1-U46 532-26 Tefft MS HVAC Repl PROJ MANUAL 100% OTB SET (1).pdf

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TEFFT MIDDLE SCHOOL HVAC REPLACEMENT; U-46 PROJECT NO. 532-26
Solicitation number
405 - 25/26
Issued by
Kane County, Illinois

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TEFFT MIDDLE SCHOOL HVAC REPLACEMENT PROJECT SUMMARY

This project manual and bidding document package is issued by the Board of Education of School District U-46 in Kane County, Illinois, for the HVAC replacement at Tefft Middle School, located at 1100 Shirley Avenue, Streamwood, Illinois 60107 (Project No. 532-26). The scope of work includes complete replacement of the HVAC system and all associated work, including mechanical, plumbing, electrical, and fire suppression components. The project is divided into two phases: Phase 1 addresses work in locker rooms, gymnasium, cafeteria, library, auditorium, band room, main office, and second floor office suite (substantial completion August 7, 2026; final completion August 14, 2026), while Phase 2 addresses remaining areas including installation of vertical unit ventilators and boiler room equipment (substantial completion July 30, 2027; final completion August 7, 2027). A mandatory pre-bid meeting is scheduled for February 11, 2026, at 7:30 a.m. CT at the school, with sealed bids due February 25, 2026, at 1:30 p.m. CT via the District's RFP/Bid Portal. The anticipated contract award date is April 27, 2026, with a letter of intent to proceed issued April 14, 2026, and work commencing May 26, 2026.

Bids are submitted on a lump-sum basis with a $450,000 general allowance included in the base bid. A 10 percent bid bond or cashier's check and performance bond and labor and material payment bond equal to 100 percent of the contract sum are required. The project is subject to the Illinois Prevailing Wage Act with certified payrolls to be submitted via the Illinois Department of Labor website. Liquidated damages of $1,000 per calendar day are assessed for failure to meet substantial completion dates for each phase. All work must comply with applicable Illinois codes, NFPA standards, ASME requirements, and other referenced standards. The contractor is responsible for temporary services, utilities, and coordination with ongoing school operations during the school year, with work restricted to non-occupied hours once school is in session. Equipment delivery delays must be identified at bid time, and the District locksmith must be consulted regarding hardware design and key system specifications.

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SCHOOL DISTRICT U-46

355 East Chicago Street

Elgin, Illinois 60120

111 S. Virginia Street, Crystal Lake, Illinois 60014

Office 815-788-8901 | Fax 815-788-8908 MSA P.N. 2555

PROJECT MANUAL

TEFFT MIDDLE SCHOOL

HVAC REPLACEMENT

U-46 Project No. 532-26

February 2, 2026

Owner: School District U-46 355 East Chicago Street Elgin, Illinois 60120

Engineer: Mechanical Services Associates Corp.

Jeff Leverenz 111 S. Virginia Street Crystal Lake, Illinois 60014 815-788-8901

MANDATORY Pre-Bid Meeting: February 11, 2026, 7:30 a.m. CT Tefft Middle School 1100 Shirley Avenue Streamwood, Illinois 60107

Virtual Bid Opening: February 25, 2026, 1:30 p.m. CT School District U-46 Link will be posted on the District’s Bid Portal (Bonfire)

TABLE OF CONTENTS TOC - 1

TEFFT MIDDLE SCHOOL – HVAC REPLACEMENT U-46 P.N. 532-26

SCHOOL DISTRICT U-46

TEFFT MIDDLE SCHOOL

HVAC REPLACEMENT

MSA PROJECT NO. 2555

U-46 PROJECT NO. 532-26

TABLE OF CONTENTS

GENERAL INFORMATION

A1 Advertisement for Bids

A2 Instructions to Bidders

AIA A701 Instruction to Bidders (Latest Edition) (NOT INCLUDED)

A9 Authorization for Criminal Background Investigations

AIA A201 General Conditions of the Contract for Construction

AIA A101 Standard Form of Agreement Between Owner and Contractor (Latest Edition)

(NOT INCLUDED)

AIA A312 Performance Bond and Payment Bond (Latest Edition) (NOT INCLUDED)

BID SUBMITTAL DOCUMENTS

A3 Form of Bid

A4 Bidder Eligibility Certification and Non-Collusion Affidavit Pursuant to

Public Act 85-1295 (720 ILCS 5/33E-1 et seq.)

A5 Prevailing Wage Payment Certification

A6 Certificate of Compliance with Illinois Human Rights Act (775 ILCS 5/1-101 et seq.)

A7 Certificate of Compliance with Illinois Drug-Free Workplace Act

A8 Certificate Regarding Criminal Background Investigations

A10 Asbestos and/or Lead Free Construction Certification

A11 Certification of Sexual Harassment Policy

A12 Certification of Monthly Payroll

AIA A305 Contractor’s Qualification Statement (NOT INCLUDED)

AIA A310 Bid Bond (Latest Edition) (NOT INCLUDED)

SPECIFICATIONS

NOTE: ALL REFERENCES TO "ARCHITECT" WITHIN THE PROJECT DOCUMENTS

SHALL BE REFERRED TO AS "ENGINEER."

Division 00 – Contracting Requirements

Section 003126 Environmental Notes

Division 01 – General Requirements

Section 010200 Completion Date

Section 012100 Allowances

Section 012500 Substitution Procedures

Section 012600 Contract Modification Procedures

Section 012900 Payment Procedures

Section 012901 Special Provisions for Predetermined Prevailing Wage

Section 013100 Project Management and Coordination

Section 013200 Construction Progress Documentation

TABLE OF CONTENTS TOC - 2

Section 013300 Submittal Procedures

Section 015000 Temporary Facilities and Controls

Section 017300 Execution

Section 017700 Closeout Procedures

Section 017823 Operation and Maintenance Data

Section 017839 Project Record Documents

Section 017900 Demonstration and Training

Division 02 – Existing Conditions

Section 024119 Selective Demolition

Division 03 – Concrete

Section 033000 Cast-in-Place Concrete

Division 04 – Masonry

Section 042000 Unit Masonry

Division 07 – Thermal and Moisture Protection

Section 078413 Penetration Firestopping

Section 079200 Joint Sealants

Division 08 – Openings

Section 081113 Hollow Metal Doors and Frames

Section 087100 Finish Hardware

Division 09 – Finishes

Section 092900 Gypsum Board

Section 095123 Acoustical Tile Ceilings

Section 096723 Epoxy Resin Flooring

Section 099123 Interior Painting

Division 10 – Specialties

Section 101100 Visual Display Units

Division 21 – Fire Suppression

Section 210000 General Requirements for Fire Suppression

Section 210500 Common Work Results for Fire Suppression

Section 210553 Identification for Fire Suppression Piping and Equipment

Section 211313 Wet-Pipe Sprinkler Systems

Division 22 – Plumbing

Section 220000 General Requirements for Plumbing

Section 220500 Common Work Results for Plumbing

Section 220523 General-Duty Valves for Plumbing Piping

Section 220529 Hangers and Supports for Plumbing Piping and Equipment

Section 220700 Plumbing Insulation

Section 221116 Domestic Water Piping

Section 221119 Domestic Water Piping Specialties

TABLE OF CONTENTS TOC - 3

Division 23 – Heating, Ventilating, and Air Conditioning

Section 230000 General Requirements for Heating, Ventilating and Air Conditioning

Section 230130-51 HVAC Air-Distribution System Cleaning

Section 230500 Common Work Results for HVAC

Section 230513 Common Motor Requirements for HVAC Equipment

Section 230516 Expansion Fittings and Loops for HVAC Piping

Section 230519 Meters and Gages for HVAC Piping

Section 230523 General-Duty Valves for HVAC Piping

Section 230529 Hangers and Supports for HVAC Piping and Equipment

Section 230548 Vibration Controls for HVAC Piping and Equipment

Section 230553 Identification for HVAC Piping and Equipment

Section 230593 Testing, Adjusting, and Balancing for HVAC

Section 230716 HVAC Equipment Insulation

Section 230719 HVAC Piping Insulation

Section 230800 Commissioning of HVAC

Section 230923 Direct Digital Control (DDC) System for HVAC

Section 230993 Sequence of Operations for HVAC Controls

Section 231123 Facility Natural-Gas Piping

Section 232113 Hydronic Piping

Section 232116 Hydronic Piping Specialties

Section 232123 Hydronic Pumps

Section 232500 HVAC Water Treatment

Section 233113 Metal Ducts

Section 233300 Air Duct Accessories

Section 233319 Duct Silencers

Section 233713 Diffusers, Registers, and Grilles

Section 235100 Breechings, Chimneys, and Stacks from 2135 Coleman Boiler

Section 235216 Condensing Fire Tube Boilers

Section 237413 Packaged, Outdoor, Central-Station Air-Handling Units

Section 237417 Rooftop Equipment Screens

Section 238223 Chilled Water Cooling and Hot Water Heating Unit Ventilators

Section 238239 Unit Heaters

Division 26 – Electrical

Section 260000 Electrical, General

Section 260500 Common Work Results for Electrical

Section 260519 Low-Voltage Electrical Power Conductors and Cables

Section 260523 Control-Voltage Electrical Power Cables

Section 260526 Grounding and Bonding for Electrical Systems

Section 260529 Hangers and Supports for Electrical Systems

Section 260533 Raceway and Boxes for Electrical Systems

Section 260553 Identification for Electrical Systems

Section 260573 Overcurrent Protective Device Coordination Study with Arc Flash Protection

Section 260923 Lighting Control Devices

Section 260943 Network Lighting Controls

Section 262416 Panelboards

Section 262419 Motor Control Centers

Section 262726 Wiring Devices

Section 262813 Fuses

Section 262816 Enclosed Switches and Circuit Breakers

Section 262913 Enclosed Controllers

TABLE OF CONTENTS TOC - 4

Section 262923 Variable-Frequency Motor Controllers

Section 265100 Interior Lighting

Division 27 – Communications

Section 270500 Common Work Results for Communications

Section 271500 Communications Horizontal Cabling

Division 28 – Electronic Safety and Security

Section 280500 Common Work Results for Electronic Safety and Security

Section 280513 Conductors and Cables for Electronic Safety and Security

Section 283111 Fire-Alarm and Voice-Notification System

END OF TABLE OF CONTENTS

ADVERTISEMENT FOR BIDS A1 - 1

BIDDING REQUIREMENTS

SECTION A1 – ADVERTISEMENT FOR BIDS

The Board of Education of School District U-46, Kane County, Illinois, hereby gives notice that sealed lump sum bids will be received for the HVAC Replacement at Tefft Middle School, Project No.

532-26. The work includes the replacement of the HVAC system and all associated work at Tefft Middle

School, 1100 Shirley Avenue, Streamwood, Illinois 60107. Refer to Drawings and Project Manual for full extent of the work required.

CONSTRUCTION BONDS REQUIRED: Upon award of Contract, a Performance Bond and Material

& Labor Payment Bond will be required from the General Contractor for 100% of the contract sum, payable to the Owner.

PREVAILING WAGE LAW: This project is subject to the Illinois Prevailing Wage Act (820 ILCS

130).

PREQUALIFICATION PROCEDURE: All interested bidders are required to complete an AIA

Document A305 Contractor’s Qualification Statement and submit them with all bidding documents at the time of bid.

MANDATORY PRE-BID MEETING: A MANDATORY Pre-Bid meeting is scheduled for Wednesday, February 11, 2026, at 7:30 a.m. CT at Tefft Middle School, 1100 Shirley Avenue, Streamwood, Illinois. Please arrive 30 minutes early to sign in.

BID GUARANTEE: Contractors shall guarantee their submitted Bid Proposal for a ninety (90) day period from the date of Bid Opening.

BID PACKAGE SUBMITTAL: Bids will be due on February 25, 2026, at 1:30 p.m. CT via the

School District’s RFP/Bid Portal (refer to BID DOCUMENTS paragraph below for information on portal). Contractors will upload all required bid forms and documentation individually to the bidding portal. Refer to Form of Bid for all required bid documentation.

Receipt of a Bid Bond of ten percent (10%) of the amount of the base bid(s), (including all alternates and allowances) or a Cashier’s Check made payable to School District U-46, is required prior to the time of the virtual bid opening. Contractor shall send the original Bid Bond or Cashier’s Check to School District

U-46 Procurement Office, 1474 Sheldon Drive, Elgin, Illinois 60120, Attn: Danise Smith, via Certified mail, UPS, or FedEx to ensure confirmed delivery prior to the Bid Opening. If Contractor has an electronic certification process, then they will be able to upload the Bid Bond into the bidding portal. Bids will not be accepted without a Bid Bond / Cashier’s Check at Bid Opening. These can be dropped off Monday through Friday, 7:00 a.m. to 4:00 p.m. CT.

A Public Bid Opening will be conducted via a Zoom meeting on the bid’s established bid opening date and time. At that time, the bids will be unsealed and all bid totals will be read aloud and will be able to be visually viewed on the screen. Zoom credentials (sign-in) for attendance at this meeting, along with bid opening date and time, will be posted on the District’s Bid Portal (Bonfire) under “Public Files.” Invites will NOT be provided; therefore, it is the Bidders’ responsibility to obtain these Zoom credentials directly from the Portal prior to the Bid Opening.

BID DOCUMENTS: Bid Documents, including Drawings and Specifications, are available for download from the School District’s RFP/Bid Portal at https://u-46.bonfirehub.com/portal/?tab=login starting on Monday, February 2, 2026, at 8:00 a.m. CT. Registration is required to access the Bid

Documents; however, registration is easy and free!

https://u-46.bonfirehub.com/portal/?tab=login

ADVERTISEMENT FOR BIDS A1 - 2

If needed, registration instructions are available at:

https://customer.eunasolutions.com/public/s/article/vendor-registration

Please direct any questions during bidding through the Bonfire website. Bidders are requested not to contact U-46 Administrators, Staff, or Board Members, etc.

END OF ADVERTISEMENT FOR BIDS

https://customer.eunasolutions.com/public/s/article/vendor-registration

INSTRUCTIONS TO BIDDERS A2 - 1

BIDDING REQUIREMENTS

SECTION A2 – INSTRUCTIONS TO BIDDERS

Notice is hereby given by the Board of Education of School District U-46 in Kane County, Illinois that sealed lump sum bids will be received for the following:

Project: School District U-46

Tefft Middle School

HVAC Replacement

U-46 Project No. 532-26

Owner: School District U-46

355 East Chicago Street

Elgin, Illinois 60120

847-888-5000

Engineer: Mechanical Services Associates Corp.

111 S. Virginia Street

Crystal Lake, Illinois 60014

815-788-8901

PROJECT DESCRIPTION

The work includes, but is not limited to, the HVAC Replacement and all associated work at Tefft Middle

School, 1100 Shirley Avenue, Streamwood, Illinois 60107. Refer to the Drawings and Project Manual for the full extent of the Work.

** CONSTRUCTION SCHEDULE IS CRITICAL** Contractor shall commence work on the dates shown in the table on page 3 and shall complete all work in a diligent and professional manner by the dates indicated in the schedule on page 3.

Any and all possible overtime, including all shift premiums, in order to accomplish completion of project in accordance with the construction schedules shall be included in the Contractor’s Bid. No extension of time or additional costs will be accepted after Contract Award.

Owner needs to be notified immediately of any known equipment delivery delays pertaining to this project which may affect substantial completion. Identify any known equipment delivery delays on

Section A3, Form of Bid.

PROJECT SCHEDULE

A Letter of Intent to Proceed, if deemed necessary, is anticipated to be issued by the School District on

April 14, 2026.

Project is broken out into two Phases. Contractor may work during the School Year during non-occupied hours, keeping the existing system operative and not affected by work being performed. Original system must be maintained during the entire project.

INSTRUCTIONS TO BIDDERS A2 - 2

Phase 1 Work:

A. Work to include all work associated with the removal of existing air handling units, associated piping and ductwork to be removed back to mains and capped, or to point of reconnection.

B. Receiving, unloading and installation of all equipment pre-purchased by the owner. This equipment includes rooftop units, curbs, architectural screens, electrical distribution panels.

C. Installation of all rooftop units, roof cutting and patching, ductwork connections, insulation, floor cutting and patching for ductwork penetrations, controls associated with rooftop unit operation, BMS integration, gas piping work, general trades work associated with wall openings, floor openings and chase construction as required.

D. The areas included in this phase are locker rooms, gymnasium, cafeteria, library, auditorium, band, main office, second floor office suite, orchestra.

E. Ceiling demolition and reconstruction associated with work and all required cutting/patching and painting.

F. Rebalancing of all air and water systems as required resulting from the work included in Phase 1.

G. All associated electrical work including electrical roof curbs/pull boxes, feeders, fire alarm, power panels and lighting replacement resulting from work included in Phase 1.

Phase 2 Work:

A. Work to include all furnishing and installation of vertical unit ventilators, all associated piping, ducting and controls work.

B. Exterior wall cutting, patching and infill. Installation of all wall louvers and associated work.

C. All hot water and chilled water installation and insulation including all required wall cutting and patching, sleeves, hangers.

D. All boiler room equipment and piping removal and replacement including all flues, gas piping, pumps, boilers, controls, insulation and all required cutting and patching.

E. Removal of motor control centers and associated TC controls and fire alarm controls.

F. Removal and replacement of power panels serving unit ventilators at locations noted on the drawings, including all associated cutting, patching and painting.

G. All general trades work associated with equipment, piping and electrical work associated with work included in this phase.

H. All ceiling removal/replacement as well as all required lighting replacement with the installation of unit ventilators and piping.

The construction schedule is as follows:

INSTRUCTIONS TO BIDDERS A2 - 3

CONSTRUCTION SCHEDULE

April 14, 2026

Possible Letter of Intent/Notice to Proceed to be Issued.

• Start Shop Drawings and submit to Engineer within one week of receipt of Letter of Intent.

• Generate Construction Schedule for each school awarded and submit with signed AIA Contract

April 27, 2026 Anticipated Award of Contract by School District U-46 Board of

Education. Contract to be issued immediately the next day.

May 26, 2026

Work shall commence once: project is approved by the ROE;

Contractor has submitted signed Contract, Performance &

Payment Bonds, and Certificate of Insurance; AND receipt of

U46 Executed AIA Contract. Contractor may not start work on site until notified by Engineer.

August 7, 2026

Substantial Completion – Phase 1. Phase 1 work has been reviewed by the authorities having jurisdiction, Regional Office of Education (ROE), manufacturer’s representative and Engineer, all system certifications have been provided and all electrical devices connected and safe. Punchlist inspection has been requested and performed by the Engineer.

August 14, 2026

Final Completion – Phase 1 (This means that all Punchlist items for Phase 1 work shall be completed and all required closeout documents for Phase 1 work shall be submitted no later than this date.)

June 10, 2027 Estimated date for commencement of Phase 2 work without restricted hours.

July 30, 2027

Substantial Completion – Phase 2. All remaining work has been reviewed by the authorities having jurisdiction, Regional

Office of Education (ROE), manufacturer’s representative and

Engineer, all system certifications have been provided and all electrical devices connected and safe. Punchlist inspection has been requested and performed by the Engineer.

August 7, 2027

Final Completion – Phase 2 (This means that all Punchlist items shall be completed and all closeout documents and final pay application shall be submitted no later than this date.)

The schedule of construction shall be closely coordinated with individual schools’ ongoing activities, sporting events, concerts, etc. The contractor will be required to coordinate site access and actual schedule of working dates.

The Contractor shall schedule work to achieve Substantial Completion, including working overtime, shift work, and/or weekends to complete work on the scheduled target dates and to not adversely inconvenience the

District in noted areas of work. Any and all possible overtime/second shift premium for this work in order to accomplish completion of project in accordance with the construction schedule shall be included in the

Contractor’s Bid.

CONSTRUCTION HOURS

During Summer Break 2026: Contractor may work all shifts while school is not in session, but must avoid areas where there may be summer school or athletic activities.

INSTRUCTIONS TO BIDDERS A2 - 4

School Year 2026/2027: Once school is in session, the contractor will only be allowed to work during non-occupied hours (i.e., weekends, holidays, after school hours approximately after 4:00 p.m., etc.). Contractor must avoid areas where after school activities or athletic activities are happening. Refer to the School

District’s School Calendar on their website, www.u-46.org, for dates when school is in session.

Contractor must work with the School District for scheduling work after-school and on weekends, so as not to interrupt areas of the building being used for after school activities. Work shall be performed in those areas of the building when activities aren’t scheduled.

Contractor will be required to pay the School District for custodian straight time and overtime when working beyond normal school hours, or if working on Sundays or Holidays, at the following rates.

• Contractor will be charged for 3-hour minimum for out-of-hours work per occurrence.

• All Schools Weekdays after 10:00 p.m.: $71.33 per hour

• High Schools Saturdays after 3:00 p.m.: $71.33 per hour

• Elementary and Middle Schools Saturdays: $71.33 per hour

• All Schools Sundays and Holidays: $95.11 per hour

By submitting a bid, the Contractor guarantees he can meet this time schedule. No extension of time or additional costs will be accepted after Contract Award.

RADAR SCANNING

Radar Scan all floors before coring or saw cutting. Notify GC, Owner and Engineer of findings and if new work will conflict with any existing conduit or piping that may have been discovered in the floor system. If radar scans are not performed, the contractor will be responsible for all repair work needed to return the existing systems back to an operational condition.

PROTECTION OF OWNER’S BUILDING, EQUIPMENT, FURNITURE, ETC.

Contractor must provide masonite floor protection boards, taped at seams, to protect Owner’s flooring from damage from equipment, lifts, etc. In addition, contractor shall use Visqueen to cover/protect Owner’s equipment, furniture, lockers, cubbies, etc. from dust and debris. The contractor will be responsible for all repair work needed due to damage from lack of adequate protection.

DAILY SITE CLEAN UP:

Contractor shall protect the work area from all garbage/debris and clean up site at the end of the shift so that area is clean and ready for staff/students in the morning. Contractors shall cooperate with the Owner at all times and coordinate construction work to maintain the safety, health, and welfare of students, staff, workers and other contractors.

SCHOOL DISTRICT U-46 RAPTOR SYSTEM:

All staff will be required to sign in daily. All on-site personnel are required to be run through School District

U-46 Raptor System. This will need to be scheduled through BASCO as appointments are required.

Appointments can be scheduled from 6:30 a.m. to 10:30 a.m. CT and from 1:00 p.m. to 2:30 p.m. CT, Monday through Friday. Contact Jolene Linneman, Construction Project Coordinator at School District U-46, at 847-888-5000, ext. 2269, with any questions or concerns.

http://www.u-46.org/

INSTRUCTIONS TO BIDDERS A2 - 5

WARRANTY:

Warranty Letters will be required by all Contractors / Sub-contractors showing minimum 2 years coverage, or greater if specified in the Plans and Specifications. Submit with Close Out Documentation.

CLOSE OUT DOCUMENTATION:

Two sets of all close out documentation shall be required, including O&M’s, As-Built Drawings, Warranty

Letters, etc., saved on two USB flash drives. Refer to Division 01 Specifications for additional requirements.

BACKGROUND CHECKS

Prior to the Pre-Construction meeting, Contractor is required to submit all background checks for each employee working on the project site, including employees of all subcontractors on the project. Refer to the

Project Manual Specification Section A8, Certificate Regarding Criminal Background Investigations for information on background checks.

LIQUIDATED DAMAGES

If the Contractor has not reached Substantial Completion on the dates as identified, it is the intent of the

School District to assess liquidated damages from the Contractual Substantial Completion dates until the actual Substantial Completion dates. Refer to the Project Manual for complete information regarding the specified Liquidated Damages: AIA A201 General Conditions of the Contract, and Specification Section

010200 Completion Date.

PRE-BID MEETING

There shall be a Mandatory Pre-bid Meeting on February 11, 2025, at 7:30 a.m. CT at Tefft Middle

School, 1100 Shirley Avenue, Streamwood, Illinois. Please arrive 30 minutes early to sign in.

PROPOSALS

Bids are invited from qualified Contractors for the complete construction of this Project, under one General

Contract (AIA A101), including all trades as specified in the Project Manual.

Bids will be due on Wednesday, February 25, 2026, at 1:30 p.m. CT via the School District’s RFP/Bid

Portal (as explained in the Advertisement for Bids). Contractors will upload all required bid forms and documentation individually to the bidding portal. Refer to Form of Bid for all required bid documentation.

Receipt of a Bid Bond of ten percent (10%) of the amount of the base bid(s), (including all alternates and allowances) or a Cashier’s Check made payable to School District U-46, is required prior to the time of the virtual bid opening. Contractor shall send the original Bid Bond or Cashier’s Check to School District U-46

Procurement Office, 1474 Sheldon Drive, Elgin, Illinois 60120, Attn: Danise Smith, via Certified mail, UPS, or FedEx to ensure confirmed delivery prior to the Bid Opening. If Contractor has an electronic certification process, then they will be able to upload the Bid Bond into the bidding portal. Bids will not be accepted without a Bid Bond / Cashier’s Check at Bid Opening. These can be dropped off Monday through

Friday, 7:00 a.m. to 4:00 p.m. CT.

A Public Bid Opening will be conducted via a Zoom meeting on the bid’s established bid opening date and time. At that time, the bids will be unsealed and all bid totals will be read aloud and will be able to be visually viewed on the screen. Zoom credentials (sign-in) for attendance at this meeting, along with bid

INSTRUCTIONS TO BIDDERS A2 - 6

opening date and time, will be posted on the District’s Bid Portal (Bonfire) under “Public Files.” Invites will NOT be provided; therefore, it is the Bidders’ responsibility to obtain these Zoom credentials directly from the Portal prior to the Bid Opening.

Contractors shall guarantee their submitted proposal for a ninety (90) day period from Date of Bid Opening.

BID GUARANTEE

Bid Guarantee via Bid Bond / Cashier’s Check shall be submitted with the understanding that it shall guarantee that:

1. The Bidder will not withdraw his Bid within 90 days after the date of the opening of Bids.

2. That the successful Bidder will enter into a formal Contract with the Owner and give such bonds as are required by the GENERAL CONDITIONS and SUPPLEMENTARY

GENERAL CONDITIONS.

3. In the event the Bid is withdrawn within the 90-day period after the date of the Bid opening, the Bidder shall be liable to the Owner for the full amount of the Bid Bond, and the Owners shall have the right to retain the proceeds of said Bid Bond to apply on the account of damages and excess costs which they may incur because of such withdrawal.

4. In case the Bid Guarantee is in the form of a Certified Check or Bank Draft, the Owner may make such disposition of same as will accomplish the purpose for which submitted.

Certified checks or Bank Drafts of all but the three lowest Bidders will be returned as soon as practicable after the opening of the Bids.

BID DOCUMENTS

Bid Documents, including Drawings and Specifications, are available for download from the School

District’s RFP/Bid Portal at https://u-46.bonfirehub.com/portal/?tab=login starting on Monday, February 2, 2026, at 8:00 a.m. CT. Registration is required to access the Bid Documents; however, registration is easy and free!

If needed, registration instructions are available at:

https://customer.eunasolutions.com/public/s/article/vendor-registration

Please direct any questions during bidding through the Bonfire website. Bidders are requested not to contact

U-46 Administrators, Staff, or Board Members, etc.

QUESTION & ANSWERS

No oral interpretations will be made to any Bidder as to the meaning of the Specifications or the Drawings.

Every request for an interpretation shall be made through Bonfire “Opportunity Q&A”.

Deadline to submit questions in Bonfire will be Tuesday, February 17, 2026, by 2:00 p.m. CT. All questions will be responded to by Thursday, February 19, 2026, 2:00 p.m. CT, and posted in the form of an

Addendum. No questions will be responded through district email or by phone call.

All Addenda will be issued via Bonfire. Contractor will be required to sign and submit all Addenda acknowledgement pages (last page of Addenda) as part of their Bid Package.

https://u-46.bonfirehub.com/portal/?tab=login https://customer.eunasolutions.com/public/s/article/vendor-registration

INSTRUCTIONS TO BIDDERS A2 - 7

QUALIFICATION FORMS

Contractors submitting bids on the above project must submit a completed AIA Document A305 General

Contractors Qualification Form (furnished by Contractor) with the Bid Documents. Form must include names and telephone numbers of architects, owners, and contact persons for each project listed. See Supplemental

Contractor Qualification Statement for more information. Contractor qualifications may be a determining factor in identifying the lowest responsible bidder.

AWARD OF CONTRACTS: REJECTION OF BIDS

Contract will be awarded to the responsible Bidder submitting the lowest proposal complying with the conditions of the Bidding Documents, provided their Bid is reasonable and it is to the best interest of the

Owner to accept it. The Bidder to whom the Contract is awarded will be notified at the earliest practicable date. The Owner, however, reserves the right to reject any and all Bids and to waive any informality, irregularity, or qualifications in the Bids received whenever such rejection or waiver is in the best interest of the Owner.

The Owner also reserves the right to reject the Bid of any Bidder who:

▪ Has previously failed to perform properly.

▪ Has failed to complete on time Contracts of similar nature.

▪ Is not in a position to perform the work required promptly.

▪ Has habitually, and without just cause, neglected the payment of bills or otherwise disregarded his obligations to subcontractors, materialmen and/or employees.

In determining the lowest responsible Bidder, the following elements, in addition to those heretofore mentioned, will be considered, whether the Bidder involved:

▪ Maintains a permanent place of business.

▪ Has adequate plant, equipment and men available to do the work properly and expeditiously.

▪ Has suitable financial resources to meet the obligations incidental to the work.

▪ Has the appropriate technical experience, qualified project management and project superintendent personnel.

The Owner reserves the right to consider as unqualified to perform the General Contract Work any Bidder who does not habitually perform with his own forces at least one major trade (e.g., cast-in-place concrete;

carpentry; demolition; general laborers; masonry).

The ability of a Bidder to obtain a Performance and Payment Bond shall not be regarded as the sole test of such Bidder’s competency or responsibility.

EXECUTION OF CONTRACT

Subsequent to the award and within ten days after the Agreement forms are presented for signature, successful

Bidder shall sign the Agreement and deliver it to the Owner via Mechanical Services Associates Corp. in such number of counterparts as the Owner may require. The Agreement will be on AIA Document A101, 2017

Edition.

Having satisfied all conditions of the award as set forth elsewhere in these Documents, successful Bidders shall, within the ten days specified above, furnish a Performance and a Labor and Material Payment bond

INSTRUCTIONS TO BIDDERS A2 - 8

each in the amount of the Contract as awarded, as a security for the faithful performance of the Contract, and for the Payment of all persons, firms, or corporations to whom the Contractor may become legally indebted for labor, materials, tools, equipment, or services, of any nature, employed or used by him in performing the work. Such bonds shall be in the form of AIA Document A312 and shall bear the same date as, or a date subsequent to date of Contract Agreement.

Each Bidder must be bondable at time bids are due, and he shall so state in his bid. The failure of successful

Bidders to execute such Contract and to supply the required Bonds within ten days after the prescribed forms are presented for signature or if bonding company finds that a Bidder is NOT bondable, shall constitute a default, and the Owner may either award the Contract to the next responsible Bidder or re-advertise for Bids, and may charge against such Bidder the difference between amount of his Bid and amount for which the

Contract for the work is subsequently executed, irrespective of whether the amount thus due exceeds amount of his Bid Guarantee.

END OF INSTRUCTIONS TO BIDDERS

AUTHORIZATION FOR CRIMINAL BACKGROUND INVESTIGATIONS A9 - 1

BIDDING REQUIREMENTS

SECTION A9 – AUTHORIZATION FOR CRIMINAL BACKGROUND INVESTIGATIONS

NOTE: This form is not required for submittal with bid. This is the form referred to in Section A8 for use with employment applications.

AUTHORIZATION FOR CRIMINAL BACKGROUND INVESTIGATION INFORMATION

The undersigned hereby authorizes the Board of Education, School District U-46, Kane County, Illinois, to request a criminal background investigation from the Illinois State Police, pursuant to Section 5/1-21.9 of the

School Code of Illinois, 105 ILCS 5/10-21.9 and to receive criminal history record information thereto.

By: _________________________________________________________________________

Printed Name of Applicant Employee

Signature of Applicant Employee

Date

END OF SECTION A9

FORM OF BID A3 - 1

BIDDING REQUIREMENTS

SECTION A3 – FORM OF BID

Bid To: Board of Education

School District U-46

355 East Chicago Street

Elgin, Illinois 60120

Bid From:

Bidder’s Name

Bidder’s Street Address

Bidder’s City, State, Zip Code

Telephone No. Fax No.

Primary Contact Name / Email Address

The Undersigned:

1.1 ACKNOWLEDGES RECEIPT OF

A. Project manual/drawings for the HVAC Replacement and all associated work at Tefft Middle

School, located at 1100 Shirley Avenue, Streamwood, Illinois 60107.

1. U-46 Project No. 532-26; MSA Project No. 2555.

2. Out-to-Bid Date: February 2, 2026.

3. Mandatory Pre-Bid Meeting and Walk-Through: February 11, 2026, 7:30 a.m. CT at

Tefft Middle School, 1100 Shirley Avenue, Elgin, Illinois 60107.

4. Virtual Bid Opening: February 25, 2026, 1:30 p.m. CT.

B. Warranty Requirements: Warranty Letters will be required by all Contractors / Sub-contractors showing minimum 2 years coverage, or greater if specified in the Plans and Specification.

Submit with Close Out Documentation.

C. Close Out Documentation Requirements: Two sets of all close out documentation shall be required, including O&M’s, As-Built Drawings, Warranty Letters, etc., also saved on two USB flash drives. Refer to Division 01 Specifications for additional requirements.

D. Project will be performed in two phases:

1. Phase 1 Work:

a. Work to include all work associated with the removal of existing air handling units, associated piping and ductwork to be removed back to mains and capped, or to point of reconnection.

FORM OF BID A3 - 2

b. Receiving, unloading and installation of all equipment pre-purchased by the owner.

This equipment includes rooftop units, curbs, architectural screens, electrical distribution panels.

c. Installation of all rooftop units, roof cutting and patching, ductwork connections, insulation, floor cutting and patching for ductwork penetrations, controls associated with rooftop unit operation, BMS integration, gas piping work, general trades work associated with wall openings, floor openings and chase construction as required.

d. The areas included in this phase are locker rooms, gymnasium, cafeteria, library, auditorium, band, main office, second floor office suite, orchestra.

e. Ceiling demolition and reconstruction associated with work and all required cutting/patching and painting.

f. Rebalancing of all air and water systems as required resulting from the work included in Phase 1.

g. All associated electrical work including electrical roof curbs/pull boxes, feeders, fire alarm, power panels and lighting replacement resulting from work included in

Phase 1.

2. Phase 2 Work:

a. Work to include all furnishing and installation of vertical unit ventilators, all associated piping, ducting and controls work.

b. Exterior wall cutting, patching and infill. Installation of all wall louvers and associated work.

c. All hot water and chilled water installation and insulation including all required wall cutting and patching, sleeves, hangers.

d. All boiler room equipment and piping removal and replacement including all flues, gas piping, pumps, boilers, controls, insulation and all required cutting and patching.

e. Removal of motor control centers and associated TC controls and fire alarm controls.

f. Removal and replacement of power panels serving unit ventilators at locations noted on the drawings, including all associated cutting, patching and painting.

g. All general trades work associated with equipment, piping and electrical work associated with work included in this phase.

h. All ceiling removal/replacement as well as all required lighting replacement with the installation of unit ventilators and piping.

1.2 Has examined the site(s) where the work is to be executed and has become familiar with local conditions as they might in any way affect the cost and/or execution of this work, and has carefully examined the bidding documents and addenda thereto.

1.3 AGREES

A. That this bid may not be withdrawn until 90 calendar days after bid opening date without permission of Owner.

B. To accept the provisions of the Instructions to Bidders regarding disposition of bid security and project requirements.

C. To enter into the execution of a contract with School District U-46, if awarded on the basis of this bid and in connection therewith to:

FORM OF BID A3 - 3

1. Letter of Intent, if needed, is scheduled to be issued on April 14, 2026. Contractor shall complete and submit remaining shop drawings to Architect/Engineer within one week of receipt of Letter of Intent.

2. Furnish all bonds and insurance and certification required by the bidding documents.

3. Accomplish the work in accordance with the contract and provide all labor, materials, equipment, transportation and other facilities as necessary and/or required for the completed and satisfactory execution of the work for each Base Bid.

4. Any and all fees related to overtime work, second shift work premiums, etc., in order to accomplish completion of project in accordance with the construction schedule, are included in the Contractor’s Bid. No extension of time or additional costs will be accepted after Contract Award. Refer to Specification Section A2

Instructions to Bidders for details.

5. Complete the work within the contract time herein specified. Refer to Specification

Section 010200 “Completion Date” for more information.

a. Contract Date: April 28, 2026.

b. Estimated Start Date is May 26, 2026. Work shall commence once: project is approved by the ROE; Contractor has submitted signed Contract, Performance &

Payment Bonds, and Certificate of Insurance; AND receipt of U46 Executed AIA

Contract. Contractor may not start work on site until notified by Engineer.

c. Substantial Completion Date – Phase 1: August 7, 2026. Phase 1 work has been reviewed by the authorities having jurisdiction, Regional Office of Education

(ROE), manufacturer’s representative and Engineer, all system certifications have been provided and all electrical devices connected and safe. Punchlist inspection has been requested and performed by the Engineer.

d. Final Completion and Closeout Date – Phase 1: August 14, 2026. (This means that all Punchlist items for Phase 1 work shall be completed and all closeout documents for Phase 1 work shall be submitted no later than this date.)

e. Estimated Start Date for commencement of Phase 2 work without restricted hours is June 10, 2027.

f. Substantial Completion Date – Phase 2: July 30, 2027. All remaining work has been reviewed by the authorities having jurisdiction, Regional Office of Education

(ROE), manufacturer’s representative and Engineer, all system certifications have been provided and all electrical devices connected and safe. Punchlist inspection has been requested and performed by the Engineer.

g. Final Completion and Closeout Date – Phase 2: August 7, 2027. (This means that all Punchlist items shall be completed and all closeout documents and final pay application shall be submitted no later than this date.)

FORM OF BID A3 - 4

6. Base Bid A: Replace existing HVAC system as identified and provide all associated trades work at Tefft Middle School, U-46 P.N. 532-26, as identified on the plans and specifications.

**Contractor’s dollar amounts below MUST MATCH the dollar amounts

Contractor enters in the Pricing Spreadsheet on the Bid Portal. If numbers do not match, Bid may be rejected.**

Bidder agrees to perform all work as set forth in the bidding documents for the sum of:

Sub-Total Base Bid A: $

General Allowance: $ 450,000.00

TOTAL BASE BID A: $

7. Bid Security for 10% of TOTAL base bids, including allowances, and any alternate bids, must be submitted to School District U-46 prior to Bid Opening.

D. Identify below any known equipment delivery delays pertaining to this project which may affect substantial completion:

E. In case the contractor fails or neglects to appear within the specified time to execute the contract, the contractor will be considered as having abandoned the project. The bid security accompanying this proposal will be forfeited to the Owner as liquidated damages for the delay and loss caused to the Owner by reason of such failure on the part of the contractor.

F. Prior to the Pre-Construction meeting, Contractor is required to submit all background checks for each employee working on the project site, including employees of all subcontractors on the project. Refer to the Project Manual Specification Section A8, Certificate Regarding Criminal

Background Investigations for information on background checks.

G. Failure to complete the work by the scheduled completion date (refer to Section 010200) will result in the work being rescheduled and will result in liquidated damages to the contractor

(refer to Section 010200 for details).

H. Surety: The contractor has notified a surety company of the bid for work to be performed on the project. The surety company has agreed to issue a Performance Bond and Labor and Material

Payment Bond for the work for each school/contract awarded if the bid is accepted.

I. Availability: The number and amount of other contracts and awards pending which the contractor will become obligated to perform, now and during the course of the work on this project will not interfere with or hinder the timely prosecution of the work.

J. Material or equipment substitution sheet: The following is a schedule of substitute materials or equipment bidder proposes to furnish on this project with the difference of price being added to

FORM OF BID A3 - 5

or deducted from the base bid. The base bid is understood to include only those items which are definitely specified by trade or brand names.

1. Bidder understands that the selection of materials is optional with the Owner and approval or rejection of the substitutions below will be indicated prior to execution of the contract.

Manufacturer’s Name and Product Add Deduct

2. Cost of investigating or approving substitutions by the Architect, Engineer, Owner, or

Owner’s Attorneys shall be borne by the Bidder proposing the substitution.

K. Bidder must provide the following required bid documentation:

1. Receipt of a Bid Bond of ten percent (10%) of the amount of the base bid(s), (including all alternates and allowances) or a Cashier’s Check made payable to School District

U-46, is required prior to the time of the virtual bid opening. Contractor shall send the original Bid Bond or Cashier’s Check to School District U-46 Procurement Office, 1474 Sheldon Drive, Elgin, Illinois 60120, Attn: Danise Smith, via Certified mail, UPS, or FedEx to ensure confirmed delivery prior to the Bid Opening. If Contractor has an electronic certification process, then they will be able to upload the Bid Bond into the bidding portal. Bids will not be accepted without a Bid Bond / Cashier’s Check at Bid

Opening. These can be dropped off Monday through Friday, 7:00 a.m. to

4:00 p.m. CT.

2. The following documentation shall be INDIVIDUALLY uploaded to the Bid Portal:

a. Completed AIA Document A305 Contractor’s Qualification Statement. Form must include names and telephone numbers of architects, owners and contact persons for each project listed.

b. All Signed Addenda.

c. Project Manual Forms (Provided in Project Manual):

1) Form A3, Form of Bid

2) Form A4, Bidder Eligibility Certification and Non-Collusion Affidavit

Pursuant to Public Act 85-1295 (720 ILCS 5/33E-1 et seq.)

3) Form A5, Prevailing Wage Payment Certification

4) Form A6, Certificate of Compliance with Illinois Human Rights Act

(775 ILCS 5/1-101 et seq.)

5) Form A7, Certificate of Compliance with Illinois Drug-Free Workplace Act

6) Form A8, Certificate Regarding Criminal Background Investigations

7) Form A10, Asbestos and/or Lead Free Construction Certification

8) Form A11, Certification of Sexual Harassment Policy

9) Form A12, Certification of Monthly Payroll

FORM OF BID A3 - 6

3. The successful bidder for the project will be required to enter into a Performance Bond, for each AIA Contract/school award, equal to one hundred percent (100%) of the amount of the bid, with sureties to be approved by the Owner, which surety bond shall be conditioned upon proper and faithful performance by the contractor of the work specified in accordance with the plans and specifications therefore, and according to the time and terms and conditions of the contract, and also that the bidder and contractor shall properly pay all debts incurred by him in the prosecution of the work, including those for labor and material furnished.

4. The contractor shall be required to furnish sufficient insurance of guarantee to indemnify the School District U-46, Architect/Engineer and their consultants against any and all claims which might arise from damages caused to persons or property due to the negligence or accidents caused by himself, his employees or agents, during the construction of said improvements and until the said improvements have been finally accepted as complete by School District U-46.

L. Contractor shall include contingency allowances in the respective amounts shown and shall be included in the Base Bids as follows:

1. Base Bid A General Allowance: .................................................................... $ 450,000.00

Use of any portion of the allowance shall be by an approved U-46 Allowance or Credit

Authorization form only. Any portion of the contingency allowance not used in construction phase shall be deducted from Contract via AIA G701 Change Order.

1.4 CONSIDERATION:

A. Contract will be awarded to the responsible Bidder submitting the lowest proposal complying with the conditions of the Bidding Documents, provided their Bid is reasonable and it is to the best interest of School District U-46 to accept it. The Bidder to whom the Contract is awarded will be notified at the earliest practicable date. School District U-46, however, reserves the right to reject any and all Bids and to waive any informality, irregularity, or qualifications in the Bids received whenever such rejection or waiver is in the best interest of School

District U-46.

B. Any bidder challenging bids by other contractors or bid award by School District U-46 will be responsible for all costs to School District U-46, Architect, Engineer, and their Attorneys to investigate and defend such challenges.

C. School District U-46 also reserves the right to reject the Bid of any Bidder who:

1. Has previously failed to perform properly.

2. Has failed to complete on time Contracts of similar nature.

3. Is not in a position to perform the work required promptly.

4. Has habitually, and without just cause, neglected the payment of bills or otherwise disregarded his obligations to subcontractors, materialmen and/or employees.

D. In determining the lowest responsible Bidder, the following elements, in addition to those heretofore mentioned, will be considered, whether the Bidder involved:

1. Maintains a permanent place of business.

2. Has adequate plant, equipment and manpower available to do the work properly and expeditiously.

3. Has suitable financial resources to meet the obligations incidental to the work.

FORM OF BID A3 - 7

4. Has the appropriate technical experience, qualified project management and project superintendent personnel.

5. Has a minimum of five (5) years’ experience operating under current company name with multiple similar projects successfully completed with equal or greater value.

6. Is licensed and/or certified to complete work associated with this bid.

E. School District U-46 reserves the right to consider as unqualified to perform the General

Contract Work any Bidder who does not habitually perform with his own forces at least two major trades. Examples include Cast-in-Place Concrete, Carpentry, Demolition, General

Laborers and Masonry.

F. The ability of a Bidder to obtain a Performance Bond shall not be regarded as the sole test of such Bidder’s competency or responsibility.

1.5 BIDDER REPRESENTATION: In proposing the material and equipment substitutions herein the bidder represents:

A. He has personally investigated the proposed substitutions and has determined that it is equal or superior in all respects to the specified.

B. He will provide the same guarantee for the substitution as for the item specified.

C. He will coordinate installation of an accepted substitution into the work, making all such changes as may be required for the work to be complete in all respects.

D. He waives all claims for additional costs related to the substitution.

E. Cost data is complete and includes all related costs under his contract and will pay all required architect/engineer's redesign costs.

F. Contract award will not be based on substitute cost difference.

G. All permit fees (if applicable) are included in this bid.

1.6 GENERAL STATEMENT

A. The undersigned has checked all of the figures contained in this proposal and further understands that School District U-46 will not be responsible for any errors or omissions made therein by the undersigned. This bid constitutes all work.

B. It is understood that the right is reserved by School District U-46 to reject any or all proposals and to waive all informalities in connection therewith.

C. The undersigned declares that the person(s) signing this bid is/are fully authorized to sign on behalf of the named firm and to fully bind the named firm to all the conditions and provisions thereof.

D. It is agreed that no person(s) or company other than the firm listed below or as otherwise indicated hereinafter has any interest whatsoever in this proposal or the contract that may be entered into as a result thereof, and that in all respects the proposal is legal and fair and submitted in good faith without collusion or fraud.

FORM OF BID A3 - 8

E. It is agreed that the undersigned has complied and/or will comply with all requirements concerning licensing and with all other local, state and national laws, including prevailing wages of the county working in, and that no legal requirement has been or will be violated in making or accepting this bid, in awarding the contract to him, and/or in the prosecution of the work required thereunder.

F. Contractor and all sub-contractors must pay prevailing wages to all employees working on public funded projects during the course of this project.

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