/MGMT EMPL SVCS Purchasing 555 RAMIREZ ST STE 312_ LOS ANGELES CA 90012 20 2012 2 5 1525.50 956000222 160 34868035 LOS ANGELES COUNTY Facilities _ 350 S FIGUEROA ST STE 700 LOS ANGELES CA 90071 30 2012 2 5 1603.64 956000735 160 89496461 CITY OF LA/EWIRON AFFAIR Purchasing 555 RAMIREZ ST STE 312 LOS ANGELES CA 90012 20 2012 2 5 1625.05 956000735 160 89374835 CITY OF LA/COMMUNITY DEV Purchasing 555 RAMIREZ ST STE 312 LOS ANGELES CA 90012 20 2012 2 5 45090.79 066002010 160 328NA0001053 GROTON TOWN OF PUBLIC WORKS Water 123 A St GROTON CT 06340 20 2012 2 5 318.00 066001854 160 328NA0001051 GROTON CITY OF Administration 123 A St GROTON CT 06340 20 2012 2 5 212.00 — —n— naTA cnarreT I Column Name Required Data Type Length Example Comment TIN Optional TeA 9 956000735 No Dash, Do not on it leading zero. Supplier ID Yes Number 3 111 See Supplier ID Table Below Account No. Optional Te)] 25 max Depends on supplier account no. Agency Name Yes Teal 255 nwx Los Angeles County Dept Name Optional To 255 max Purchasing Dept Address Yes Text 255 max City Yes Text 255 nmx Los Angeles Must be a valid City name State Yes Text 2 CA Zip Yes Text 5 90071 No Dash, Do not omit leading zero, Valid zip code Agency Type Yes Number 2 30 See Agency Type Table Below Year Yes Number 4 2010 Qtr Yes Number 1 4 Month Yes Number 2 12 Amount Yes Number variable 45090.79 Two digit decimal point, no $ sign or commas M Agency Type Table Agency Type ID Agency Type Description 10 K-12 11 Community College 12 College and University 20 City 21 City Special District 22 Consolidated City/County 30 County 31 County Special District 40 Federal 41 Crown Corporations 50 Housing Authority 80 State Agency 81 Independent Special District 82 Non -Profit 84 Other M Attachment 5 — State Notice Addendum Pursuant to certain state notice provisions the following public agencies and political subdivisions of the referenced public agencies are eligible to access the contract award made pursuant to this solicitation. Public agencies and political subdivisions are hereby given notice of the foregoing request for proposal for purposes of complying with the procedural requirements of said statutes: Nationwide: http://www.usa.l!ov/A2encies/Local Govern ment/Cities. shtml Other states: State of Oregon, State of Hawaii, State of Washington State: HI Hawi Hickam AFB Account Type: HI Counties, Cities, Colleges Hilo Holualoa Hawaii County Honaunau Honolulu County Honokaa Kauai County Honolulu Maui County Honomu Kalawao County Hoolehua Aiea Kaaawa Anahola Kahuku Barbers Point N A S Kahului Camp H M Smith Kailua Captain Cook Kailua Kona Eleele Kalaheo Ewa Beach Kalaupapa Fort Shafter Kamuela Haiku Kaneohe Hakalau Kapaa Haleiwa Kapaau Hana Kapolei Hanalei Kaumakani Hanamaulu Kaunakakai Hanapepe Kawela Bay Hauula Keaau Hawaii National Park Kealakekua Hawaiian Ocean View Kealia 67 Keauhou Pepeekeo Kekaha Princeville Kihei Pukalani Kilauea Puunene Koloa Schofield Barracks Kualapuu Tripler Army Medical Center Kula Volvano Kunia Wahiawa Kurtistown Waialua Lahaina Waianae Laie Waikoloa Lanai City Wailuku Laupahoehoe Waimanalo Lawai Waimea Lihue Waipahu M C B H Kaneohe Bay Wake Island Makawao Wheeler Army Airfield Makaweli Brigham Young University - Hawaii Maunaloa Chaminade University of Honolulu Mililani Hawaii Business College Mountain View Hawaii Pacific University Naalehu Hawaii Technology Institute Ninole Heald College - Honolulu Ocean View Remington College - Honolulu Campus Ookala University of Phoenix - Hawaii Campus Paauhau Hawaii Community College Paauilo Honolulu Community College Pahala Kapiolani Community College Pahoa Kauai Community College Paia Leeward Community College Papaaloa Maui Community College Papaikou University of Hawaii at Hilo Pearl City University of Hawaii at Manoa Pearl Harbor Windward Community College •: State: HI Account Type: K-12 Malama Honua Public Charter School ST JOHN THE BAPTIST Waimanalo Elementary and Intermediate School Kailua High School PACIFIC BUDDHIST ACADEMY HAWAII TECHNOLOGY ACADEMY CONGREGATION OF CHRISTIAN BROTHERS OF HAWAII, INC. MARYKNOLL SCHOOL ISLAND SCHOOL STATE OF HAWAII, DEPT. OF EDUCATION KE KULA 0 S. M. KAMAKAU KAMEHAMEHA SCHOOLS HANAHAU'OLI SCHOOL EMMANUAL LUTHERAN SCHOOL School Lunch Program Our Savior Lutheran School Account Type: County BOARD OF WATER SUPPLY MAUI COUNTY COUNCIL Kauai County Council Honolulu Fire Department COUNTY OF MAUI Account Type: Non -Profit (68 records) Lanai Community Health Center Maui High Band Booster Club Naalehu Assembly of God outrigger canoe club One Kalakaua Native Hawaiian Hospitality Association St. Theresa School Hawaii Peace and Justice Kauai Youth Basketball Association NA HALE 0 MAUI LEEWARD HABITAT FOR HUMANITY WAIANAE COMMUNITY OUTREACH NA LEI ALOHA FOUNDATION HAWAII FAMILY LAW CLINIC DBA ALA KUOLA BUILDING INDUSTRY ASSOCIATION OF HAWAII UNIVERSITY OF HAWAII FEDERAL CREDIT UNION LANAKILA REHABILITATION CENTER INC. POLYNESIAN CULTURAL CENTER CTR FOR CULTURAL AND TECH INTERCHNG BETW EAST AND WEST BISHOP MUSEUM ALOCHOLIC REHABILITATION SVS OF HI INC DBA HINA MAUKA ASSOSIATION OF OWNERS OF KUKUI PLAZA MAUI ECONOMIC DEVELOPMENT BOARD NETWORK ENTERPRISES, INC. HONOLULU HABITAT FOR HUMANITY ALOHACARE ORI ANUENUE HALE, INC. IUPAT, DISTRICT COUNCIL 50 GOODWILL INDUSTRIES OF HAWAII, INC. HAROLD K.L. CASTLE FOUNDATION MAUI ECONOMIC OPPORTUNITY, INC. EAH, INC. PARTNERS IN DEVELOPMENT FOUNDATION HABITAT FOR HUMANITY MAUI W. M. KECK OBSERVATORY HAWAII EMPLOYERS COUNCIL HAWAII STATE FCU MAUI COUNTY FCU PUNAHOU SCHOOL YMCA OF HONOLULU EASTER SEALS HAWAII AMERICAN LUNG ASSOCIATION Hawaii Area Committee READ TO ME INTERNATIONAL FOUNDATION MAUI FAMILY YMCA WAILUKU FEDERAL CREDIT UNION ST. THERESA CHURCH HALE MAHAOLU West Maui Community Federal Credit Union 69 Hawaii Island Humane Society Kama'aina Care Inc International Archaeological Research Institute, Inc. Community Empowerment Resources Tutu and Me Traveling Preschool First United Methodist Church AOAO Royal Capitol Plaza Kumpang Lanai Child and Family Service MARINE SURF WAIKIKI, INC. Hawaii Health Connector Hawaii Carpenters Market Recovery Program Fund Puu Heleakala Community Association Saint Louis School Kailua Racquet Club, Ltd. Homewise Inc. Hawaii Baptist Academy Kroc Center Hawaii Kupu Account Type: College and University University of the Nations ARGOSY UNIVERSITY HAWAII PACIFIC UNIVERSITY UNIVERSITY OF HAWAII AT MANOA RESEARCH CORPORATION OF THE UNIVERSITY OF HAWAII BRIGHAM YOUNG UNIVERSITY - HAWAII University Clinical Research and Association CHAMINADE UNIVERSITY OF HONOLULU Account Type: Other 9 Hawaii Information Consortium Leeward Community Church E Malama In Keiki 0 Lanai Keawala'i Congregational Church Lanai Community Hospital Angels at Play Preschool & Kindergarten Queen Emma Gardens AOAO Account Type: Community College Honolulu Community College COLLEGE OF THE MARSHALL ISLANDS 16 Account Type: State Agency DOT Airports Division Hilo International Airport Judiciary -State of Hawaii ADMIN. SERVICES OFFICE SOH- JUDICIARY CONTRACTS AND PURCH STATE DEPARTMENT OF DEFENSE HAWAII CHILD SUPPORT ENFORCEMENT AGENCY HAWAII HEALTH SYSTEMS CORPORATION HAWAII AGRICULTURE RESEARCH CENTER STATE OF HAWAII Third Judicial Circuit - State of Hawaii IAccount Type: Consolidated City/County CITY AND COUNTY OF HONOLULU Lanai Youth Center Account Type: Federal US Navy Defense Information System Agency State: OR Account Type: K-12 VALLEY CATHOLIC SCHL CROOK COUNTY SCHOOL DISTRICT CORBETT SCHL DIST #39 Bethel School District #52 St. Therese Parish/School Portland YouthBuilders Wallowa County ESD Fern Ridge School District 28J Knova Learning New Horizon Christian School MOLALLA RIVER ACADEMY HIGH DESERT EDUCATION SERVICE DISTRICT SOUTHWEST CHARTER SCHOOL WHITEAKER MONTESSORI SCHOOL CASCADES ACADEMY OF CENTRAL OREGON NEAH-KAH-NIE DISTRICT NO.56 INTER MOUNTAIN ESD STANFIELD SCHOOL DISTRICT LA GRANDE SCHOOL DISTRICT 70 CASCADE SCHOOL DISTRICT DUFUR SCHOOL DISTRICT NO.29 hillsboro school district GASTON SCHOOL DISTRICT 5111 BEAVERTON SCHOOL DISTRICT COUNTY OF YAMHILL SCHOOL DISTRICT 29 WILLAMINA SCHOOL DISTRICT MCMINNVILLE SCHOOL DISTRICT NO.40 Sheridan School District 48J THE CATLIN GABEL SCHOOL NORTH WASCO CTY SCHOOL DISTRICT 21 - CHENOWITH CENTRAL CATHOLIC HIGH SCHOOL CANYONVILLE CHRISTIAN ACADEMY OUR LADY OF THE LAKE SCHOOL NYSSA SCHOOL DISTRICT NO. 26 ARLINGTON SCHOOL DISTRICT NO. 3 LIVINGSTONE ADVENTIST ACADEMY Santiam Canyon SD 129J WEST HILLS COMMUNITY CHURCH BANKS SCHOOL DISTRICT WILLAMETTE EDUCATION SERVICE DISTRICT BAKER COUNTY SCHOOL DIST. 16J - MALHEUR ESD HARNEY EDUCATION SERVICE DISTRICT GREATER ALBANY PUBLIC SCHOOL DISTRICT LAKE OSWEGO SCHOOL DISTRICT 7.1 SOUTHERN OREGON EDUCATION SERVICE DISTRICT SILVER FALLS SCHOOL DISTRICT St Helens School District DAYTON SCHOOL DISTRICT NO.8 Amity School District 4-J SCAPPOOSE SCHOOL DISTRICT 1.1 REEDSPORT SCHOOL DISTRICT FOREST GROVE SCHOOL DISTRICT DAVID DOUGLAS SCHOOL DISTRICT LOWELL SCHOOL DISTRICT NO.71 TIGARD-TUALATIN SCHOOL DISTRICT SHERWOOD SCHOOL DISTRICT 88J RAINIER SCHOOL DISTRICT NORTH CLACKAMAS SCHOOL DISTRICT MONROE SCHOOL DISTRICT NO.1J CHILDPEACE MONTESSORI HEAD START OF LANE COUNTY HARNEY COUNTY SCHOOL DIST. NO.3 NESTUCCA VALLEY SCHOOL DISTRICT NO.101 ARCHBISHOP FRANCIS NORBERT BLANCHET SCHOOL LEBANON COMMUNITY SCHOOLS NO.9 MT.SCOTT LEARNING CENTERS SEVEN PEAKS SCHOOL DE LA SALLE N CATHOLIC HS MULTISENSORY LEARNING ACADEMY MITCH CHARTER SCHOOL REALMS CHARTER SCHOOL BAKER SCHOOL DISTRICT 5-J PHILOMATH SCHOOL DISTRICT CLACKAMAS EDUCATION SERVICE DISTRICT CANBY SCHOOL DISTRICT OREGON TRAIL SCHOOL DISTRICT NO.46 WEST LINN WILSONVILLE SCHOOL DISTRICT MOLALLA RIVER SCHOOL DISTRICT NO.35 ESTACADA SCHOOL DISTRICT NO.108 GLADSTONE SCHOOL DISTRICT ASTORIA SCHOOL DISTRICT 1C SEASIDE SCHOOL DISTRICT 10 NORTHWEST REGIONAL EDUCATION SERVICE DISTRICT VERNONIA SCHOOL DISTRICT 47J SOUTH COAST EDUCATION SERVICE DISTRICT COOS BAY SCHOOL DISTRICT NO.9 COOS BAY SCHOOL DISTRICT NORTH BEND SCHOOL DISTRICT 13 COQUILLE SCHOOL DISTRICT 8 MYRTLE POINT SCHOOL DISTRICT NO.41 BANDON SCHOOL DISTRICT BROOKING HARBOR SCHOOL DISTRICT NO.17- C REDMOND SCHOOL DISTRICT DESCHUTES COUNTY SD NO.6 - SISTERS SD DOUGLAS EDUCATION SERVICE DISTRICT ROSEBURG PUBLIC SCHOOLS GLIDE SCHOOL DISTRICT NO.12 SOUTH UMPQUA SCHOOL DISTRICT #19 YONCALLA SCHOOL DISTRICT NO.32 ELKTON SCHOOL DISTRICT NO.34 DOUGLAS COUNTY SCHOOL DISTRICT 116 71 HOOD RIVER COUNTY SCHOOL DISTRICT Salem-Keizer 24J PHOENIX -TALENT SCHOOL DISTRICT NO.4 McKay High School CENTRAL POINT SCHOOL DISTRICT NO. 6 Pine Eagle Charter School JACKSON CO SCHOOL DIST NO.9 Waldo Middle School ROGUE RIVER SCHOOL DISTRICT NO.35 hermiston school district MEDFORD SCHOOL DISTRICT 549C Clear Creek Middle School CULVER SCHOOL DISTRICT NO. Marist High School JEFFERSON COUNTY SCHOOL DISTRICT 509-J Victory Academy GRANTS PASS SCHOOL DISTRICT 7 Vale School District No. 84 LOST RIVER JR/SR HIGH SCHOOL St. Mary School KLAMATH FALLS CITY SCHOOLS Junction City High School LANE COUNTY SCHOOL DISTRICT 4.1 Three Rivers School District SPRINGFIELD SCHOOL DISTRICT NO.19 Fern Ridge School District CRESWELL SCHOOL DISTRICT JESUIT HIGH SCHL EXEC OFC SOUTH LANE SCHOOL DISTRICT 45.13 LASALLE HIGH SCHOOL LANE COUNTY SCHOOL DISTRICT 69 Southwest Christian School SIUSLAW SCHOOL DISTRICT Willamette Christian School SWEET HOME SCHOOL DISTRICT NO.55 Westside Christian High School LINN CO. SCHOOL DIST. 95C - SCIO SD CS LEWIS ACADEMY ONTARIO MIDDLE SCHOOL Portland America School GERVAIS SCHOOL DIST. #1 Forest Hills Lutheran School NORTH SANTIAM SCHOOL DISTRICT 29J Mosier Community School JEFFERSON SCHOOL DISTRICT Koreducators Lep High SALEM-KEIZER PUBLIC SCHOOLS Warrenton Hammond School District MT. ANGEL SCHOOL DISTRICT NO.91 Sutherlin School District MARION COUNTY SCHOOL DISTRICT 103 - Malheur Elementary School District WASHINGTON ES Ontario School District MORROW COUNTY SCHOOL DISTRICT Parkrose School District 3 MULTNOMAH EDUCATION SERVICE DISTRICT Riverdale School District 51.1 Tillamook School District GRESHAM-BARLOW SCHOOL DISTRICT Madeleine School DALLAS SCHOOL DISTRICT NO. 2 Union School District CENTRAL SCHOOL DISTRICT 13J Helix School District St. Mary Catholic School Corvallis School District 509J CROSSROADS CHRISTIAN SCHOOL Falls City School District #57 ST. ANTHONY SCHOOL Portland Christian Schools HERITAGE CHRISTIAN SCHOOL LUCKIAMUTE VALLEY CHARTER SCHOOLS BEND -LA PINE SCHOOL DISTRICT Deer Creek Elementary School GLENDALE SCHOOL DISTRICT Yamhill Carlton School District LINCOLN COUNTY SCHOOL DISTRICT HARRISBURG SCHL DIST PORTLAND PUBLIC SCHOOLS CENTRAL CURRY SCHL DIST#1 REYNOLDS SCHOOL DISTRICT BNAI BRITH CAMP CENTENNIAL SCHOOL DISTRICT OREGON FOOD BANK NOBEL LEARNING COMMUNITIES ABIQUA SCHL St. Stephen's Academy Salem keizar school district 72 Athena Weston School District 29RJ Imbler School District #11 monument school St. Paul School District St Paul Parish School EagleRidge High School Northwest Academy Sunny Wolf Charter School MCKENZIE SCHOOL DISTRICT 068 L'Etoiile French Immersion School LA GRANDE SCHOOL DISTRICT 001 Marist Catholic High School Elgin school dist. PLEASANT HILL SCH DIST #1 Ukiah School District 80R North Powder Charter School French American School Mastery Learning Institute North Lake School District 14 Early College High School Account Type: County GILLIAM COUNTY OREGON HOUSING AUTHORITY OF CLACKAMAS COUNTY UMATILLA COUNTY, OREGON MULTNOMAH LAW LIBRARY clackamas county CLATSOP COUNTY COLUMBIA COUNTY, OREGON coos county CROOK COUNTY ROAD DEPARTMENT CURRY COUNTY OREGON DESCHUTES COUNTY GILLIAM COUNTY GRANT COUNTY, OREGON HARNEY COUNTY SHERIFFS OFFICE HOOD RIVER COUNTY jackson county josephine county klamath county LANE COUNTY LINN COUNTY MARION COUNTY, SALEM, OREGON MULTNOMAH COUNTY SHERMAN COUNTY WASCO COUNTY YAMHILL COUNTY WALLOWA COUNTY ASSOCIATION OF OREGON COUNTIES NAMI LANE COUNTY BENTON COUNTY DOUGLAS COUNTY JEFFERSON COUNTY LAKE COUNTY LINCOLN COUNTY POLK COUNTY UNION COUNTY WASHINGTON COUNTY MORROW COUNTY NORCOR Juvenile Detention Tillamook County Estuary Job Council BAKER CNTY GOVT TILLAMOOK CNTY Wheeler County Lane County Sheriff's Office Clackamas County Juvenile Dept Account Type: Non -Profit Tamarack Aquatic Center Seven Feathers Casino St Paul Baptist Church Long Tom Watershed Council San Martin Deporres Catholic Church Portland Parks Foundation Cedar Hills Baptist Church Unitarian Universalist Church in Eugene Emmanuel Bible Church Mt Emily Safe Center Salem First Presbyterian Church Rolling Hills Baptist Church Baker Elks Gates Community Church of Christ PIP Corps LLC Turtle Ridge Wildlife Center Grande Ronde Model Watershed Foundation Western Environmental Law Center Mercy Flights, Inc. 73 HHoly Trinity Greek Orthodox Cathedral MECOP Inc. Beaverton Christians Church Oregon Humanities St. Pius X School Community Connection of Northeast Oregon, Inc. Living Opportunities, Inc. Coos Art Museum OETC Blanchet House of Hospitality Merchants Exchange of Portland, Oregon Coalition for a Livable Future Central Oregon Visitors Association Soroptimist International of Gold Beach, OR Real Life Christian Church Delphian School AVON EPUD-Emerald People's Utility District Human Solutions, Inc. The Wallace Medical Concern Boys & Girls Club of Salem, Marion & Polk Counties The Ross Ragland Theater and Cultural Center Cascade Health Solutions Umpqua Community Health Center ALZHEIMERS NETWORK OF OREGON NATIONAL WILD TURKEY FEDERATION TILLAMOOK ESTUARIES PARTNERSHIP LIFEWORKS NW COLLEGE HOUSING NORTHWEST PARALYZED VETERANS OF AMERICA Independent Development Enterprise Alliance MID -WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC HALFWAY HOUSE SERVICES, INC. REDMOND PROFICIENCY ACADEMY OHSU FOUNDATION SHELTERCARE PRINGLE CREEK SUSTAINABLE LIVING CENTER PACIFIC INSTITUTES FOR RESEARCH Mental Health for Children, Inc. The Dreaming Zebra Foundation LAUREL HILL CENTER THE OREGON COMMUNITY FOUNDATION OCHIN WE CARE OREGON SE WORKS ENTERPRISE FOR EMPLOYMENT AND EDUCATION OMNIMEDIX INSTITUTE PORTLAND BUSINESS ALLIANCE GATEWAY TO COLLEGE NATIONAL NETWORK FOUNDATIONS FOR A BETTER OREGON GOAL ONE COALITION ATHENA LIBRARY FRIENDS ASSOCIATION Coastal Family Health Center CENTER FOR COMMUNITY CHANGE STAND FOR CHILDREN ST. VINCENT DEPAUL OF LANE COUNTY EAST SIDE FOURSQUARE CHURCH CORVALLIS MOUNTAIN RESCUE UNIT InventSuccess SHERIDAN JAPANESE SCHOOL FOUNDATION The Blosser Center for Dyslexia Resources MOSAIC CHURCH HOUSING AUTHORITY OF LINCOLN COUNTY RENEWABLE NORTHWEST PROJECT INTERNATIONAL SUSTAINABLE DEVELOPMENT FOUNDATION CONSERVATION BIOLOGY INSTITUTE THE NATIONAL ASSOCIATION OF CREDIT MANAGEMENT -OREGON, INC. BLACHLY LANE ELECTRIC COOPERATIVE MORNING STAR MISSIONARY BAPTIST CHURCH NORTHWEST FOOD PROCESSORS ASSOCIATION INDEPENDENT INSURANCE AGENTS AND BROKERS OF OREGON OREGON EDUCATION ASSOCIATION HEARING AND SPEECH INSTITUTE INC SALEM ELECTRIC MORRISON CHILD AND FAMILY SERVICES JUNIOR ACHIEVEMENT CENTRAL BIBLE CHURCH 74 MID COLUMBIA MEDICAL CENTER-GREAT'N SMALL TRILLIUM FAMILY SERVICES, INC. YWCA SALEM PORTLAND ART MUSEUM SAINT JAMES CATHOLIC CHURCH SOUTHERN OREGON HUMANE SOCIETY VOLUNTEERS OF AMERICA OREGON CENTRAL DOUGLAS COUNTY FAMILY YMCA METROPOLITAN FAMILY SERVICE OREGON MUSUEM OF SCIENCE AND INDUSTRY FIRST UNITARIAN CHURCH ST. ANTHONY CHURCH Good Shepherd Medical Center Salem Academy GEN CONF OF SDA CHURCH WESTERN OR PORTLAND ADVENTIST ACADEMY ST VINCENT DE PAUL OUTSIDE IN UNITED CEREBRAL PALSY OF OR AND SW WA WILLAMETTE VIEW INC. PORTLAND HABILITATION CENTER, INC. OREGON STATE UNIVERSITY ALUMNI ASSOCIATION Rose Villa NORTHWEST LINE JOINT APPRENTICESHIP & TRAINING COMMITTEE BOYS AND GIRLS CLUBS OF PORTLAND METROPOLITAN AREA Oregon Research Institute WILLAMETTE LUTHERAN HOMES, INC LANE MEMORIAL BLOOD BANK PORTLAND JEWISH ACADEMY LANECO FEDERAL CREDIT UNION GRANT PARK CHURCH ST. MARYS OF MEDFORD, INC. US CONFERENCE OF MENONNITE BRETHREN CHURCHES FAITHFUL SAVIOR MINISTRIES OREGON CITY CHURCH OF THE NAZARENE OREGON COAST COMMUNITY ACTION EDUCATION NORTHWEST COMMUNITY ACTION TEAM, INC. EUGENE SYMPHONY ASSOCIATION, INC. STAR OF HOPE ACTIVITY CENTER INC. SPARC ENTERPRISES SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SALEM ALLIANCE CHURCH Lane Council of Governments FORD FAMILY FOUNDATION TRAILS CLUB NEWBERG FRIENDS CHURCH WOODBURN AREA CHAMBER OF COMMERCE CONTEMPORARY CRAFTS MUSEUM AND GALLERY CITY BIBLE CHURCH OREGON LIONS SIGHT & HEARING FOUNDATION PORTLAND WOMENS CRISIS LINE THE SALVATION ARMY - CASCADE DIVISION WILLAMETTE FAMILY WHITE BIRD CLINIC GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES PLANNED PARENTHOOD OF SOUTHWESTERN OREGON HOUSING NORTHWEST OREGON ENVIRONMENTAL COUNCIL MEALS ON WHEELS PEOPLE, INC. FAITH CENTER Bob Belloni Ranch, Inc. GOOD SHEPHERD COMMUNITIES SACRED HEART CATHOLIC DAUGHTERS HELP NOW! ADVOCACY CENTER TENAS ILLAHEE CHILDCARE CENTER SUNRISE ENTERPRISES LOOKING GLASS YOUTH AND FAMILY SERVICES SERENITY LANE EAST HILL CHURCH LA GRANDE UNITED METHODIST CHURCH COAST REHABILITATION SERVICES Edwards Center Inc ALVORD-TAYLOR INDEPENDENT LIVING SERVICES NEW HOPE COMMUNITY CHURCH 75 KLAMATH HOUSING AUTHORITY QUADRIPLEGICS UNITED AGAINST DEPENDENCY, INC. SPONSORS, INC. COLUMBIA COMMUNITY MENTAL HEALTH ADDICTIONS RECOVERY CENTER, INC METRO HOME SAFETY REPAIR PROGRAM OREGON SUPPORTED LIVING PROGRAM SOUTH COAST HOSPICE, INC. ALLFOURONE/CRESTVIEW CONFERENCE CTR. The International School REBUILDING TOGETHER - PORTLAND INC. PENDLETON ACADEMIES PACIFIC FISHERY MANAGEMENT COUNCIL DOGS FOR THE DEAF, INC. PUBLIC DEFENDER SERVICES OF LANE COUNTY, INC. EMMAUS CHRISTIAN SCHOOL DELIGHT VALLEY CHURCH OF CHRIST SAINT CATHERINE OF SIENA CHURCH PORT CITY DEVELOPMENT CENTER VIRGINIA GARCIA MEMORIAL HEALTH CENTER CENTRAL CITY CONCERN CANBY FOURSQUARE CHURCH EMERALD PUD VERMONT HILLS FAMILY LIFE CENTER BENTON HOSPICE SERVICE INTERNATIONAL SOCIETY FOR TECHNOLOGY IN EDUCATION COMMUNITY CANCER CENTER OPEN MEADOW ALTERNATIVE SCHOOLS, INC CASCADIA BEHAVIORAL HEALTHCARE WILD SALMON CENTER BROAD BASE PROGRAMS INC. SUNNYSIDE FOURSQUARE CHURCH TRAINING EMPLOYMENT CONSORTIUM RELEVANT LIFE CHURCH 2111 N FO SONRISE CHURCH LIVING WAY FELLOWSHIP Women's Safety & Resource Center SEXUAL ASSAULT RESOURCE CENTER I RCO NORTHWEST YOUTH CORPS TILLAMOOK CNTY WOMENS CRISIS CENTER SECURITY FIRST CHILD DEVELOPMENT CENTER CLASSROOM LAW PROJECT YOUTH GUIDANCE ASSOC. PREGNANCY RESOUCE CENTERS OF GRETER PORTLAND ELMIRA CHURCH OF CHRIST JASPER MOUNTAIN ACUMENTRA HEALTH WORKSYSTEMS INC COVENANT CHRISTIAN HOOD RIVER OREGON DONOR PROGRAM NAMI OREGON OLIVET BAPTIST CHURCH SILVERTON AREA COMMUNITY AID CONFEDERATED TRIBES OF GRAND RONDE NEIGHBORIMPACT CATHOLIC COMMUNITY SERVICES NEW AVENUES FOR YOUTH INC LA CLINICA DEL CARINO FAMILY HEALTH CARE CENTER DECISION SCIENCE RESEARCH INSTITUTE, INC. WESTERN STATES CENTER HIV ALLIANCE, INC PARTNERSHIPS IN COMMUNITY LIVING, INC. FANCONI ANEMIA RESEARCH FUND INC. BLIND ENTERPRISES OF OREGON OREGON BALLET THEATRE SMART All God's Children International FARMWORKER HOUISNG DEV CORP UMPQUA COMMUNITY DEVELOPMENT CORPORATION REGIONAL ARTS AND CULTURE COUNCIL THE EARLY EDUCATION PROGRAM, INC. MACDONALD CENTER EVERGREEN AVIATION MUSEUM AND CAP. MICHAEL KING. SELF ENHANCEMENT INC. FRIENDS OF THE CHILDREN 76 SOUTH LANE FAMILY NURSERY DBA FAMILY RELIEF NURSE COMMUNITY VETERINARY CENTER PORTLAND SCHOOLS FOUNDATION SUSTAINABLE NORTHWEST OREGON DEATH WITH DIGNITY BIRCH COMMUNITY SERVICES, INC. BAY AREA FIRST STEP, INC. OSLC COMMUNITY PROGRAMS EN AVANT, INC. ASHLAND COMMUNITY HOSPITAL NORTHWEST ENERGY EFFICIENCY ALLIANCE BONNEVILLE ENVIRONMENTAL FOUNDATION SUMMIT VIEW COVENANT CHURCH SALMON -SAFE INC. BETHEL CHURCH OF GOD PROVIDENCE HOOD RIVER MEMORIAL HOSPITAL SAINT ANDREW NATIVITY SCHOOL BARLOW YOUTH FOOTBALL SPOTLIGHT THEATRE OF PLEASANT HILL FAMILIES FIRST OF GRANT COUNTY, INC. TOUCHSTONE PARENT ORGANIZATION CANCER CARE RESOURCES CASCADIA REGION GREEN BUILDING COUNCIL SHERMAN DEVELOPMENT LEAGUE, INC. SCIENCEWORKS WORD OF LIFE COMMUNITY CHURCH SOCIAL VENTURE PARTNERS PORTLAND OREGON PROGRESS FORUM CENTER FOR RESEARCH TO PRACTICE WESTERN RIVERS CONSERVANCY UNITED WAY OF THE COLUMBIA WILLAMETTE EUGENE BALLET COMPANY EAST WEST MINISTRIES INTERNATIONAL SISKIYOU INITIATIVE EDUCATIONAL POLICY IMPROVEMENT CENTER North Pacific District of Foursquare Churches CATHOLIC CHARITIES FIRST CHURCH OF THE NAZARENE WESTSIDE BAPTIST CHURCH Housing Development Center Little Promises Chlildren's Program UNION GOSPEL MISSION GRACE BAPTIST CHURCH COMMUNITY ACTION ORGANIZATION OUTSIDE IN MAKING MEMORIES BREAST CANCER FOUNDATION, INC. ELAW COMMUNITY HEALTH CENTER, INC Greater Portland INC Boys & Girls Club of Corvallis Southeast Uplift Neighborhood Coalition First United Presbyterian Church PDX Wildlife Jackson -Josephine 4-C Council North Coast Family Fellowship Childswork Learning Center New Artists Performing Arts Productions, Inc. Relief Nursery Viking Sal Senior Center Boys and Girls Club of the rogue valley DrupalCon Inc., DBA Drupal Association Albany Partnership for Housing and Community Development Hermiston Christian Center & School Dress for Success Oregon Beaverton Rock Creek Foursquare Church St Paul Catholic Church St Mary's Catholic School and Parish Polk Soil and Water Conservation District Street Ministry La Grande Church of the Nazarene Spruce Villa, Inc. House of Prayer for All Nations Sacred Heart Catholic Church African American Health Coaliton, Inc. Happy Canyon Company Village Home Education Resource Center Monet's Children's Circle Cascade Housing Association Dayspring Fellowship Northwest Habitat Institute 77 Winding Waters Medical Clinic First Baptist Church The Nature Conservancy, Willamette Valley Field Office Serenity Lane Health Services Portland Community Reinvestment Initiatives, Inc. GeerCrest Farm & Historical Society College United Methodist Church NEDCO Salem Evangelical Church Daystar Education, Inc. Oregon Social Learning Center Pain Society of Oregon environmental law alliance worldwide Community in Action Safe Harbors FIRST CHRISTIAN CHURCH Pacific Classical Ballet Depaul Industries African American Health Coalition Jesus Prayer Book Coalition Of Community Health River Network CCI Enterprises Inc Oregon Nurses Association GOODWILL INDUSTRIES OF THE COLUMBIA WILLAMETTE Mount Angel Abbey YMCA OF ASHLAND YMCA OF COLUMBIA -WILLAMETTE ASSOCIATION SERVICES Multnomah Law Library Friends Of Tryon Creek State P Ontrack Inc. Calvin Presbyterian Church HOLT INTL CHILD St John The Baptist Catholic Portland Foursquare Church Portland Christian Center Church Extension Plan Occu Afghanistan Relief Effort EUGENE FAMILY YMCA Christ The King Parish and School Newberg Christian Church First United Methodist Church Zion Lutheran Church Southwest Bible Church Community Works Inc Masonic Lodge Pearl 66 Molalla Nazarene Church Transition Projects, Inc St Michaels Episcopal Church Saint Johns Catholich Church Access Inc Community Learning Center Old Mill Center for Children and Families Sunny Oaks Inc Hospice Center Bend La Pine Westside Foursquare Church Relief Nursery Inc Morning Star Community Church MULTNOMAH DEFENDERS INC Providence Health System Holy Trinity Catholic Church Holy Redeemer Catholic Church Alliance Bible Church Mid Columbia Childrens Council HUMANE SOCIETY OF REDMOND Our Redeemer Lutheran Church Kbps Public Radio Skyball Salem Keizer Youth Bas Open Technology Center Grace Chapel CHILDREN'S MUSEUM 2ND Solid Rock West Chehalem Friends Church Guide Dogs For The Blind Aldersgate Camps and Retreats St. Katherine's Catholic Church The Alliance NW of the Christian & Missionary Alliance Bags of Love Grand View Baptist Church Green Electronics Council Scottish Rite Western Wood Products Association THE NEXT DOOR NATIONAL PSORIASIS FOUNDATION NEW BEGINNINGS CHRISTIAN CENTER HIGHLAND UNITED CHURCH OF CHRIST OREGON REPERTORY SINGERS HIGHLAND HAVEN FAIR SHARE RESEARCH AND EDUCATION FUND Oregon Satsang Society, Inc., A chartered Affiliate of ECKANKAR, ECKA First Baptist Church of Enterprise The Canby Center Instituto de Cultura y Arte In Xochitl In Cuicatl OSLC COMMUNITY PROGRAMS OCP Oregon Nikkei Endowment Eastern Oregon Alcoholism Foundation Grantmakers for Education The Spiral Gallery The ALS Association Oregon and SW Washington Chapter Children's Relief Nursery Home Builders World of Speed Energy Trust of Oregon Oregon Psychoanalytic Center Store to Door Depaul Industries North Coast Christian Church Union County Economic Development Corp. Camelto Theatre Company Camp Fire Columbia TAKE III OUTREACH Rolling Hills Community Church Summa Institute Amani Center Billy Webb Elks lodge #1050 Sandy Seventh -day Adventist Church Muddy Creek Charter School A FAMILY FOR EVERY CHILD 1000 FRIENDS OF OREGON NONPROFIT ASSOCIATION OF OREGON FAMILY CARE INC MEDICAL TEAMS INTL Clean Slate Canine Rescue & Rehabilitation St. Martins Episcopal church Food for Lane County columbia gorge discovery center and museum NAMI of Washington County The Dalles Art Association Temple Beth Israel Willamette Leadership Academy/Pioneer Youth Corps Of Oregon Rose Haven Sexual Assault Support Services Rural Development Initiatives YMCA of Marion and Polk Counties Faith Christian Fellowship Fund For Christian Charity Deer Meadow Assisted Living Umpqua Basin Water Association The Church of Christ of Latter Day Saints 300 Main Inc Southwestern Oregon Public Defender Services, Inc. Albertina Kerr Centers Dufur Christian Church St. Matthew Catholic School Serendipity Center Inc Northwest Family Services Network Charter School Ride Connecton Parenting Now! USO Northwest Norkenzie Christian Church Center for Family Development West Salem Foursquare Church Mount Pisgah Arboretum Lower Columbia Estuary Partnership Oasis Shelter Home Nehalem Bay House p:ear Health Share of Oregon St. Peter Catholic Church Mid Willamette Valley Community Action A Hope For Autism Foundation Breast Friends SEPTL Southeast Portland Tool Library National Christian Community Foundation Legal Aid Services of Oregon LITC Willamette Valley Babe Ruth 79 Center For Continuous Improvement SEIU Local 49 Emerald Media Group Trillium Sprigs Youth Dynamics Ashland Art Center Apostolic Church of Jesus Christ DOUGLAS FOREST PROTECTIVE Oregon Lyme Disease Network Ecotrust SPECIAL MOBILITY SERVICES Historical Outreach Foundation Teras Interventions and Counseling Inc Salem Area Chamber of Commerce First Congregational Chrch OREGON STATE FAIR Ronald McDonald House Charities of Oregon & Southwest Washington Center for Human Development Bridges to Change DePaul Treatment Centers, Inc. Mission Increase Foundation Curry Public Transit Inc THREE RIVERS CASINO Brookings Harbor Christian School Yamhill Community Care Organization Portland Japanese Garden The Madeleine Parish The Tucker -Maxon Oral School Southwest Neighborhoods, Inc Wallowa Valley Center For Wellness KIDS INTERVENTION AND DIAGNOSTIC CENTER Portland Yacht Club League of Women Voters United Way of Lane County Unithed Way Portland Oregon Visitors Association Southern Oregon Project Hope Our United Villages Samaritan Health Services Inc. Kilchis House Calvary Assembly of God Grace Lutheran School Western Mennonite School OEA CHOICE TRUST American Tinnitus Association Oregon Coast Aquarium, Inc. Unitus Community Credit Union St John the Baptist Greek Orthodox Church COLUMBIA PACIFIC ECONOMIC DEVELOPMENT DISTRICT OF OREGON Oregon Rural Electric Cooperative Association THE MILL CASINO Account Type: College and University Oregon State University Treasure Valley Community College Unviersity of Oregon OREGON UNIVERSITY SYSTEM WESTERN STATES CHIROPRACTIC COLLEGE GEORGE FOX UNIVERSITY LEWIS AND CLARK COLLEGE PACIFIC UNIVERSITY REED COLLEGE WILLAMETTE UNIVERSITY LINFIELD COLLEGE MULTNOMAH BIBLE COLLEGE NORTHWEST CHRISTIAN COLLEGE NATIONAL COLLEGE OF NATURAL MEDICINE BLUE MOUNTAIN COMMUNITY COLLEGE PORTLAND STATE UNIV. CLACKAMAS COMMUNITY COLLEGE MARYLHURST UNIVERSITY OREGON HEALTH AND SCIENCE UNIVERSITY BIRTHINGWAY COLLEGE OF MIDWIFERY pacific u UNIVERSITY OF OREGON CONCORDIA UNIV Marylhurst University Corban College Portland Actors Conservatory University Of Oregon Athletics Department Ecola Bible School Beta Omega Alumnae Oregon Institute of Technology EASTERN OREGON UNIVERSITY Account Type: Other :1 Clackamas River Water Providers eickhoff dev co inc The Klamath Tribe Life Flight Network LLC COVENANT RETIREMENT COMMUNITIES PENTAGON FEDERAL CREDIT UNION SAIF CORPORATION GREATER HILLSBORO AREA CHAMBER OF COMMERCE LANE ELECTRIC COOPERATIVE USAGENCIES CREDIT UNION DOUGLAS ELECTRIC COOPERATIVE, INC. ROGUE FEDERAL CREDIT UNION PACIFIC CASCADE FEDERAL CREDIT UNION LOCAL GOVERNMENT PERSONNEL INSTITUTE GRANTS PASS MANAGEMENT SERVICES, DBA SPIRIT WIRELESS Kartini Clinic OFFICE OF PUBLIC DEFENSE SERVICES Clatskanie People's Utility District Ricoh USA Heartfelt Obstetrics & Gynecology Coquille Economic Development Corporation Cintas CITY/COUNTY INSURANCE SERVICE COMMUNITY CYCLING CENTER Shangri La Portland Impact Eagle Fern Camp KLAMATH FAMILY HEAD START RIVER CITY DANCERS Oregon Permit Technical Association KEIZER EAGLES AERIE 3895 Pgma/Cathie Bourne Sunrise Water Burns Paiute Tribe Oregon Public Broadcasting La Grande Family Practice SELCO Community Credit Union Sphere MD sunrise water authority OREGON JUDICIAL DEPARTMENT Confederated Tribes of Warm Springs Halsey -Shedd Fire District Nez Perce Tribe Obsidian Urgent Care, P.C. First Presbyterian Church of La Grande CONFLUENCE ENVIRONMENTAL CENTE A&I Benefit Plan Administrators, Inc. crescent grove cemetery Account Type: City Special District Molalla Rural Fire Protection District MONMOUTH - INDEPENDENCE NETWORK MALIN COMMUNITY PARK AND RECREATION DISTRICT TILLAMOOK PEOPLES UTILITY DISTRICT GLADSTONE POLICE DEPARTMENT GOLD BEACH POLICE DEPARTMENT THE NEWPORT PARK AND RECREATION CENTER RIVERGROVE WATER DISTRICT WEST VALLEY HOUSING AUTHORITY TUALATIN VALLEY FIRE & RESCUE GASTON RURAL FIRE DEPARTMENT CITY COUNTY INSURANCE SERVICES METRO SUNSET EMPIRE PARK AND RECREATION SPRINGFIELD UTILITY BOARD Tillamook Urban Renewal Agency Netarts Water District City of Nehalem Boardman Rural Fire Protection District Account Type: Independent Special District Silverton Fire District Lewis and Clark Rural Fire Protection District Rainbow Water District Illinois Valley Fire District PORT OF TILLAMOOK BAY TRI -COUNTY HEALTH CARE SAFETY NET ENTERPRISE METROPOLITAN EXPOSITION -RECREATION COMMISSION REGIONAL AUTOMATED INFORMATION NETWORK OAK LODGE WATER DISTRICT THE PORT OF PORTLAND WILLAMALANE PARK AND RECREATION DISTRICT TUALATIN VALLEY WATER DISTRICT UNION SOIL & WATER CONSERVATION DISTRICT LANE EDUCATION SERVICE DISTRICT TUALATIN HILLS PARK AND RECREATION DISTRICT PORT OF SIUSLAW CHEHALEM PARK AND RECREATION DISTRICT PORT OF ST HELENS LANE TRANSIT DISTRICT CENTRAL OREGON INTERGOVERNMENTAL COUNCIL HOODLAND FIRE DISTRICT NO.74 MID COLUMBIA COUNCIL OF GOVERNMENTS WEST MULTNOMAH SOIL AND WATER CONSERVATION DISTRICT SALEM AREA MASS TRANSIT DISTRICT Banks Fire District #13 KLAMATH COUNTY 9-1-1 GLENDALE RURAL FIRE DISTRICT COLUMBIA 911 COMMUNICATIONS DISTRICT CLACKAMAS RIVER WATER NW POWER POOL Lowell Rural Fire Protection District TriMet Transit Estacada Rural Fire District Keizer Fire District State Accident Insurance Fund Corporation Bend Metro Park & Recreation District Port of Hood River La Pine Park & Recreation District Siuslaw Public Library District Columbia River Fire & Rescue Fern Ridge Library District Seal Rock Water District Rockwood Water P.U.D. Tillamook Fire District Tillamook County Transportation Dist Central Lincoln People's Utility District Jefferson Park and Recreation Account Type: Cit City of Monmouth / Public Works McMinnville Police Department Brookings Fire / Rescue City of Veneta CITY OF DAMASCUS Hermiston Fire & Emergency Svcs CEDAR MILL COMMUNITY LIBRARY CITY OF LAKE OSWEGO EUGENE WATER & ELECTRIC BOARD LEAGUE OF OREGON CITIES CITY OF SANDY CITY OF ASTORIA OREGON CITY OF BEAVERTON CITY OF BOARDMAN CITY OF CANBY CITY OF CANYONVILLE CITY OF CENTRAL POINT POLICE DEPARTMENT CITY OF CLATSKANIE CITY OF CONDON CITY OF COOS BAY CITY OF CORVALLIS CITY OF CRESWELL CITY OF ECHO CITY OF ESTACADA CITY OF EUGENE CITY OF FAIRVIEW CITY OF GEARHART CITY OF GOLD HILL CITY OF GRANTS PASS CITY OF GRESHAM CITY OF HILLSBORO CITY OF HOOD RIVER CITY OF JOHN DAY CITY OF KLAMATH FALLS CITY OF LA GRANDE CITY OF MALIN CITY OF MCMINNVILLE CITY OF HALSEY 82 CITY OF MEDFORD CITY OF AURORA CITY OF MILL CITY THE CITY OF NEWPORT CITY OF MILWAUKIE CITY OF ALBANY CITY OF MORO CITY OF ASHLAND CITY OF MOSIER CITY OF LEBANON CITY OF NEWBERG CITY OF PORTLAND CITY OF OREGON CITY CITY OF SALEM CITY OF PILOT ROCK CITY OF SPRINGFIELD CITY OF POWERS CITY OF BURNS RAINIER POLICE DEPARTMENT CITY OF COTTAGE GROVE CITY OF REEDSPORT CITY OF DALLAS CITY OF RIDDLE CITY OF FALLS CITY CITY OF SCAPPOOSE CITY OF PHOENIX CITY OF SEASIDE CITY OF PRAIRIE CITY CITY OF SILVERTON CITY OF REDMOND CITY OF STAYTON CITY OF SHERWOOD City of Troutdale City of junction city CITY OF TUALATIN, OREGON City of Florence CITY OF WARRENTON City of Dayton CITY OF WEST LINN/PARKS City of Monmouth CITY OF WOODBURN City of Philomath CITY OF TIGARD, OREGON City of Sheridan CITY OF AUMSVILLE Seaside Public Library CITY OF PORT ORFORD City of Yoncalla CITY OF EAGLE POINT La Grande Police Department CITY OF WOOD VILLAGE Cove City Hall St. Helens, City of NW PORTLAND INDIAN HEALTH BOARD CITY OF WINSTON Portland Patrol Services CITY OF COBURG City Of Bend CITY OF NORTH PLAINS City Of Coquille CITY OF GERVAIS City Of Molalla CITY OF YACHATS ROCKWOOD WATER PEOPLE'S UTILITY FLORENCE AREA CHAMBER OF COMMERCE DISTRICT PORTLAND DEVELOPMENT COMMISSION City of St. Helens CITY OF CANNON BEACH OR City of North Powder CITY OF ST. PAUL City of Cornelius, OR CITY OF ADAIR VILLAGE Toledo Police Department CITY OF WILSONVILLE City of Independence CITY OF HAPPY VALLEY City of Baker City CITY OF SHADY COVE McMinnville Water & Light CITY OF LAKESIDE City of Pendleton Parks & Recreation CITY OF MILLERSBURG CITY OF SWEETHOME CITY OF GATES CITY OF THE DALLES KEIZER POLICE DEPARTMENT CLACKAMAS FIRE DIST#1 CITY OF DUNDEE DESCHUTES PUBLIC LIBRARY 83 City of Ontario City of Corvallis Parks and Recreation North Lincoln Fire & Rescue #1 City of Harrisburg Gladstone Public Library Seaside Fire & Rescue City of Union City of Richland CITY OF LINCOLN CITY City of Donald City of Milton-Freewater CITY OF SCIO City of Forest Grove City Govrnment City of Mt. Angel Albany Police Department Account Type: County Special District Umatilla Electric Cooperative WATER ENVIRONMENT SERVICES Netarts-Oceanside RFPD UIUC Rogue River Fire District Aurora Rural Fire District Tillamook County Emergency Communications District Southern Coos Hospital Oregon Cascades West Council of Governments MULTONAH COUNTY DRAINAGE DISTRICT#1 PORT OF BANDON OR INT'L PORT OF COOS BAY MID -COLUMBIA CENTER FOR LIVING DESCHUTES COUNTY RFPD NO.2 YOUNGS RIVER LEWIS AND CLARK WATER DISTRICT PACIFIC STATES MARINE FISHERIES COMMISSION HOUSING AUTHORITY AND COMMUNITY SERVICES AGENCY CENTRAL OREGON IRRIGATION DISTRICT MARION COUNTY FIRE DISTRCT #1 COLUMBIA RIVER PUD SANDY FIRE DISTRICT NO. 72 BAY AREA HOSPITAL DISTRICT NEAH KAH NIE WATER DISTRICT PORT OF UMPQUA EAST MULTNOMAH SOIL AND WATER CONSERVANCY Benton Soil & Water Conservation District DESCHUTES PUBLIC LIBRARY SYSTEM North Douglas County Fire & EMS Crooked River Ranch Rural Fire Protection District PARROTT CREEK CHILD & FAM South Lane County Fire And Rescue L ount Type: Community College CENTRAL OREGON COMMUNITY COLLEGE LANE COMMUNITY COLLEGE MT. HOOD COMMUNITY COLLEGE LINN-BENTON COMMUNITY COLLEGE SOUTHWESTERN OREGON COMMUNITY COLLEGE PORTLAND COMMUNITY COLLEGE CHEMEKETA COMMUNITY COLLEGE COLUMBIA GORGE COMMUNITY COLLEGE TILLAMOOK BAY COMMUNITY COLLEGE KLAMATH COMMUNITY COLLEGE DISTRICT Oregon Coast Community College Clatsop Community College North Portland Bible College Account Type: State Agency Oregon Forest Resources Institute Office of the Ong Term Care Ombudsman Oregon State Lottery OREGON TOURISM COMMISSION OREGON STATE POLICE OFFICE OF THE STATE TREASURER OREGON DEPT. OF EDUCATION SEIU LOCAL 503, OPEU OREGON DEPARTMENT OF FORESTRY OREGON STATE DEPT OF CORRECTIONS OREGON CHILD DEVELOPMENT COALITION OFFICE OF MEDICAL ASSISTANCE PROGRAMS OREGON OFFICE OF ENERGY OREGON STATE BOARD OF NURSING o BOARD OF MEDICAL EXAMINERS OREGON LOTTERY OREGON BOARD OF ARCHITECTS SANTIAM CANYON COMMUNICATION CENTER OREGON DEPT OF TRANSPORTATION OREGON TRAVEL INFORMATION COUNCIL OREGON DEPARTMENT OF EDUCATION OREGON DEPT. OF CORRECTIONS DEPARTMENT OF ADMINISTRATIVE SERVICES Oregon Tradeswomen Oregon Convention Center OREGON SCHL BRDS ASSOCIAT CARE OREGON Central Oregon Home Health and Hos Oregon Health Care Quality Cor OREGON DEPARTMENT OF HUMAN SERVICES Training & Employment BIENESTAR, INC. State of Oregon - Department of Administrative Services Aging and People with Disabilities Procurement Services/DAS STATE OF OREGON City of Astoria Fire Department Columbia Gorge ESD Account Type: Consolidated City/County City of Carlton City of Pendleton Convention Center Account Type: Federal US FISH AND WILDLIFE SERVICE Bonneville Power Administration Oregon Army National Guard USDA Forest Service Yellowhawk Tribal Health Center ANGELL JOB CORPS Account Type: Housing Authority Coquille Indian Housing Authority HOUSING AUTHORITY OF PORTLAND NORTH BEND CITY- COOS/URRY HOUSING AUTHORITY MARION COUNTY HOUSING AUTHORITY HOUSING AUTHORITY OF THE CITY OF SALEM Housing Authority of Yamhill County The Housing Authority of the County of Umatilla Attachment 6 — FEMA Standard Terms and Conditions Addendum for Contracts and Grants If any purchase made under the Master Agreement is funded in whole or in part by Federal Emergency Management Agency ("FEMA") grants, Contractor shall comply with all federal laws and regulations applicable to the receipt of FEMA grants, including, but not limited to the contractual procedures set forth in Title 44 of the Code of Federal Regulations, Part 13 ("44 CFR 13"). In addition, Contractor agrees to the following specific provisions: 1. Pursuant to 44 CFR 13.36(i)(1), District is entitled to exercise all administrative, contractual, or other remedies permitted by law to enforce Contractor's compliance with the terms of this Master Agreement, including but not limited to those remedies set forth at 44 CFR 13.43. 2. Pursuant to 44 CFR 13.36(1)(2), District may terminate the Master Agreement for cause or convenience in accordance with the procedures set forth in the Master Agreement and those provided by 44 CFR 13.44. 3. Pursuant to 44 CFR 13.36(i)(3)-(6)(12), and (13), Contractor shall comply with the following federal laws: a. Executive Order 11246 of September 24, 1965, entitled "Equal Employment Opportunity," as amended by Executive Order 11375 of October 13, 1967, and as supplemented in Department of Labor ("DOL") regulations (41 CFR Ch. 60); b. Copeland "Anti -Kickback" Act (18 U.S.C. 874), as supplemented in DOL regulations (29 CFR Part 3); C. Davis -Bacon Act (40 U.S.C. 276a -276a-7) as supplemented by DOL regulations (29 CFR Part 5); d. Section 103 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C. 327-330) as supplemented by DOL regulations (29 CFR Part 5); e. Section 306 of the Clean Air Act (42 U.S.C. 1857(h), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15); and f. Mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871). 4. Pursuant to 44 CFR 13.36(i)(7), Contractor shall comply with FEMA requirements and regulations pertaining to reporting, including but not limited to those set forth at 44 CFR 40 and 41. 5. Pursuant to 44 CFR 13.36(1)(8), Contractor agrees to the following provisions regarding patents: a. All rights to inventions and/or discoveries that arise or are developed, in the course of or under this Agreement, shall belong to the District and be disposed of in accordance with District policy. The District, at its own discretion, may file for patents in connection with all rights to any such inventions and/or discoveries. 6. Pursuant to 44 CFR 13.36(1)(9), Contractor agrees to the following provisions, regarding copyrights: a. If this Agreement results in any copyrightable material or inventions, in accordance with 44 CFR 13.34, FEMA reserves a royalty -free, nonexclusive, and irrevocable license to reproduce, publish or otherwise use, for Federal Government purposes: (1) The copyright in any work developed under a grant or contract; and (2) Any rights of copyright to which a grantee or a contactor purchases ownership with grant support. 7. Pursuant to 44 CFR 13.36(i)(10), Contractor shall maintain any books, documents, papers, and records of the Contractor which are directly pertinent to this Master Agreement. At any time during normal business hours and as often as District deems necessary, Contractor shall permit District, FEMA, the Comptroller General of United States, or any of their duly authorized representatives to inspect and photocopy such records for the purpose of making audit, examination, excerpts, and transcriptions. 8. Pursuant to 44 CFR 13.36(i)(11), Contractor shall retain all required records for three years after FEMA or District makes final payments and all other pending matters are closed. In addition, Contractor shall comply with record retention requirements set forth in 44 CFR 13.42. EN Attachment 7 — Community Development Block Grant Addendum Purchases made under this contract may be partially or fully funded with federal grant funds. Funding for this work may include Federal Funding sources, including Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development. When such funding is provided, Contractor shall comply with all terms, conditions and requirements enumerated by the grant funding source, as well as requirements of the State statutes for which the contract is utilized, whichever is the more restrictive requirement. When using Federal Funding, Contractor shall comply with all wage and latest reporting provisions of the Federal Davis -Bacon Act. HUD -4010 Labor Provisions also applies to this contract. Attachment 8 — Price Scenarios Price Scenario and Project Summary: No. Product and/or Service Location Project To Be Completed 1 Chiller -Actual supply and installation North Harford Middle School, Pylesville, MD Scenario's For Pricing 2 Provide packaged rooftop air Chicago, IL, city limits conditioner and installation 3 Provide indoor air handling unit Buffalo, NY, metro area Provide air cooled scroll chiller, 4 installation and maintenance for two Jacksonville, FL, metro area (2) years Provide centrifugal water chiller, 5 installation and maintenance for two Dallas, TX, metro area (2) years 6 Provide Unit ventilator and Los Angeles, CA, city limits installation Pricing Project # 1 North Harford Middle School Chiller Replacement Harford County Public Schools 1.1 GENERAL: a. This technical specification is for the installation of two (2) air-cooled, 280 nominal tons, rotary screw chillers for North Harford Middle School. b. The contractor shall include all cost associated with coordinating the installation including the various sub- contractors, shipping, taxes, warrantee, start-up and training. C. The contractor is responsible for securing all required permits, and furnishing all the engineering, drawings, calculations, etc. as required by the local and county building and inspection authorities. d. The contractor is responsible for furnishing all the engineering submittals, drawings, calculations, HVAC load modeling as required by the local electrical utility for Delmarva Power's C & I Energy Savers rebate program. PART 2 -PRODUCTS PAI_1 aK9Z0]121aLY61V:YK6191LTA 1Z!:7WSY07:ZyaII121V A. General: Section includes design, performance criteria, refrigerants, controls, and installation requirements for air- cooled semi hermetic rotary screw compressor chiller. The successful Contractor shall coordinate, receive, store, rig, and install the chiller per the manufacturer's recommendations. The Contractor shall also coordinate with the chiller manufacturer for the start-up, and training as part of the chiller replacement project. References: Comply with applicable Standards/Codes of ARI 550/590, ANSI/ASHRAE 15, ETL, cETL, NEC, and OSHA as adopted by the State. Units shall meet the minimum efficiency standards of ASHRAE Standard 90.1-2010 or the latest adopted version, and other applicable codes adopted by Harford County and/or the State. 2. Submittals: Submit shop drawings and product data with the Bid (2 Copies) in accordance with the specifications. Submittals shall include the following: a. Dimensioned plan and elevation view drawings, required clearances, and location of all field connections. b. Summary shall indicate quality and quantity of each required utility — water and electricity. C. Single -line schematic drawing of the field power hook-up requirements, indicating all items that are furnished. d. Schematic diagram of control system indicating points for field interface/connection. Diagram shall fully delineate field and factory wiring. f. Certification of factory -run test of chiller unit signed by company officer. g. Sound Power and Sound Pressure Level Data in decibels h. BACnet Testing Lab (BTL) Certification or BACnet Protocol Implementation Conformance Statement. 4. Quality Assurance: a. Qualifications: Equipment manufacturer must specialize in the manufacture of the products specified and have minimum five years experience with the type of equipment and refrigerant offered. b. Regulatory Requirements: Comply with the codes and standards specified herein: AHRI 550/590 AHRI 70 — Sound Rating ANSI/ASHRAE — 15 Safety Code for Mechanical Refrigeration ANSI/NFPA — 70 National Electric Code ASH RAE 90.1 — 2010 or latest adopted version ASME Section VIII Boiler and pressure vessel code 90 OSHA C. Chiller manufacturer's plant must be ISO 9001 Registered. 5. Delivery Date/Project Address: The chiller shall be delivered to the project site around mid to late October 2015 after the end of the cooling season. Delivery dates shall be coordinated with HCPS and North Harford Middle School. The address is North Harford Middle School, 112 Pylesville Rd, Pylesville, MD 21132. 6. Substantial Completion and Start-up: The project shall be substantially complete by April 1, 2016, and ready for start-up around April 15, 2016 based on cooling weather requirements. 7. Existing Site Conditions: Contractors are required to visit the project site to review the existing conditions, chilled water piping lay out, and electrical equipment requirements and connections. The existing chiller enclosure dimensions are approximately 41' long x 34'-4" wide, wall height is 10'-6". The two existing chiller pads are approximately 31' L x 9'-6" W and 6' apart side by side. The Contractor is responsible for field verifying all dimensions for the equipment layout. 8. Delivery and Handling: Chillers shall be delivered to the job site or the mechanical contractor's yard completely assembled and charged with refrigerant and oil by the manufacturer. Comply with the manufacturer's instructions for rigging and handling equipment. Provide protective coverings for all components that could be damaged during shipping. All open ended piping shall be fitted with plastic or equivalent enclosures. 9. Warranty: The refrigeration equipment manufacturer's warranty shall be for a period of one (1) year from date of chiller start up. The contractor shall provide an additional extended warranty for one year. The warranty shall provide for repair or replacement due to failure by material and workmanship that prove defective within the 2 year period, including refrigerant, parts, and labor. The compressor(s) parts shall be warranted for a minimum of five (5) years. 10. Maintenance: Maintenance of the chillers shall be the responsibility of the contractor and performed in accordance with the Manufacturer's instructions during the two year warrantee period. During the first cooling season the contractor/manufacturer shall perform two on-site inspections and furnish HCPS a report describing the condition of the major components of the chiller, with any issues to be addressed and recommended corrective actions. Site visits shall be coordinated with HCPS Facilities Management. B. Products Acceptable Manufacturers: The selection is based on Daikin Applied Model AWS 280 CDH VFD (basis of design), JCI/York International YVAA, Trane RTAE or Carrier 30XA will be acceptable as long as the selection of the chiller by the contractor/manufacturer meets the performance requirements , physical requirements, electrical and mechanical requirements specified herein. 2. Unit Description: Furnish, install and commission two (2) factory -charged air-cooled semi hermetic screw compressor packaged chillers as specified. The chiller shall consist of compressor sets (two or three compressors), VFD for each compressor, direct expansion evaporator, air-cooled condenser section, R - 134A refrigerant, microprocessor -based control system and all components necessary for controlled unit operation. Each chiller shall be factory run -tested with water to verify operation. Operating controls and refrigerant charge shall be checked for proper operation and optimum performance. Any deviation shall be remedied prior to shipment and the unit retested, if necessary, to confirm repairs or adjustments. Provide certification of factory run tests signed by company officer. 3. Design Requirements: a. General: Provide a complete screw compressor packaged chiller as specified herein. The unit shall be in accordance with the standards referenced in Section 2.1.A.1 and any local codes in effect. Performance: EER at full load minimum = 10.2, IPLV Minimum= 15.5. The chiller shall be capable of stable operation to a minimum of 20 percent of full load without hot gas bypass. Performance shall be in accordance with AHRI Standard 550/590. 91 C. Acoustics: Sound power levels for the unit shall not exceed A -weighted rating of 101 dBA and sound pressure levels shall not exceed A -weighted rating of 73 dBA. Provide both sound pressure and sound power data in decibels as per the table below. Test shall be in accordance with AHRI Standard 370. Sound Total for octave -band center frequencies Hz Data dBA 63 125 250 500 1 k 2k 4k 8k Chiller Manufacturer shall provide compressor blankets and low noise condenser fans to meet the noise requirements if required. Design Chilled water supply temperature @ 525 gpm, LWT=42 degrees F, EWT: 55 degrees F based on 95 degrees ambient air. 260 tons net per chiller. Max. Pressure drop through evaporator shall be 34 ft. Chilled water pump selection will be affected if pressure drop exceeds 34 ft. Contractor is responsible for proper pump selection and all related changes to accommodate higher pressure drops. 4. Chiller Components: Compressors: The compressors shall be sealed semi -hermetic, rotary screw type. Compressors shall be furnished with vibration isolation pads Compressor Motors shall be high torque, two pole semi -hermetic, squirrel cage induction type with inherent thermal protection on all three phases and cooled by suction gas. Design working pressure of compressor shall be a minimum of 350 psig. Each compressor shall be equipped with a VFD to provide compressor speed control as a function of the cooling load. The VFD shall provide for controlled motor acceleration and deceleration as well as protection against electronic thermal overload, over/under current, stalled motor, phase loss, current imbalance. The VFD shall provide a minimum 94 % power factor at all load points or alternatively be furnished with power factor correction capacitors. VFDs shall be equipped with EMI filters to combat harmonics. b. Evaporator: The evaporator shall be direct expansion, high efficiency counter -flow heat transfer type with water flowing in the baffled shell side and refrigerant flowing through the tubes and low pressure drops. The evaporator shall have a carbon steel shell and seamless high efficiency copper tubes rolled into a carbon steel tube sheet. The top and bottom of the evaporator shall have 3/8 -inch (10 mm) vent and drain plugs. The evaporator shall have an electric resistance immersion heater and be insulated with 1 1/2 -inch (38 mm) thick flexible elastomeric cellular sheet insulation and have a K factor of at least 0.26 at 75 deg F (23 deg C), protecting against water freeze -to ambient air temperatures of -20 deg F (-29 deg C). A fluid thermostat shall control the heater. The water side working pressure shall be minimum 150 psig, refrigerant side working pressure shall be a minimum 235 psig. Each evaporator shall be designed, constructed, inspected, and stamped according to the requirements of the ASME Section VIII Boiler and Pressure Vessel Code. Contractor to verify left hand or right hand, front and rear piping connections on the evaporator with respect to the existing chilled water piping. Contractor is responsible for all required new chilled water piping to make the necessary connections. New chilled water piping to match the existing chilled water black steel piping, diameter and thickness. Pipe insulation/thickness for chilled water piping to match existing and suitable for exterior installation. Existing butterfly shut off valves may be reused if suitable. C. Condenser: The condenser coils shall consist of 3/8 inch (10mm) seamless copper tubes mechanically bonded into aluminum plate -type fins. The fins shall have full drawn collars to completely cover the tubes. A sub -cooling coil shall be an integral part of the main condenser coil. Coils shall be designed for minimum 350 psig working pressure. Condenser fans shall be single piece molded composite material to provide low noise levels, arranged for vertical air discharge and individually driven by direct -drive fan motors. They shall be equipped with a heavy -gauge PVC 92 coated fan guard. Fan motors shall be TEAO, three-phase, direct -drive, 850 rpm. Each fan section shall be partitioned to avoid cross circulation. d. Refrigerant Circuit: Each of the refrigerant circuits shall be independent of each other, with at least one compressor per circuit, include a replaceable refrigerant filter -drier, sight glass with moisture indicator, liquid line shutoff valve (no exceptions), electronic expansion valve, and insulated suction line shutoff valve. e. Power and Electrical requirements: Provide single point power connection to the chiller, 3 PH/4W/460 V. e. Construction: Unit casing and all structural members and rails shall be fabricated of steel and painted to meet ASTM B117, 500 -hour salt spray test. Provide protective and decorative louvers for upper section of the unit, covering the coils and unit end. Provide neoprene in shear vibration isolation pads for field installation. f. Control System: A NEMA Type 3A weatherproof control panel shall contain the field power connection points, control interlock terminals, and unit control system. Hinged access doors shall be lockable. Barrier panels are required to protect against accidental contact with line voltage when accessing the control system. Power and starting components shall include factory circuit breaker of fan motors and control circuit, individual contactors for each fan motor, solid-state compressor three-phase motor overload protection, inherent fan motor overload protection and unit power blocks for connection to remote, contractor -supplied, disconnect switches. Provide single -point connection to a non-fused disconnect switch. A 10.0 amp 115 V convenience outlet shall be mounted inside the control panel. g. An advanced DDC microprocessor unit controller with a 4 -line by 20 -character liquid crystal display provides the operating and protection functions. The controller shall take pre-emptive limiting action in case of high discharge pressure or low evaporator pressure, loss of water flow, loss of refrigerant and freeze protection, phase loss and voltage protection. The controller shall contain the following features as a minimum: 1) The following features and functions shall be included: a) A multi- key input pad conveniently mounted on the unit controller. Default language and units of measure shall be English and I -P respectively. Messages shall be in plain English. Coded messages, LED indicators and LED displays are not acceptable. b) Separate control section and password protection for critical parameters. C) Remote reset of chilled water temperature using a 4-20mA signal or BACnet interface. d) Soft -load operation, protecting the compressor by preventing full -load operation during the initial chilled fluid pull-down period. e) BAS communication flexibility through modular plug-in BACnet. MS/TP Master (Clause 9) to integrate with the Johnson Controls Energy Management System. f) Non-volatile program memory allowing auto -restart after a power failure. g) Recording of safety shutdowns, including date -and -time stamp, system temperatures and pressures. A minimum of six previous occurrences shall be maintained in a revolving memory. h) Start -to -start and stop -to -start cycle timers, providing minimum compressor off time while maximizing motor protection. i) Lead -lag compressor staging for part -load operation by manual selection or automatically by circuit run hours. D Discharge pressure control through intelligent cycling of condenser fans to maximize efficiency. k) Pro -active compressor unloading when selected operating parameters exceed design settings, such as high discharge pressure or low evaporator pressure. 1) Diagnostic monitoring of unit operation, providing a pre -alarm signal in advance of a potential shutdown, allowing time for corrective action. Building Automation System (BAS) Interface Factory mounted DDC controller(s) shall support operation on a BACnet® network to integrate with the Johnson Controls Energy Management System BACnet MS/TP master (Clause 9). The information communicated between the BAS and the factory -mounted unit controllers shall include the reading 93 and writing of data to allow unit monitoring, control and alarm notification as specified. All communication shall be via standard BACnet objects. Proprietary BACnet objects shall not be allowed. BACnet communications shall conform to the BACnet protocol (ANSI/ASHRAE 135). A BACnet Protocol Implementation Conformance Statement (PICS) shall be provided along with the unit submittal. Options and Accessories: The following options are to be included: a.. Ground fault protection. b. Factory -mounted thermal flow switch. C. Elastomeric isolators C. Installation 1. Install in strict accordance with manufacturer's requirements, shop drawings, and contract documents. 2. Adjust and level chillers in alignment on existing chiller pads. Verify existing chilled water pipe sizing, and connection/header locations for new chillers. Coordinate chillers physical size/location with the existing chiller enclosure. 3. Coordinate electrical installation with electrical contractor. Verify electrical power requirements, wire/conduit and overcurrent protection sizes. 4. Coordinate existing controls with controls contractor. 5. Install a cleanable, field -supplied 20 (0.125") mesh Y type 304 SS strainer with a blow down valve in the chilled water line at the evaporator inlet to remove debris and other impurities before they get to the evaporator during initial system fill. 6. Field installed pressure and temperature gauges on supply and return chilled water lines. 7. Care shall be exercised when welding pipe or flanges to the evaporator to prevent any slag from entering the vessel. Provide all appurtenances required to insure a fully operational and functional chiller. D. Start -Up 1. Provide Factory authorized testing and starting of machine, and instruct the Owner (4 hours minimum) in its proper operation and maintenance. Coordinate start up/instruction with HCPS Facilities Management. END OF NHMS SPECIFICATIONS MBE requirements apply only to the Harford County Public Schools North Harford Middle School Chiller project. The Overall certified MBE subcontract participation goal is 8%. The subgoals are 0%. MBE instructions and required documents are on the following pages. Im MINORITY BUSINESS ENTERPRISE PROCEDURES FOR PUBLIC SCHOOL CONTRUCTION PROJECTS HARFORD COUNTY PUBLIC SCHOOLS 95 MINORITY BUSINESS ENTERPRISE PROCEDURES FOR PUBLIC SCHOOL CONTRUCTION PROJECTS 1.0 IMPLEMENTING PROCEDURES — OVER $50,000 For construction projects estimated to cost in excess of $50,000, the following procedures will be utilized: All advertisements, solicitations, and solicitation documents shall include the following statements: a. "Certified Minority Business Enterprises are encouraged to respond to this solicitation notice." b. "The contractor or supplier who provides materials, supplies, equipment and/or services for this construction project shall attempt to achieve the specific overall MBE goal of percent established for this project. All prime contractors, including certified MBE firms, when submitting bids or proposals as general or prime contractors, are required to attempt to achieve this goal from certified MBE firms." C. If subgoals have been established for this project then one of the following should be included: 1) "The subgoals established for this project are percent from African American -owned businesses and 0 percent from wernan Asian American -owned businesses." 2) "The subgoal established for this project is percent from African American - owned businesses." 3) "The subgoal established for this project is percent from wemaR Asian American -owned businesses." 2.0 ALL SOLICITATION DOCUMENTS SHALL INCLUDE THE FOLLOWING: Each bid or offer submitted, including a submittal from a certified MBE in response to this solicitation, shall be accompanied by a completed Attachment A — Certified MBE Utilization and Fair Solicitation Affidavit and a completed Attachment B — MBE Participation Schedule. These two attachments must be accurate and consistent with each other. a. Attachment A and Attachment B shall be submitted with the sealed bid price or proposal at a place, date and time specified in the solicitation document. Refer back to the General Terms and Conditions, section 41.0 Minority Business Enterprise Participation. Omitting these attachments will result a bid to be deemed non-responsive. .E Attachment A (pagc 1 of 2) CERTIFIED MINORITY BUSINESS ENTERPRISE UTILIZATION AND FAIR SOLICITATION AFFIDAVIT NOTE: You must include this document with your bid or offer. If you do not submit the form with your bid or offer, the procurement officer shall deem your bid non-responsive or your offer not reasonably susceptible of being selected for award. Part I. I acknowledge the: • Overall certified MBE subcontract participation goal of %. and • The subgoals, if applicable, of: • 0 % for certified African American -owned businesses and • 0 % for certified wemeR-Asian American -owned businesses. I have made a good -faith effort to achieve this goal. If awarded the contract, I will continue to attempt to increase MBE participation during the project. Part II. Check ONE Box NOTE: FAILURE TO CHECK ONE OF BOXES 1, 2, or 3 BELOW WILL RENDER A BID NOW RESPONSIVE OR AN OFFER NOT REASONABLY SUSCEPTIBLE OF BEING SELECTED FOR AWARD NOTE: INCONSISTENCY BETWEEN THE ASSERTIONS ON THIS FORM AND THE INFORMATION PROVIDED ON THE MBE PARTICIPATION SCHEDULE (ATTACHMENT B) MAY RENDER A BID NON-RESPONSIVE OR AN OFFER NOT REASONABLY SUSCEPTIBLE OF BEING SELECTED FOR AWARD 1 ❑ I have met the overall MBE goal and MBE subgoals for this project. I submit with this Affidavit [Attachment A] the MBE Participation Schedule [Attachment B], which details how I will reach that goal. or 2 ❑ After having made a good -faith effort to achieve the overall MBE goal and MBE subgoals for this project, I can achieve partial success only. I submit with this Affidavit [Attachment A] the MBE Participation Schedule [Attachment B], which details the MBE participation I have achieved. I request a partial waiver as follows: • Waiver of overall MBE subcontract participation goal: % • Waiver of MBE subcontract participation subgoals, if applicable: • % for certified African American -owned businesses and • % for certified women Asian American -owned businesses. Within 10 days of being informed that I am the apparent awardee, I will submit MBE Waiver Documentation [Attachment F] (with supporting documentation). 97 Attachment A (page 2 of 2) or 3 ❑ After having made a good faith effort to achieve the overall MBE goal and MBE subgoals for this project, I am unable to achieve any portion of the goal or subgoals. I submit with this Affidavit [Attachment A] the MBE Participation Schedule [Attachment B]. I request a full waiver. Within 10 days of being informed that I am the apparent awardee, I will submit MBE Waiver Documentation [Attachment F] (with supporting documentation). Part III. I understand that if I am the apparent awardee or conditional awardee, I must submit within 10 working days after receiving notice of the potential award or within 10 days after the date of conditional award — whichever is earlier — the: • Outreach Efforts Compliance Statement (Attachment C) • Subcontractor Project Participation Statement (Attachment D) • Minority Subcontractors Unavailability Certificate (Attachment E) (if applicable) • Any other documentation the Procurement Officer requires to ascertain my responsibility in connection with the MBE participation goal and subgoals I acknowledge that if I fail to timely return complete documents, the Procurement Officer may determine that I am not responsible and therefore not eligible for contract award. If the contract has been awarded, the award is voidable. I acknowledge that the MBE subcontractors/suppliers listed in the MBE Participation Schedule and any additional MBE subcontractor/suppliers identified in the Subcontractor Project Participation Statement will be used to accomplish the percentage of MBE participation that I intend to achieve. In the solicitation of subcontract quotations or offers, MBE subcontractors were provided the same information and amount of time to respond as were non -MBE subcontractors. The solicitation process was conducted in such a manner so as to not place MBE subcontractors at a competitive disadvantage to non -MBE subcontractors. I solemnly affirm under the penalties of perjury that this Affidavit is true to the best of my knowledge, information, and belief. Bidder/Offeror Name Address Address (continued) Affiant Signature Printed Name & Title Date September 2008 M Attachment B MBE PARTICIPATION SCHEDULE This document must be included with the bid or offer. If the bidder or offeror fails to submit this form with the bid or offer as required, the procurement officer shall deem the bid non-responsive or shall determine that the offer is not reasonably susceptible of being selected for award. 1. Prime Contractor's Name 2. Prime Contractor's Address and Telephone Number 3. Project/School Name 4. Project/School Location 5. LEA and PSC No. 6. Base Bid Amount $ 7a. Minority Firm Name Minority Firm Address Minority Firm Telephone Number Minority Group Type ❑ (African American) ❑ (Women) Minority Firm Fax Number ❑ (Asian ) ❑ (Hispanic) ❑ (American Indian) ❑ (Disabled) MDOT Certification Number Work to be Performed and Subcontract Dollar Amount Percent of Total Contract 7b. Minority Firm Name Minority Firm Address Minority Firm Telephone Number Minority Group Type ❑ (African American) ❑ (Women) ❑ (Asian) ❑ (Hispanic) Minority Firm Fax Number ❑ (American Indian) ❑ (Disabled) MDOT Certification Number Subcontract Dollar Amount Percent of Total Contract 7e. Minority Firm Name Minority Firm Address Minority Firm Telephone Number Minority Group Type ❑ (African American) ❑ (Women) Minority Firm Fax Number ❑ (Asian) ❑ (Hispanic) ❑ (American Indian) ❑ (Disabled) MDOT Certification Number Subcontract Dollar Amount Percent of Total Contract Total oar Amount _9_._Tota_HV1BF_erten of Entire Contract 10. Form Prepared by: 11. Reviewed and Accepted by Harford County Board of Education MBE Liaison Name Name Title Title Date Date Total MBE Participation: % $ Total African-American MBE Participation: % $ Total Asian -American MBE Participation: % $ Total Other Participation: % $ September 2008 B-1 Attachment C OUTREACH EFFORTS COMPLIANCE STATEMENT In conjunction with the bid or offer submitted in response to Harford County Public Schools for the project, PSC # 12.034.13, 1 state the following: (name) 1) Bidder/Offeror identified opportunities to subcontract in these specific work categories: 2) Attached to this form are copies of written solicitations (with bidding instructions) used to solicit certified MBEs for these subcontract opportunities. 3) Bidder/Offeror made the following attempts to contact personally the solicited MBEs: 4) ❑ Bidder/Offeror assisted MBEs to fulfill or to seek waiver of bonding Requirements (Described Efforts) ❑ This project does not involve bonding requirements. 5) ❑ Bidder/Offeror did/did not attend the pre-bid conference ❑ No pre-bid conference was held. in Bidder/Offeror Name Address Name,Title Date 100 Attachment D MINORITY BUSINESS ENTERPRISES SUBCONTRACTOR PROJECT PARTICIPATION STATEMENT PROJECT/ SCHOOL NAME: PROJECT/ SCHOOL LOCATION: LEA: NAME OF PRIME CONTRACTOR: NAME OF MBE SUBCONTRACTOR: MDOT Certification Number 1. Work/Services to be performed by MBE Subcontractor: 2. Subcontract Amount: $ 3. Bonds - Amount and type required of Subcontractor if any: 4. MBE Anticipated or Actual Commencement Data- Completion Date - 5. This MBE subcontract represents the following percentage of the total contract lest: 6. This is an African American Firm: Yes No 7. This is a Qvined B GiRess Asian -American Firm: Yes No 8. This is an As+aa, Women Owned, American Indian, Hispanic or Disabled Firm: Yes No (Circle One) The undersigned subcontractor and prime contractor will enter into a contract for the work/service indicated above upon the prime contractor's execution of a contract for the above referenced project with the Board of Education. The undersigned subcontractor is a MDOT certified Minority Business Enterprise. The terms and conditions stated above are consistent with our agreements. Signature of Subcontractor: Signature of Subcontractor Date: The term and conditions stated above are consistent with our agreements. Signature of Prime Contractor: Date: 101 Attachment E MINORITY SUBCONTRACTOR UNAVAILABILITY CERTIFICATE 1. It is hereby certified that the firm of located at (Number) (City) was offered an opportunity to bid on the (Name of Minority firm) (Street) (State) in County by (Name of Prime Contractor's Firm) ************************************************************************************* (Zip) school project 2. The (Minority Firm), is either unavailable for the work/service or unable to prepare a bid tor this project or the following reason(s): Signature of Minority Firm's MBE Representative Title Date MDOT Certification # Telephone # . ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ . 3. To be completed by the prime contractor if Section 2 of this form is not completed by the minority firm. To the best of my knowledge and belief, said Certified Minority Business Enterprise is either unavailable for the work/service for this project, is unable to prepare a bid, or did not respond to a request for a price proposal and has not completed the above portion of this submittal. Signature of Prime Contractor June 2008 Title E-1 102 Attachment F MBE WAIVER DOCUMENTATION Project Name: Base Contract Amount $ Plus Accepted Alternates Equals Total Contract Amount $ HEMMUIPI I have previously requested that a waiver be granted to the overall MBE goal for this project of percent, with a minimum of percent from certified African American -owned businesses, a minimum of percent from certified women Asian -owned businesses, and the balance from all certified minority business enterprises, if applicable. This would include the total dollar value of all materials, supplies, equipment, and services, including construction services directly or indirectly, from Minority Business Enterprises (MBE) which are currently certified by the Maryland Department of Transportation (MDOT). , hereby certify that my position is (Name of Company Representative) , and I am the duly authorized representative of (Position Title) (Company Name) I further certify that I have submitted a Schedule for Participation of Certified Minority Business Enterprises which reflects the percentage and dollar value of certified Minority Business Enterprise participation which my company expects to achieve for this contract. Therefore, the request for the waiver is as follows: Summary MBE Participation Schedule from Attachment B Minority Group MBE GOAL Actual MBE Request For Waiver Dollar Participation Percent Dollar Value of Dollar Value Percent of Dollar Value Percent of Total Total Contract* Total of Total Contract Contract Contract a. Sub Goal African American b. Sub Goal Women Asian -American c. Other * in Sub Goal group a/b above TOTALS * with accepted/rejected alternates F-1 103 To support this request for a waiver, I include the following information as attachments which I certify to be true to the best of my knowledge. 1. A detailed statement of the efforts made by the contractor to identify and select portions of the work proposed to be performed by subcontractors in order to increase the likelihood of achieving the stated goal; 2. A detailed statement of the efforts made by the contractor prior to and up to 10 days before the bid opening to solicit minority business enterprises through written notices that describe the categories of work for which subcontracting is being solicited, the type of work to be performed, and specific instructions on how to submit a bid; 3. A detailed statement of the contractor's efforts to make personal contact with MBE firms identified for Item 2. above; 4. A record of the name, address, telephone number, and dates contacted for each MBE identified under items 2. and 3. above; 5. A description of the information provided to MBE's regarding the plans, specifications and the anticipated time schedule for portions of the work to be performed; 6. Information on activities to assist minority business enterprises to fulfill bonding requirements, or to obtain a waiver of these requirements; 7. Information on activities to publicize contracting opportunities to minority business enterprises, attendance at pre-bid meetings, or other meetings scheduled by the MBE Liaison or designated representative; 8. As to each MBE that placed a subcontract quotation or offer which the apparent low bidder or successful offeror considers not to be acceptable, a detailed statement of reasons for this conclusion; and 9. A list of minority subcontractors found to be unavailable. This shall be accompanied by a Minority Subcontractor UnavailabilitV Certificate signed by the minority business enterprise or from the apparent low bidder or successful offeror indicating that the minority business did not provide the written certification. Signature Date (Company Representative Name) Sworn and subscribed before me this day. of Signature in the year Notary Public Reviewed and accepted by the Harford County Board of Education MBE Liaison. Date (MBE Liaison) MBE Request For Waiver Master Form (July 2002) September 2008 F-2 104 Attachment G IAC/PSCP Form 306.4 CERTIFIED MINORITY BUSINESS ENTERPRISE PARTICIPATION STANDARD MONTHLY PAGE 3 of 16 CONTRACTOR'S REQUISITION FOR PAYMENT LEA: FACILITY NAME: SCOPE OF WORK: DATE: PSC NO: REQ NO: Name of MBE Sub -Contractor MDOT Certification Number and Classification TOTAL MBE Contract Amount Amount to be Paid THIS Requisition TOTAL Paid to Date MBE has Received FINAL Payment? If amount paid is LESS than TOTAL MBE Contract Amount, EXPLAIN VARIANCE TOTAL: $ - $ - $ - MDOT Certification Number and Classification can be located at http://mbe.state.mdot.state.md.us/directory/ MBE Classification: African American = AA Hispanic American = H Native American = N Asian American = A Women = W African American/Women = AAW Hispanic American/Women = HW Native American/Women = NW Asian American/Women = AW I certify that the figures and information presented above represent accurate and true statements that timely payments have been and will be made to suppliers and subcontractors on this project as requisitioned payments are received, and in accordance with our contracts. Name of Contractor Firm Authorized Contractor Signature/Date 105 Contractor Federal Tax ID # Contractor MBE Classification # (if applicable) Name of LEA MBE Liaison (Printed) Signature of LEA MBE Liaison/Date 106 Attachment H CLOSE-OUT COST SUMMARY LEA: SCHOOL NAME: Allocation: Cash Disbursements: (Construction Related Costs Total I ADJUSTMENTS: Allocation: Cash: AUDIT COMMENTS: IAC/PSCP FORM 306.6 DATE: PSC#: Public School Construction Local and Other Approved Approved Total Contracts Expenditures Balance Contracts Expenditures Expenditures $o $o $o $o $o $o $o $o $o $o $o I hereby certify that the data shown hereon is correct and request this project be closed. Signature of LEA Representative FOR STATE USE ONLY Initials Date Initials Date 107 Pricing Scenario # 2 Provide Packaged Rooftop Air Conditioner and Installation Location of Project: Chicago, IL, City Limits Description PART 1: GENERAL 1.01 Section Includes: A. Packaged rooftop air conditioners 1.02 References A. ARI 340/360 - Unitary Large Equipment B. IBC 2000 — International Building Code C. National Electrical Code. 1.03 Operation and Maintenance Data A. Installation: Install product according to manufacturer's installation instructions during normal business hours B. Maintenance Data: Provide instructions for maintenance and service 1.04 Qualifications A. Manufacturer: Company specializing in manufacturing the Products specified in this section with minimum five years documented experience, who issues complete catalog data on total product. B. Startup must be done by trained personnel experienced with rooftop equipment. C. Do not operate units for any purpose, temporary or permanent, until ductwork is clean, filters and remote controls are in place, bearings lubricated, and manufacturer's installation instructions have been followed. PART 2: PRODUCTS 2.01 General Description A. Furnish a Packaged Heating and Cooling Unit. Unit performance and electrical characteristics shall be per Part 3: Performance. B. The complete unit shall be ETL/CETL listed C. Each unit shall be specifically designed for outdoor rooftop application and include a weatherproof cabinet. Each unit shall be completely factory assembled and shipped in one piece. Packaged units shall be shipped fully charged with Refrigerant 410A and oil. D. The unit shall undergo a complete factory run test prior to shipment. The factory test shall include final balancing of the supply fan assemblies, a refrigeration circuit run test, a unit control system operations checkout, a unit refrigerant leak test and a final unit inspection. E. All units shall have decals and tags to indicate caution areas and aid unit service. Unit nameplates shall be fixed to the main control panel door. Electrical wiring diagrams shall be attached to the control panels. Installation, operating and maintenance bulletins and start-up forms shall be supplied with each unit. F. Performance: All scheduled capacities and face areas are minimum accepted values. All scheduled amps, kW, and HP are maximum accepted values that allow scheduled capacity to be met. G. Warranty: The manufacturer shall provide 12 -month manufacturer's standard parts only warranty. Defective parts shall be repaired or replaced during the warranty period at no charge. The warranty period shall commence at startup or six months after shipment, whichever occurs first. 2.02 Cabinet, Casing, and Frame A. Panel construction shall be double-wall construction for all doors, side panels and ceiling panels. All floor panels shall have a solid galvanized steel inner liner on the air stream side of the unit to protect insulation during service and maintenance. Insulation shall be a minimum of 1" thick with an R -value of 4.0, and shall be neoprene coated glass fiber. Panel design shall include no exposed insulation edges. Unit cabinet shall be designed to operate at total static pressures up to 5.0 inches w.g. B. Exterior surfaces shall be constructed of pre -painted galvanized steel for aesthetics and long term durability. Paint finish to include a base primer with a high quality, polyester resin topcoat of a neutral beige color. Finished panel surfaces to withstand a minimum 750 -hour salt spray test without blistering or peeling in accordance with ASTM B117 standard for salt spray resistance when the sample is scribed with an X and sample edges are not protected. C. Service doors shall be provided on both sides of the mixing box, filter and DX coil sections.. An access door shall also be provided to the fan section, heat section and control box in order to provide user access to unit components. All service access doors shall be mounted on multiple, stainless steel hinges and shall be secured by a latch system. Removable service panels secured by multiple mechanical fasteners are not acceptable. D. The unit base shall overhang the roof curb for positive water runoff and shall seat on the roof curb gasket to provide a positive, weather tight seal. Lifting brackets shall be provided on the unit base to accept cable or chain hooks for rigging the equipment. 2.03 Supply Fan A. Supply fan shall be a non -overloading, single width, single inlet (SWSI) airfoil centrifugal fan. The fan blade design shall be a double blade with the airfoil geometry, a backward inclined blade fan wheel design will not be acceptable. The fan wheel shall be Class II construction with fan blades welded to the back plate and end rim. The supply fan shall be mounted using solid -steel shafts and wheel hubs with mating keyways B. The fan assembly shall have fixed pitched drives with a minimum of two belts. The drives shall be selected with a minimum diameter of 4 inches and a 1.2 service factor. The belts shall be of the grip -notch design. C. All fan assemblies shall be statically and dynamically balanced at the factory, including a final trim balance, prior to shipment. All fan assemblies shall employ solid steel fan shafts. Heavy-duty pillow block type, self -aligning, grease lubricated ball bearings shall be used. Bearings shall be sized to provide a L-50 life at 250,000 hours. The entire fan assembly shall be isolated from the fan bulkhead with a flexible collar and mounted on 1" spring isolators. D. Fan motors shall be heavy-duty 1800 rpm open drip -proof (ODP) type with grease lubricated ball bearings. Motors shall be premium efficiency. Motors shall be mounted on an adjustable base that provides for proper alignment and belt tension adjustment. Motors shall be suitable for use with a variable frequency drive. E. The supply fan shall be capable of airflow modulation from 30% to 100% of the scheduled designed airflow. The fan shall not operate in a state of surge at any point within the modulation range. 2.04 Variable Air Volume Control A. An electronic variable frequency drive shall be provided for the supply air fan. Each drive shall be factory installed out of the air stream in a conditioned cabinet. Drives shall meet UL Standard 95-5V. The completed unit assembly shall be listed by a recognized safety agency, such as ETL. Drives are to be accessible through a hinged door assembly. Mounting arrangements that expose drives to high temperature unfiltered ambient air are not acceptable. B. The unit manufacturer shall install all power and control wiring. C. The supply air fan drive output shall be controlled by the factory installed main unit control system and drive status and operating speed shall be monitored and displayed at the main unit control panel. 2.05 Electrical A. Unit wiring shall comply with NEC requirements and with all applicable UL standards. All electrical components shall be UL recognized where applicable. All wiring and electrical components provided with the unit shall be number and color - coded and labeled according to the electrical diagram provided for easy identification. The unit shall be provided with a factory wired weatherproof control panel. Unit shall have a single point power terminal block for main power connection. A terminal board shall be provided for low voltage control wiring. Branch short circuit protection, 115 -volt control circuit transformer and fuse, system switches, and a high temperature sensor shall also be provided with the unit. Each compressor and condenser fan motor shall be furnished with contactors and inherent thermal overload protection. Supply fan motors shall have contactors and external overload protection. Knockouts shall be provided in the bottom of the main control panels for field wiring entrance. A GFI receptacle shall be unit mounted. The receptacle shall require a field power connection independent from the unit's main power block and / or disconnect.. B. The unit's short circuit resistance rating [SCCR] shall be 10,000 amps. 2.06 Heating and Cooling Sections A. The direct expansion (DX) coil section shall be installed in a draw through configuration, upstream of the supply air fan. The coil section shall be complete with a factory piped cooling coil and an ASHRAE 62.1 compliant double sloped stainless steel drain pan with a minimum depth of 2.3" on the connection side. B. Direct expansion (DX) cooling coils shall be fabricated of seamless high efficiency copper tubing that is mechanically expanded into high efficiency aluminum plate fins. Coils shall be a multi -row, staggered tube design with a minimum of 3 rows and a maximum of 12 fins per inch. All units shall have two independent refrigerant circuits and shall use an 109 interlaced coil circuiting that keeps the full coil face active at all load conditions. All coils shall be factory leak tested with high pressure air under water. C. A positively sloped drain pan shall be provided with the cooling coil. The slope of the drain pan shall be in two directions and comply with ASHRAE Standard 62.1. The drain pan shall have a minimum slope of 1/8" per foot to provide positive draining. The drain pan shall extend beyond the leaving side of the coil. The drain pan construction shall be a stainless steel design. The drain pan shall be connected to a threaded drain connection extending through the unit base. Drain pan shall be removable from the side of the unit without the removal of the cooling coil. 2.07 Filters A. Unit shall be provided with a draw -through filter section. The filter rack shall be designed to accept a 2" prefilter and a 4" final filter. The unit design shall have a hinged access door for the filter section. The manufacturer shall ship the rooftop unit with 2" MERV 8 construction filters. The contractor shall furnish and install, at building occupancy, the final set of filters per the contract documents. 2.08 Outdoor / Return Air Section A. Damper blades shall be gasketed with side seals to provide an air leakage rate of no more than 1.5 cfm / square foot of damper area at 1" differential pressure. Leakage rate to be tested in accordance with AMCA Standard 500. Damper blades shall be operated from multiple sets of linkages mounted on the leaving face of the dampers. B. Unit shall be provided with an outdoor air economizer section. The 0 to 100% outside air economizer section shall include outdoor, return, and exhaust air dampers. The outdoor air hood shall be factory installed and constructed from galvanized steel finished with the same durable paint finish as the main unit. The hood shall include moisture eliminator filters to drain water away from the entering air stream. The outside and return air dampers shall be sized to handle 100% of the supply air volume. The dampers shall be opposed blade design. Damper blades shall be gasketed and also have side seals to provide an air leakage rate of 4 cfm / square foot of damper area at 1" differential pressure per ASHRAE 90.1 Energy Standard . Leakage rate to be tested in accordance with AMCA Standard 500. A barometric exhaust damper shall be provided to exhaust air out of the back of the unit. A bird screen shall be provided to prevent infiltration of rain and foreign materials. Exhaust damper blades shall be lined with vinyl gasketing on contact edges. Control of the dampers shall be by a factory installed direct coupled actuator. Damper actuator shall be of the modulating, spring return type. An adjustable dry bulb control shall be provided to sense the dry-bulb temperature of the outdoor air stream to determine if outdoor air is suitable for "free" cooling. If outdoor air is suitable for "free" cooling, the outdoor air dampers shall modulate in response to the unit's temperature control system. 2.09 Condensing Section A. Condenser coils shall be an all aluminum design, and mounted on polymer brackets, to minimize di -electric corrosion. The aluminum tube shall be a micro channel design with high efficiency aluminum fins. Fins shall be brazed to the tubing for a direct bond. Each condenser coil shall be factory leak tested with high-pressure air under water. Condenser coils shall be protected from incidental contact to coil fins by a coil guard. Coil guard shall be constructed of cross wire welded steel with PVC coating B. Condenser fans shall be direct drive, axial type designed for low tip speed and vertical air discharge. Condenser fan rpm shall be 1140 rpm maximum. Fan blades shall be constructed of steel and riveted to a steel center hub. Condenser fan motors shall be heavy-duty, inherently protected, three-phase, non -reversing type with permanently lubricated ball bearing and integral rain shield. C. Each circuit shall have fan cycling of at least one condenser fan to maintain positive head pressure. An ambient thermostat shall prevent the refrigeration system from operating below 0° F. D. Condenser coils shall be recessed and protected from hail damage as an integral part of the unit design. Hail guards shall be provided on all units with vertical mounted condenser coils. E. Each unit shall have multiple, heavy-duty scroll compressors. Each compressor shall be complete with gauge ports, crankcase heater, sight -glass, anti -slug protection, motor overload protection and a time delay to prevent short cycling and simultaneous starting of compressors following a power failure. Compressors shall be isolated with resilient rubber isolators to decrease noise transmission F. Each unit shall have two independent refrigeration circuits for redundancy. Each circuit shall be complete with a low pressure control, filter -drier, liquid moisture indicator/sight-glass, thermal expansion valve, and a manual reset high pressure safety switch. The thermal expansion valve shall be capable of modulation from 100% to 25% of its rated capacity. Sight -glasses shall be accessible for viewing without disrupting unit operation. Each circuit shall be dehydrated and factory charged with Refrigerant 410A and oil. 110 G. Option for sizes 20-50 - Each unit shall have at least 4 compressor stages of cooling capacity control for better part load control as required by ASHRAE 90.1-2013. 2.10 Roof Curb A. A prefabricated 14 -gauge galvanized steel, mounting curb shall be provided for field assembly on the roof decking prior to unit shipment. The roof curb shall be a full perimeter type with complete perimeter support of the air handling section and condensing section. The curb shall be a minimum of 14" high and include a nominal 2" x 4" wood nailing strip. Gasket shall be provided for field mounting between the unit base and roof curb. 2.11 Controls A. Provide a complete integrated microprocessor based Direct Digital Control (DDC) system to control all unit functions including temperature control, scheduling, monitoring, unit safety protection, including compressor minimum run and minimum off times, and diagnostics. This system shall consist of all required temperature sensors, pressure sensors, controller and keypad/display operator interface. All MCBs and sensors shall be factory mounted, wired and tested. B. The stand-alone DDC controllers shall not be dependent on communications with any on-site or remote PC or master control panel for proper unit operation. The microprocessor shall maintain existing set points and operate stand alone if the unit loses either direct connect or network communications. The microprocessor memory shall be protected from voltage fluctuations as well as any extended power failures. All factory and user set schedules and control points shall be maintained in nonvolatile memory. No settings shall be lost, even during extended power shutdowns. C. The DDC control system shall permit starting and stopping of the unit locally or remotely. The control system shall be capable of providing a remote alarm indication. The unit control system shall provide for outside air damper actuation, emergency shutdown, remote heat enable/disable, remote cool enable/disable, heat indication, cool indication, and fan operation. D. All digital inputs and outputs shall be protected against damage from transients or incorrect voltages. All field wiring shall be terminated at a separate, clearly marked terminal strip. E. The DDC controller shall have a built-in time schedule. The schedule shall be programmable from the unit keypad interface. The schedule shall be maintained in nonvolatile memory to insure that it is not lost during a power failure. There shall be one start/stop per day and a separate holiday schedule. The controller shall accept up to sixteen holidays each with up to a 5 -day duration. Each unit shall also have the ability to accept a time schedule via BAS network communications. F. The keypad interface shall allow convenient navigation and access to all control functions. The unit keypad/display character format shall be 4 lines x 20 characters. All control settings shall be password protected against unauthorized changes. For ease of service, the display format shall be English language readout. Coded formats with look -up tables will not be accepted. The user interaction with the display shall provide the following information as a minimum: 1. Return air temperature 2. Discharge air temperature 3. Outdoor air temperature 4. Space air temp 5. Dirty filter indication 6. Airflow verification 7. Cooling status 8. Control temperature (Changeover) 9. VAV box output status 10. Cooling status/capacity 11. Unit status 12. All time schedules 13. Active alarms w/time and date 14. Previous alarms with time and date 15. Optimal start 16. System operating hours a. Fan b. Exhaust fan C. Cooling d. Individual compressor e. Heating f. Economizer 111 g. Tenant override G. The user interaction with the keypad shall provide the following setpoints as a minimum: 1. Controls mode a. Off manual b. Auto C. Heat/cool d. Cool only e. Heat only f. Fan only 2. Occupancy mode a. Auto b. Occupied C. Unoccupied d. Tenant override 3. Unit operation changeover control a. Return air temperature b. Space temperature C. Network signal 4. Cooling and heating change -over temperature with deadband 5. Cooling discharge air temperature (DAT) 6. Supply reset options a. Return air temperature b. Outdoor air temperature C. Space temperature d. Airflow (VAV) e. Network signal f. External (0-10 vdc) g. External (0-20mA) 7. Temperature alarm limits a. High supply air temperature b. Low supply air temperature C. High return air temperature 8. Lockout control for compressors 9. Compressor interstage timers 10. Night setback and setup space temperature 11. Building static pressure 12. Economizer changeover a. Enthalpy b. Drybulb temperature 13. Current time and date 14. Tenant override time 15. Occupied/unoccupied time schedule 16. One event schedule 17. Holiday dates and duration 18. Service mode a. Timers normal (all time delays normal) b. Timers fast (all time delays 20 sec) H. If the unit is to be programmed with a night setback or setup function, an optional space sensor shall be provided. Space sensors shall be available to support field selectable features. Sensor options shall include: 1. Zone sensor with tenant override switch 2. Zone sensor with tenant override switch plus heating and cooling set point adjustment. (Space Comfort Control systems only) I. To increase the efficiency of the cooling system the DDC controller shall include a discharge air temperature reset program for part load operating conditions. The discharge air temperature shall be controlled between a minimum and a maximum discharge air temperature (DAT) based on one of the following inputs: 1. Airflow 112 2. Outside air temperature 3. Space Temperature 4. Return air temperature 5. External signal of 1-5 VDC 6. External signal of 0-20 mA 7. Network signal PART 3: PERFORMANCE Unit Electrical Voltage 460/60/3 MCA (A) 65.8 MROPD (A) 80 Efficiency EER/SEER 10.3 Supply Fan Airflow (CFM) 12000 ESP (inH2O) 0.5 TSP (inH2O) 1.3 Altitude 0 Motor Size (HP) 7.5 HP Filters Face Area (ft2) 32 Efficiency 30% MERV 8 Cooling EAT EDB (°F) 80 EWB (°F) 67 LAT LDB (°F) 58.6 LWB (°F) 57.7 Total Capacity (Btu/hr) 355349 Sensible Capacity (Btu/hr) 281395 Ambient DB (°F) 95 113 END OF SECTION 114 Compressor Stages 5 steps Qty 3 Compressor Power (M) 26.4 Refrigerant R41 OA END OF SECTION 114 Pricing Scenario # 3 Provide Indoor Air Handling Unit Location of Project: Buffalo, NY, metro area PART 1: GENERAL 1.01 Section Includes A. Indoor Air Handling Unit 1.02 References A. AHRI 410 - Forced -Circulation Air -Cooling and Air -Heating Coils. B. AHRI 430 - Central -Station Air -Handling Units. C. NFPA 70 - National Electrical Code. D. SMACNA - HVAC Duct Construction Standards - Metal and Flexible. E. UL 1995 - Standard for Heating and Cooling Equipment. 1.03 Operation and Maintenance Data A. Installation Data: Provide installation instructions and operating manual B. Maintenance Data: Provide instructions for maintenance and service 1.04 Qualifications A. Manufacturer: Company specializing in manufacturing Air Handler products specified in this section must show a minimum five years documented experience and complete catalog data on total product. 1.05 Safety Agency Listed & Certification A. Air handling units shall be cETLus safety listed to conform with UL Standard 1995 and CAN/CSA Standard C22.2 No. 236. Units shall be accepted for use in New York City by the Department of Building, MEA 342-99-E. B. Air handler furnished with double width, double inlet (DWDI) fans and/or plenum fans where applicable, shall be certified in accordance with the central station air handling unit certification program, which is based on AHRI Standard 430. (NOTE: Above does not apply to fan array) C. Air handling unit water heating & cooling coils shall be certified in accordance with the forced circulation air cooling and air heating coils certification program, which is based on AHRI Standard 410. PART 2: PRODUCTS 2.01 General Description A. Performance: Conform to AHRI 430. See schedules on prints. (NOTE: above does not apply to fan array) B. Acoustics: Sound power levels (dB) for the unit shall not exceed the specified levels shown on the unit schedule. The manufacturer shall provide the necessary sound treatment to meet these levels if required. 2.02 Unit Construction A. Fabricate unit with heavy gauge channel posts and panels secured with mechanical fasteners. All panels, access doors, and ship sections shall be sealed with permanently applied bulb -type gasket. AHUs with gasketing shipped loose shall be inspected by a factory representative at assembly to ensure proper assembly. Panels shall be individually removable without removing adjacent panels for ease of service. B. Panels and access doors shall be double wall 2 -inch nominal thick injected with foam insulation with a total R -value of at least R-13. The inner and outer liner shall be constructed of galvanized steel. C. Outdoor units shall have painted exterior of galvanized steel with a 1000 hour salt spray rating. Units shall also include hoods over all air inlets and outlets to the AHU. A pitched roof with standing seams shall be provided. D. Deflection of any panel shall not exceed L/240 at design static pressure at the panel midpoint. E. As selected fan curves shall be used to calculate the static pressures for all operating points in the AHU to determine the maximum possible +/- pressures in all sections. Maximum +/- static pressures shall be used to ensure that proper cabinet construction is provided, and that the fan will not over pressurize the cabinet at worst case design conditions. F. The cabinet construction shall be capable of providing leakage rates of less than 0.5 CFM/ft2 up to +5" static pressure, and ASHRAE standard 111 Class 6 (0.20 CFM/ ft2) down to -6" static pressure. For AHUs with sections that exceed 115 these static pressures, high pressure construction shall provide leak rates not exceeding ASHRAE standard 111 class 6 (0.23 CFM/ ft2) at +/- 8" static pressure G. Module to module field assembly shall be accomplished with an overlapping, full perimeter internal splice joint that is sealed with bulb type gasketing on both mating modules to minimize on-site labor and meet indoor air quality standards. Air handlers with field applied gasketing shall be field pressure tested to ensure proper gasket installation. H. Access doors shall be flush mounted to cabinetry, with minimum of two stainless steel piano -type hinges, latch and full size handle assembly. Access doors shall swing outward for unit sections under negative pressure. Access doors on positive pressure sections, shall have a secondary latch to relieve pressure and prevent injury upon access. I. A formed galvanized steel base rail shall be provided by the unit manufacturer for structural rigidity and condensate trapping.. J. Construct drain pans from stainless steel with cross break and double sloping pitch to drain connection. Provide drain pans under cooling coil and humidifier sections. Drain connection centerline shall be a minimum of 3" above the base rail to aid in proper condensate trapping. Drain connections that protrude through the base rail shall add extra rail height to provide proper for trapping without core drilling the floor. K. There must be a full nominal 2" panel of insulation under drain pan to prevent sweating. Units that do not have this shall have insulation added to a minimum 2" thickness. Units will not sweat when exposed to interior air temperatures down to 50°F, and exterior room conditions up to 70% relative humidity. L. Drain pan to be able to support the weight of service people up to 300 Ib that will need to be in the section for maintenance. If drain pan will not meet these requirements, properly sized service grating shall be provided over the drain top of the drain pan and tack welded the AHU structure down to provide service support. 2.03 Fan Assemblies A. Maximum fan RPM shall be below first critical fan speed. Fan assemblies shall be dynamically balanced by the manufacturer on all three planes. A copy of the balance report shall be available on request. Provide access to motor and fan assembly through hinged access door. B. Fan and motor shall be mounted internally on a steel base. Motor shall be factory mounted. Provide access to motor, drive, and bearings through hinged access door. Fan and motor assembly shall be mounted on 2" deflection spring vibration type isolators inside cabinetry. 2.04 Bearings, Shafts, and Drives A. Shafts shall be solid, hot rolled steel, ground and polished, keyed to shaft, and protectively coated with lubricating oil. Hollow shafts are not acceptable. B. The fan wheel shall be direct coupled to the motor shaft or belt drive and listed on the schedule. The wheel width shall be determined by motor speed and fan performance characteristics. 2.05 Electrical A. Fan motors Open Drip Proof, premium efficiency (meets or exceeds EPAct requirements), RPM and voltage as listed on the schedule. B. Air handler(s) shall be ETL and ETL-Canada listed by Intertek Testing Services, Inc. Units shall conform to bi-national standard ANSI/UL Standard 1995/CSA Standard C22.2 No. 236. C. Air handler manufacturer shall provide, mount and wire variable speed drive with electrical characteristics as shown on manufacturer's data sheets. 2.06 Cooling and Heating Coils A. Acceptable water cooling, water heating, steam, and refrigerant coils shall be certified in accordance with AHRI Standard 410 and bear the AHRI label. Coils exceeding the scope of the manufacturer's certification and/or the range of AHRI's standard rating conditions will be considered provided the manufacturer is a current member of the AHRI Forced Circulation Air -Cooling and Air -Heating Coils certification programs and that the coils have been rated in accordance with AHRI Standard 410. B. Provide access to coil(s) for service and cleaning. Unit shall be provided with coil connections that extend a minimum of 5" beyond unit casing for ease of installation. Drain and vent connections shall be provided exterior to unit casing. Coils shall be removable through side and/or top panels of unit without the need to remove and disassemble the entire section from the unit. C. Water heating and cooling coil shall be provided as shown on schedule. Coil fins shall have a minimum thickness of 0.0075 inch aluminum. Tubes shall be mechanically expanded into the fins to provide a continuous compression bond over the finned length for maximum heat transfer. 116 Coil tubes shall be 5/8 inch OD seamless copper. Tubes to have minimum 0.020 inch nominal wall thickness. Coil connections shall be carbon steel, NPT threaded connection. Vent and drain fittings shall be furnished on the connections, exterior to the air handler. Coil casing shall be a formed channel frame of galvanized steel. 2.07 Filters A. Furnish filter section with 2 -inch pleated MERV 8 filter. B. Provide side loading and removal of filters. C. Filter Minihelic gauge(s) shall be factory installed. One gauge shall be supplied per filter bank. 2.08 Additional Sections A. Access doors shall be provided for access between components. Minimum access door size shall be 20" unless noted on schedules. B. Plenum section shall be provided and properly sized for inlet and/or discharge air flow (between 600 and 1500 feet per minute). The plenum shall provide single or multiple openings as shown on drawings and project schedule. C. Mixing box section shall be provided with outside air and return air openings with or parallel blade low leak airfoil damper blades. Dampers shall be galvanized steel airfoil blades, fully gasketed and have continuous vinyl seals between damper blades in a galvanized steel frame. Dampers shall have stainless steel jamb seals. D. Damper Leakage: Leakage rate shall be less than two tenths of one percent leakage at 2 inches static pressure differential. Leakage rate tested in accordance with AMCA Standard 500. E. Energy recovery wheel shall be constructed of corrugated synthetic fibrous media, with a desiccant intimately bound and uniformly and permanently dispersed throughout the matrix structure of the media. Wheel Seals: The wheel seals shall be full contact nylon brush seals or equivalent. Bypass and recirculation dampers shall be furnished as shown on unit schedule and drawings. Certification: The wheel shall be AHRI certified by the wheel supplier to AHRI Standard 1060 and must bear the AHRI certification stamp. PART 3: PERFORMANCE Supply Fan Fan T pe Direct Drive Plenum Qt 1 Class 2 Airflow CFM 18000 RPM 1951 BHP 19.47 E.S.P. inH2O 2 T.S.P. inH2O 3.7 Motor Volta e 460/60/3 Power H P 20 RPM 1750 Control None Combination Coil Cooling Sensible Capacity (Btu/hr) 510183 Type Standard Total Capacity Btu/hr 740543 EAT -DB °F 80 EAT -WB °F 67 117 END OF SECTION 118 LAT-DB °F 54.1 LAT-WB °F 53.6 F.V. ft/min 466 A.P.D. inH2O 1.26 S u ct. Temp. °F N/A EWT °F 45 LWT °F 55.3 Flow Rate GPM 144.1 W.P.D. ftH2O 16 Rows 6 FPI 8 Total Capacity Heating Btu/hr 1015708 Type 1 & 2 rows EAT-DB °F 40 LAT-DB °F 91.6 F.V. (ft/min) 480 EWT °F 160 LWT ° F 139.4 Flow Rate GPM 98.4 W.P.D. ftH2O 7.3 Steam PD si N/A Rows 2 FPI 12 Mixing Box Filter Flat panel Pleated (MERV Type 8 Clean PD inH2O 0.29 Dirty PD inH2O 1 Mean PD inH2O 0.64 END OF SECTION 118 Pricing Scenario # 4 Provide Air Cooled Scroll Chiller, Installation and Maintenance for two (2) years Location of Project: Jacksonville, FL, metro area Description PART 1: 1. GENERAL 1.01 Summary A. Section includes design, performance criteria, refrigerants and controls requirements for air-cooled scroll compressor chillers. 1.02 References A. Comply with applicable Standards/Codes of AHRI 550/590, ANSI/ASHRAE 15, ETL, cETL, NEC, and OSHA as adopted by the State. B. Units shall meet the efficiency standards of ASHRAE Standard 90.1, 2013 and FEMP standard 2012. 1.03 Operation and Maintenance Data A. Installation: Install product according to manufacturer's installation instructions over weekend B. Maintenance: Maintain and service product according to manufacturer's recommendations for a period of two (2) years 1.04 Submittals A. Submittals shall include the following: 1. Certification of factory -run test of packaged chiller unit signed by company officer. 2. Installation and operating manuals. 1.05 Quality Assurance A. Qualifications: Equipment manufacturer must specialize in the manufacture of the products specified and have five years experience with the type of equipment and refrigerant offered. B. Regulatory Requirements: Comply with the codes and standards specified. C. Chiller manufacturer plant must be ISO Registered. 1.06 Delivery and Handling A. Chiller shall be delivered to the job site completely assembled and charged with refrigerant and oil by the manufacturer. B. Comply with the manufacturer's instructions for rigging and handling equipment. 1.07 Warranty A. Standard Warranty (Domestic): The refrigeration equipment manufacturer's standard guarantee shall be for a period of one year from date of equipment start-up but not more than 18 months from shipment. The guarantee shall provide for repair or replacement due to failure by material and workmanship that prove defective within the above period, excluding refrigerant. B. 1st Year Labor Warranty: None included PART 2: PRODUCTS 2.01 Unit Description A. Provide a factory -assembled, factory -charged air-cooled scroll compressor packaged chillers in the quantity specified. Each chiller shall consist of hermetic tandem or trio scroll compressor sets (total four compressors), brazed plate evaporator, air-cooled condenser section, microprocessor -based control system and all components necessary for controlled unit operation. B. Each chiller shall be factory functionally -tested to verify operation. Operating controls and refrigerant charge shall be checked for proper operation and optimum performance. 2.02 Design Requirements 119 2.03 A. Flow Range: The chiller shall have the ability to support variable flow range down to 40% of nominal design (based on AHRI conditions). B. Operating Range: The chiller shall have the ability to control leaving chilled fluid temperature from 15F to 65F C. General: Provide a complete scroll compressor packaged chiller as specified herein and as shown on the drawings. The unit shall be in accordance with the standards referenced in section 1.02 and any local codes in effect. D. Performance: Refer to the schedule of performance on the drawings. The chiller shall be capable of stable operation to a minimum percentage of full load (without hot gas bypass) of 25%. Performance shall be in accordance with AHRI Standard 550/590. E. Acoustics: Sound pressure levels for the unit shall not exceed the following specified levels. All manufacturers shall provide the necessary sound treatment ( parts and labor) to meet these levels if required. Sound data shall be provided with the quotation. Data shall be in accordance with AHRI Standard 370. Sound Pressure (at 30 feet) 63 Hz 125 Hz 250 Hz 500 Hz 1000 Hz 2000 Hz 4000 Hz 8000 Hz Overall dBA 75% Load dBA 50% Load dBA 25% Load dBA Sound Power 63 Hz 125 Hz 250 Hz 500 Hz 1000 2000 4000 8000 Hz Hz Hz Hz Overall dBA 75% Load dBA 50%m Load dBA 25% Load dBA Chiller Components A. Compressor 1. The compressors shall be sealed hermetic, scroll type with crankcase oil heater and suction strainer. The compressor motor shall be refrigerant gas cooled, high torque, hermetic induction type, two -pole, with inherent thermal protection on all three phases and shall be mounted on RIS vibration isolator pads. The compressors shall be equipped with an internal module providing compressor protection and communication capability. B. Evaporator 1. The evaporator shall be a compact, high efficiency, dual circuit, brazed plate -to -plate type heat exchanger consisting of parallel stainless steel plates 2. The evaporator shall be protected with an electric resistance heater (heat trace tape) and insulated with 3/4" (19mm) thick closed -cell polyurethane insulation. This combination shall provide freeze protection down to -20°F (-29°C) ambient air temperature. 3. The water -side working pressure shall be a minimum of 653 psig (4502 kPa). Vent and drain connections shall be provided in the inlet and outlet chilled water piping by the installing contractor. Evaporators shall be designed and constructed according to, and listed by, Underwriters Laboratories (UL). C. Condenser 1. Condenser fans shall be propeller type arranged for vertical air discharge and individually driven by direct -drive fan motors. The fans shall be equipped with a heavy -gauge vinyl -coated fan guard. Fan motors shall be TEAO type with permanently lubricated ball bearings, inherent overload protection, three-phase, direct -drive, 1140 rpm. Each fan section shall be partitioned to avoid cross circulation. 2. Coil shall be all aluminum alloy microchannel design and shall have a series of flat tubes containing multiple, parallel flow microchannels layered between the refrigerant manifolds. Coils shall consist of a two -pass arrangement. Each condenser coil shall be factory leak tested with high-pressure air under water. Coils shall withstand 1000+ hour acidified synthetic sea water fog (SWAAT) test (ASTM G85-02) at 120°F (49°C) with 0% fin loss and develop no leaks. D. Refrigerant Circuit 1. Each of the two refrigerant circuits shall include a refrigerant filter -drier, sight glass with moisture indicator, liquid line solenoid valve (no exceptions), expansion valve, and insulated suction line. E. Construction 1. Unit casing and all structural members and rails shall be fabricated of pre -painted or galvanized steel to meet ASTM B117, 500 -hour salt spray test. 2. Upper condenser coil section of unit shall have protective, 12 GA, PVC -coated, wire grille guards. 120 F. Control System 1. A centrally located weatherproof control panel shall contain the field power connection points, control interlock terminals, and control system. Power and starting components shall include factory circuit breaker for fan motors and control circuit, individual contactors for each fan motor, solid-state compressor three-phase motor overload protection, and inherent fan motor overload protection. Hinged access doors shall be lockable. Barrier panels or separate enclosures are required to protect against accidental contact with line voltage when accessing the control system. 2. Shall include optional single -point connection to a non-fused disconnect switch with through -the -door handle and compressor circuit breakers. G. Unit Controller 1. An advanced DDC microprocessor unit controller with a 5 -line by 22 -character liquid crystal display provides the operating and protection functions. The controller shall take preemptive limiting action in case of high discharge pressure or low evaporator pressure. The controller shall contain the following features as a minimum: 2. The unit shall be protected in two ways: (1) by alarms that shut the unit down and require manual reset to restore unit operation and (2) by limit alarms that reduce unit operation in response to some out -of -limit condition. Shut down alarms shall activate an alarm signal. 3. Shutdown Alarms a. No evaporator water flow (auto -restart) b. Sensor failures C. Low evaporator pressure d. Evaporator freeze protection e. High condenser pressure f. Outside ambient temperature (auto -restart) g. Motor protection system 4. Limit Alarms a. Condenser pressure stage down, unloads unit at high discharge pressures. b. Low ambient lockout, shuts off unit at low ambient temperatures. C. Low evaporator pressure hold, holds stage #1 until pressure rises. d. Low evaporator pressure unload, shuts off one compressor. 5. Unit Enable Section a. Enables unit operation from either local keypad, digital input, or BAS 6. Unit Mode Selection a. Selects standard cooling, ice, glycol, or test operation mode 7. Analog Inputs: a. Reset of leaving water temperature, 4-20 mA\ b. Current Limit 8. Digital Inputs a. Unit off switch b. Remote start/stop C. Flow switch d. Ice mode switch, converts operation and setpoints for ice production e. Motor protection 9. Digital Outputs a. Shutdown alarm; field wired, activates on an alarm condition, off when alarm is cleared b. Evaporator pump; field wired, starts pump when unit is set to start 10. Condenser fan control - The unit controller shall provide control of condenser fans based on compressor discharge pressure. 11. Building Automation System (BAS) Interface a. Factory mounted DDC controller(s) shall support operation on a BACnet®, Modbus® or LON MARK ® network via one of the data link / physical layers listed below as specified by the successful Building Automation System (BAS) supplier. b. BACnet MS/TP master (Clause 9) C. The information communicated between the BAS and the factory mounted unit controllers shall include the reading and writing of data to allow unit monitoring, control and alarm notification as specified in the unit sequence of operation and the unit points list. 121 d. All communication from the chiller unit controller as specified in the points list shall be via standard BACnet objects. Proprietary BACnet objects shall not be allowed. BACnet communications shall conform to the BACnet protocol (ANSI/ASHRAE135-2001). A BACnet Protocol Implementation Conformance Statement (PICS) shall be provided along with the unit submittal. PART 3: PERFORMANCE Cooling Capacity ............ 65.1 tons Max full load kWT/input ...... 1.2 Evaporator LWT........................44 DEG F EWT...............54 DEG F Max WPD.................17.4 Ft FF.....................0.0001 Condenser Ambient Temp.......................95 DEG F Elevation...............Sea Level Electrical ......................460/3/60 V/Ph/Hz END OF SECTION 122 Pricing Scenario # 5 Provide Centrifugal Water Chillers, installation and maintenance for two (2) years Location: Dallas, TX, metro area PART 1: GENERAL 1.01 Summary A. Section includes design, performance criteria, refrigerants and controls for water-cooled magnetic bearing two stage centrifugal chillers. a. AHRI550/590 b. AHRI575 C. NEC d. ANSI/ASHRAE 15 e. OSHA as adopted by the State f. ETL g. ASME Section VIII 1.02 References A. Comply with the following codes and standards: 1.03 Operation and Maintenance Data A. Installation: Install product according to manufacturer's installation instructions over weekend B. Maintenance: Maintain and service product according to manufacturer's recommendations for a period of two (2) years 1.04 Submittals A. Submittals shall include the following: 1. Manufacturer's certified performance data at full load plus IPLV or NPLV. 2. Installation and Operating Manuals. 1.05 Quality Assurance A. Regulatory Requirements: Comply with the codes and standards in Section 1.02. B. Chiller manufacturer must be ISO Certified. C. The chiller shall be tested to job conditions at the manufacturer's plant. 1.06 Delivery and Handling A. Chillers shall be delivered to the job site completely assembled and charged with refrigerant R134a and be shipped on skids with a weather resistant cover. B. Comply with the manufacturer's instructions for rigging and transporting units. Leave protective covers in place until installation. 1.07 Warranty A. The chiller manufacturer's standard warranty shall cover parts and labor costs for the repair or replacement of defects in material or workmanship, and include refrigerant for the entire unit, for a period of one year from equipment startup or 18 months from shipment, whichever occurs first, and also include an additional extended warranty for four years on the entire unit including refrigerant coverage. Warranty support shall be provided by company direct or factory authorized service permanently located near the job site. 123 PART 2: PRODUCTS 2.01 Unit Description A. Provide and install as shown on the plans a factory assembled, charged, and tested water-cooled packaged centrifugal chiller. Chillers shall have no more than two oil -free, magnetic bearing, semi -hermetic centrifugal compressors (no exceptions). Each compressor shall have an integrated variable -frequency drive operating in concert with inlet guide vanes for optimized full and part load efficiency. On two -compressor units, the evaporator and condenser refrigerant sides and the expansion valve shall be common and the chiller shall be capable of running on one compressor with the other compressor or any of its auxiliaries inoperable or removed. B. To ensure quick and trouble free start up and commissioning, each chiller shall pass a full battery of factory tests. These tests will include the verification of operating and compressor controls to ensure full unit functionality and manufacturing integrity. Any deviation from stringent factory quality standards shall be remedied prior to shipment. 2.02 Design Requirements A. General: Provide a complete water-cooled, semi -hermetic oil -free centrifugal compressor water chiller as specified herein. The unit shall be provided according to standards indicated in Section 1.02. In general, unit shall consist of one or two magnetic bearing, completely oil -free centrifugal compressors, refrigerant, condenser and evaporator, and control systems including integrated variable frequency drive, operating controls and equipment protection controls. Chillers shall be charged with refrigerant HFC -134a. If manufacturer offers a chiller using any HCFC refrigerant that is subject to phase out by the Montreal Protocol or the U.S. Clean Air Act, manufacturer shall provide, in writing, documentation signed by an officer of the company assuring refrigerant availability and price schedule for a 20 -year period. B. The entire chiller system, including all pressure vessels, shall remain above atmospheric pressure during all operating conditions and during shut down to ensure that non-condensables and moisture do not contaminate the refrigerant and chiller system. If any portion of the chiller system is below atmospheric pressure during either operation or shut down, the manufacturer shall include, at no charge: 1. Purge System a. A complete purge system capable of removing non-condensables and moisture during operation and shut- down. The system shall consist of an air cooled condensing unit, purge condensing tank, pumpout compressor, and control system. b. A dedicated condensing unit shall be provided with the purge system to provide a cooling source whether or not the chiller is running. The condensing unit shall provide a low purge coil temperature to result in a maximum loss of 0.1 pounds of refrigerant per pound of purged air. C. The purge system shall be connected to a 100% reclaim device. d. A 20 -year purge maintenance agreement that provides parts, labor, and all preventative maintenance required by the manufacturer's operating and maintenance instructions. 2. Annual Oil/Refrigerant Analysis a. The manufacturer shall also include at no charge for a period of 20 years an annual oil and refrigerant analysis report to identify chiller contamination due to vacuum leaks. b. If the analysis identifies water, acid, or other contaminant levels higher than specified by the manufacturer, the oil and/or refrigerant must be replaced or returned to the manufacturer's original specification at no cost to the owner. 3. Shell Pressurization System a. The manufacturer shall include a factory -installed and wired system that will enable service personnel to readily elevate the vessel pressure during shutdown to facilitate leak testing. b. A shell pressurization system shall be provided to keep air out of the chiller when the unit is not in service. An electric blanket or hot water circulation system are both acceptable. C. Performance: Refer to chiller performance rating. D. Acoustics: Sound pressure for the unit shall not exceed the following specified levels. Provide the necessary acoustic treatment to chiller as required. Sound data shall be measured in dB according to AHRI Standard 575 and shall include overall dBA. 124 Octave Band 0 -i efM I i d E.v.. c3Ha I 12 Ha I 2z; --_H_- I E' -,'--Hz I 1 H I 2 Ht 1 H Z I o H E. 2.-b Load E'_ALoad X6''0 -Dad 2.03 Chiller Components A. Compressors: 1. The unit shall utilize magnetic bearing, oil -free, semi -hermetic centrifugal compressors. The levitated shaft position shall be digitally controlled and shall be monitored by X-axis position sensor, Y-axis position sensor, and Z-axis position sensor. The compressor drive train shall be capable of coming to a controlled, safe stop in the event of a power failure by diverting stored power to the magnetic bearing controls system. 2. The motor shall be of the semi -hermetic type, of sufficient size to efficiently fulfill compressor horsepower requirements. It shall be liquid refrigerant cooled with internal thermal sensing devices in the stator windings. The motor shall be compatible with variable frequency drive operation. 3. If unit contains an atmospheric shaft seal, the manufacturer shall provide the following at no additional charge: a. 20 year warranty and all preventive maintenance required to maintain the shaft seal including appropriate disposal of all oil lost through the shaft seal. Such disposal shall be done in a manner consistent with all Federal, state, and local laws pertaining to disposal and documentation of appropriate disposal shall be provided. b. Replacement and re -charging on a semi-annual basis, or more often if required, of all oil lost through the shaft seal. C. 20 year refrigerant replacement warranty for any loss of refrigerant that can be directly attributable to the failure of the atmospheric shaft seal. If the compressor drive motor is an open design the chiller manufacturer shall provide at no additional charge a self contained air conditioning system in the mechanical space sized to handle the maximum heat output the open drive motor. The energy required to operate this air conditioning system shall be added to the chiller power at all rating points for energy evaluation purposes. If the compressor drive motor uses any form of antifriction bearings (roller, ball, etc) the chiller manufacturer shall provide the following at no additional charge: a. A 20 year motor bearing warranty and all preventative maintenance, including lubrication, required to maintain the bearings as specified in the manufacturer's operating and maintenance instructions b. At start up a three axis vibration analysis and written report which establishes a baseline of motor bearing condition. C. An annual three axis vibration analysis and written report to indicate the trend of bearing wear. The chiller shall be equipped with an integrated Variable Frequency Drive (VFD) to automatically regulate compressor speed in response to cooling load and the compressor pressure lift requirement. Movable inlet guide vanes and variable compressor speed acting together, shall provide unloading. The chiller controls shall coordinate compressor speed and guide vane position to optimize chiller efficiency. Each compressor circuit shall be equipped with a 5% rated line reactor to help protect against incoming power surges and help reduce harmonic distortion. The unit shall have a minimum of a 0.90 power factor at compressor full load. B. Evaporator and Condenser: 1. The evaporator and condenser shall be separate vessels of the shell -and -tube type, designed, constructed, tested and stamped according to the requirements of the ASME Code, Section VIII. Regardless of the operating pressure, the refrigerant side of each vessel will bear the ASME stamp indicating compliance with the code and indicating a test pressure of 1.1 times the working pressure, but not less than 100 psig. The tubes shall be individually replaceable and secured to the intermediate supports without rolling or expanding to facilitate replacement if required. 2. The evaporator shall be flooded type with 0.025 in. wall copper internally and externally enhanced tubes rolled into carbon steel tubesheets. The water side shall be designed for a minimum of 150 psig. The refrigerant side shall be designed for a minimum of 200 psi. Provide intermediate tube supports at a maximum of 18 inch spacing. The heads shall be carbon steel and the tubesheets shall be carbon steel. Water connections shall be grooved suitable for 125 Victaulic couplings. The evaporator shall have dished heads with valved drain and vent connections. The evaporator shall have left-hand connections when looking at the unit control panel. 3. The condenser shall have 0.025 in. wall copper internally and externally enhanced tubes rolled into carbon steel. Water connections shall be grooved suitable for Victaulic couplings. The water side shall be designed for a minimum of 150 psig and the refrigerant side shall be designed for a minimum of 200 psi. Provide intermediate tube supports at a maximum of 18 inch spacing. The condenser shall have dished heads with valved drain and vent connections. The heads shall be carbon steel and the tubesheets shall be carbon steel. The condenser shall have left-hand connections when looking at the unit control panel. 4. If a negative pressure refrigerant is utilized, a separate ASME Code storage vessel shall be provided during servicing to hold the full unit refrigerant charge of the largest unit being furnished. 5. An electronic expansion valve shall control refrigerant flow to the evaporator. Fixed orifice devices or float controls with hot gas bypass are not acceptable because of inefficient control at low load conditions. The liquid line shall have moisture indicating sight glass. 6. Re -seating type spring loaded pressure relief valves according to ASHRAE-15 safety code shall be furnished. The evaporator shall be provided with single or multiple valves. The condenser shall be provided with dual relief valves equipped with a transfer valve so one relief valve can be removed for testing or replacement without loss of refrigerant or removal of refrigerant from the condenser. Rupture disks are not acceptable. If rupture disks are required on negative pressure units to prevent air and moisture ingress, then factory mounted spring loaded pressure relief valves shall be provided in series with the rupture disks to contain the remaining refrigerant in the event of vessel over -pressurization. The space between the rupture disk and the relief valve shall include a suitable telltale indicator integrated into the chiller control system to alert the operator that a potential safety issue exists in the pressure relief system. 7. The evaporator vessel, including water heads, suction line, and any other component or part of a component subject to condensing moisture shall be insulated with UL recognized 3/4 inch closed cell insulation. All joints and seams shall be carefully sealed to form a vapor barrier. 8. Provide factory -mounted and wired, thermal -dispersion water flow switches on each vessel to prevent unit operation with no or low water flow. Paddle and pressure differential type switches are not acceptable due to high rates of failure and false indications from these types of flow indicators. C. Long Term Reliability: 1. All compressor/motor designs that require oil to lubricate their respective roller/ball bearing system must denote exactly how many gallons of oil are required for safe operation. The manufacturer must then provide the engineer and owner with a real world energy analysis showing the energy degradation over time due to oil contamination of heat transfer surfaces. This average efficiency degradation over the life of the chiller shall be no less than 10%. 2. Chillers containing oil shall include a 10 year parts and labor warranty on all oil system components including: a. Pumps b. Starter C. Piping d. Tank e. Heater f. Cooler g. Controls h. Valves 3. Manufacturer shall be responsible for covering all costs associated with annual oil and oil filter changes plus oil analysis as required D. Vibration Isolation 1. Provide neoprene waffle -type vibration isolators for each corner of the unit. E. Power Connections 1. Power connection shall be single point to a factory -mounted disconnect switch. Chiller Control 1. The unit shall have a microprocessor -based control system consisting of a 15 -inch VGA touch -screen operator interface and a unit controller. 2. The touch -screen shall display the unit operating parameters, accept setpoint changes (multi-level password protected) and be capable of resetting faults and alarms. The following parameters shall be displayed on the home screen and also as trend curves on the trend screen: a. Entering and leaving chilled water temperatures b. Entering and leaving condenser water temperatures 126 C. Evaporator saturated refrigerant pressure d. Condenser saturated refrigerant pressure e. Percent of 100% speed (per compressor) f. % of rated load amps for entire unit In addition to the trended items above, all other important real-time operating parameters shall also be shown on the touch -screen. These items shall be displayed on a chiller graphic showing each component. At a minimum, the following critical areas must be monitored: a. Compressor actual speed, maximum speed, percent speed b. Liquid line temperature C. Chilled water setpoint d. Compressor and unit state and input and output digital and analog values 4. A fault history shall be displayed using an easy to decipher, color coded set of messages that are date and time stamped. Time interval scale shall be user selectable as 20 mins, 2 hours, or 8 hours. The alarm history shall be downloadable from the unit's USB port. An operating and maintenance manual specific for the unit shall be viewable on the screen. 5. All setpoints shall be viewable and changeable (multi-level password protected) on the touch screen and include setpoint description and range of set values. 6. Automatic corrective action to reduce unnecessary cycling shall be accomplished through preemptive control of low evaporator or high discharge pressure conditions to keep the unit operating through abnormal transient conditions. 7. Chiller plant optimization software for multiple chillers shall be provided including automatic control of: at least two (2) chillers, evaporator and condenser pumps (primary and standby), up to 3 stages of cooling tower fan cycling control and a tower modulating bypass valve or cooling tower fan variable frequency drives. 8. The factory supplied VFD and controls should include the following: a. High short circuit panel rating of 35kA with a matching circuit breaker b. Phase loss protection C. Under/over voltage protection 9. Energy saving software logic shall at a minimum offer the following a. User programmable compressor soft loading b. Chilled water reset C. Demand limit control d. Staging options lead lag between multiple compressors on a single chiller or on multiple chillers e. Plotting of historic trends for optimizing efficiency PART 3: PERFORMANCE Cooling Capacity..... Max full load kW/ton Max IPLV kW/ton ... Evaporator: .............500 tons ............0.53 ........................0.31 EnT/Lvg Temp......................54/44 °F Flow Rate..............................1200 GPM Max WPD...............................20 ft. FF ........................0.00010 hr -sq ft -deg FBTU Condenser Ent/LWT Temp...........................85/95 °F Flow Rate...................................1500 GPM Max WPD.......................................20 Ft. FF ... .................0.00025 hr -sq ft -deg F/BTU Electrical ...............................460/60/3 END OF SECTION 127 Pricing Scenario # 6 Provide Unit Ventilator and installation Location: Los Angeles, CA, metro area Description PART 1: GENERAL 1.01 References A. Comply with the following codes and standards: 1.02 Operation and Maintenance Data A. Installation: Install product according to manufacturer's installation instructions during normal hours B. Maintenance: Provide instructions for maintenance and service 1.03 Submittals A. Submittals shall include the following: 1. Installation and Operating Manuals. 1.04 Quality Assurance A. Ventilator manufacturer must be ISO Certified. B. The ventilator shall be tested to job conditions at the manufacturer's plant. 1.05 Warranty A. The ventilator manufacturer's standard warranty shall cover parts and labor costs for the repair or replacement of defects in material or workmanship, and include refrigerant for the entire unit, for a period of one year from equipment startup or 18 months from shipment, whichever occurs first, and also include an additional extended warranty for four years on the entire unit including refrigerant coverage. Warranty support shall be provided by company direct or factory authorized service permanently located near the job site. 1.06 Maintenance A. Maintenance shall be the responsibility of the owner and performed in accordance with the manufacturer's instructions. PART 2: PRODUCTS 1. Unit Construction All internal sheet metal parts must be made of galvanized steel to inhibit corrosion. The entire frame must be welded construction to provide strength and rigidity. Hidden reinforced top panel support shall be integral with the frame and support the fan assembly. Frames assembled with sheet metal fasteners shall not be acceptable. Unit shall be of a draw-thru design. Blow-thru design is not acceptable. Unit shall have a built-in metal wire raceway from one end compartment to the other. Cabinets Exterior cabinet panels shall be constructed of heavy -gauge steel. All sheet metal panels must be cleaned and phosphatized, then painted electrostatically with an oven baked environmentally friendly thermosetting urethane powder finish. 3. Floor Units Floor mounted units shall have an integral pipe tunnel for convenient crossover of piping or electrical wiring in accordance with local and National Electric Codes (N.E.C.). The front surface shall consist of three separate, removable panels easily handled by one person. Control compartment must be accessible without removing the entire front panel. Unit top shall have two access doors (one at each end) for access to motor and bearings. Unit discharge grille shall be welded continuous bar type with round edged steel bars placed for a 10° vertical deflection. A 1/4" painted galvanized mesh shall be furnished and located beneath discharge grille. Unit top surface shall be supplied with a textured non -glare paint surface that resists scuffing and hides fingerprints. Units shall come with front adjustable leg levelers. End panels shall ship separately, individually wrapped in plastic and boxed to prevent damage during construction. 128 4. Room Air Fans and Motor The unit fan and motor assembly shall be of a modular construction so that it is removable from the top for service, maintenance and access to the coil section for cleaning. The motor and fan assembly shall be low speed design to assure maximum quietness and efficiency. Fans shall be double inlet, forward curved centrifugal type with offset aerodynamic blades. Assembly shall be statically and dynamically balanced. Fan housings shall be steel construction, incorporating logarithmic expansion for quieter operation. Fan shaft shall be 1-1/4" diameter hollow steel with 1-1/4" end bearing. Fan and motor assembly shall be direct drive type. Motor speed shall be controlled by factory mounted multi -tap transformer for High - Medium -Low -Off speeds. Fan/coil arrangement shall be draw-thru design for uniform coil face velocity and discharge air temperature. Motors shall be 115/60/1 NEMA permanent split capacitor (PSC), plug-in type designed specifically for unit ventilator operation. Motors shall be located out of the airstream and have an internal thermal overload device (auto reset). Fan motors and controls shall have each hot line protected by factory installed cartridge type fuse(s). Motors shall have sleeve type bearings and require oiling no more than once annually. Units shall have shaft bearing located out of the air stream. Bearings in the airstream are not acceptable. 5. Face and Bypass Damper Each unit shall be provided with a factory -installed face and bypass damper, constructed of aluminum. The long sealing surfaces of the damper shall seal positively against stops fitted with extruded EPDM rubber seals. Face and bypass damper stops not fitted with seals shall not be acceptable. The damper ends shall have blended mohair seals glued along the ends for a positive seal. Plastic clip -on brush end seals will not be acceptable. The unit design shall incorporate the face and bypass damper to prevent coil surface wiping and be before the fan in a draw through configuration. Face and bypass damper positioned in the direct discharge of the room fan is not acceptable. The face and bypass damper shall be arranged so a dead air space results between the coil and the damper in a full bypass condition to minimize heat pick up. 6. Outdoor and Room Air Dampers Each unit shall be provided with separate room air and outdoor air dampers. The room air damper shall be constructed of aluminum using metal -forming techniques to resist twisting and shall be counterbalanced against back pressure. Outdoor air damper shall be two-piece double-wall construction with 1/2" thick, 1.5 lbs. density fiberglass insulation encapsulated between welded 20 ga. galvanized steel blades for rigidity and to inhibit corrosion, and have additional insulation on the exterior surfaces of the damper blade and on the ends of the outdoor air chamber. Dampers shall be fitted with mohair seals along all the sealing edges. Dampers shall use turned -metal principle on long closing ends with no metal -to -metal contact. No plastic or rubber gaskets shall be acceptable. Damper bearings shall be made of nylon or other material which does not require lubrication. 7. Drain Pan All units shall have a drain pan constructed of corrosion -resistant composite material and shall be insulated. A drain outlet shall be provided on both ends of the pan. The drain hand of connection shall be easily field -reversed to the opposite end. The drain pan shall be able to be sloped in either direction for proper condensate removal. Drain shall be provided with an optional secondary, overflow drain connection on both ends of the pan. 8. Agency Listing Unit ventilators shall be listed by Underwriters Laboratories Inc. (U.L.) for the United States and Canada. Unit ventilation rate to be certified and tested per Air Conditioning, Heating and Refrigeration Institute (AHRI) standard 840. All units with chilled water coils shall be AHRI certified for performance. Motors shall conform to the latest applicable requirements of NEMA, IEEE, ANSI, and NEC standards. 9. Coils All hydronic coils shall be constructed with copper tubes and mechanically bonded aluminum corrugated plate fins. All coils shall have aluminum individual unshared fin surfaces. An air brake shall exist between coils. Water coils shall be furnished with a threaded drain plug at the lowest point. A manual air vent shall be provided at the high point of the coil. 10. Filters Filter shall be one-piece design located to provide filtration of the outdoor air/return air mixture to assure even dust loading and balanced airflow in lieu of separate filters for outdoor air and return. Throwaway filter shall be factory furnished initially installed in all units. 11. Temperature Controls Each unit ventilator shall be furnished with a factory installed and wired, microprocessor based DDC Unit Ventilator Controller (UVC), by the manufacturer of the unit ventilator, which is pre-programmed, factory pretested prior to shipment and capable of complete, standalone unit control, master -slave arrangement or incorporation into a building -wide network using an optional plug-in communication module. The UVC shall be preprogrammed with the application code required to operate the unit using 129 ASHRAE Cycle II. The unit control system shall include all required temperature sensors, input/output boards, main microprocessor modules, Local User Interface (referred to as LUI) Touch Pad with Digital LED Display, wiring, 24 volt power and direct coupled damper actuators. The UVC shall support up to 6 analog inputs, 12 binary inputs, and 9 binary outputs plus additional 1/0 points of 4 analog inputs and 8 binary outputs. 12. Network System The unit control system shall perform all unit control functions, unit diagnostics and safeties. The unit shall operate in the standalone or network capable mode of operation. Field furnished and installed controls shall not be allowed. When network capable, network communication modules shall be factory installed, tested and able to communicate via plug-in communication modules that connect directly to the UVC using: a. LonMark Space Comfort Control that supports the LonMark SCC profile number 8500-10 allowing LonWorks network communication capability to the UVC. Controls shall allow monitoring and adjustment from a portable IBM compatible PC using the applicable software. When using this PC and software, the unit shall be capable of reacting to commands for changes in control sequence and set points. 13. Room Temperature Sensor and Tenant Override Options Unit Mounted All units shall come equipped with a factory mounted room temperature sensor located in a sampling chamber (front, center panel) where room air is continuously drawn through for fast response to temperature changes in the room. When using a remote wall -mounted temperature sensor the ability shall exist to simply disconnect the unit -mounted temperature sensor using the provided quick disconnect plug. Tenant override switch shall be factory mounted next to the Local User Interface (LUI) Touch Pad to provide a momentary contact closure that causes the unit to enter the "tenant override" operating mode for a set time period (adjustable) of 120 minutes. The room temperature sensor and override switch shall be an optional wall mounted temperature sensor, with integral tenant override capability 14. Wall Mounted Sensor with Tenant Override A thermistor type temperature sensor with integral tenant override and status LED shall be furnished with the unit ventilators. a. Remote wall mounted sensor with tenant override 15. External Signal Connections The unit shall have three (3) multi -pin External Signal Connection Plugs factory provided and pre -wired with short wire whips that is capped for field wiring of: a. Remote Wall Mounted Temperature Sensor. 16. Performance Voltage 115/60/1 Min Circuit Amps 3.88 Max Fuse Amps 15 Airflow (CFM) 979 ESP (inH2O) 0 Fan Speed High Motor Power (HP) 0.25 Cooling Coil 6.5 Coil Rows s EAT - EDB (°F) 80 EAT - EWB (°F) 67 LDB (°F) 59.1 LWB (°F) 56.3 Fluid Type No Glycol EWT 45 LWT 55 Flow Rate (gpm) 6.5 WPD (ft H2O) 7.53 130 Total Capacity Btu/hr) 32,502 Sensible Capacity Btu/hr) 22,158 Heatinq Coil Coil Rows 2 EAT - EDB (°F) 70 LAT - LDB (°F) 116.9 Fluid Type No Glycol EWT (°F) 180 LWT (°F) 140.2 Flow Rate (gpm) 2.5 WPD (ft H2O) 1.34 Total Capacity Btu/hr) 49,773 END OF SECTION 131 Attachment 9 — Cost Proposals / Pricing Forms Bid Forms and Price Proposal sheets are provided for you. It is not mandatory to submit your cost proposals on these forms. You must however include the same, requested information. A discount percentage, or structure must be clearly delineated. Pricing for each scenario must be complete, showing all products offered for that scenario, the list price, the discount amount and the final net price for each scenario. Total costs, including a detailed list of all labor categories applicable to each scenario must also be shown and totaled. 132 RFP #15-JLP-023 FORM/PRICEBID SECTION A Produc Offeror shall include all product pricing using this format. Use additional space as necessary. MFG Product % Discount off Product Name List Price Net Price Part No. Description List Price The remainder of this page is intentionally left blank. 133 The remainder of this page is intentionally left blank. 133 RFP #15-JLP-023 134 BID FORM/PRICE SHEET (CONT'D) Normal business hours are defined as: Overtime hours are defined as: Holiday hours are defined as: Using the below format, Offeror shall provide labor rates by geographic areas, regions, zones or other means for pricing nationally. (for all that are applicable) Rate Normal Item LaborHourly Overtime Holiday Hours 1 Architect 2 Asbestos worker 3 Boilermaker 4 Concrete finishers 5 Delivery personnel 6 Drafting 7 Drywall and ceiling installers 8 Electricians 9 Engineering design 10 Geothermal well field labor 11 Heavy equipment operators 12 HVAC commercial A/C technician 13 HVAC light commercial 14 HVAC helper 15 HVAC field supervisor 134 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT -D) LaborHourly Rate Normal Item Overtime Holiday 16 HVAC refrigeration technician Hours 17 HVAC duct installer 18 HVAC filter technician 19 HVAC building automation technician 20 Infrared technician 21 Insulators 22 Laborers 23 Light equipment operators 24 Metal building assembler 25 Millwrights 26 Operating engineer 27 Painters, wall covering installers 28 Pipefitters 29 Plasterers 30 Plumbers 31 Project manager 32 Project administrator 33 Project engineering 34 Roofers 35 Sheet metal workers 36 Test and balance technician 37 Tile setters 38 Waterproofers, caulkers 39 Water treatment technician Use additional space as necessary to add any additional labor categories. 135 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT -D) SECTION Additional INSTRUCTIONS: Offeror shall utilize net product prices and labor rates listed in Sections A and B of this Bid Form/Price Sheet to determine cost for installation of new equipment, maintenance of existing sytems, upgrading of existing infrastructures, turn -key services and any other installation and services offered. If there are other elements that should also be taken into consideration, Offeror shall list these elements below and any associated pricing. AdditionalAny Upgrades List any other elements to be taken into consideration for installation, maintenance, upgrades and turn -key services The remainder of this page is intentionally left blank. 136 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT -D) 1. SECTION 0 Use the below space to provide pricing for any related products and services your company wishes to be considered. Product or Service Cost Use additional space as necessary The remainder of this page is intentionally left blank. 137 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT -D) Insert additional lines as necessary. ADDITIONAL DISCOUNTS/INCENTIVES• Additional Discounts for volume (i.e. price breaks for multiple products/services, etc.) Any additional pricing incentives, discounts or rebates such as for large volume purchases and services, total spend, etc. Any additional pricing discounts for the purchase of products and services for groups of Participating Public Agencies in a local geographic area that desire to combine requirements, i.e. local city, county, school district, housing authority, transit authority, etc. The remainder of this page is intentionally left blank. 138 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT'D) • Use the below format for pricing Rotary Screw Chillers Location: North Harford Middle School, Pylesville, MD Detail all applicable product costs from Section A % Discount off of this Bid Form List Price List Price Net Price Use additional space as necessary Total Product Price Detail all applicable labor classifications used Total Labor from Section B of this Bid Form Labor Rate Hours Needed Cost Per Classification I Use additional space as necessary I I I I Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications I Use additional saace as necessary I 139 RFP #15-JLP-023 •• •. • 0 11011 SECTION F 1Pricina Scenario #2 Use the below format for pricing packaged rooftop air conditioner and installation. Location: Chicago, IL, city limits Detail all applicable product costs from Section AI % Discount off of this Bid Form List Price List Price Net Price I Use additional space as necessary I I I I Total Product Price Detail all applicable labor classifications used Total Labor from Section B of this Bid Form Labor Rate Hours Needed Cost Per Classification I Use additional space as necessary I I I I Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications I Use additional saace as necessary I 140 RFP #15-JLP-023 •• •. • 0 11011 SECTION F 1Pricina Scenario #3 Use the below format for pricing indoor air handling unit. Location: Portland, OR, metro area Detail all applicable product costs from Section A % Discount off of this Bid Form List Price List Price Net Price Use additional space as necessary Total Product Price Detail all applicable labor classifications used Total Labor from Section B of this Bid Form Labor Rate Hours Needed Cost Per Classification I Use additional space as necessary I I I I Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications I Use additional saace as necessary I 141 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT'D) SECTION Use the below format for pricing air cooled scroll chiller, installation and maintenance for two years. Location: Jacksonville, FL, metro area Detail all applicable product costs from Section A % Discount off of this Bid Form List Price List Price Net Price Use additional space as necessary Total Product Price Detail all applicable labor classifications used Total Labor from Section B of this Bid Form Labor Rate Hours Needed Cost Per Classification I Use additional space as necessary I I I I Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications I Use additional saace as necessary I 142 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT'D) SECTION �. Use the below format for pricing centrifugal water chiller, installation and maintenance for two years. Location: Dallas, TX, metro area Detail all applicable product costs from Section A of this Bid Form List Price % Discount off List Price Net Price Use additional space as necessary Total Product Price Detail all applicable labor classifications used from Section B of this Bid Form Labor Rate Hours Needed Total Labor Cost Per Classification Use additional space as necessary Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications Use additional space as necessary 143 RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT'D) SECTION Use the below format for pricing unit ventilator and installation. Location: Los Angeles, CA, city limits Detail all applicable product costs from Section A % Discount off of this Bid Form List Price List Price Net Price Use additional space as necessary Total Product Price Detail all applicable labor classifications used Total Labor from Section B of this Bid Form Labor Rate Hours Needed Cost Per Classification Use additional space as necessary Total Labor Price Total Cost (Product/Labor) for Scenario Note any exceptions to the Specifications I Use additional saace as necessary I RFP #15-JLP-023 BID FORM/PRICE SHEET (CONT -D) Signature Company Name (Print or type) Email The remainder of this page is intentionally left blank. 145 ONVI Margaret Colony, Onvia Account Manager: LowTouch/No Touch g y [ Help & Support 1 Type: Bid Buyer Email: sherry. amseydownen aehcps.org Buyer Phone: Map Project Name:View HVAC Products, Installation, Services and Related Owner Address: 102 South Hickory Avenue Products and Services Bel Air, Maryland 21014 Owner Phone: p: (410) 838-7300 Print This Agency: Harford County Public Schools Location: HARFORD County, MD Send This Level Of Government: County Submittal/Due Date: 8/13/2014 2:30 PM Pre -Bid Meeting Date: 6/29/2015 1:00 PM Agency Bid #: 15-JLP-023 Publication Date: 6/15/2015 Last Updated Date: 6/15/2015 Onvia Reference #: BID:23146895 Specifications Description: RFP No. 15-JLP-023 Harford County Public Schools, MD, (the "Lead Public Agency"), on behalf of U.S. Communities Government Purchasing Alliance, the members of the advisory board and all local and state government agencies, higher education and nonprofit entities that elect to access the Master Agreement is soliciting proposals to enter into a Master Agreement for HVAC Products, Installation, Services and Related Products and Services . The resulting contract may be awarded to multiple suppliers. The RFP is subject to the Lead Public Agency's General Conditions & Instructions to Bidders. Proposals are due no later than 2:30 PM local time on August 13, 2014. Additional information may be found at: www.hcps.org. Project Documents: C] RFP-15-JLP-023.pdf Bid Products and services: Contains: HVAC trades, Hardware products, HVAC products, Industrial products, Plumbing products, Duct cleaning services, HVAC maintenance Categories: Hardware, Hand Tools, Plumbing and HVAC Equipment Supplies Contractor - Heating, Ventilating, Air Conditioning, Refrigeration O&M - HVAC and Refrigeration Agency Contact Buyer: Sherry Ramsey Downen Buyer Email: sherry. amseydownen aehcps.org Buyer Phone: p: (410) 809-6046 Agency: Harford County Public Schools Owner Address: 102 South Hickory Avenue Bel Air, Maryland 21014 Owner Phone: p: (410) 838-7300 Owner website: http://www.hcps.org The Onvia Guide @ 2013 Onvia, Inc. All rights are reserved. Unless you have a multiple site or multiple office license with Onvia, only you alone can use The Onvia Guide at a single location. Without the written consent of Onvia, you cannot modify, copy, display, reproduce, share, sell, publish, transfer, assign, or distribute The Onvia Guide or any portion thereof. For any questions regarding licenses to your other office locations, please contact Onvia Customer Service at (800) 574-1502 or customerservice@onvia.com Request for Proposal (RFP)'Abstract:'HVAC'Products,lInstallation,1Servicesland Related".. Page 1 of 2 < Back HVAC Products, Installation, Services and Related Products and Services Disclaimer Header Reference Number 334064 Solicitation Number 15-JLP-023 Organization Name U.SfCommunities Source ID PU.MU.USA.457357.C50448 Associated Components Yes Dates Published Revised Closing 2015-08-13f02:3dPMfEasternfDayligdSavingfTimef EDT Details Category ConstructionfProducts N4520GB fHEATINGfANDfAIRfCIRCULATINGfDUCTWORKfANDf GSINS ACCESSORIES'(INDUSTRIALfANDfCOMMERCIAL) Region of Delivery Canada Region of Opportunity Canada Agreement Type None Tender Type Request ffdProposalf (RFP) Estimated Value $100,000,001f'f Solicitation Method Open NoticeDescription https://www.merx.com/English/SUPPLIER_Menu.asp?WCE=Show&TAB=1 &PORTAL=... 6/15/2015 Request for Proposal (RFP)'Abstract:'HVAC'Products,lInstallation,1Servicesland Related".. Page12 of 2 HVAC Products, Installation, Services and Related Products and Services Harford'County'Public'Schools,"MD'(the"'LeadfPublicfAgency"),"onfbehalioi#U.SfCommunitiesfGovernment' Purchasing fAlliance Alliance, members foffthefadvisor�boa rdfandfall"local'andfstatefgovernment'agencies,f higher' education'andfnon prof Jentitiesfthai"elect"tofaccess fthefMastdAgreement'isfsolicitingfproposals ftof enterfintof of MastdAgreementffdHVACfProducts! Installation,"Services'andfRelatedfProductsfandfServices f Thef resulting fcontractfmayf bef awarded itofmultiplefsuppliers. Thef RFP"isfsubject'tof thefLeadfPublic fAgency'sf General fConditions f&f Instructions tof Bidders fProposals arefduefnoflaterfthanf2:30fPMf localftime onfAugustf 13f2015fAdditionalfinformationfmayfbe foundfatfwww.hcps.orgf Contact(s) Contracting Authority Name IV14Pelfrey 2999f 0akf Road Address Suitef710 City WalnutfCreek State / Province Country Postal Code CA United States 94597 Phone 704-564-0320 Fax 803-547-5361 Email mpelfrey@uscommunities.org Website URL http://www.uscommunities.org < Back .f f f. f f f f f ff f f f f f f f f f f f f Not @: We site li ks will e d'splaye whe a ailable. you click web site li you ill be onne to to anoth web site ou fMFfR� essionfwilll timeou afte 20�minutes oA inactivity Shouldtthis occur, please return to thefMER home' page and log in to MERX again. f f f f f f rtf f• f f• f f f f f f f f Y f MERX - I ri ht r s rued. N a o t informati on t ine in th Pu lic Tenders portio o this Web Site may be reproduced, stored �in�a fet ievall syst m o tr nsr itte in�an;forrri` o b) an mErnsf electtro is m7chanical," f photocopyi , recording fOotherfvvisa? withou the pri�permissio fn o MER ar-d the Mipiste of'the p rt' ipatin f governor n department. M�RX, the Yi7iste nohhe Contracting AuthoritVwill assume responsibilitVoe liabilit;for'the accurac�o the information contained in the publication. https://www.merx.com/English/SUPPLIER_Menu.asp?WCE=Show&TAB=1 &PORTAL=... 6/15/2015 Solicitations I U.S. Communities * in About News & Events Resources US. COMMUNITIES' PRODUCTS & SOLUTIONS CONTRACT DOCUMENTS )_0 SHOP 00VeR114WERT PURCKASING ALLIANCE: Solutions .;Y SUPPLIER (show all->) BY CATEGORY Facilities Office & School Specialty Technology Main Menu Solicitations About News & Events Resources Solutions Contact Us Shop Education Purchasing Government Purchasing Nonprofit Housing Authorities Go Green Program Innovation Exchange Current Solicitations Nome Solicitations Page 1 of 2 Listed below are posting details and documents for competitive solicitations currently in progress. Resulting contracts will be made available through the U.S. Communities cooperative purchasing program. Technology Products, Services, Solutions, and Related Products and Services Lead Agency: Fairfax County, VA Pre -Proposal Conference: August 26, 2015 Responses Due: September 17, 2015 Extended to October 8, 2015 .......................................................................................... . Postings Posting Information: U.S. Communities: Current Solitications Onvia DemandStar Fairfax County Canadian MERX Public Tenders State of Hawaii and Oregon Oregon Association of Counties Date Posted: Aug 12, 2015 - Sept 17, 2015 Aug 12, 2015 - Sept 17, 2015 Aug 12, 2015 -Sept 17, 2015 Aug 12, 2015 - Sept 17, 2015 Aug 12, 2015 - Sept 17, 2015 Aug 12, 2015 - Sept 17, 201 S HVAC Products, Installation, Services and Related Products and Services Lead Agency: � Harford County Public Schools, MID Ar�pnonn caurry Pre -Proposal Conference: June 29, 2015 Questions due: July 9, 2015 Responses due: August 13, 2015 Postings Posting Information: U.S. Communities: Current Solitications Onvia DemandStar Harford County Public Schools Canadian MERX Public Tenders State of Hawaii and Oregon Oregon Association of Counties Date Posted: June 11, 2015 -August 13, 2015 June 11, 2015 -August 13, 2015 June 11, 2015 -August 13, 2015 June 11, 2015 -August 13, 2015 June 11, 2015 -August 13, 2015 June 11, 2015 -August 13, 2015 Foreign Language Interpretation, Translation Services and Related Services and Solutions RFP Documents: ca RFP 2000001701 to RFP 2000001701 Addendum 1 CIJ RFP 2000001701 Addendum 2 12M RFP 2000001701 Addendum 3 RFP Documents: iQ RFP 15-JLP-023 iPj RFP 15 JLP-023 Addendum 1 RFP 15-JLP-023 Addendum 2 W RFP 15-JLP-023 Addendum 3 RFP Documents: Ig Spec 125096 Part I http://www.uscommunities.org/solicitations/ 9/25/2015 Solicitations I U.S. Communities Lead Agency: City of Chicago, IL Pre -Proposal: December 10, 2014 Responses Due: January 15, 2015 Extended to May 18, 2015 Postings Page 2 of 2 • gly Spec 125096 Part II 10 Spec 125096 Part III I9 Addenda 1-5 Addendum 6 999 Addendum 7 ll9 Addendum 8 Posting Information: Date Posted: U.S. Communities: Current Solitications Nov 26, 2014 -Jan 15, 2015 Onvia DemandStar Nov 26, 2014 -Jan 15, 2015 City of Chicago Nov 26, 2014 -Jan 15, 2015 Canadian MERX Public Tenders Nov26, 2014 -Jan 15, 2015 State of Hawaii and Oregon Nov 26, 2014 -Jan 15, 2015 Oregon Association of Counties Nov 26, 2014 -Jan 15, 2015 Innovative Solutions, Applications, Products and Services RFP Documents: Lead Agency: - RFP 2000001342 Fairfax County, VA lig RFP 2000001342 Addendum 1 Pre -Proposal Conference: Nov 10, 2014 W RFP 2000001342 Notice of Intent to Responses Due: Dec 3, 2014 Award Postings Posting Information: Date Posted: U.S. Communities: Current Solitications Oct 24, 2014 - Dec 3, 2014 Onvia DemandStar Oct 24, 2014 - Dec 3, 2014 Fairfax County Oct 24, 2014 - Dec 3, 2014 Canadian MERX Public Tenders Oct 24, 2014- Dec 3, 2014 State of Hawaii and Oregon Oct 24, 2014 - Dec 3, 2014 Oregon Association of Counties Oct 24, 2014 - Dec 3, 2014 U.S. COMMUNITIES I NATIONAL COOPERATIVE PURCHASING PROGRAM Getting Started Why Use U.S. Communities & Discounts on Brands A Over 55,000 agencies trust U.S. • Program Overview What Makes Us Different Products & Suppliers Who Uses U.S. Communities? How It Works Webinars & Events Online Marketplace Cooperative Standards • FAQs Supplier Commitments Solicitations State Statutes CONTACT US l BECOMEASUPPLIER I ABOUTUS I LEGAL I PRIVACY I MICPA © 2015 U.S. Communities I All Rights Reserved. http://www.uscommunities.org/solicitations/ 9/25/2015 Harford County Public Schools Page 4 of 4 The mission of the Purchasing Department of Harford County Public Schools is to provide professional, value-added procurement and material management services, using effective, innovative processes that result in continuous customer satisfaction, while maintaining public trust with the assurance that each dollar expended will be used in the most efficient manner. In this spirit, free and open competition, and equal opportunity for all qualified vendors is promised. How do 1 contact the Purchasing Department? Purchasing Department: 102 South Hickory Avenue Bel Air, MD 21014 Phone: (410) 638-4080 Fax: (410) 638-4304 Directions: MAP'�sT• - Purchasing Staff Forest Hill Distribution Center: 101 Industry Lane Forest Hill, MD 21050 Phone: (410) 638-4136 Directions: MAPQv[sT- Distribution Center Staff Listing Purchasing Information Affiliations Invitation to Bid RF4 .s Awards I News and Events Request for Proposals Proposal D I Proposal Due Time Direct All Inquiries to: Name 8/13/2015 2:30 pm Jeff LaPorta, CPPB HVAC PRODUCTS, INSTALLATION, SERVICES AND RELATED PRODUCTS AND SERVICES Certified Minority Business Enterprises are encouraged to respond to this solicitation notice. Construction projects estimated to cost in excess of $50,000 must adhere to the Minority Business Enterprise Procedure applicable to all public school construction projects. Anti -discrimination Statement The Harford County Public School System does not discriminate on the basis of race, color, sex, age, national origin, religion, sexual orientation, or disability in matters affecting employment or in providing access to programs. Inquiries related to the policies of the Board of Education of Harford County should be directed to the Director of Public Information, 410-588-5213. 102 South Hickory Avenue Bel Air, MD 21014 1 (410) 838-7300 To access accommodations for the hearing impaired, call 7-1-1 TTY or e-mail Communications HCPS Fraud Hotline General Disclaimer I Nondiscrimination Statement I Get Adobe Acrobat Reader https://www.hcps.org/departments/businessServices/purchasing.aspx 6/15/2015 921 S.W. Wa:oit irigtan St. Suiten 21 (1 �I Portland, OR 97,115-281(1 119031 226-12-11 STATE OF CIREGON, CCIUNTY ORI MULTNC MP H—ss. I, Micheiilic Raplp , teing ilirsil CL IN swcrri, dElplose and say that I am a Flniriaiplal Cleink oti tl-a Daiily. aunnal cd Commerce , a ne�nsgagEun of general cinaulaJon in II-ei acuntiEus cif CLACKAMASII, N4UdIINCIMPH, Eind V` vASHINCIIIIIOIN Eis cellinEid by ORS 19.11.0101 enc 1913.(120; plublishEic at Flartlaind in ilhEi atanesaic Caunty anc Stale; Tai I kriaw fnam my plansonai NnawlEicgEu than the C-oacs anc SEinriaes naitice c Eisaridec Es HVAC Pnoc L cis, Iristalla9iori, Se niiceus and Rllelaited Pnoc ua11s and Services Halriouc Clounty Pu blit Sat ools; 81id L ocuaii ion Clhairic ile, NCI, Clabarrus Clau nty; C L eu Of11111312V 5 ait QI2:3C PM a FlrintEic ccgy of whiall is hare'Ia anna>ec, was pludiisdad in the entine issue of saic newsplaplan far 7 iime(s; in ilia tcdiawing issues: 6I/1711/2015 9/151/2(115 6/22/20119 6/08/2(11511 9/2191/20115 71111114 2015 Stats of C icigon Caunty of Multnarrmeh SIGNED OR ATI EISIIII EID E EIF CFl8ll NE CIN THE 31rd DAY C RII Alugusiit, 1110151 OFF ICIIIAL EIITAMP FIE LICIA N OIIRM DE ILGATTO 'x NOIAFIY PUBLIC - OREGON CIIOMMIE;flCIM1 NO.934"i11(8 M) COMMI W IS ION EXFIIIR F SI JAP L AFIIY 2(I, $Q'1 c M ary Palfrey L .S. Communities 5912511 Cap plerleat Carrirrions CIi Chailal% NO 281274171-20!18 6/04/2019 Clnc an N a.: 1 a7E19E1518 Client RefeirEinae � c: AFFIDAVIT OF PUBLICATION IN THE MATTER OF RFP No. 15-JLP-023 for HVAC Products, Installation, Services and Related Products and Services STATE OF HAWAII City and County of Honolulu Doc. Date: -11114 2 4 2015 # Pages: 1 Notary name: Patricia K. Reese First Judicial circuit Doc. Description: Ail!davit of Publication JUN 2 4 2015 Date �s�xtlrflfrrrrr IA K. Q NOTARY PUBLIC comm. No. 06467 s` or Julie Clark beim duly sworn, deposes and says that she is a clerk, duly atztliorized to execute this affidavit of Oahu Publications, Inc. publisher of The Honolulu Star -Advertiser, Mid Week, The Garden Island, West Hawaii Today, and Hawaii Tribune -Herald, that said newspapers are newspapers of general circulation in the State of Hawaii, and that the attached notice is true notice as was published in the aforementioned newspapers as follows: Honolulu Star -Advertiser 0 times on: Midweek 0 times on: The Garden Island 0 tunes on: Hawaii Tribune -Herald 7 times on: 06/18, 06/19, 06120, 06121, 06/22, 06/23, 46/24/2015 West Hawaii Today 0 times on: Other Publications: 0 tunes on: And that affiant is not a party to or in any way interested in the above entitled matter. Julie Clary/ Subscribefd/✓ tot before a this `T day of A.D. 20 Patricia K. cese, Notary ublicof t First Judicial Circuit, State of Hawaii My tom jssion ex C]ct Ort, I8 11� Ad # 0000766520 RFP Na. 15-JLP-023 far FRfAC Products, Installation, Services and Related Products and Senrfces Harford County Public Schools, MD (the "Lead Public Agency"), an behaH of U.S, Communities Government Purchasing Alliance, the members of the advisory board and all local and state government agencies, higher education and nonprofit entities that elect to access the Master Agreement is soliciting proposals to enter into a Master Agreement for HVAC Products, Installation, Services and Related Products and Services. The resulting contract may be awarded to multiple suppliers. The RFP Is subject to the Lead Public Agency's General Conditions & Instructions to Bidders. Proposals are due no later than 2:30 PM local time on August 13, 2015. Additional Information may be found at www.4cos.org. (HfH766520 6/18, 6/19, 6/20, 6/21, 6/22, 6/23, 6/24/15) %%�4IIIirrrrrrr `�� �_pA K. NOTARY ' 0 PUBLIC — Comm. No. 86-46x7 � OF 11111111►1111 Purchasing Department Jeffrey La Porta, Supervisor of Purchasing 410-638-4083, leff.laporta@hcps.org ADDENDUM #1 RFP #15-JLP-023 HVAC Products, Installation, Services and Related Products and Services TO: ALL OFFERORS FROM: Jeff LaPorte, Purchasing Supervisor, Harford County Public Schools DATE: June 29, 2015 This Addendum is issued to clarify and/or correct verbiage in the solicitation document. CORRECTION ITEM: There are references to "a" chiller for North Harford Middle School. These references are located on page 5, Section A; page 27 Section A; page 30; and page 89, Price Project Number 1. The correction is that we are asking for "two" chillers (not one). Any reference to "a" or "one" chiller for North Harford Middle School should be substituted with "two" chillers. 2. CORRECTION ITEM: Page 18, checklist of required information. Page numbers have been corrected/changed. See the attached list for the correct page number references. 3. CORRECTION ITEM: The North Harford Middle School Chiller project will require Demolition and Removal of the existing units and all items that are being replace (in the specifications). 4. CORRECTION ITEM: Page 90, Submittals. This sentence states that two (2) copies of the price proposal for North Harford Middle Schools. The number of copies of all proposals are listed on page 6, Section D. The following is a checklist of required information: # Item Complete 1 3 Original Technical Proposals, 8 flash drives (pg 6 ) 2 2 Original Price Proposals, 2 flash drives (pg 6) 3 HCPS Contract Agreement (pg 23) 4 Supplier Qualification Worksheet (pg 38) 5 Supplier Information (pg 41-48 6 Submission Signature Sheet 49 7 HCPS Anti -Bribery — Debarment Attestation (pg 50) 8 U.S. Communities Administration Agreement - Signed Unaltered (pg 53-65) 9 MBE Attachment A (pg 97-98) 10 MBE Attachment B (pg 99) 11 Cost Proposal Forms (pg 132) 12 Cost Proposal Form for North Harford Middle School (pg 139) 13 Signature Pae 145) `t.] ................................ .......... ........... _ ................. _ ................ Barbara P. Canavan. Superintendent of Schools HARFORQ COUNTY 162 S. Hickory Avenue, Bel Air, Maryland 21014 PUBLIC SCHOOLSOffice: 410-838-7300 - www.hcps.org - fax: 410-893-2478 ............ . inspire * Prepa.re + Achlav�a Purchasing Department Jeffrey LaPorta, Supervisor of Purchasing 410-638-4083, jeff.laporta@hcps.org ADDENDUM #2 RFP #15-JLP-023 HVAC Products, Installation, Services and Related Products and Services TO: ALL OFFERORS FROM: Jeff LaPorta, Purchasing Supervisor, Harford County Public Schools DATE: June 30, 2015 This Addendum #2 is issued to clarify and/or correct verbiage in the solicitation document. 1. Question: Who should we contact to arrange a site visit? Answer: Justin Evans, 410-638-4204, Justin.evans(a)hcps.orq 2. Question: Can you provide a copy of the attendee list for the pre -proposal meeting? Answer: See attached list. 3. Correction Item: All Offerors are encouraged to submit pricing for the temporary rental of chiller units. 4. Correction Item: Pages 119 and 123, Scenario's 4 and 5. In Section 1.03 A of each Scenario (4 & 5), it asks for installation over the weekend. This should be omitted. Do not factor in any weekend installation for these scenarios. 5. Correction Item: Page 141, Bid Form, Section F. This Bid Form lists the location as Portland, OR metro area. It should be changed to Buffalo, NY metro area. 6. Correction Item: Question Due Date and Addendum Issue dates changed. Page 7, F, Calendar of Events lists the Questions Due date as July 3rd before 3:30PM, and the Addendum Issued date as July 15th. The new dates are as follows: Questions Due July 9th before 3:30PM Addendum Issued July 17th IIl111ll( ft (10i Pill Ha►Ifone (ounlyFltblitSahoohi Flurd a:lingl Lleparlmenl PUIe Flroposal ( on) erence Bid/R'F,P #::: ' RFP #19-JLP-023 Bid Title: HVAC PRODUCTS, INSTALLATION, SRRV ICES AND RE[ E IID F RCIDUCTS 81 SERV ICES Date: June 29, 2079 Name Corn pany E -Ma it Adduess � LL �'1 � � �.� �; n ��� - � ,�� rocs � � •, ��rK; �. �I l id v ,�) �,� i-o'�-� ��J�S� i;�� D , T-4) v �c. P.s cles ,J r v DAD PA vFiu. HAA FORU COUNTY Harford County Aublic Schools Aumchasing CJepoOment Flra AuoEIojal Confalience Bid/RFP #: A 111 #1541 P-023 Bid Title: HWId PRODUCTS, INSTALLATION, 9ERVIdIS FIND RELATIID PRCIDUCIS & 99RVI4RS Date: June 29, 2015 Nam a aompz r) E -Mail Plddne,19 4!! zj FJ be_..._. ............ HARFORD COUNTY PUBLIC SCHOOLS Inspire •Prepare •Achieve Barbara P. Canavan, Superintendent of Schools 102 S. Hickory Avenue, Bel Air, Maryland 21014 Office: 410-838-7300 - www.hcps.org • fax: 410-893-2478 ADDENDUM #3 Purchasing Department Jeffrey LaPorta, Supervisor of Purchasing 410-638-4083, jeff.laporta@hcps.org RFP #15-JLP-023 HVAC Products, Installation, Services and Related Products and Services TO: ALL OFFERORS FROM: Jeff LaPorta, Purchasing Supervisor, Harford County Public Schools DATE: July 20, 2015 This Addendum #3 (final Addendum) is issued to respond to questions submitted by prospective Offerors. This Addendum concludes with a signature form acknowledging receipt of all three Addenda. You must sign this page and return it with Vour proposal. 1. Question: Is this a national contract for other sites in other states? Answer: Yes. In addition to the North Harford Middle School project, this is a national offering made available to public agencies nationwide through U.S. Communities. 2. Question: Is the North Harford Middle School project a real job or sample scenario? Answer: A real project. 3. Question: Can we bid on just the North Harford Middle School project only? Answer: Yes. 4. Question: Are there MBE sub -goals? Answer: No. 5. Question: There was a State law passed that any chillers funded with State or Federal money be replaced with equipment manufactured or assembled in the USA. Does this apply to this project? Answer: Harford County Public Schools is not a State agency, nor are any State funds being used for this project so the above reference does not apply. 6. Question: Reference to page 92, 3 d, and page 90 1 a. One refers to 280 tons, the other to 260 tons. Which is correct, and these should correlate and be the same. Answer: 262.5 tons 7. Question: What is the voltage for NHMS chillers? Answer: 460V/3PH. Additionally, Chilled Water GPM: 525 GPM. Chilled Water LWT: 42 degrees F and Chilled Water EWT: 54 degrees F based on 95 degrees F ambient air. Chiller net capacity at design conditions: 262.5 tons. 8. Question: Is there a noise/sound pressure rating we're looking for? Answer: See page 92, Section 3,c, Acoustics. 9. Question: Does the NHMS project include pulling valves? Answer: The contractor shall install all required chilled water piping to make connections to the new chillers. New chilled water piping shall match the existing chilled water black steel piping, diameter and thickness. Pipe insulation/thickness for chilled water shall match existing. Provide aluminized jacketing for all exterior chilled water piping insulation. Provide a Tee connection on the common chilled water supply from and separate chilled water return piping to each chiller with butterfly valves on both legs (total of six). Butterfly valves installed shall be equipped with valve extensions to clear pipe insulation and allow valve handle operation without obstructions. Provide a high vent on chilled water line with a ball valve connection. Refer to Chiller Components section of the specifications (Page 92-93) for additional requirements. I acknowledge that I have received and reviewed the following Addenda: Addendum #1, issued June 29, 2015 Addendum #2, issued June 30, 2015 Addendum #3, issued July 20, 2015 Printed name of person signing Addendum Form The same person signing the Proposal Form should be the person signing this Addendum Form.