2025-26-04 DW Roof Repair Bid.pdf

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Attached to
District Wide Roof Repair
Solicitation number
2025-26-04
Issued by
Westchester County, New York

About this file

The document is an Invitation to Bid issued by Scarsdale Public Schools for a District Wide Roof Repair project (Bid #2025-26-04). The bid covers roof repair services for nine district locations, including Edgewood School, Fox Meadow School, Greenacres School, Heathcote School, Quaker Ridge School, Scarsdale Middle School, Scarsdale High School, Alternative School, and the District Office. The bid is scheduled to be opened on May 6, 2025, at 2:00 pm, with a contract term from July 1, 2025, through June 30, 2026. The district reserves the option to extend the contract for two consecutive additional 12-month periods, with a potential total contract duration not exceeding 36 months.

The bid includes comprehensive specifications for roofing repair work, covering various roofing types such as Slate, EPDM Fully Adhered, Standing Seam Copper, Standing Seam Metal, and built-up roofing configurations. Pricing will be established on a per-hour basis for labor, with separate rates for Roofing Mechanic, Roofing Helper, Roofing Foreperson, and Gutter/Leader Cleaning. Contractors must comply with prevailing wage rates, New York State labor laws, and provide comprehensive insurance coverage. The bid requires detailed documentation, including contractor qualifications, references, certifications, and compliance with various state regulations such as the Iran Divestment Act and sexual harassment prevention policies.

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SCARSDALE PUBLIC SCHOOLS

Invitation to Bid

DISTRICTWIDE ROOF REPAIR BID

Scarsdale Schools Bid #2025-26-04

Bid Opening Details Date: May 6, 2025

Time: 2:00 pm Location: 2 Brewster Rd.

Scarsdale Public Schools Cherie Luiso, Purchasing Agent

Business Office 2 Brewster Road

Scarsdale, NY 10583 Phone: (914) 721-2429

DW ROOF REPAIR BID # 2025-26-04

PAGE INTENTIONALLY LEFT BLANK

NOTICE TO BIDDERS 4

GENERAL TERMS AND CONDITIONS OF BID 5

SCOPE & SPECIFICATIONS 12

BID PROPOSAL FORM 13

BID PROPOSAL CERTIFICATIONS & NON-COLLUSIVE FORM 14

CONTRACTOR QUALIFICATIONS & REFERENCES 16

VENDOR INFORMATION FORM 23

COMPLIANCE WITH IRAN DIVESTMENT ACT FORM 24

CONTRACT REQUIREMENTS 25

SERVICE PROVIDER AGREEMENT - INSURANCE REQUIREMENTS 26

(SAM) CERTIFICATION FORM 29

BIDDER HAS REGISTERED WITH NYSDOL CERTIFICATION FORM 30

THIS FORM MUST BE SIGNED AND NOTARIZED 30

SEXUAL HARASSMENT CLAUSE 31

PREVAILING WAGE 32

UNIFORM SAFETY STANDARDS FOR SCHOOL CONSTRUCTION 34

SPECIAL CONDITIONS 37

OPTION TO EXTEND THE TERM OF THE CONTRACT 43

LOCATIONS 44

BIDDER CHECKLIST 45

NOTICE TO BIDDERS

PUBLIC NOTICE is hereby given that sealed bids will be received by the Board of Education of Scarsdale Public Schools, 2 Brewster Road, Scarsdale, NY 10583 in a sealed envelope, plainly marked with Bid #, Bid Name, Bid Date & Bid Time

Bid #: 2025-26-04 Bid Name: DISTRICT WIDE ROOF REPAIR BID Term: July 1, 2025-June 30, 2026, with (2) one year renewal options Bid Opening: MAY 6, 2025 2:00pm, 2 Brewster Rd.

Obtaining Documents: The Bid Documents, including but not limited to Instructions to Bidders, Bidding Procedures and Requirements, Qualifications of Bidders, Specifications, Technical Specifications and bid forms may be obtained by going online at http://www.bidnetdirect.com , or by contacting the Purchasing Office via email at kdamelio@scarsdaleschools.org. Please indicate the Bid Name and Number in the subject line of your email request. Only those vendors who obtain bidding documents from http://www.bidnetdirect.com or via direct email from SUFSD are guaranteed to receive addendum information, if such is issued. If you obtained documents from a source other than those listed above, the School District will not guarantee the integrity of the document.

Bids will be received for this contract until the prevailing time and date stated above. At the above state time and place all bids will be publicly opened. In the event that Scarsdale Union Free School District Purchasing Department is closed the day of the Bid Opening, the bid(s) will be opened at the same time, on the next day that the Scarsdale UFSD Purchasing Department is open. All bids received after the date and time stated in the Notice to Bidders will not be considered and will be returned to the bidder unopened.

The bidder assumes the risk of any delay in the mail or delivery service, or in the handling of the mail by employees of the District, other than those authorized to receive bids. The District is not responsible for bids opened prior to the time and date of the opening if the identifying information does not appear on the sealed envelope. Bids opened prior to the time and date of the opening are invalid. The District reserves the right to accept each bid by individual time, by category, by groups of items or as a whole, or in its discretion, to reject all bids and re-advertise and rebid.

Bids must be presented on the proposal form in the manner designated therein and as required by the specifications. No bidder shall withdraw their bid within forty-five (45) days after the formal opening. The Board of Education reserves the right to reject any or all bids, waive informalities and accept the bid that is in the best interest of the School District.

Cherie Luiso Assistant Business Manager/Purchasing Agent http://www.bidnetdirect.com/ http://www.bidnetdirect.com/

GENERAL TERMS AND CONDITIONS OF BID

The date and time of bid opening is provided in the notice to bidders included herewith. All bids must be sealed in plain, opaque envelopes, and must be addressed to the purchasing officer and clearly marked on the outside of the envelope “name of bid”, “date of bid”, “time of bid opening” as stated in notice to bidders.

A. QUALITY AND SAMPLES

1. All equipment, material and supplies bid upon must conform to the description and specifications stated in the bid document. Any and all reference to type, style, trade name, and catalog are intended to be descriptive only and not restrictive. The intention is to indicate to the bidders the character and quality of the article that will be satisfactory.

2. If the bidder proposes to furnish the item specified in the bid document, the bidder shall fill in the unit price and the total price in the appropriate spaces on the bid form included herewith.

3. If the bidder proposes an equivalent substitute item for the item specified in the bid document, the unit price and the total price should be recorded in the appropriate price spaces and labeled “substitute bid”. In addition, the bidder shall provide all the information required in A4 below for each “substitute bid” item, and requested information must accompany the bid proposal.

4. The bidders must provide all of the information listed below for any and all “substitute bid” items:

A. Name of the item B. Manufacturer’s catalog number, and suppliers stock number C. Manufacturer’s description and specifications D. A cut or illustration of the product that will clearly indicate what bidder intends to provide E. Independent laboratory reports,where applicable, shall be provided F. Manufacturer’s name, address and telephone number G. Name and telephone number of two (2) school districts or two (2) commercial firms that currently use the alternate product H. Samples must be provided, if requested by the board of education

Failure by the bidder to provide adequate information for items a through h above may be interpreted by the board of education to mean the substitute bid item is not equal to the item specified in the bid document.

B. INTERPRETATION AND APPROVAL

1. No interpretation of the meaning of the bid document will be made to any bidder orally.

Every request for such interpretation must be submitted via email sent to the district purchasing at CLUISO@SCARSDALESCHOOLS.ORG

2. A request for interpretation must be made not later than five (5) working days prior to the date fixed for the opening of bids. Notice of any and all such interpretations and any supplemental instructions will be served upon all bidders of record by the purchasing officer in the form of addenda to the bid specifications. All addenda so issued shall become a part of the bid document.

3. Interpretation of the bid specification shall be decided by the board of education. The board’s decision shall be final and binding on all parties.

C. NON-COLLUSION

The bidder shall certify that he/she has complied with all of the requirements stated on the non collusive bidding certification form by signing the said form included in the bid document.

Failure by the bidder to complete and sign the non collusive bidding certificate form will constitute grounds for rejection of the bid proposal by the board of education.

D. BID QUOTATIONS

BIDDERS MAY QUOTE ON ANY OR ALL ITEMS. THE BOARD OF EDUCATION RESERVES

THE RIGHT TO AWARD ON:

1. an item-by-item basis

2. group basis

3. the total bid

Unit price and total price of each item quoted shall be written in ink, or typed, in the space opposite the name of the item listed on the bid proposal form.

No bid will be considered acceptable unless properly made out on the bid proposal forms provided by the board of education and signed by the bidder in ink.

In the event of a discrepancy between the unit price and the total price, on the bid proposal form, the unit price will govern. All prices must be quoted “per unit” quantity specified (e.g. do not quote “per case” when “per dozen” is requested). All items not bid shall be indicated as “not bid” in the total price space. When bids are requested on a lump sum basis, the bidder must bid on each item in the lump sum group. A bidder desiring to bid “no charge” on an item in a group must so indicate. Failure to comply with the provisions of this paragraph may be grounds for rejection of the bid proposal by the board of education.

E. LATE BIDS

Bid proposals that arrive after the time stated for the opening of bids, shall not be accepted, and will be returned to the bidder unopened. Whether sent by mail or by means of personal delivery, the bidder assumes responsibility for having his/her bid deposited on time at the place specified in the legal notice.

F. BID OPENING

Sealed bids will be publicly opened on the date, day and time specified in the legal notice included in the bid documents. Bids may be read aloud to those persons present when practicable. Any bidder may request to review the bid proposals submitted by arranging a mutually convenient time when bids may be reviewed with the purchasing officer of the school district.

G. WITHDRAWAL OF BID BECAUSE OF ERROR MADE BY BIDDER

After the opening of bids, a bidder may request withdrawal of his/her bid due to an error contained in the bid proposal. the board of education will consider the request of the bidder providing said bidder complies with the requirements stated below:

1. A request to withdraw a bid proposal must be in writing, addressed to the purchasing officer.

The request must include the reason(s) for withdrawal of bid, and evidence to substantiate the reason(s), including financial impact on the company.

2. The request must be received by the purchasing officer not later than 72 hours following the opening of bids.

3. Bidder may be required to appear before the board of education or its designee to review the request of withdrawal of the bid proposal and to provide all worksheets, summary sheets, and other pertinent data directly applicable to the formulation of the bid proposal. failure of bidder to appear or to make available data requested by the board may result in the board of education rejecting the request of the bidder to withdraw his/her bid proposal.

4. The bidder shall accept that the board of education’s determination of the request for withdrawal of the bid proposal shall be at the sole discretion of the board of education and the board’s decision shall be final and binding on all parties.

5. If the board of education approves withdrawal of the bid proposal as requested by the bidder, the board of education may as a condition of said withdrawal require that said bidder be excluded from submitting a new bid if the board of education elects to request new bids from all bidders.

H. ACCEPTANCE OR REJECTION

The board of education reserves the sole right to waive any informality, to reject any or all bids, and the board’s decision shall be final and binding on all parties.

I. AWARD

Awards will be made to the responsible bidder submitting the lowest bid that fully complies with all the specifications stated in the bid document.

The board of education reserves the right to make awards within forty five (45) days after the date of the bid opening, during which period bids may not be withdrawn, unless the bidder distinctly states in his/her bid that acceptance thereof must be made within a shorter specified time.

The board of education also reserves the right to reject all bids and to purchase any or all items on contracts awarded by agencies or departments of the state of new york or county of westchester, if such items can be obtained on the same terms, conditions, specifications, and at a lower price.

J. NOTICE OF AWARD

The board of education shall notify the successful bidder in writing through a purchase order, or letter indicating notice of award or acceptance of bid for any of the items for which the bid was submitted. The said notice shall constitute a contract between the board of education and the successful bidder to furnish and deliver the item(s) set forth in said purchase order, or letter indicating notice of award or acceptance of bid.

K. F.O.B. DELIVERY POINT

Bid must be f.o.b. Scarsdale, New York, unless bid proposal stated f.o.b. point of origin.

Deliveries may be made Monday through Friday from 8:30 a.m. until 4:30 p.m. except on national, state or school holidays when school building(s) may be closed. The bidder shall be responsible to verify that the school building is open prior to making delivery. All bid items shall be unloaded and placed within school building(s), at points of delivery, in quantities as directed by the board of education. Any costs incurred due to the failure of the bidder to comply with this requirement will be charged to said bidder. No help for unloading will be provided by the school district and suppliers shall notify their truckers accordingly. The bidder should be prepared to furnish a proof of delivery, if requested by the board of education.

L. DATE OF DELIVERY OF BID ITEMS

Delivery of all bid items shall be made not later than the date shown in the bid document. If the bidder cannot meet the delivery date specified in the bid document, bidder shall state on the bid form the proposed date of delivery. However, in determining the acceptable bid, proposed time and date of delivery will be part of the consideration in awarding the bid.

M. DAMAGES

The bidder shall be fully responsible for shipping and delivery of bid items in an undamaged condition. The board of education will not consider the carrier responsible for damaged bid items. Any bid item damaged or broken when delivered to the school district shall be replaced immediately by the bidder. The board of education shall notify the bidder of damaged material in writing within ten (10) working days from the date of delivery.

N. GUARANTEE OF EQUIPMENT AND FURNITURE

The successful bidder shall certify in writing:

1. That all equipment furnished under this bid proposal shall be guaranteed against defects in workmanship and/or material for a period of one (1) year from date of delivery to the school district or date of acceptance by the school district whichever is later.

2. That the equipment or furniture offered is a standard, new, latest model of regular stock product, as required by the specifications, with parts regularly used for the type of equipment or furniture offered.

3. Also, that no attachment or part has been substituted or applied, contrary to manufacturer’s recommended and standard practice. All regularly manufactured stock electrical items must bear the label of the Underwriters Laboratories, Inc. It is the responsibility of the bidder to advise the board of education in the bid proposal that the equipment does not have a U.L. label.

4. Any equipment provided under the bid proposal which is or becomes defective during the guarantee period, shall be replaced by the bidder, free of charge. All replacements shall carry the same guarantee as original equipment – one (1) year from the date of delivery or acceptance of the replacement. The bidder shall make any such replacement promptly upon receiving written notice from the school district.

O. PURCHASE OF ADDITIONAL QUANTITIES OF BID ITEMS

The board of education may purchase additional quantities of the bid items at any time during the contract period, for the same price and under the same terms and conditions as set forth herein.

P. BUY AGAINST CLAUSE

If the successful bidder fails to deliver as ordered, or within the time specified, or within reasonable time as interpreted by the board of education, or fails to make replacement of rejected articles, when so requested immediately or as directed by the board of education, the district may purchase from other sources to take the place of the item (s) rejected or not delivered. The board of education reserves the right to authorize immediate purchase (within 24 hours) from other sources against rejections on any contract when necessary. On all such purchases the successful bidder agrees to reimburse the school district promptly for excess costs occasioned by such purchases. Should the cost be less, the successful bidder shall have no claim to the difference. Such purchases may be deducted from outstanding invoices or claims, or charged-back against future invoices of claims.

Q. ASSIGNMENT OF CONTRACT CLAUSE

It is mutually understood and agreed that the successful bidder shall not assign, transfer, convey, sublet, or otherwise dispose of the contract or his/her right, title, or interest therein, or his/her power to execute such contract, to any other person, company, or corporation, without the previous written consent of the board of education.

R. REPRESENTATIONS

If any questions or responses require revision to the solicitation as originally published, such revisions will be by formal amendment only. If the solicitation includes a contact person for technical information, offerors are cautioned that any oral or written representations made by this or any person that appear to change materially any portion of the solicitation shall not be relied upon unless subsequently ratified by a written amendment to this solicitation issued by the purchasing office. For determination as to whether any representation made requires that an amendment be issued, contact the purchasing office.

S. COPYRIGHT

The contractor shall irrevocably transfer, assign, set over, and convey to the Scarsdale Union Free School District all rights, title, and interest, including the sole exclusive and complete copyright interest, in any and all copyrightable works created pursuant to the contract. The contractor further agrees to execute such documents as the Scarsdale Union Free School District may request to effect such transfer or assignment. Further, the contractor agrees that the rights granted to the Scarsdale Union Free School District by this paragraph are irrevocable.

The contractor’s remedy in the event of termination of or dispute over any agreement entered into as a result of this solicitation shall not include any right to rescind, terminate, or otherwise revoke or invalidate in any way the rights conferred pursuant to the provisions of this paragraph.

Similarly, no termination of any agreement entered into as a result of this solicitation shall have the effect of rescinding, terminating or otherwise invalidating the rights acquired pursuant to the provisions of this paragraph.

T. SPECIAL REQUIREMENTS

Special requirements for any bid proposal may supersede and/or be added to any provision contained in the instructions noted above. These instructions are to be considered an integral part of all bid proposals.

SCOPE & SPECIFICATIONS

The successful bidder will be expected to perform various tasks consistent with General Roofing Installation/Repair including:

Slate EPDM Fully Adhered Standing Seam Copper EPDM in IRMA Configuration Standing Seam Metal PVC Fully Adhered Built up in IRMA Configuration Gutter & Leaders (all types) Built up in Conventional Configuration

GUTTER & LEADER CLEANING (including removal of debris)

All materials to complete projects are the responsibility of the contractor unless instructed differently. All requisitions for payment should list materials separate from labor prices and include backup documentation supporting such material purchases.

The contractor is responsible for the cleanup and removal of any demo material along with any material related to the project. The project area should be maintained in a safe manner and is to be cleaned at the end of each workday. Smoking is not permitted on school property.

The contractor shall perform all work on a time and material basis at the rates established in this bid.

Pricing will be established on a per hour basis for labor and cost for material

Cost for:

ROOFER MECHANIC

ROOFER’S HELPER

ROOFING FOREPERSON

GUTTER / LEADER CLEANING

For the purpose of this contract and due to the nature of facilities covered under the terms of this agreement "STRAIGHT TIME" WILL BE CONSIDERED Monday through Saturday, 8:00 - 5:00 pm. All work performed at any other time will be deemed "OVERTIME"

BID PROPOSAL FORM

LABOR RATES FOR ROOF REPAIR WORK

Type Labor Straight time hourly rate BID Estimated # hours Extended Total

Gutter Cleaning 80

Roofing Mechanic 200

Roofing Helper 200

Roofing foreperson 60

TOTAL

Note: Estimated number of hours is for bid analysis purposes only and in no way guarantees or implies the amount of work to be performed. Bid will be awarded to the lowest bidder.

MATERIALS MARKUP PERCENTAGE ___________%

OVERTIME RATES (if required and scheduled by the District)

Gutter Cleaning OVERTIME rate per hour $_________

Roofing mechanic OVERTIME rate per hour $_________

Roofing helper OVERTIME rate per hour $_________

Roofing foreperson OVERTIME rate per hour $_________

COMPANY NAME ____________________ ____ TITLE____________________

ADDRESS ____________________________ TEL # ___________________

_______________________________________ FAX # ___________________

EMAIL___________________________________________________________________

PRINT NAME _________________________________

SIGNATURE _________________________________

BID PROPOSAL CERTIFICATIONS & NON-COLLUSIVE FORM

Firm Name_____________________________________________________

Business Address_______________________________________________

Telephone Number ____________________ Date of Bid________________

1. General Bid Certification

The bidder certifies that he will furnish, at the prices quoted, the materials, equipment and/or services as proposed on this Bid.

2. Non-Collusive Bidding Certification

By submission of this bid proposal, the bidder certifies that he is complying General Municipal Law, Section 103-D Statement of non-collusive in bids and proposals to political subdivisions of the state.

Every bid or proposal hereafter made to a political subdivision of the State or any public department, agency or official thereof where competitive bidding is required by statute, rule, regulation, or local law, for work or services performed or to be performed or goods sold, shall contain the following statement subscribed by the bidder and affirmed by such bidder as true under the penalties of perjury:

Non-collusive bidding certification

(a) By submission of this bid, each bidder and each person signing on behalf of any bidder certifies, and in case of a joint bid each party thereto certifies as to its own organization, under penalty of perjury, that to the best of knowledge and belief:

1. The prices in this bid have been arrived at independently without collusion, consultation, communication or agreement, for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor.

2. Unless otherwise required by law, the prices, which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by bidder prior to opening, directly or indirectly, to any other bidder or to any competitor; and

3. No attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit a bid for the purpose of restricting competition.

Firm Name: __________________________ Telephone ________________________

Authorized Signature __________________ FAX ____________________________

Printed Name:________________________ E-Mail ___________________________

Title: _______________________________ Contact Person ___________________

Address:____________________________ Website _________________________

CORPORATE RESOLUTION (For Corporate Bidders only)

Resolved that ____________________________ be authorized to sign and submit the (Individual’s name) bid or proposal of this corporation for the following project:

(Describe Project)

And to include in such bid proposal the certificate as to non-collusive required by section 103-d of the General Municipal Law as the act and deed of such corporation and for any inaccuracies ormis-statement s in such certificate this corporate bidder shall be liable under the penalties of perjury.

The foregoing is a true and correct copy of the resolution adopted by ________________ at a meeting of its board of directors held on the ______day of ____________, 20__ and is still in full force and effect on this ____day of ______________________, 20___.

AFFIX SEAL OF CORPORATION:

Secretary __________________________

CONTRACTOR QUALIFICATIONS & REFERENCES

BIDDER QUALIFICATIONS

● Must have five years of experience in the roofing field.

● The successful contractor will be expected to provide both scheduled maintenance and emergency service as required.

● The successful bidder must have the proper equipment and skilled labor to perform roofing contractor work.

● The contractor must employ sufficient staff, vehicles and equipment to be able to respond to two (2) or more locations at the same time during regular hours as well as for emergency calls.

● A field supervisor must be utilized for all scheduled work and be available for emergency work. The contractor shall respond to calls during normal business hours (Monday - Friday, 8 - 4:30p.m.) within four hours of receiving the call from an authorized facility staff member (list will be supplied) and will report status of job in a timely manner.

● All equipment used must be maintained and operated in a safe manner.

● The successful bidder must submit proof of insurance, liability, and workmen's compensation and any required local or county license with this bid.

● References must be submitted with the bid.

● Invoices must be submitted within 30 days of service. Payment will be made only after correct presentation of claim forms and/or invoices with required supporting documentation. They should include:

○ Invoice must reference purchase order #

○ Breakdown of labor, unit costs and material costs, as awarded. All bidder(s) awarded a Contract are requested to prorate the awarded labor rates for purposes of billing ¼ and ½ hour increments where needed. The hours of the authorized work ticket must match those invoiced.

○ Copy of vendor generated service ticket signed by School District employee for related invoice

○ Certified payroll - invoices will not be paid without certified payroll attachment

○ Supporting documentation for parts, etc.

● Payments of any claim shall not preclude the School District from making a claim for adjustment on any item found not to have been in accordance with the Bid Documents, including but not limited to these Specifications and Technical Specifications.

● Contract terms: This contract will be for a TWELVE MONTH PERIOD (12) commencing JULY 1, 2025 THROUGH JUNE 30, 2026 The Scarsdale School District reserves the right to extend or renew this contract for two (2) consecutive additional periods of twelve months (12). See Option to Extend Term of Contract included.

● There will be no smoking on school property.

STATEMENT OF BIDDER’S QUALIFICATIONS

Qualifications must be presented on the forms provided in the Bid, giving evidence of successful completion of at least five previously performed construction projects similar to the Contract Work and performed within the last five (5) years. Evidence shall include at a minimum, job name, location, brief description, dollar amount, and reference names with telephone numbers of the Owner and the Engineer or Architect. Proposals without qualifications will be considered non-responsive.

The bidder bears the sole responsibility for any Sub-contractors he may employ for any parts of this Work. The bidder is advised to utilize similar qualification standards against which he will be judged, when using the services of any Subcontractors or Suppliers. Failure by default or any other means of any of the Contractors suppliers or Subcontractors will not be a reason for the Contractor to complete the Work of this Contract in the time allowed with the quality of workmanship required.

The Owner may make such investigations as it deems necessary to determine the qualifications of the Bidder to perform the Work and the Bidder shall furnish to the Owner all such information and data for this purpose as the Owner may request. The Owner reserves the right to reject any Bid if the evidence submitted by, or upon investigation of, such Bidder fails to satisfy the Owner that such Bidder is properly qualified to carry out the obligations of the Contract, and to complete the Work contemplated therein. Conditional Bids will not be accepted.

1. Name of Bidder: ____________________________________________________

2. Type of Business: __ Wholly-owned Company __ Partnership __ Corporation Date Incorporated ______ Place _________

3. How many years has the Bidder done business under its present name? ________

4. List the names of the persons who are directors, officers, owners, managerial employees or partners in the bidder’s business:

5. Have any of the persons in No. 4 owned, operated, or been shareholders in any other companies? _____ Yes ______ No

a. If yes, List the names of said persons and the names of their previous affiliations:

Names Names

6. Has any director, officer, owner or managerial employee had any professional license suspended or revoked? ______ Yes _______ No

a. If Yes, please indicate their names, license previously held, whether it was revoked or suspended and the date:

Name License Held Revoked Suspended Date

7. During the three-year period preceding the submission of this bid, has the bidder been guilty of any OSHA violations? _______Yes _______No

a. If yes, please describe the nature of the OSHA violation(s) and indicate the remediation or other steps taken regarding such violation(s):

Violation Remediation

8. During the five-year period preceding the submission of this bid, has the bidder been charged with any claims pertaining to unlawful intimidation or discrimination against any employee by reason of race, creed, color, disability, sex or natural origins and/or violations of any employee’s civil rights or equal employment opportunities? _____Yes _____No

a. If Yes, please list the names of persons making such claim, a description of the claim, the status of the claim and what disposition, if any, has been made regarding such claim:

Name Claim Status Disposition

9. During the five-year period preceding the submission of this bid, has the bidder been named as a party in any lawsuit in an action involving a claim for personal injury or wrongful death arising from performance of work related to any project in which it has been engaged?

_______Yes _______No

Lawsuit: Index Number________________ Disposition ________________________

10. During the five-year period preceding the submission of this bid, has the bidder been the subject of proceedings before the Department of Labor for alleged violations of the Labor Law as it relates to the payment of prevailing wages and/or supplemental payment requirements?

_______Yes _______ No

a. If yes, please list each instance of the commencement of a Department of Labor proceeding, the project for which it was commenced, and the status of the proceeding at the time of submission of this bid:

Proceeding_________________ Project ____________ Disisposition_________________

11. During the five-year period preceding the submission of this bid, has the bidder been the subject of proceedings involving allegations that it violated the Worker’s Compensation Law including but not limited to the failure to provide proof of worker’s compensation or disability coverage and /or any lapses thereof? ______Yes _____No

a. If yes, please list each instance of the claimed violation and the status of the claim at the time of submission of this bid:

Violation Remediation

12. During the five-year period preceding the submission of this bid, has the bidder, its officers, directors, owner, and/or managerial employees been the subject of a criminal indictment?

_______Yes ________No

a. If yes, please list the name of the person(s) indicted or convicted, the charge against the individual and the disposition of the charge:

Name Charge Disposition

13. During the five-year period preceding the submission of this bid, has the bidder been charged with and/or found guilty of any violations of federal, state, or municipal environmental and/or health laws, codes, rules and/or regulations? ______Yes _______No

a. If yes, Please list the charge against the bidder, the date of the charge, and the status of the charge at the time of submission of this bid:

Charge_______________________ Date_________ Status________________________

14. Does the bidder have any projects ongoing at the time of submission of this bid?

______Yes ______No

a. If yes, please list the projects on which the bidder is currently working, the percentage complete, and the expected date of completion of the work:

Project Construction Cost Percent Complete Completion Date

15. Has the bidder ever been terminated from a Project by an Owner?

_____Yes ______No

a. If yes, please list the projects on which the bidder was terminated, the reason for termination (convenience, Suspension, for cause), and the date of termination:

Project Bid ____________________ Reason ________________ Date__________

16. Has the bidder completed and attached the list of references as required?

______Yes ______No

The undersigned affirms that the above statements are true and understands that any false statement shall constitute a violation of the penal code or General Municipal Law as applicable.

Signature (Authorized) __________________________ Print Name _____________________

Title ______________________________________

Sworn to before me this _________ Day of _______________ 20_____

Notary _______________________________________________

REFERENCE PAGE (TO BE SUBMITTED WITH BID DOCUMENTS)

List below all requested information for at least (5) five projects. Projects are to be similar in scope of work and contract amount to this project.

1. Project Name (or Description)____________________________________________

Contract Amount_____________________ Completion Date_____________________

Owner________________________________________________________________

Contact Name________________________ Telephone ________________________

Architect/Engineer_______________________________________________________

Contact Name________________________ Telephone_________________________

2. Project Name (or Description)___________________________________________

Contract Amount_____________________ Completion Date_____________________

Owner________________________________________________________________

Contact Name________________________ Telephone ________________________

Architect/Engineer_______________________________________________________

Contact Name________________________ Telephone_________________________

3. Project Name (or Description)___________________________________________

Contract Amount_____________________ Completion Date_____________________

Owner________________________________________________________________

Contact Name________________________ Telephone ________________________

Architect/Engineer_______________________________________________________

Contact Name________________________ Telephone_________________________

REFERENCES (CONTINUED)

4 . Project Name (or Description)___________________________________________

Contract Amount_____________________ Completion Date_____________________

Owner________________________________________________________________

Contact Name________________________ Telephone ________________________

Architect/Engineer_______________________________________________________

Contact Name________________________ Telephone_________________________

5. Project Name (or Description)___________________________________________

Contract Amount_____________________ Completion Date_____________________

Owner________________________________________________________________

Contact Name________________________ Telephone ________________________

Architect/Engineer_______________________________________________________

Contact Name________________________ Telephone_________________________

VENDOR INFORMATION FORM

(Please type or print)

FIRM NAME: ________________________________________________

VENDOR TAX ID # ___________________________________________

CONTACT NAME: ____________________________________________

TITLE: _____________________________________________________

SIGNATURE: ___________________________ DATE: ______________

ADDRESS: _____________________________

CITY: __________________ STATE: ___________ ZIP: _________

PHONE #: ___________________ FAX #: ________________________

EMAIL ADDRESS: _____________________________________________

REMITTANCE ADDRESS:

ADDRESS: _____________________________

CITY: __________________ STATE: ___________ ZIP: _________

**PLEASE INCLUDE MOST RECENT W-9 FORM FOR YOUR ENTITY

COMPLIANCE WITH IRAN DIVESTMENT ACT FORM

To: All Prospective Bidders

Re: New Competitive Bid Requirement

PURSUANT TO STATE FINANCE LAW 165-a, The Commissioner of General Services is required to develop a list of persons that it determines engage in investment activities in Iran, which is defined as provision of goods, services or credit of $20,000,000 or more, relating to the energy sector.

General Municipal Law GML §103-g(4) states as follows:

Every bid or proposal hereafter made to a political subdivision of the state or any public department, agency or official thereof where competitive bidding is required by statute, rule, regulation or local law, for work or services performed or to be performed or good sold or to be sold, shall contain the following statement subscribed by the bidder and affirmed by such bidder as true under penalties of perjury:

A. “By submission of this bid, each bidder and each person signing on behalf of any bidder certifies, and in the case of a joint bid each party thereto certifies as to its own organization, under penalty of perjury, that to the best of its knowledge and belief that each bidder is not on the list created pursuant to paragraph (b) of subdivision 3 of Section 165-a of the state finance law.”

CORPORATE OR COMPANY NAME ___________________________

BY: __________________________ ______________________

SIGNATURE PRINT NAME

TITLE: ________________________

SWORN TO BEFORE ME THIS ________ DAY OF ______________, 20__.

NOTARY PUBLIC

CONTRACT REQUIREMENTS

Each public work contract to which the State, a public benefit corporation, a municipal corporation or a commission appointed pursuant to law is a party and which may involve the employment of laborers, workers, or mechanics, shall comply with the requirements of Article 8 (Sections 220-223) of the New York State Labor Law:

1. No laborer, worker or mechanic in the employ of the contractor, subcontractor or other person doing or contracting to do the whole or part of the work contemplated by the contract shall be permitted or required to work more than eight hours in any one calendar day or more than five days in any one week except in the extraordinary emergencies set forth in the labor law or where a dispensation is granted by the Commissioner of Labor.

2. Each laborer, worker or mechanic employed by the contractor or subcontractor shall be paid not less than the prevailing rate of wages as indicated on the wage schedule provided by the Department, Bureau of Public Work. The prevailing rate of wage shall be annually determined no later than thirty days prior to July 1 st of each year. The prevailing rate of wages for the period commencing July 1 st of such year through June 30 th , inclusive of the following year shall be the rate of wage set forth in collective bargaining agreements for the same period, including those increases for such a good period which are directly ascertainable from such collective bargaining agreements. (See Sections 220.3, 220.5)

3. It shall be the duty of the department of jurisdiction to file with the fiscal officer the classification of workers mechanics and laborers to be employed on a public work project, together with a statement of the work to be performed by each classification. (See Section 220.3-a)

4. The contractor and every subcontractor shall post in a prominent and accessible place at the work site a statement of all wage rates and supplements to be paid or provided for the various classes of mechanics, workers, or laborers. (See Section 220.3-a)

5. No employee shall be deemed to be an apprentice unless individually registered with the New York State Department of Labor. The allowable ratio of apprentices to journey-level workers in any craft classification shall not be greater than the ratio permitted to the contractor as to its workforce on any job under the registered program. Any employee who is not registered as above, shall be paid or provided the prevailing wage and supplement rate for the journey level classification of work actually performed. The contractor or subcontractor will be required to furnish written evidence of registration of its program and apprentices as well as of the appropriate ratios and wage and supplement rates for the area of construction, prior to using any apprentices on the contract work. (See Section 220.3-e)

6. (a) No contractor, subcontractor, nor any person acting on its behalf, shall by reason of race, creed, color, disability, sex, or national origin discriminate against any citizen of the State of New York who is qualified and available to perform the work to which the employment relates. (See Section 220.3-e (a)

(b) No contractor, subcontractor, nor any person acting on its behalf, shall in any manner, discriminate against or intimidate any employee on account of race, creed, color, disability, sex, or national origin. (See Section 220-e (b) Note: The Human Rights Law also prohibits discrimination in employment because of age, marital status or religion.

(c) There may be deducted from the amount payable to the contractor under the contract a penalty of fifty ($50) dollars for each calendar day during which such person was discriminated against or intimidated in violation of the provisions of the contract. (Section 220-e (c))

SERVICE PROVIDER AGREEMENT - INSURANCE REQUIREMENTS

Insurance must be in effect and continued during the life of the Contract as described below. Failure of the Contractor to procure and /or maintain any required insurance shall not relieve the Contractor from any liability under this Contract, nor shall the insurance requirements be construed to conflict with the obligations of the Contractors concerning indemnification. Such failure to procure and maintain the necessary insurance during the life of the Contract shall be considered a default of the Contract, and shall be grounds for the District to immediately terminate the Contract.

1. Notwithstanding any terms, conditions or provisions, in any other writing between the parties, the Service Provider hereby agrees to effectuate the naming of the Scarsdale Union Free School District as an additional insured on the Service Provider’s insurance policies, with the exception of Workers' Compensation and N.Y. State disability insurance.

2. The policy naming the Scarsdale Union Free School District as an additional insured shall:

a. Be an insurance policy from an A.M. Best rated A- or better insurer. A New York licensed insurer is strongly preferred. The decision not to accept non-licensed and non-admitted carriers lies exclusively with the Scarsdale Union Free School District and may create significant vulnerability and costs for the District.

b. State that the organization's coverage shall be primary and noncontributory coverage for Scarsdale Union Free School District, its Board, employees and volunteers with a waiver of subrogation in favor of the Scarsdale Union free School District.

c. Additional insured status shall be provided by standard or other endorsements that extend coverage to the Scarsdale Union Free School District for both on-going and completed operations (CG20 38) and products and completed operations (CG20 37).

The decision to accept an endorsement rests solely with the Scarsdale union Free School District. A complete copy of the endorsements must be attached to the Certificate of Insurance.

3. The contractor agrees to indemnify the district for any applicable deductibles and self-insured retentions.

4. Minimum Required Insurance:

a. Commercial General Liability Insurance

i. $1,000,000 per occurrence/ $2,000,000 aggregates.

ii. $2,000,000 Products and Completed Operations

iii. $1,000,000 Personal and Advertising Injury

iv. $100,000 Fire Damage

v. $10,000 Medical Expense

The general aggregate shall apply on a per-project basis.

b. Automobile Liability

i. $1,000,000 combined single limit for owned, hired and borrowed and non-owned motor vehicles.

c. Workers' Compensation and NYS Disability Insurance

i. Statutory Workers' Compensation (C-105.2 or U-26.3); and NYS Disability

Insurance (DB-120.1) for all employees. Proof of coverage must be on the approved specific form, as required by the New York State Workers’ Compensation Board. ACORD certificates are not acceptable. A person seeking exemption must file a CE-200 Form with the State. The form can be completed and submitted directly to the WC Board online.

d. Umbrella / Excess Insurance

i. $3,000,000 each occurrence and aggregate. Umbrella / Excess coverage shall be on a follow-form basis over the required General Liability and Auto Liability coverage.

5. Certificate of Insurance

a. The certificate of insurance must describe the specific services provided by the contractor

(e.g., roofing, carpentry, plumbing) that are covered by the commercial general liability policy and the umbrella policy.

b. At the Scarsdale Union Free School District's request, the contractor shall provide a copy of the declaration page of the liability and umbrella policies with a list of endorsements and forms. If so requested, the contractor will provide a copy of the policy endorsements and forms.

c. There will be no coverage restrictions and/or exclusions involving New York State Labor Law statutes or gravity related injuries.

6. The Service Provider acknowledges that failure to obtain such insurance on behalf of the Scarsdale Union Free School District constitutes a material breach of contract and subjects it to liability for damages, indemnification and all other legal remedies available to the Scarsdale Union Free School District. The contractor is to provide the district with a certificate of insurance, evidencing the above requirements have been met, prior to the commencement of work or use of facilities.

7. Sub-contractors are subject to the same terms and conditions as stated about and must submit the same to the Scarsdale Union Free School District for approval prior to the start of any work.

8. In the event that the maintenance, repair or service provider fails to obtain the required certificates of insurance from the sub-contractor and a claim is made or suffered, the maintenance, repair or service provider shall indemnify, defend and hold harmless the Scarsdale Union Free School District, its Board, employees and volunteers from any and all claims for which the required insurance would have provided Coverage.

9. The district is a member/owner of the NY Schools Insurance Reciprocal (NYSIR). The contractor further acknowledges that the procurement of such insurance as required herein is intended to benefit not only the District but also NYSIR, as the District's insurer.

10. The successful bidder will be required to sign an Indemnification Agreement which will be submitted to the District along with any required insurance documents for each year that the contract is in place. Sample Indemnification form follows

Please sign below and submit with your bid:

I have read and acknowledge the district’s insurance requirements and agree to abide by its terms and requirements.

CORPORATE OR COMPANY NAME ___________________________

BY: __________________________ ______________________

SIGNATURE PRINT NAME

TITLE: ________________________

SAMPLE INDEMNIFICATION FORM

To the fullest extent permitted by law, ____________________________ Maintenance, Repair or Service Provider's Name agrees to defend, indemnify and hold harmless the Scarsdale Union Free School District, as well as any other parties which the maintenance, repair or service provider is required under the contract documents to defend, indemnify and hold harmless, their agents, servants and employees, from and against any claim, cost expense or liability (including costs and attorneys’ fees incurred in enforcing this indemnity), attributed to bodily injury, sickness, disease or death, or to damage to or destruction of property (including loss of use thereof), caused by, arisen out of, resulting from or occurring in connection with the performance of the work by the maintenance, repair or service provider, its subcontractors and suppliers or their agents, servants and employees whether or not caused in part by the active or passive negligence, partial negligence or other fault of the party indemnified hereunder; provided, however, the maintenance, repair or service provider’s duty hereunder shall not arise if such injury, sickness, disease, death, damage or destruction is caused by the sole negligence of the party indemnified hereunder. The contractor's obligation shall not be limited by the provision of any Workers Compensation Law or similar act.

The undersigned has read this agreement, and agrees to abide by its terms and requirements.

Date : Name & Title:

Andrew Lennon, Assistant Superintendent for Business

Scarsdale Union Free School District Signature :

Address :

2 Brewster Road Scarsdale, NY 10583

Telephone # & email:

914-721-2420 facilities@scarsdaleschools.org

Date : Name & Title:

Entity Name : Signature :

Address : Telephone # & email:

BIDDER NOT ON EXCLUSION LIST MAINTAINED BY THE FEDERAL GOVERNMENT’S

BIDDER NOT ON EXCLUSION LIST MAINTAINED BY THE FEDERAL

GOVERNMENT’S SYSTEM FOR AWARD MANAGEMENT

(SAM) CERTIFICATION FORM

THIS FORM MUST BE SIGNED AND NOTARIZED

I, _____________________________________, being duly sworn, deposes and says that I am (Name of Individual Signing this Certification) the _________________________ of the…

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