IFQ/B Page 1 Form Rev. 1/31/24 Invitation for Quote/Bid - NonFederal

INVITATION FOR QUOTE/BID

ANNUAL CONTRACT

DATE: March 1, 2024

SENT TO: Qualified Contractors

On the Annual Contract - HVAC

SENT FROM: Capital Improvements Division

SENDER: Henry Madriz, Project Manager

PHONE: (561)233-0165

PROJECT NAME: Eagle Academy Chiller Replacement

PROJECT NUMBER: 2023-024149

Mandatory Pre-Bid Conference. There will be a Mandatory Pre-Bid Meeting at Eagle Academy (meet at main entrance), located at 38673 James Wheeler Way, Belle Glade, FL at 10:00 a.m. on March 28, 2024. The purpose of this pre-bid meeting will be to review the requirements for the project described in this Invitation for Quote/Bid. You must attend this meeting if you intend to bid this work.

The work is to be done under the terms and conditions of Palm Beach County’s Annual Contract - HVAC as supplemented by this Invitation for Quote/Bid.

Questions must be e-mailed to FDO-CID-Bids@pbcgov.org at least seven (7) calendar days prior to the bid due date. Only questions received in writing will be responded to regarding this Invitation for Quote/Bid.

mailto:FDO-CID-Bids@pbcgov.org

IFQ/B Page 2

Submitting the Quote/Bid Package

The Quote/Bid Package must be enclosed in a sealed opaque envelope. The envelope must be addressed as follows:

Project Name: Eagle Academy Chiller Replacement Project Number: 2023-024149

Capital Improvements Division 2633 Vista Parkway

West Palm Beach, Florida 33411

No responsibility will be attached to the Owner for premature opening of or failure to open a quote/bid not properly identified. If the quote/bid is sent by mail, the sealed envelope must be enclosed in a separate mailing with the notation "SEALED QUOTE/BID ENCLOSED" on the face thereof.

PROJECT NAME: Eagle Academy Chiller Replacement

PROJECT NO.: 2023-024149

*DUE: April 18, 2024 by 2:00 p.m.

* The Quotes/Bids received by this time will be opened at this time at a public meeting at the below address.

RETURN TO: Capital Improvements Division 2633 Vista Parkway

West Palm Beach, FL 33411

Qualification of Contractors. In order to submit a quote/bid in response to this IFQ/B, a contractor must be qualified under the Annual Contract - HVAC. A contractor may obtain a Qualification Application for this Annual Contract by sending an email with the Project # in the subject line to: FDO-CID- Bids@pbcgov.org or call (561) 233-0261. Qualification applications may also be downloaded from the County’s on-line Vendor Self-Service (VSS) system at https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService. The contractor must submit the Qualification Application at least 10 days before the Quote/Bid Due Date in order for its quote/bid to be considered.

https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService

IFQ/B Page 3

1. SCOPE OF WORK: This Quote/Bid is to furnish all material, labor, supervision, permits and supplies necessary and reasonably incidental to remove and replace one (1) 60-ton Trane HVAC/Chiller and two (2) water pumps per the project requirements provided by Capital Improvements Division in this Invitation for Quote/Bid at Attachment “C” and all exhibits and addenda thereto. Work is to be done under the terms and conditions of Palm Beach County’s Annual Contract - HVAC, and pursuant to the conditions of the Work Order, both of which are incorporated into the Contract Documents by reference.

2. SCHEDULE OF TIME FOR COMPLETION. The time of completion for this Project will be as follows: The Contractor must substantially complete the work within two hundred sixty (260) calendar days from the Notice to Proceed from Owner.

3. LIQUIDATED DAMAGES. Liquidated Damages are $180/day for failure to achieve certification of Substantial Completion within the Work Order time or approved extension thereof.

4. BID SECURITY AND PUBLIC CONSTRUCTION BOND. Bid Security and Public Construction Bond are required for this Project in accordance with Section 5.2 of the Instructions to Bidders of the Annual Contract as follows:

Bid Security. If Bid is $200,000 or over, this Bid must be accompanied by a Bid Security (in the form of, at Bidder's option, cashier's check, certified check, money order or Bid Bond in favor of the County) in the amount of at least five percent (5%) of the bid price, see Section 5.2.2 of the Instructions to Bidders of the Annual Contract for detailed requirements regarding Bid Security.

Public Construction Bond. If Bid is $200,000 or over (or if cumulative open work orders are $200,000 or over), then prior to execution of a Work Order, and not later than fourteen (14) calendar days after notification from Owner, the successful Bidder must furnish a Public Construction Bond in the amount of 100% of the Work Order and Guarantee, see Section 5.2.3 of the Instructions to Bidders of the Annual Contract for detailed requirements regarding the Public Construction Bond and Guarantee.

5. Equal Business Opportunity Program. Section 5.3 of the Instruction to Bidders of the Annual Contract sets out the requirements of the County’s Equal Business Opportunity Program. All Bidders are required to submit with their bid the appropriate EBO Program schedules. EBO Schedules to be submitted with the quote/bid are as follows:

a) Schedule 1 - List of All Proposed Subcontractors, including S/M/WBE Participation. A completed Schedule 1 shall list the names of all subcontractors, including S/M/WBE subcontractors, intended to be used in performance of the Work Order, if awarded. This schedule shall also be used if an S/M/WBE prime bidder is performing any work and/or using any subcontractors.

b) Schedule(s) 2 - Letter(s) of Intent to Perform as a Subcontractor, including S/M/WBE

Subcontractors. A Schedule 2 for each subcontractor, including each S/M/WBE subcontractor, listed on Schedule 1, shall be completed and executed by the proposed subcontractor. The type of Work to be performed by each subcontractor and the dollar value or percentage shall also be specified. Additional copies may be made as needed. A completed Schedule 2 is a binding agreement between the prime contractor and the subcontractor and should be treated as such.

Attachment “A” identifies the affirmative procurement initiatives (APIs) applicable to this Invitation for Quote/Bid.

If Bidder is unable to comply with the API requirements (Attachment “A” hereto), such Bidder shall submit a request for a waiver or partial waiver at least (7) days prior to the quote/bid due date If

IFQ/B Page 4

Bidder requests a waiver from an API from the Office of EBO at least 7 days prior to the quote/bid due date, then the quote/bid due date will be extended pending the outcome of a waiver request.

Additionally, if the waiver is granted, the solicitation will be amended accordingly and the due date extended again.

6. Addendum. Any interpretation, clarification, correction, or change of the Bidding Documents will be made only by Addendum. The Department will send written instructions regarding discrepancies, omissions or unclear intents to all Bidders who are Qualified Contractors with an Annual Contract. For projects $100,000 and over all Addendum to a solicitation will also be posted under the applicable solicitation on the County’s on-line Vendor Self-Service (VSS) system at https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService. Interpretations, corrections or changes to the Bidding Documents made in any other manner will not be binding, and Bidders shall not rely upon such interpretations, corrections and changes. Prior to submission of its Bid/Quote, each Bidder must ascertain that it has received all Addenda issued. The Bidder must acknowledge receipt of each individual Addendum at the time of issuance and final receipt of all Addenda by completing the acknowledgment space provided on the Addendum Form. Failure to acknowledge receipt may result in rejection of a bid/quote.

7. Failure to Provide the Required Documents after Notification of Award. If after Notification of award from the County, the successful Bidder does not provide within 14 Days of Notification the signed Work Order, the Public Construction Bond and Guarantee (when required), and the required certificates of insurance, the County may: 1. Call in the bid security when provided; 2. Cancel the notification of recommended award and award the project to the next responsive, responsible low bidder; 3. Terminate this Annual Contract for cause; 4. Suspend or debar the Bidder from bidding on future projects for a period of two (2) years, in accordance with the Palm Beach County Purchasing Ordinance; and/or 5. Pursue any and all remedies available against the Bidder for damages resulting from its failure to enter into a Work Order and provide all required documents within 14 Days after notification.

8. Prohibition against Considering Social, Political or Ideological Interests in Government Contracting - F.S. 287.05701. Bidders are hereby notified of the provisions of section 287.05701, Florida Statutes, as amended, that the County will not request documentation of or consider a Bidder's social, political, or ideological interests when determining if the Bidder is a responsible Bidder. Bidders are further notified that the County's governing body may not give preference to a Bidder based on the Bidder's social, political, or ideological interests.

9. CONTRACT AMENDMENTS. The Annual Contract is amended as follows:

The Insurance Coverage & Limit Table of General Condition 31.15 to the Contract is amended and modified as follows:

Worker’s Compensation and Employer’s Liability Coverage not less than statutory Employer’s Liability Limits $500,000/$500,000/$500,000

The following General Condition is added to the General Conditions:

GC 83 E-VERIFY - EMPLOYMENT ELIGIBILITY

83.1 Contractor warrants and represents that it is in compliance with section 448.095, Florida Statutes, as may be amended, and that it: (1) is registered with the E-Verify System (E-Verify.gov) and uses the E-Verify System to electronically verify the employment eligibility of all newly hired workers; and (2) has verified that all of the Contractor’s subcontractors performing any duties and obligations under this Contract are registered with the E-Verify System and use the E-Verify System https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService

IFQ/B Page 5 to electronically verify the employment eligibility of all newly hired workers.

83.2 Contractor shall obtain from each of its subcontractors an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an Unauthorized Alien, as that term is defined in section 448.095(1)(k), Florida Statutes, as may be amended. Contractor shall maintain a copy of any such affidavit from a subcontractor for, at a minimum, the duration of the subcontract and any extension thereof. This provision shall not supersede any provision of this Contract which requires a longer retention period.

83.3 Owner shall terminate this Contract if it has a good faith belief that Contractor has knowingly violated Section 448.09(1), Florida Statutes as may be amended.

83.3.1 If Owner has a good faith belief that Contractor’s subcontractor has knowingly violated Section 448.09(1), Florida Statutes, as may be amended, Owner shall notify Contractor to terminate its contract with the subcontractor and Contractor shall immediately terminate its contract with the subcontractor.

83.4 If Owner terminates this Contract pursuant to the above, Contractor shall be barred from being awarded a future contract by Owner for a period of one (1) year from the date on which this Contract was terminated. In the event of such contract termination, Contractor shall also be liable for any additional costs incurred by Owner as a result of the termination.

The following General Conditions are added to the General Conditions:

GC 84 INTERACTIONS WITH COUNTY STAFF

In all interactions with County staff, Contractor and its employees will conduct themselves in a professional manner at all times and treat County staff with respect and dignity. Use of offensive and demeaning language will not be tolerated. Failure to comply with this requirement will be considered a default under this Contract and may result in termination of this Contract.

GC 85 DISCLOSURE OF FOREIGN GIFTS AND CONTRACTS WITH FOREIGN

COUNTRIES OF CONCERN

Pursuant to F.S. 286.101, as may be amended, by entering into a contract or performing any work in furtherance thereof, the Contractor certifies that it has disclosed any current or prior interest of, any contract with, or any grant or gift received from a foreign country of concern where such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous five

(5) years.

Quote/Bid Form Page 1 Form Rev. 1/31/24 Quote/Bid Form - NonFederal

QUOTE/BID FORM

PROJECT NUMBER: 2023-024149

PROJECT NAME: Eagle Academy Chiller Replacement

IN ORDER TO BE DEEMED RESPONSIVE TO THIS INVITATION FOR QUOTE/BID,

THE QUOTE/BID PACKAGE MUST CONTAIN:

a) This Quote/Bid Form completed and executed.

b) EBO Schedules 1 and 2 completed and executed.

c) Bid Security. (If the bid is $200,000 or more).

d) Signed Addenda, if any issued

THE FOLLOWING MUST BE COMPLETED AND SIGNED BY CONTRACTOR

1. TOTAL QUOTE/BID AMOUNT $

Written amount

2. Bidder commits to achieving the APIs applicable to this solicitation as designated on Attachment A and as submitted on its EBO Schedules 1 and 2.

3. Is the Bidder a Palm Beach County certified S/M/WBE? Yes_____ No_____

4. Commercial Non-Discrimination Certification. The undersigned Bidder hereby certifies and agrees that the following information is correct: In preparing its response to this Solicitation, the Bidder has considered all proposals submitted from qualified, potential Subcontractors and suppliers, and has not engaged in "discrimination" as defined in the County’s Commercial

Nondiscrimination Policy as set forth in Resolution 2017-1770 as amended, to wit: discrimination in the solicitation, selection or commercial treatment of any Subcontractor, vendor, supplier or commercial customer on the basis of race, color, national origin, religion, ancestry, sex, age, marital status, familial status, sexual orientation, gender identity or expression, disability, or genetic information, or on the basis of any otherwise unlawful use of characteristics regarding the vendor's, supplier's or commercial customer's employees or owners; provided that nothing in this policy shall be construed to prohibit or limit otherwise lawful efforts to remedy the effects of discrimination that have occurred or are occurring in the County’s relevant marketplace of Palm

Beach County. Without limiting the foregoing, "discrimination" also includes retaliating against any person or other entity for reporting any incident of "discrimination." Without limiting any other provision of the solicitation, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for the County to reject the bid submitted by the Bidder for this Solicitation, and to terminate any contract awarded based on the response. As part of its bid, the Bidder shall provide to the County a list of all instances within the immediate past four (4) years where there has been a final adjudicated determination in a legal or administrative proceeding in the State of Florida that the Bidder discriminated against its Subcontractors, vendors, suppliers or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken. As a condition of submitting a bid to the County, the Bidder agrees to comply with the County’s Commercial Nondiscrimination Policy as described in Resolution 2017- 1770 as amended.

Quote/Bid Form Page 2 Form Rev. 1/31/24 Quote/Bid Form - NonFederal

5. The Bidder shall be bound by the terms of its Bid for a period of one hundred twenty (120) calendar Days from the date of the bid opening and may not withdraw its Bid within that time period. If the County issues a Notification from Owner within the above 120-Day period, then the Bidder will be bound by the Bid as submitted. If the County fails to issue a Notification from Owner to the successful Bidder within the above identified 120-Day period, the successful bidder will not be required to honor its bid unless otherwise agreed to by both parties. County anticipates, but does not guarantee, the award of a Work Order and written notice to proceed within ninety

(90) calendar Days of Notification from Owner, absent the filing of a timely bid protest.

6. It is agreed that the undersigned has received all addenda complete as issued by the County and that related costs are included in the bid submitted. The undersigned acknowledges receipt of said addenda as follows:

Addendum # dated Addendum # dated Addendum # dated Addendum # dated

The undersigned has included the signed addenda, if issued, in its bid package.

7. The undersigned does hereby declare that the Bid covers all expenses of every kind incidental to the completion of said Work in accordance with the Contract Documents, including all claims that may arise through damages or other causes whatsoever. The undersigned does hereby declare that it shall make no claim on account of any variation from any estimate in the quantities of Work to be done, nor on account of any misunderstanding or misconception of the nature of the Work to be done or the grounds, subsurface conditions, or place where the Work is to be done.

QUOTE/BID PROVIDED BY:

Contractor Firm Name

Date Signature

Print Name and Title

Quote/Bid Must Contain Original Signatures. No Copies or Emailed/Faxed Quotes/Bids Will Be Accepted

OEBO SCHEDULE 1

SOLICITATION/PROJECT/BID NAME: Eagle Academy Chiller Replacement SOLICITATION/PROJECT/BID NO.: 2023-024149 _

SOLICITATION OPENING/SUBMITTAL DATE: COUNTY DEPARTMENT:

Section A PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY THE PRIME CONTRACTOR/CONSULTANT* ON THE PROJECT:

NAME OF PRIME RESPONDENT/BIDDER: ADDRESS:

CONTACT PERSON: PHONE NO.: E-MAIL:

PRIME’S DOLLAR AMOUNT OR PERCENTAGE OF WORK: Non-SBE MBE WBE SBE

Section B PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY ALL SUBCONTRACTORS/SUBCONSULTANTS ON THE PROJECT BELOW:

Subcontractor/Sub consultant Name DIRECTION: List Firm Name, Address, & Provide PBC Vendor ID#. (https://www.pbcgov.org/pbcvendors)

(Check all Applicable Categories)

MBE WBE SBE

Non-SBE Minority Women Small

Business Business Business

Black

DOLLAR AMOUNT OR PERCENTAGE OF WORK

Hispanic Women Caucasian Asian

Other

1.

2.

3.

4.

5.

(Please use additional sheets if necessary)

Total Bid/Offer Price $

Total

Total Certified S/M/WBE Participation $

I hereby certify that the above information is accurate to the best of my knowledge: _

Name & Authorized Signature Title

Note: 1. The amount listed on this form for a Subcontractor/sub consultant must be supported by price or percentage listed on the properly executed Schedule 2 or attached signed proposal.

2. Only those firms certified by Palm Beach County at the time of solicitation opening or due date are eligible to meet the established OEBO Affirmative Procurement Initiative (API). Please check the applicable box and list the dollar amount or percentage under the appropriate demographic category.

3. Modification of this form is not permitted and will be rejected upon submittal.

REVISED 06/30/2022

*SMWBE Primes must include their percentage or dollar amount in the Total Participation line under section B.

http://www.pbcgov.org/pbcvendors) http://www.pbcgov.org/pbcvendors)

OEBO LETTER OF INTENT – SCHEDULE 2

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. The Schedule 2 shall contain bolded language indicating that by signing the Schedule 2, both parties recognize this Schedule as a binding document. All Subcontractors/subconsultants, including any tiered Subcontractors/subconsultants, must properly execute this document. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER: 2023-024149

SOLICITATION/PROJECT NAME: Eagle Academy Chiller Replacement

Prime Contractor: Subcontractor:

(Check box(s) that apply)

SBE WBE MBE M/WBE Non-S/M/WBE Date of Palm Beach County Certification (if applicable): _.

The undersigned affirms they are the following (select one from each column if applicable):

Column 1 Column 2 Column 3

Male Female African-American/Black Asian American Caucasian American Supplier

Hispanic American Native American

S/M/WBE PARTICIPATION – S/M/WBE Primes must document all work to be performed by their own work force on this form. Failure to submit a properly executed Schedule 2 for any S/M/WBE participation may result in that participation not being counted. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. S/M/WBE credit will only be given for the areas in which the S/M/WBE is certified. A detailed proposal may be attached to a properly executed Schedule 2.

Line

Item

Item Description Unit Price Quantity/

Units

Contingencies/

Allowances

Total Price/Percentage

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:

Print Name of Prime Print Name of Subcontractor/subconsultant

By: By:

Authorized Signature Authorized Signature

Print Name Print Name

Title Title

Date: Date: _

Revised 09/17/2019

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

Price or Percentage:

Name of 2nd/3rd tier Subcontractor/subconsultant

ATTACHMENT “A”

(for Asphalt, Demolition, Electrical, Flooring, HVAC, Low Voltage, Painting and Weatherproofing, Roofing)

AFFIRMATIVE PROCUREMENT INITIATIVES (APIs) FOR CONSTRUCTION

PROCUREMENT

The API(s) approved for this project are selected below by ☒. Fillable pdfs of all EBO forms can be found on the OEBO website at http://discover.pbcgov.org/oebo/Pages/Compliance- Programs.aspx. Also, see the EBO Ordinance and Countywide PPM CW-O-043 for further information on APIs.

____ SBE Sheltered Market for Small Construction Contracts

Under this contract, Work Orders $100,000 and below are reserved for competition among only certified SBEs. Small prime construction contracts (single trade or multi-trade) valued at or below $100,000 may be reserved for sheltered market competition where only certified SBEs are eligible to submit bids or quotes.

X SBE Price Preference For Single Trade Construction

The work orders under this contract shall be awarded to the lowest, responsive, responsible bidder unless a certified SBE’s bid is within ten percent (10%) of the lowest non-SBE bid, in which case the award shall be made to the certified SBE bidder. Construction contracts where there are no opportunities for subcontracting (i.e.

single trade), may include a provision requiring awards of the contract to be made to the lowest responsive, responsible respondent or bidder unless a certified SBE’s bid is within ten (10) percent of the lowest non-small business bid, in which case the award shall be made to the certified small business bidder submitting the lowest responsive, responsible bid at the price that it bid.

http://discover.pbcgov.org/oebo/Pages/Compliance-Programs.aspx http://discover.pbcgov.org/oebo/Pages/Compliance-Programs.aspx

Bid Bond / Page 1 Form Rev. 1/31/24 Bid Bond - NonFederal

IFQ/B ATTACHMENT B

Return Attachment B if bid is $200,000 or more

PROJECT NUMBER: 2023-024149

DATE:

BID BOND

STATE OF FLORIDA

COUNTY OF PALM BEACH

KNOW ALL MEN BY THESE PRESENTS: That we, (hereinafter called "Principal"), and (hereinafter called "Surety") are held and firmly bound unto Palm Beach County, a Political Subdivision in the State of Florida, by and through its Board of County Commissioners, (hereinafter called "County") in the sum of Dollars,($ ), (which sum is at least 5% of the bid price), lawful money of the United States of America, for the payment of which sum will and truly to be made, we bind ourselves, our heirs, executors, administrators and successors, jointly and severally, firmly be these presents;

WHEREAS, the "Principal" contemplates submitting or has submitted a bid to the Board of County Commissioners, Palm Beach County, Florida, for furnishing and paying for all necessary labor materials, equipment, machinery, tools, apparatus, services, all state workmen's compensation and unemployment compensation taxes incurred in the performance of the Contract, means of transportation for and complete Construction of: (Project Name: Eagle Academy Chiller Replacement and Number: 2023-024149), in the County of Palm Beach, State of Florida; and

WHEREAS, it was a condition precedent to the submission of said bid that a certified check cashier's check, money order or bid bond in the amount of five percent (5%) of the base bid be submitted with said bid as a guarantee that the bidder would, if given a Notification from Owner, enter into a written contract with the County, and furnish a public construction bond in an amount equal to one hundred (100%) of the total Contract, within fourteen (14) consecutive calendar days after the County issues the Notification from Owner.

NOW THEREFORE, THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, if the bid of the "Principal" herein is accepted and said "Principal", within fourteen (14) consecutive calendar days after written notice being given of such acceptance, (i) enter into a written contract with the County and (ii) furnishes a public construction contract bond in the amount equal to one hundred percent (100%) of the total contract amount and in a form satisfactory to the County, then this obligation shall be void. If the Principal fails to complete (i) and (ii) above, the sum herein stated shall be due and payable to the "County", and the "Surety" herein agrees to pay said sum immediately upon demand of the "County", in good and lawful money of the United States of America, as liquidated damages for failure of said "Principal".

Bid Bond Must Contain Original Signatures. No Copies Will Be Accepted.

Bid Bond / Page 2 Form Rev. 1/31/24 Bid Bond - NonFederal

PROJECT NUMBER: 2023-024149

DATE:

IN WITNESS WHEREOF, the said as "Principal" herein, has caused these presents to be signed in its name, by its , and attested by its under the corporate seal, and the said as "Surety" herein, has caused these presents to be signed in its name, by its , and attested by its corporate Seal, this day of , A.D., 20 .

ATTEST:

(Witness Signature)

Print Name

TITLE: _

(SEAL)

(Contractor Firm Name)

By:

(Signature)

Print Name and Title:

ATTEST:

(Witness Signature)

Print Name

TITLE: _

(SEAL)

(Surety Name)

By:

(Signature)

Print Name and Title:

Bid Bond Must Contain Original Signatures. No Copies Will Be Accepted.

CAPITAL IMPROVEMENTS DIVISION

IFQ/B ATTACHMENT C

PROJECT REQUIREMENTS

Annual Contract - HVAC

Contact: Henry Madriz, Project Manager Phone: (561)233-0165 Project Title: Eagle Academy Chiller Replacement Project #: 2023-024149 Project Location: 38673 James Wheeler Way., Belle Glade, FL

1. GENERAL

a. The work covered by this Request for Quote consists of the furnishing of all labor, equipment, devices, tools, materials, transportation, professional services, supervision, drawings, permitting, and all miscellaneous requirements to perform all operations necessary to accomplish the work set forth below and shall be considered part of the Scope of Work.

b. Please reference the Annual Contract – HVAC for additional requirements.

c. Work to be completed during the hours of 7:30 a.m. to 5:00 p.m., Monday through Friday, and outside operation hours on evenings and weekends for outages, chiller removal, and changeover.

d. Contractor shall contact the Project Manager within seventy-two (72) hours of notice to proceed to establish scheduling, etc. required for project implementation.

e. Work to be completed within two hundred sixty (260) calendar days from Notice to

Proceed. Permit application, if required, is to be submitted by Contractor within five (5) days of “Notice to Proceed” and due diligence exercised to address all Building Department comments.

f. Liquidated damages will accrue in the amount of $180 per day.

g. The Contractor will provide a Certificate of Occupancy or Certificate of Completion, as appropriate, obtained from the proper Building official, prior to processing of final payment.

h. Contractor is responsible for obtaining all measurements during the site inspection.

2. SCOPE OF WORK

To remove and replace one (1) 60-ton Trane HVAC/Chiller and two (2) water pumps per the project requirements provided below:

a. Remove, furnish and install one (1) new 60-ton Trane Air Cooled Chiller (EE Rating) and two (2) water pumps - "like for like", new expansion buffering tanks, new butterfly valves with tapped lug body, extended valve handles to clear insulation, isolation tabs for servicing related HVAC equipment, upgrade existing controls, and reconnect existing

BAS system (See Exhibits “1 - 7”).

b. Properly decommission and remove, recover Freon, dispose of existing chiller units, HVAC equipment, and pumps according to Local, National, and State guidelines.

c. Furnish and install new individual equipment surge protection, ground fault protection, circuit breakers, new pipe insulation, new electrical wiring in conduits, and new fuse disconnects.

d. Remove and replace fire alarm devices and lightning protection if disturbed or damaged.

e. Replace the existing electrical disconnect, connectors, seal-tithe conduit, and wire from the disconnect to the unit.

f. Coat all evaporator coils, which shall be copper fin and copper tube, with e-coated Heresite Protective Coating P-413 (see Exhibit “5”), or Palm Beach County (PBC) approved equal.

g. The contractor shall use virgin 410A refrigerant, check for proper charge, pressure test, and leak check refrigerant system. The contractor shall confirm all refrigerant line sizes for new equipment.

h. Remove all refrigerant and flush all remaining refrigerant lines to accommodate the new Refrigerant. The contractor will be required to notify PBC seven (7) days prior to demolition for decommissioning and removal of the Freon to allow the County Project Manager to recycle the Freon (based on recyclable condition). If not, the contractor shall properly recycle per State statute and Environmental Protection Agency (EPA) regulations.

i. Insulate and paint exposed pipes with two coats of paint, containing UV inhibitors, and in accordance with the insulation manufacturer’s recommendations. (See Exhibit “4”).

j. Change out and provide all necessary piping, electrical, control wiring, and refrigerant lines to make the system operational per manufacturer specifications. The contractor shall be required to upgrade the existing Trane controls with Siemens Bac-net wiring capability, and meet present BAS monitoring standards for the County. (See Exhibit “6”).

k. Install new liquid & suction line isolation valves, before and after drier cores, to accommodate core removal

l. Ensure all drain lines, chill water, and return piping are flushed, pressurized, unblocked, cleared, and fully operational.

m. All penetrations, joints, taps, splices, and re-connections shall be sealed and patched to meet code requirements.

n. Document system pressure, test and balance, recalibrate before running load amps, and provide the County Project manager with the test and balance report conducted by a third-party licensed HVAC contractor.

o. Provide Neoprene pads under the chiller with an internal isolator.

p. Add refrigerant line supports, hangers, or blocks wherever needed to keep lines stable and off of ground level.

q. Perform a 30-inch mercury evacuation of refrigerant lines by use of a vacuum pump and maintain a 30-inch mercury standing vacuum for one (1) hour after new filter cores are installed.

r. Ground-mounted units shall be installed on concrete pads with unit stands not less than 12 inches from grade. (Ground condenser slabs shall be level).

s. The system shall be started after installation is complete, and tested for proper operation with the County Project Manager (PM) present. The contractor is expected to upgrade existing controls to Building Automation System (BAS) supply and re-connection with ‘Back-Net’ connection wiring. Reprogramming (BAS) and reset controls based on new chiller and pumps. (See Exhibits “1” and “5”). The existing BAS system is Siemens.

t. The contractor will provide “As-Built” documents including drawings and equipment specifications, manufacturer’s warranties, and building permit certificate of completion.

u. The contractor will be required to provide and connect temporary portable chiller in the same tonnage as the existing to keep the building air-conditioned during the chiller replacement. The transfer of HVAC chiller related equipment is to be done after business hours or on the weekends and is to be coordinated with the County Project Manager and Eagle Academy Director. The contractor is required to keep and maintain the indoor ambient temperature at a temperature of 72 - 75 degrees Fahrenheit during work hours as noted.

v. The Contractor is required to give advance notice to County Project Manager seven (7) days in advance before starting the decommissioning of the existing chiller and any air-conditioning outages. This will be discussed at the OAC meeting prior to proceeding with the Chiller changeover.

w. Contractor shall purchase, provide, and install surge-protection and phase monitors to control dirty power and over-charged phase electricity.

3. PRODUCT INFORMATION

Trane manufactures design basis for all equipment specified in this contract or PBC approved equal; substitutions require owners’ prior written approval. Provide, to the Project Manager, all equipment and material cut sheets and manufacturer’s project data for all equipment, and include lead times.

Water pumps are Wag W22, Model # 01018ET3E215T-W22, a quantity of two (2), matched in size, horsepower, capacity and over-all performances.

4. SUBMITTALS

All submittals and shop drawings shall be sent to the County Project Manager for approval.

This includes, but is not limited to, products to be used, methods of installation and requests for information and/or clarification. All submittals must be made by the Contractor and must include all details necessary for the County Project Manager to make the necessary determinations. A transmittal form must be included which clearly requests data or information and deviations from the contract requirements for which approval is being requested. Failure to provide sufficient information will result in the rejection of the submittal.

Where the specifications do not specify the brand name product or where a substitution of a product is not specifically prohibited, the Contractor shall submit their selected products for approval to the Project Manager. Such submittals shall include as much details, and information, as required by the County Project Manager, to evaluate the proposed substitution.

5. EXISTING EQUIPMENT

a. The Contractor shall provide, on company letterhead, the make, model and serial number of each piece of existing equipment to be disposed of, stating said equipment has been disposed of in the proper manner. Pictures of the equipment shall be included with the letter along with a record of any PBC asset numbers.

b. The County Project Manager shall use the contractor’s provided information to complete the PBC asset disposal forms.

c. The FMD representative shall use the Contractor provided information to complete the PBC asset disposal forms.

6. MATERIALS

a. All material shall meet or exceed Florida Building Code (latest edition). Product submittals shall be reviewed and approved by the Owner’s Representative prior to ordering.

b. Deliver materials in their original, unopened packages, and protected from exposure to the elements. Do not use damaged or deteriorated materials.

c. The Contractor is responsible for providing any required hangers, supports, tie-downs, etc. required to provide complete installation.

7. TEMPORARY PROTECTION

The Contractor shall protect all workers, staff, and the public in general from injury. The Contractor shall coordinate and schedule all work with the Project Manager.

8. PROJECT CONDITIONS

The Contractor is to coordinate all space and security requirements with the Project Manager.

Submit a construction schedule for review and approval prior to pre-construction meeting, including a start date, substantial completion date, and work plan defining which openings will be scheduled on what day. The Contractor shall conduct all work to cause the least interference possible with the normal activities of the operations of the facility and surrounding areas. Any damage caused by the Contractor (including landscaping and irrigation) shall be the responsibility of the Contractor to repair and return to its original state.

9. PREPARATION

It shall be the responsibility of the Contractor to prepare the site at the construction locations.

10. EXAMINATION

Report to the Project Manager, in writing, any imperfections, unacceptable conditions and/or corrections required to be made before commencing work. Any items not identified, documented and reported to PBC in writing, will become part of the contractors’ scope. All other items identified in writing, if approved, shall result in a change order.

11. INSTALLATION

All materials shall be installed in strict accordance with FBC (building code latest edition), NEC, and the Manufacturer’s written instructions and recommendations. All work shall be done in conformance with applicable Federal, State, and Local codes and established standards.

12. WARRANTY

Contractor warrants all equipment, materials parts and labor furnished or performed against defects in design, materials and workmanship for a period of twelve (12) months from substantial completion.

13. CLEAN UP

It is the Contractor’s responsibility to remove all waste materials, tools and equipment from the job site daily. Thoroughly clean the entire job area prior to requesting the final inspection.

Disposal of all hazardous equipment, chemicals, and components shall comply with all federal, state, and local guidelines.

14. SECURITY

All bidders must have “Critical Facilities” badged employees prior to commencement of work.

☒ Critical Facilities Background Check ☐ CJI Facilities Background Check ☐ No Background Check

Exhibit"1"

Palm Beach County

Division 23 Design Criteria

March 2, 2023

JLRD Project No. 122112

DLynch Typewriter

EXHIBIT "2"

Palm Beach County

Division 23 Design Criteria

Table of Contents

I. GENERAL

II. CRITERIA

A. HVAC Design – General

1. New Projects

2. Design Documents

3. Building Envelope

4. Floor Plans and Sections

5. Roof Plans

6. Energy Rebates

7. Design for Test and Balance (TAB) Work

8. Green Globe Requirements

B. HVAC Design – Equipment Controls

1. Equipment Identification Marks

2. Equipment Schedules

3. Installation Details

4. Control Schematics

5. Temperature Sensors, Relative Humidity Sensors, and Thermostats

6. HVAC Equipment and Noise Concerns

C. Chillers

1. Chiller Plant (Indoor and Outdoor Type Chiller Plants)

2. Indoor Chiller Plant (Water Cooled Chillers)

3. Outdoor Chiller Yard (Air Cooled Chillers)

4. Chillers, General Requirements (Air Cooled and Water Cooled)

5. Air Cooled Chillers

6. Cooling Towers

7. Chilled Water Systems

8. Condenser Water System

9. Pumps

D. Air Handlers

1. Air Handling Units (AHUs)

2. VAV Systems

3. VAV Terminal Boxes

4. DX Systems

5. Coils

6. Electric Duct heaters

7. Fans

8. Air Filters

9. Access Doors

E. Ductwork

1. Dampers

2. Fire Dampers (FDs) and Smoke Dampers (SDs)

3. Smoke Detectors and Heat Detectors

4. Ductwork Construction – Supply air (SA) & Return Air (RA)

5. Ductwork Insulation

6. Ducted Return Air (RA) Systems

7. Access Doors

8. Ductwork Location

F. Grilles

1. Ceiling Diffusers (CDs)

2. Return Grilles (RGs)

3. Exhaust Grilles (EGs)

4. Transfer Grilles (TGs)

5. Critical Building Grilles

G. Outside Air

1. Ventilation

H. Building Control System

1. General

2. Codes and Standards

3. EBMS

4. Building Equipment Controllers

5. Shop Drawings

6. Integration Plan

7. Responsibility Matrix

8. EMS – Generator Power

I. Electrical Rooms, IT Closets, and CCR Rooms

1. Electrical Rooms

2. IT Closets

3. CCR Rooms

4. Data Rooms

J. Commissioning

1. General

2. Commissioning Plan

3. Functional Performance Testing

4. HVAC Controls Commissioning

5. Preliminary Commissioning Report

6. Documentation Requirements

7. Operating & Maintenance Manuals

8. Final Commissioning Report

K. Renovations

1. Existing Building Repairs, Renovations, Alterations

2. Applicable Codes – Renovations

3. Energy Rebates

4. Identification - Renovation Drawings

5. BAS Controls

6. PBC Manufacturer’s Standards – Temperature Sensors, Humidistats, Thermostats 23

7. PBC Manufacturer’s Standards – Liquid & Air Flow Meters, Pressure Gauges, and

Thermometers

8. HVAC Equipment Replacement

9. Ductwork Material Type

10. Fire / Fire Smoke Dampers

11. Return Air Plenums

12. Supply, Return, Exhaust, and Transfer Grilles

13. Rooftop Units

14. Access Door Locations

15. Access Door Sizes

16. Screen Wall - Rooftop Equipment

III. APPENDIX

Appendix A An Engineering Approach to Mitigating Contagions in New or Existing HVAC

Systems

I. GENERAL

A. The Design Professional is encouraged to specify and select high efficiency equipment and systems, as well as peak demand shifting and energy storage systems that can qualify for energy rebate incentive programs offered by Florida Power & Light (FPL).

1. Exercise caution to maintain competitive bidding and avoid single-source supply of such equipment and systems.

B. Goals:

1. Design the project to meet a nationally recognized high-performance green building rating system as approved by the Department of Management Services. Such approved systems include the:

a. Green Building Initiative’s Green Globes rating system.

2. Design HVAC systems to create safe and comfortable environmental indoor conditions conducive to a positive work environment.

3. HVAC systems must control and maintain indoor temperatures, humidity levels, CO2 levels, and provide required outdoor ventilation rates. Systems shall be designed in accordance with ASHRAE-55.

4. Design HVAC systems and building envelope to maintain positive building pressurization and eliminate infiltration of unconditioned humid air to the building interior.

a. This will prevent Indoor Air Quality (IAQ) or sick building syndrome problems manifested by the intrusion of moisture and/or presence of mold, mildew, and musty smells.

5. Design the HVAC systems to meet the latest adopted version of the Florida Building

Code Energy Conservation.

6. Design of HVAC systems must be coordinated with the architect to be accessible and compatible with all components of the life safety systems.

7. Project Deliverables:

a. Schematic Design (SD):

1) Provide a design narrative describing HVAC systems to be utilized, approximate tonnages, and locations. Coordinate mechanical spaces with Architect (if applicable). If possible, provide one-line schematic of HVAC system

b. Design Development (DD):

1) Provide set of mechanical drawings that include schedules, floor plans, large scale mechanical rooms, details, and HVAC controls at the Design Development level. Schedules shall at a minimum include quantities, CFM’s, or tonnages to allow for budgets to be developed. Schedules of AHU’s, terminal boxes, chillers, cooling towers, boilers, pumps, and exhaust fans. Floor plans shall be, at a minimum, one-line of the supply, return, exhaust, and outside air mains, as well as approximate sizes. Location and quantities of equipment.

2) Block layouts showing maintenance areas of HVAC equipment within mechanical rooms, chiller plants, roof areas.

3) Details applicable to the project and not general in nature.

4) HVAC controls and sequence of operations for selecting equipment, not required to be finalized.

5) At a minimum, outline specifications with equipment coordinated for the project.

c. Construction Design (CD):

1) Provide set of construction documents fully coordinated with all disciplines, including but not limited to, Architectural, Structural, Civil, Electrical, and

Plumbing. The plans shall be code compliant and be capable of achieving a

Permit. All mechanical schedules shall be final for quantities and capacities. All floor plans shall be finalized including routing, sizing, life-safety coordination, and CFM values.

2) All large scale floor plans shall be finalized showing maintenance clearances, sizing, routing, and coordination with other disciplines.

3) All details shall be finalized, chilled water, condenser water, and refrigerant schematics shall be provided and final.

4) All HVAC controls and sequence of operations shall be finalized with the selected equipment. Sequence of operations coordinated with equipment for the different modes of operation. If factory controls, note what modes of operation the factory shall provide.

5) Project specifications shall be final and coordinated with the construction documents for hardware.

8. Commissioning to be provided as required in the Florida Energy Code.

C. Project documents shall be in compliance with the following code requirements as adopted, updated and in effect on permit application date:

1. Florida Building Code, FBC

2. Florida Building Code, Energy Conservation

3. American Society of Heating, Refrigerating, and Air Conditioning Engineers, ASHRAE standards.

4. Green Globes building rating system.

5. Com Check / Florida Energy Code.

D. Field Work:

1. For renovation projects, the Engineer shall provide efforts for field verification of existing HVAC conditions.

II. CRITERIA

A. HVAC DESIGN – GENERAL

1. New projects should put Life Cycle-based design as the basis of design to bring long-term value to the County.

2. Design Documents

a. The project shall comply with all codes and the requirements of this section.

3. Building Envelope

a. Provide permanent vapor barriers that prevent air infiltration and vapor transmission through the walls and the roof/ceiling assembly, and that maintains their integrity for the life of the building.

b. The proper location of the vapor barrier in humid climates is on the exterior.

c. DO NOT use batt insulation on top of a lay-in ceiling with a ventilated attic.

d. Coordinate with Architect.

4. Floor Plans and Sections

a. Complete Building Permit, HVAC Requirements.

b. Where ducts cross on construction documents, break lines to show depth of crossing.

5. Roof Plans

a. Complete Building Permit, HVAC Requirements.

b. RTU and ductwork on roof is prohibited unless a waiver is provided by FD&O.

6. Energy Rebates

a. Contact FPL to determine their latest requirements regarding rebates for Thermal

Energy Storage (TES) systems, chillers, DX, PTAC, and other HVAC systems, equipment with adjustable speed drives (ASD), high efficiency motors, etc.

1) Determine and list if the equipment from the major manufacturers can qualify for the FPL rebates.

b. Identify any and all other possible sources for rebates, Federal, State, Local, etc.

7. Design for Test and Balance (TAB) Work

a. Complete all testing and balancing with a commissioning plan as required by the

Florida Building Code, Energy Conservation, edition in effect at time of permitting.

b. Show all CFMs on floor plans in accordance with requirements with Permit

Documentation Requirements.

c. Construction documents shall provide system air balances for the following systems, to confirm positive pressurization:

1) Supply air

2) Return air

3) Outside air

4) Exhaust air

5) Exfiltration

8. Design to a minimum of Green Globes requirements.

a. Requirements of Green Globes Existing Buildings are as follows:

1) Improving the sustainability of existing buildings is critical to forging a better built environment. Green Globes for Existing Buildings 2021 is a science-based, user-friendly benchmarking and certification program, evaluating the environmental sustainability, health and wellness, and resilience of an individual building or an entire portfolio.

2) Developed using applicable content from ANSI/GBI 01-2019 Green Globes

Assessment Protocol for Commercial Buildings (Green Globes NC 2019), Green

Globes EB 2021 provides a comprehensive roadmap to practitioners who are implementing sustainability programs or who wish to expand existing sustainability programs. Criteria evaluated within Green Globes EB 2021 support environmental, social, and governance (ESG) goals and corporate sustainability reporting (CSR).

3) The Green Globes EB questionnaire is an educational tool for building/portfolio owners, property managers, and sustainability professionals and allows users to assess opportunities for energy savings, reduce environmental impacts, and lower maintenance costs. Users are encouraged to import energy, water, emissions, and waste data to establish baselines, measure progress, and compare performance.

b. Green Globes for Existing Buildings 2021 Point Allocation:

Category Points

ESG Management 105

Site 95

Energy 310

Water 185

Materials 100

Indoor Environmental Quality 205

Total Points 1,000

c. Eligibility Requirements:

1) Because every project is unique, GBI’s Green Globes doesn’t penalize projects for criteria that don’t apply to the building function, location, or unique requirements. Green Globes offers multiple pathways to achieve credit for several criteria, uses weighted criteria according to environmental impact and allows for tiered and partial credit for criteria.

d. Eligible buildings must:

Be designed for occupancy.

Have conditioned space.

Have been occupied longer than 18 months and/or more than 12…