NORTH SANPETE SCHOOL DISTRICT

REQUEST FOR PROPOSALS

MOUNT PLEASANT ELEMENTARY SCHOOL

HYDRONIC BOILER REPLACEMENT PROJECT

RFP No. 27-001 Issue Date: July 20, 2026

Proposal Due Date: August 10, 2026 SECTION 1: Notice Of Request For Proposals North Sanpete School District (“District”) solicits sealed proposals from qualified and licensed contractors for the replacement of hydronic heating boiler systems at Mount Pleasant Elementary School located at 400 East 579 South, Mount Pleasant, Utah 84647 (“Project”).

The Project includes, but is not limited to:

• Removal and disposal of existing boiler systems;

• Furnishing and installation of new hydronic condensing boilers;

• Associated mechanical, electrical, venting, controls, and plumbing work;

• Integration with the District’s Yamas Building Automation System;

• Startup and commissioning;

• Training of District personnel;

• Warranty registration and documentation;

• All labor, materials, permits, equipment, supervision, and incidentals necessary to provide a complete and operational system.

The District has determined this procurement constitutes a construction project and public works improvement under Utah law. The District reserves the right to reject any or all proposals, waive informalities, request clarifications, negotiate with proposers, and award the Contract to the proposer whose proposal is determined to be in the best interests of the District.

SECTION 2: Procurement Authority and General Conditions

2.1 Authority

This Request for Proposals (“RFP”) is issued by North Sanpete School District (“District”) pursuant to the authority granted to local education agencies under Utah law to procure construction services, materials, equipment, and related professional services necessary for the operation, maintenance, repair, renovation, and improvement of District facilities. This procurement shall be conducted in accordance with:

• Utah Procurement Code, Title 63G, Chapter 6a;

• Applicable provisions of Utah Administrative Code;

• North Sanpete School District procurement policies and procedures;

• Applicable public works requirements;

• Applicable federal, state, and local laws and regulations.

To the extent any conflict exists between solicitation documents, applicable law shall control.

North Sanpete School District Mt Pleasant Elementary Boiler Replacement Project RFP No 27-001

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2.2 Procurement Method

The District has determined that this procurement involves the renovation and improvement of an existing public-school facility and constitutes a construction procurement. The District is utilizing a Request for Proposals (RFP) process because the District intends to evaluate qualifications, technical compliance, project approach, experience, service capability, schedule, warranty support, and cost in determining best value. Award will not be based solely upon price.

The District reserves the right to consider all factors identified in this RFP in determining the proposal that provides the greatest overall benefit and value to the District.

2.3 Best Value Procurement

This procurement is intended to result in the selection of the proposer whose submission is determined to be the most advantageous to the District. The District may consider:

• Price;

• Technical compliance;

• Relevant experience;

• Qualifications of personnel;

• Service capabilities;

• Schedule;

• Warranty support;

• References;

• Long-term operational considerations;

• Any other factors identified in this solicitation.

The District is not required to award a contract to the lowest-priced proposer.

2.4 Public Works Construction Project

The District has determined that the work contemplated by this solicitation constitutes a public construction project involving the replacement and modernization of permanently installed building mechanical systems. The successful contractor shall be responsible for providing all labor, materials, supervision, equipment, permits, inspections, commissioning services, and incidentals necessary to provide a complete and operational installation. The resulting contract shall be treated as a public works construction contract.

2.5 Governing Law and Venue

This solicitation and any resulting contract shall be governed by the laws of the State of Utah.

Any action arising from or relating to this solicitation or any resulting contract shall be brought in a court of competent jurisdiction located within the State of Utah unless otherwise required by law. The contractor shall comply with all applicable federal, state, and local laws, ordinances, regulations, and codes.

2.6 Addenda

The District reserves the right to modify this solicitation through written addenda. Only written addenda issued by the District shall be binding. Verbal statements, interpretations, or representations shall not modify the requirements of this solicitation. Proposers shall acknowledge receipt of all addenda submitted prior to the proposal due date.

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2.7 Cost of Proposal Preparation

The District shall not be liable for any costs incurred by proposers in preparing, submitting, presenting, clarifying, negotiating, or otherwise participating in this procurement process. All costs incurred by proposers shall be borne solely by the proposer.

2.8 Reservation of Procurement Rights

The District expressly reserves the right to:

• Reject any proposal;

• Reject all proposals;

• Waive minor informalities or irregularities;

• Request clarification of proposal contents;

• Request additional information;

• Conduct discussions with one or more proposers;

• Negotiate contract terms;

• Request revised proposals;

• Request best and final offers;

• Cancel this solicitation at any time;

• Reissue the solicitation;

• Award in whole or in part;

• Make multiple awards if determined to be in the District’s best interests;

• Take any action permitted by law and District policy.

The exercise of any of these rights shall not create liability on the part of the District.

2.9 No Obligation to Award

Issuance of this solicitation does not obligate the District to award a contract, expend funds, or proceed with the Project. Any award shall be contingent upon:

• Availability of funding;

• Approval by the District’s governing board, if required;

• Successful contract negotiations;

• Verification of contractor qualifications;

• Verification of insurance and bonding requirements.

Until a written agreement has been executed by all parties, no contractual rights shall exist.

2.10 Public Records

Proposals submitted in response to this solicitation shall become the property of the District and may constitute public records subject to disclosure pursuant to the Utah Government Records Access and Management Act (GRAMA), Utah Code Title 63G, Chapter 2. Any proposer claiming that portions of its proposal are protected from disclosure shall clearly identify the specific information claimed to be protected and provide the legal basis for such claim. The District shall make all disclosure determinations in accordance with applicable law.

2.11 Ethical Conduct

By submitting a proposal, the proposer certifies that it has complied with applicable procurement laws and ethical standards and that the proposal has been submitted in good faith. The District may reject any proposal submitted by a proposer determined to be in violation of applicable

Page 4 of 93 North Sanpete School District procurement laws, debarred from public contracting, prohibited from contracting under applicable law, or otherwise determined to be non-responsible.

SECTION 3: Project Description

3.1 Project Overview

North Sanpete School District (“District”) is soliciting proposals from qualified and licensed contractors to provide a complete turnkey replacement of the existing hydronic heating boiler systems serving Mount Pleasant Elementary School located at:

Mount Pleasant Elementary School 400 East 579 South Mount Pleasant, Utah 84647 The Project includes the removal, disposal, furnishing, installation, startup, commissioning, and integration of replacement hydronic boiler equipment and all associated systems necessary to provide a complete and fully operational heating system. The District intends to replace aging mechanical equipment with modern, high-efficiency condensing boiler systems that improve reliability, energy efficiency, maintainability, operational visibility, and long-term serviceability.

The District anticipates the total project cost to be approximately Three Hundred Thousand Dollars ($300,000), although actual pricing shall be determined through the competitive procurement process.

3.2 Project Objectives

The primary objectives of this Project are to:

• Improve Reliability

• Improve Energy Efficiency

• Improve Maintainability

• Improve Monitoring and Operational Control

• Preserve Educational Operations

• Preserve Manufacturer Warranty Coverage

3.3 Existing Conditions

The existing facility is served by hydronic heating boiler equipment that has reached a stage in its lifecycle where replacement is warranted. The District intends for the successful Contractor to evaluate existing field conditions and provide all labor, materials, equipment, services, coordination, and incidentals necessary to complete the Project. Information regarding existing equipment and site conditions is provided for informational purposes only. The District does not warrant the completeness or accuracy of any information provided regarding existing conditions.

Contractors are encouraged to conduct site visits and perform independent investigation prior to submitting a proposal. Submission of a proposal shall constitute acknowledgment that the proposer has independently evaluated the site and conditions affecting the Work.

3.4 General Scope of Work

The Project generally includes, but is not limited to:

Mechanical Work

• Removal of existing boiler equipment;

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• Removal of associated components as required;

• Furnishing and installation of replacement boiler equipment;

• Installation of pumps, valves, gauges, sensors, controls, accessories, and appurtenances;

• Modification of piping systems as required;

• Insulation restoration and replacement;

• Testing and balancing/adjusting as required.

Electrical Work

• Removal of obsolete electrical components;

• Electrical service modifications required to support replacement equipment;

• High-voltage and low-voltage connections;

• Controls wiring;

• Startup support and testing.

Controls Integration

• Coordination with the District’s existing Yamas Building Automation System;

• Provision of all gateways, programming, interfaces, and integration services required to establish full communication between the boiler system and the BAS;

• Verification of operational functionality prior to final acceptance.

Venting and Combustion Systems

• Removal or modification of existing venting systems as necessary;

• Installation of new venting systems;

• Roof penetrations, flashing, weatherproofing, and associated repairs;

• Compliance with applicable manufacturer requirements and code requirements.

Condensate Management

• Installation of condensate drainage systems;

• Installation of condensate neutralization equipment;

• Connection to approved drainage systems.

Startup and Commissioning

• Factory-authorized startup;

• Functional testing;

• Operational verification;

• Commissioning activities;

• Training of District personnel.

Project Closeout

• As-built documentation;

• Operation and maintenance manuals;

• Warranty registration;

• Warranty documentation;

• Final testing reports;

• Training documentation.

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3.5 Building Automation System Requirements

The District currently utilizes a Yamas Building Automation System for monitoring and control of facility HVAC systems. The successful Contractor shall coordinate directly with the District and the District’s BAS provider to ensure complete integration of the new boiler system. At a minimum, the integration shall provide visibility of:

• Boiler status;

• Boiler alarms;

• Supply water temperature;

• Return water temperature;

• Setpoints;

• Operating modes;

• Firing rates;

• Runtime information;

• Fault conditions;

• Any other operational data customarily available through modern boiler control systems.

The Contractor shall provide all hardware, software, programming, gateways, licenses, and services necessary to achieve complete integration.

3.6 Occupied Facility Requirements

Mount Pleasant Elementary School is an active educational facility. The Contractor shall conduct operations in a manner that protects students, employees, visitors, and District property. The Contractor shall:

• Maintain safe work areas;

• Coordinate access with District personnel;

• Minimize disruptions to educational activities;

• Control dust, debris, noise, and odors;

• Comply with all applicable safety requirements;

• Secure all work areas when unattended.

The District reserves the right to impose reasonable restrictions on work activities occurring during school operations.

3.7 Project Schedule and Critical Completion Date

The District intends for this Project to be substantially completed no later than October 30, 2026.

The successful Contractor shall provide sufficient personnel, supervision, materials, and resources to meet this schedule. Because heating system availability is critical to the operation of the facility, timely completion of the Project is an essential requirement of this procurement. The Contractor’s proposed schedule shall be evaluated as part of the proposal review process. Failure to achieve the required completion date may result in assessment of liquidated damages as described elsewhere in this solicitation.

3.8 Project Completion Requirements

At completion of the Project, the District expects to receive:

• Fully operational hydronic boiler systems;

• Complete BAS integration;

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• All required inspections and approvals;

• Successful startup and commissioning documentation;

• Manufacturer warranty documentation;

• Training for District personnel;

• Complete operation and maintenance documentation;

• A clean, safe, and fully functional mechanical room suitable for long-term operation and maintenance.

The Project shall not be considered complete until all contract requirements have been satisfied and final acceptance has been issued by the District.

3.9 Contract Award and Execution

Following approval by the North Sanpete School District Board of Education, if required, the successful Proposer shall be required to execute a written Construction Agreement prepared by the District. The Construction Agreement shall incorporate the requirements of this Request for Proposals, the successful Proposal, all Addenda, and any negotiated modifications accepted by the District. The successful Proposer shall provide all required insurance certificates, endorsements, performance and payment bonds, and other post-award documentation before execution of the Construction Agreement or issuance of a Notice to Proceed. No contractual relationship shall exist until a written Construction Agreement has been fully executed by both parties and a Notice to Proceed has been issued by the District.

SECTION 4: Procurement and Project Schedule

4.1 General Schedule Information

The District intends to complete procurement, contract execution, equipment acquisition, installation, commissioning, and final acceptance of the Project in accordance with the schedule identified in this Section. The schedule provided herein represents the District’s anticipated timeline. The District reserves the right to revise dates, issue addenda, extend deadlines, or otherwise modify the schedule as necessary. Proposers shall carefully review the required completion dates and submit proposals only if they possess the resources, staffing, equipment, and scheduling capacity necessary to successfully complete the Project within the required timeframe. Time is of the essence for this Project.

4.2 Anticipated Procurement Schedule

The anticipated procurement schedule is as follows:

Milestone Date

Request for Proposals Issued Monday, July 20, 2026

Questions Due Monday, August 3, 2026

Final Addendum Issued (if necessary) Friday, August 7, 2026

Proposal Submission Deadline Monday, August 10, 2026

Evaluation Period August 11 through 17, 2026

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Milestone Date

Board Approval/Award August 18, 2026

Contract Execution August 19-21, 2026

Notice to Proceed August 21, 2026

The District may modify any of the above dates by written notice or addendum.

4.3 Contractor Schedule Requirements

Each proposer shall submit a preliminary project schedule with its proposal. The schedule shall demonstrate the proposer’s ability to complete the Project within the required timeframe and shall identify major project milestones, including:

• Contract execution;

• Procurement of equipment;

• Equipment delivery;

• Demolition and removal activities;

• Mechanical installation activities;

• Electrical installation activities;

• Controls integration;

• Startup and commissioning;

• Training;

• Substantial Completion;

• Final Completion.

The successful Contractor shall submit a detailed project schedule following award and prior to commencement of Work. The District reserves the right to require revisions to the schedule as a condition of contract execution.

4.4 Coordination with School Operations and Project Scheduling Mount Pleasant Elementary School is an active educational facility. Portions of the Work may occur while students, employees, parents, visitors, and members of the public are present on campus. The Contractor shall plan, schedule, and perform the Work in a manner that minimizes disruption to educational operations and protects the health, safety, and welfare of students, staff, and visitors. The Contractor shall coordinate all activities with the District’s designated representative and shall comply with all requirements contained in Section 6 (Contractor Conduct, Site Access, and Occupied School Requirements). The Contractor shall account for operational constraints including, but not limited to:

• Student arrival and dismissal periods;

• School operating hours;

• School programs and activities;

• Summer school activities;

• Occupied portions of the facility;

• Student and staff traffic patterns;

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• Emergency access requirements;

• Parking and delivery restrictions;

• Utility shutdown coordination;

• Safety and security requirements;

• Restricted access periods established by the District.

The Contractor shall not assume unrestricted access to all portions of the facility at all times. The Contractor shall include sufficient supervision, staffing, scheduling flexibility, temporary facilities, and coordination efforts necessary to accommodate school operations without additional compensation. The District reserves the right to require modifications to work sequencing, access routes, delivery schedules, or work hours when necessary to support school operations, student safety, or facility security.

Critical Path Schedule Requirement Within ten (10) calendar days following issuance of the Notice to Proceed, the Contractor shall submit a detailed Project Schedule for District review and approval. The Project Schedule shall identify all major activities and milestones necessary to complete the Project and shall demonstrate the Contractor’s plan for achieving Substantial Completion and Final Completion by the dates established in this solicitation. At a minimum, the Project Schedule shall include:

• Contract execution;

• Procurement and submittal activities;

• Equipment ordering and manufacturing lead times;

• Equipment delivery dates;

• Demolition and removal activities;

• Mechanical installation activities;

• Electrical installation activities;

• Controls integration activities;

• BAS coordination and programming;

• Startup activities;

• Commissioning activities;

• District training activities;

• Punch list completion;

• Substantial Completion;

• Final Completion.

The schedule shall clearly identify critical path activities and any long-lead equipment that may affect Project completion. The Contractor shall update the Project Schedule whenever significant changes occur and shall provide revised schedules to the District upon request. Approval of the Project Schedule by the District shall not relieve the Contractor of responsibility for timely completion of the Work. The Contractor shall continuously monitor progress and shall take all actions necessary to maintain compliance with the approved schedule. Failure to provide, maintain, or adhere to the required Project Schedule may be considered evidence of inadequate project management and may constitute grounds for corrective action under the Contract.

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4.5 Long-Lead Equipment

The District recognizes that boiler equipment and related mechanical components may have extended manufacturing and delivery lead times. Proposers shall identify:

• Anticipated equipment lead times;

• Potential supply chain concerns;

• Major procurement risks;

• Proposed mitigation strategies.

The Contractor shall immediately notify the District of any circumstances that may affect timely procurement of equipment. The existence of long-lead equipment shall not relieve the Contractor of its responsibility to meet required completion dates unless a written extension is approved by the District.

4.6 Substantial Completion

For purposes of this solicitation and any resulting contract, “Substantial Completion” shall mean the date upon which:

• The replacement boiler systems have been fully installed;

• The systems are operational and capable of serving the facility;

• Required inspections have been completed;

• Startup activities have been completed;

• BAS integration is operational;

• The District can utilize the heating system for its intended purpose;

• Any remaining deficiencies do not materially impair operation of the system.

The required date for Substantial Completion is: October 30, 2026 Failure to achieve Substantial Completion by this date may result in assessment of liquidated damages as described elsewhere in this solicitation and resulting contract.

4.7 Final Completion

For purposes of this solicitation and any resulting contract, “Final Completion” shall mean the date upon which all Project requirements have been fully satisfied, including:

• Completion of all punch list items;

• Submission of as-built documentation;

• Submission of operation and maintenance manuals;

• Submission of warranty documentation;

• Completion of personnel training;

• Submission of commissioning documentation;

• Removal of temporary facilities;

• Final cleanup of the site.

The required date for Final Completion is: November 15, 2026

4.8 Delay Notification Requirements

The Contractor shall promptly notify the District in writing of any actual or anticipated delay that may affect the Project schedule. The notification shall identify:

• Cause of the delay;

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• Anticipated duration;

• Impact on project milestones;

• Proposed corrective actions;

• Proposed recovery schedule.

Failure to provide timely notice may be considered in evaluating requests for schedule adjustments.

4.9 Requests for Schedule Extensions

The District may consider requests for schedule extensions when delays result from circumstances beyond the reasonable control of the Contractor, including:

• Force majeure events;

• Natural disasters;

• Unanticipated governmental actions;

• Other circumstances approved by the District.

Requests for extensions shall:

• Be submitted in writing;

• Describe the circumstances causing the delay;

• Include supporting documentation;

• Be submitted promptly after discovery of the delay.

Approval of any extension shall be at the sole discretion of the District and shall be effective only if approved in writing.

4.10 Failure to Meet Schedule Requirements

The Contractor shall be responsible for providing sufficient labor, supervision, equipment, subcontractors, materials, and resources necessary to achieve the required completion dates.

Failure to meet contractual completion dates may result in:

• Assessment of liquidated damages;

• Withholding of payment;

• Denial of time extension requests;

• Default remedies available under the Contract;

• Any other remedies available under law or contract.

The Contractor acknowledges that timely completion of this Project is critical to the operation of Mount Pleasant Elementary School and that the District will rely upon the Contractor’s representations regarding its ability to meet the required schedule.

SECTION 5: Site Investigation and Existing Conditions

5.1 Purpose

The District has provided information regarding the Project and existing facility conditions to assist proposers in preparing responsive proposals. The information provided by the District is intended solely as a convenience to prospective proposers and shall not relieve any proposer of its responsibility to independently investigate the site, verify existing conditions, and determine the requirements necessary to complete the Work. Submission of a proposal shall constitute

Page 12 of 93 North Sanpete School District acknowledgment that the proposer has conducted such investigation as it deems necessary to satisfy itself regarding all conditions affecting the Work.

5.2 Site Visits

Site visits are strongly encouraged. Prospective proposers may arrange a site visit through the District’s designated representative. The District shall make reasonable efforts to provide access to the facility; however, access may be limited by school operations, safety concerns, or scheduling constraints. The District may require visitors to comply with school security procedures, visitor management procedures, identification requirements, and other safety protocols while on District property.

5.3 Contractor Responsibility for Investigation

Prior to submitting a proposal, each proposer shall carefully investigate and become familiar with all conditions that may affect the Project, including but not limited to:

• Existing mechanical room conditions;

• Existing boiler equipment;

• Existing piping systems;

• Existing electrical service and distribution;

• Existing control systems;

• Existing BAS infrastructure;

• Existing venting systems;

• Existing drainage systems;

• Existing roof penetrations;

• Site access conditions;

• Equipment removal constraints;

• Material delivery routes;

• Utility connections;

• Space limitations;

• Storage limitations;

• Safety and security considerations associated with an occupied school facility.

The successful Contractor shall be solely responsible for determining the means, methods, sequencing, labor, materials, equipment, and resources necessary to complete the Work.

5.4 Field Verification

The Contractor shall verify all field dimensions, measurements, elevations, utility locations, equipment clearances, access routes, and other conditions affecting the Work. Dimensions shown on drawings, photographs, diagrams, specifications, or other documents shall not relieve the Contractor of responsibility for field verification. The Contractor shall immediately notify the District of any discrepancies discovered during the course of its investigation or performance of the Work.

5.5 Existing Information Provided by District

The District may provide photographs, equipment information, manufacturer information, sketches, utility information, maintenance records, or other information concerning the existing facility. Such information is provided for informational purposes only. The District does not represent or warrant that such information is complete, accurate, or suitable for construction

Page 13 of 93 North Sanpete School District purposes. Proposers shall independently verify all information material to the preparation of their proposals. Reliance upon District-provided information shall not relieve the Contractor of responsibility for proper execution of the Work.

5.6 Concealed and Unknown Conditions

The District recognizes that portions of the Work involve renovation of existing building systems and that certain conditions may not be readily observable during a reasonable site investigation.

If the Contractor encounters concealed conditions that:

• Differ materially from those ordinarily encountered in similar work; or

• Could not reasonably have been identified through ordinary site investigation and professional diligence;

the Contractor shall immediately stop work in the affected area and provide written notice to the District before proceeding. The Contractor shall not undertake additional work associated with such conditions without written authorization from the District. The District reserves the right to investigate the condition and determine whether a contract modification is appropriate. Failure to provide timely written notice shall constitute a waiver of any claim arising from the condition.

5.7 Utility Verification

The Contractor shall verify all utility connections and utility capacities necessary for the installation and operation of the replacement boiler systems. The Contractor shall coordinate with utility providers and the District as necessary. The Contractor shall be responsible for identifying any modifications required to:

• Electrical service;

• Gas service;

• Drainage systems;

• Control systems;

• Communications systems;

• Building automation systems.

The Contractor shall include all reasonably identifiable utility-related work in its proposal.

5.8 Existing Equipment Removal and Salvage

Existing equipment designated for removal shall become the property of the Contractor unless specifically identified by the District for retention. The Contractor shall remove and dispose of equipment, materials, and debris in accordance with applicable laws and regulations. The Contractor shall protect existing facilities and equipment that are to remain in service. Any damage caused by Contractor operations shall be repaired at Contractor expense.

5.9 Proposal Assumptions

Any assumptions made by the proposer regarding existing conditions, access requirements, equipment compatibility, utility capacities, controls integration, sequencing, or scheduling shall be clearly identified within the proposal. Failure to identify assumptions shall constitute acknowledgment that the proposer has included all labor, materials, equipment, supervision, temporary facilities, coordination, and incidentals necessary to complete the Work as described in this solicitation. The District reserves the right to reject proposals containing assumptions that materially alter the requirements of the Project.

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5.10 No Additional Compensation for Discoverable Conditions

No increase in contract price, additional compensation, schedule extension, or change order shall be granted for conditions that:

• Were reasonably discoverable through site investigation;

• Could have been identified through ordinary professional diligence;

• Could have been verified through field measurements or inspection;

• Are inherent in the nature of renovation and replacement work of this type.

The Contractor acknowledges that it has had adequate opportunity to investigate the Project site and existing conditions prior to submission of its proposal. Submission of a proposal constitutes acceptance of responsibility for all conditions reasonably discoverable through such investigation.

SECTION 6: Contractor Conduct, Site Access, And Occupied School Requirements

6.1 Occupied School Facility

Mount Pleasant Elementary School is an active public elementary school that may be occupied by students, staff, parents, visitors, and members of the public during portions of the Project. The Contractor shall conduct all operations in a manner that protects the health, safety, and welfare of students, employees, and visitors. The Contractor shall coordinate all work activities with the District’s designated representative and shall conduct operations in a manner that minimizes disruption to educational activities. The District reserves the right to restrict access to certain areas, establish work-hour limitations, require escorts, or impose additional safety requirements when necessary to protect students and staff.

6.2 Professional Conduct

Contractor personnel shall conduct themselves in a professional manner at all times while on District property. The following conduct is prohibited:

• Use of profanity, vulgar language, or offensive conduct;

• Possession or use of alcohol, illegal drugs, or controlled substances not lawfully prescribed;

• Possession of firearms, weapons, or dangerous instruments except as authorized by law and approved in writing by the District;

• Tobacco, vaping, or nicotine product use on District property;

• Harassment, intimidation, or inappropriate interactions with students or staff;

• Photography, video recording, or audio recording of students without prior written authorization from the District;

• Use of District technology systems without authorization.

Any individual determined by the District to be engaging in inappropriate conduct may be removed from the Project site immediately.

6.3 Student Contact

Contractor personnel shall avoid unnecessary interaction with students. Contractor personnel shall not:

• Initiate personal conversations with students unrelated to the Work;

• Transport students;

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• Be alone with a student in an enclosed area;

• Exchange personal contact information with students;

• Communicate with students through social media, text messaging, email, or other electronic means.

Any safety concern, suspicious behavior, or student-related incident shall be immediately reported to the District representative.

6.4 Background Checks

Because portions of the Work may occur while school is in session, the District reserves the right to require criminal background screening for Contractor personnel who may have ongoing access to occupied portions of the facility. Upon request of the District, the Contractor shall provide written certification that assigned personnel have successfully completed criminal background screening consistent with applicable Utah law and District requirements. The District reserves the right to prohibit any individual from working on District property when the District determines that such action is in the best interest of student or staff safety. Nothing in this section shall be construed as creating an obligation on the District to perform or manage Contractor background checks. The Contractor shall remain solely responsible for screening, supervising, and monitoring its employees and subcontractors.

6.5 Site Access, Identification, and Security Procedures

The Contractor shall designate a Project Superintendent or Site Supervisor who shall serve as the primary point of contact for the District throughout the Project. Prior to commencement of Work, the Contractor shall provide the District with:

• The name and contact information of the Project Superintendent;

• A list of anticipated Contractor personnel;

• A list of anticipated subcontractors;

• Emergency contact information.

The Contractor shall notify the District whenever personnel assignments change. All Contractor personnel and subcontractor personnel shall:

• Enter and exit the facility only through District-approved access points;

• Comply with all District visitor management and security procedures;

• Check in through the school office upon arrival unless otherwise directed by the District;

• Check out through the school office prior to departing the site for the day unless otherwise directed by the District;

• Remain within authorized work areas;

• Follow all directions of District administration regarding safety and security;

• Immediately report unsafe conditions, security concerns, or emergencies.

The District may require Contractor personnel to sign visitor logs, wear visitor badges, or comply with other site-specific security procedures.

6.6 Identification Requirements

For the safety and security of students, staff, and visitors, all Contractor and subcontractor personnel shall be readily identifiable while on District property. At all times while on site, Contractor personnel shall wear:

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• Company-issued photo identification; or

• Company-issued clothing displaying the company name; and

• Any District-issued visitor identification required by the school.

Identification shall be clearly visible above the waist and available for inspection upon request by District personnel. Any individual who cannot be readily identified as an authorized Contractor representative may be denied access to District property until appropriate identification is provided. The District reserves the right to require removal from the site of any individual who refuses to comply with identification requirements.

6.7 Daily Check-In and Check-Out Procedures

The Contractor’s Project Superintendent or designated foreman shall check in with the school’s main office or designated District representative at the beginning of each workday. The purpose of the check-in process is to:

• Verify personnel on site;

• Coordinate daily activities;

• Identify operational concerns;

• Review safety considerations;

• Communicate schedule changes.

At the conclusion of each workday, the Project Superintendent or designated foreman shall notify the District representative that work activities have concluded and that the site has been secured. The Contractor shall maintain a daily record of personnel present on site and shall provide such records to the District upon request. The Contractor shall immediately notify the District of:

• New personnel arriving on site;

• Changes in subcontractors;

• Safety incidents;

• Property damage;

• Utility interruptions;

• Security concerns;

• Conditions that may affect school operations.

No Contractor personnel shall remain on District property outside approved working hours without prior authorization from the District.

6.8 Visitor and Personnel Restrictions

The Contractor shall not permit unauthorized individuals to enter the Project site. Family members, friends, guests, children, pets, or other non-working individuals shall not accompany Contractor personnel onto District property without prior written approval from the District.

Only personnel directly involved in the performance of the Work shall be permitted access to the Project site.

6.9 Housekeeping and Site Cleanliness

The Contractor shall maintain the Project site in a clean, orderly, and safe condition at all times.

Debris shall be removed regularly and shall not be allowed to accumulate. At the conclusion of each workday, the Contractor shall:

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• Remove trash and debris;

• Secure tools and materials;

• Eliminate hazards;

• Restore access routes required for school operations.

6.10 Failure to Comply

Failure to comply with the requirements of this Section shall constitute a material breach of the Contract. The District may require removal of personnel, suspend work, restrict site access, or pursue any other remedies available under the Contract or applicable law.

SECTION 7: Scope Of Work Contractor shall provide a complete turnkey project including:

A. Existing Equipment Removal

1. Remove existing boilers.

2. Remove obsolete equipment.

3. Remove obsolete piping as required.

4. Dispose of materials in accordance with applicable laws.

5. Removal of existing venting

B. New Boiler Installation

1. Furnish and install two high-efficiency condensing boilers.

2. Furnish all pumps, controls, valves, sensors, accessories, and appurtenances.

3. Install all piping modifications.

4. Install all electrical connections.

5. Install new CPVC exhaust venting system.

6. Replacement of boiler supply and return piping with 4-inch piping to the common header.

7. Install condensate neutralization systems.

C. Controls Integration

1. Integrate with existing Yamas BAS.

2. Provide all programming.

3. Provide all gateways and interfaces.

4. Demonstrate successful communication prior to acceptance.

D. Startup and Commissioning

1. Factory-authorized startup.

2. Functional testing.

3. Performance verification.

4. Staff training.

E. Closeout

1. O&M manuals.

2. As-built drawings.

3. Warranty documents.

4. Training documentation.

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TECHNICAL SPECIFICATIONS

7.1 General Requirements

The Contractor shall furnish, install, test, commission, and place into operation a complete hydronic boiler system capable of reliably serving the heating requirements of Mount Pleasant Elementary School. The Work shall include all labor, materials, equipment, supervision, accessories, controls, piping, valves, insulation, electrical connections, startup services, commissioning services, and appurtenances necessary to provide a complete and fully operational system. All equipment shall be new, unused, and of current manufacture. The District shall not accept refurbished, remanufactured, used, or previously installed equipment.

7.2 Basis of Design

The Basis of Design shall be the Fulton Endura XE Model EXE-2000 Condensing Hydronic Boiler, or a District-approved equivalent meeting or exceeding all functional, performance, efficiency, reliability, warranty, and interoperability requirements contained in this Solicitation.

The basis-of-design manufacturer is intended to establish minimum standards of quality, reliability, efficiency, serviceability, controls capability, warranty support, and long-term maintainability. References to a specific manufacturer, product line, model, trade name, catalog number, or other proprietary designation are intended solely to establish a standard of quality and performance and shall not be interpreted as a sole-source specification. Equivalent equipment may be proposed. The District reserves the sole right to determine whether proposed equipment is equivalent. Proposers submitting alternate equipment shall provide sufficient technical documentation to demonstrate equivalency. At a minimum, alternate equipment shall meet or exceed all requirements contained within this Solicitation, including:

• Efficiency requirements;

• Heat exchanger requirements;

• Controls requirements;

• BAS integration requirements;

• Warranty requirements;

• Startup and commissioning requirements;

• Serviceability requirements;

• Performance guarantee requirements.

Local Service and Warranty Support Because Mount Pleasant Elementary School is a critical educational facility located in a rural service area, the District places significant value on the availability of qualified local and regional support resources. Each proposer shall identify:

• The manufacturer of the proposed equipment;

• The nearest factory-authorized service organization;

• The location of the servicing organization;

• The distance from Mount Pleasant Elementary School;

• Availability of emergency service support;

• Availability of replacement parts;

• Availability of factory-authorized startup and commissioning services.

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The proposer shall provide documentation demonstrating that the identified service organization is authorized by the manufacturer to perform startup, commissioning, warranty service, and repair work on the proposed equipment. The District may consider service support capability, parts availability, response time, and long-term maintainability when evaluating equivalency and determining best value. Equipment that lacks reasonable access to factory-authorized service support within the State of Utah or surrounding service area may be determined to be non-responsive.

Manufacturer Support Requirements The successful Contractor shall coordinate all startup, commissioning, warranty registration, and warranty service activities with the manufacturer and/or the manufacturer’s authorized representative. The Contractor shall provide written documentation identifying:

• The factory-authorized startup provider;

• The warranty service provider;

• Warranty claim procedures;

• Service contact information;

• Emergency support contact information.

The District reserves the right to verify manufacturer-authorized service status directly with the manufacturer prior to award.

7.3 Boiler Performance Requirements

The proposed boiler system shall meet or exceed the following minimum requirements:

Boiler Quantity

• Two (2) boilers.

Fuel Source

• Natural Gas.

Boiler Type

• High-efficiency condensing hydronic boiler.

Piping

• (2) Manual balancing valves

• (4) Butterfly valves

• (2) Check valves

• (2) Thermometers with wells

• (2) Pressure gauges.

Thermal Efficiency

• Minimum 90% thermal efficiency.

• Preference may be given to higher efficiency ratings.

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Heat Exchanger

• Stainless steel construction.

• 316 stainless steel, 439 stainless steel, or equivalent corrosion-resistant material.

Burner

• Fully modulating burner.

Turndown Ratio

• Minimum 10:1 turndown ratio.

Pressure Vessel

• ASME-certified pressure vessel.

Listing

• UL listed or equivalent nationally recognized testing laboratory certification.

Controls

• Integrated microprocessor-based controls.

• BAS point list

• BACnet gateway if required

• Modbus capability

• alarm monitoring

• remote enable/disable

• trending capability

• lead-lag sequencing

• outdoor air reset integration

Lead/Lag Capability

• Automatic lead-lag sequencing capability.

Outdoor Reset Capability

• Included.

Alarm Capability

• Local and remote alarm capability.

7.4 Mechanical Installation Requirements

The Contractor shall provide all mechanical work necessary to install a complete and operational boiler system. Mechanical work shall include:

• Removal of existing boilers;

• Installation of new boilers;

• Pumps;

• Expansion tank connections;

• Air elimination devices;

• Isolation valves;

• Check valves;

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• Balancing valves;

• Strainers;

• Temperature gauges;

• Pressure gauges;

• Relief valves;

• Sensors;

• Drain valves;

• Accessories required by manufacturer.

All piping modifications required to complete the installation shall be included.

7.5 Venting Requirements

The Contractor shall provide a complete venting system in accordance with manufacturer requirements and applicable codes. The venting system shall include:

• Vent piping;

• Supports;

• Roof penetrations;

• Flashing;

• Weatherproofing;

• Terminations.

The Contractor shall repair any roofing or building components disturbed during installation. All penetrations shall be permanently weather-tight.

7.6 Condensate Management

The Contractor shall provide a complete condensate management system including:

• Condensate piping;

• Condensate neutralization equipment;

• Supports;

• Drainage connections.

The system shall comply with manufacturer requirements and applicable plumbing codes.

7.7 Electrical Requirements

The Contractor shall provide all electrical work required for a complete installation. Electrical work shall include at a minimum:

• Power connections;

• Disconnects;

• Control wiring;

• Interlocks;

• Grounding;

• Equipment startup support.

All electrical work shall comply with applicable codes. The Contractor shall verify available electrical capacity prior to installation.

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7.8 Building Automation System Integration

The District currently utilizes a Yamas Building Automation System (BAS). The Contractor shall provide all hardware, software, programming, gateways, licenses, interfaces, and services necessary to fully integrate the boiler system with the existing BAS. The Contractor shall coordinate directly with the District and the District’s BAS provider. At a minimum, the following points shall be available through the BAS:

Monitoring

• Boiler status;

• Boiler enable/disable status;

• Supply water temperature;

• Return water temperature;

• Boiler firing rate;

• Runtime information;

• Setpoints;

• Alarm conditions;

• Fault conditions.

Control

• Occupied/unoccupied modes;

• Enable/disable commands where permitted by manufacturer;

• Setpoint adjustment where permitted by manufacturer.

The Contractor shall demonstrate successful BAS communication prior to final acceptance.

7.9 Startup and Commissioning

The Contractor shall provide factory-authorized startup and commissioning services. Startup and commissioning shall include:

• Verification of installation;

• Verification of venting;

• Verification of gas pressure;

• Verification of electrical connections;

• Verification of controls operation;

• Verification of safety devices;

• Verification of BAS integration;

• Combustion analysis;

• Control calibration;

• Pump verification;

• Written startup report;

• Owner training verification;

• Functional performance testing.

The Contractor shall submit commissioning documentation to the District.

7.10 Warranty Preservation Requirements

Installation and startup shall be performed in accordance with all manufacturer requirements necessary to preserve warranty coverage. The Contractor shall:

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• Register warranties;

• Submit warranty documentation;

• Provide startup reports;

• Provide commissioning reports;

• Provide documentation verifying compliance with manufacturer requirements.

The Contractor shall not perform any installation method that would invalidate or impair warranty coverage.

7.11 Operation and Maintenance Documentation

The Contractor shall provide:

• Operation manuals;

• Maintenance manuals;

• Parts lists;

• Wiring diagrams;

• Controls documentation;

• Startup reports;

• Commissioning reports;

• Warranty documents.

Documentation shall be provided in both electronic PDF format and hard-copy format.

7.12 Training Requirements

The Contractor shall provide on-site training for District maintenance and facilities personnel.

Training shall include:

• System operation;

• Safety procedures;

• Routine maintenance;

• Alarm response procedures;

• BAS functionality;

• Seasonal startup and shutdown procedures.

7.13 Acceptance Testing

Prior to final acceptance, the Contractor shall demonstrate:

• Proper boiler operation;

• Proper controls operation;

• Proper BAS integration;

•…