22025002 WSESD RBP BID MANUAL 12FEB2025.pdf

PDF 19 MB Posted Feb 24, 2025

Attached to: Roof & HVAC Upgrade Projects
Solicitation number: RFP-WSES-250000001506-1
Issued by: Macomb County, Livonia City, Michigan

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Written by GovTribe AI · Mar 20, 2025

This document is a comprehensive Bid Manual for a Roof Replacement Project and HVAC Upgrade Project for the West Shore Education Service District (WSESD) located in Ludington, Michigan. The project involves two separate contract opportunities: a roof replacement project utilizing a fully adhered EPDM roofing system and an HVAC upgrade project involving replacement of existing boilers, heating pumps, condensing units, and cooling units. The mandatory pre-bid conference is scheduled for March 5, 2025, at 1:00 PM, with bid proposals due on March 21, 2025, at 2:00 PM EST. The project is designed to be substantially completed by November 1, 2025, with final completion by December 15, 2025. The total roof area is approximately 46,073 square feet, consisting of multiple roof sections with varying installation dates and conditions.

The bid requires a 5% bid security and performance bonds, with local business participation strongly encouraged. The Owner reserves the right to reject any and all bids and will evaluate proposals based on total long-term cost, quality, suitability, conformity to specifications, delivery terms, and past vendor performance. The project will be funded directly by the West Shore Education Service District, with the design professional being Kendra C. Thompson Architects, PC. Bidders must submit comprehensive documentation including qualification forms, Iran Business Relationship Affidavits, and local business utilization forms. The project emphasizes compliance with various building codes, including the Michigan Rehabilitation Code for Existing Buildings, Americans with Disabilities Act, and relevant mechanical, electrical, and plumbing codes.

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22025002 WSESD RBP 000113.b advertisement for bids.pdf	PDF	Feb 24, 2025
22025002 WSESD RBP BID DRAWINGS - 12feb2024-ISSUED.pdf	PDF	Feb 24, 2025

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BID MANUAL

ROOF REPLACEMENT PROJECT

and separately, HVAC UPGRADE PROJECT

WEST SHORE

EDUCATION SERVICE DISTRICT (WSESD)

2130 W. US 10

Ludington, Michigan 49431

DESIGN

PROFESSIONAL: Kendra C. Thompson Architects, P.C.

803 Cherry St.

Manistee, MI 49660 231.723.4195

BID & PLAN REVIEW SET

2/12/2025

Architect Project No: KTA-220250002

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS EPDM ROOFING SYSTEM

SECTION 00 01 00

PROJECT MANUAL

PROJECT: ROOF REPLACEMENT PROJECT,

and separately, HVAC UPGRADE PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

LUDINGTON, MI 49431

ARCHITECT PROJ: KTA – 220250002

PROJECT

ARCHITECT: KENDRA C. THOMPSON ARCHITECTS, P.C.

803 CHERRY STREET

MANISTEE, MICHIGAN 49660

(231) 723-4195

MECHANICAL/ NEALIS ENGINEERING

ELECTRICAL ENGINEERS: 1419 INDUSTRY DRIVE

TRAVERSE CITY, MI 49696

(231)933-0510

CONTRACT DOCUMENTS DATE: FEBRUARY 12, 2025

Issued for: BID & PLAN REVIEW SET

KTA #220250002 WSESD ROOF & HVAC UPGRADE PROJECTS TABLE OF CONTENTS

SECTION 00 01 01

TABLE OF CONTENTS

DOCUMENTS 0 -- INTRODUCTORY INFORMATION, BIDDING & CONTRACT REQUIREMENTS

000100 - PROJECT TITLE PAGE

000101 - TABLE OF CONTENTS

000113 – NOTICE OF INTENT TO ACCEPT BID PROPOSALS

002113 – INSTRUCTIONS TO BIDDERS

004201.1 – BID PROPOSAL FORM: ROOF REPLACEMENT PROJECT

004201.2 – BID PROPOSAL FORM: HVAC UPGRADE PROJECT

004202 – FAMILIAL RELATION SWORN STATEMENT

004301 – IRAN BUSINESS RELATIONSHIP AFFIDAVIT

004302 – LOCAL BUSINESS UTILIZATION FORM

004321 – BID PROPOSER QUALIFICATION FORM

004393 – BID CHECK LIST

008000 – SUPPLEMENTARY GENERAL CONDITIONS

DIVISION 1 -- GENERAL REQUIREMENTS

011000 –GENERAL REQUIREMENTS - SUMMARY

011000.01 - CONTRACTOR CERTIFICATION OF ASBESTOS-FREE PRODUCT INSTALLATION FORM

011001 – SUBSTITUTION FORM

011006 – REQUEST FOR INFORMATION FORM (RFI)

DIVISION 2 – SITE CONSTRUCTION

020100 – ROOF INSPECTION REPORT

024100 – SELECTIVE DEMOLITION

DIVISION 7 – THERMAL AND MOISTURE PROTECTION

075323 –FULLY ADHERED EPDM ROOFING SYSTEM

076200 – SHEET METAL FLASHING

079205 – JOINT SEALANT

DIVISION 23 – MECHANICAL

230000 – MECHANICAL GENERAL PROVISIONS

230010 – MECHANICAL EQUIPMENT & MATERIALS

230553 – MECHANICAL IDENTIFICATION FOR PIPING AND EQUIPMENT

230593 – TESTING, ADJUSTING, AND BALANCING FOR HVAC

230719 – PIPING INSULATION

231123 – FACILITY NATURAL-GAS PIPING

232113 – HYDRONIC PIPING

232114 – HYDRONIC SPECIALTIES

235216 – CONDENSING BOILERS

DIVISION 26 – ELECTRICAL

260000 – ELECTRICAL GENERAL PROVISIONS

260010 – ELECTRICAL EQUIPMENT AND MATERIALS

260050 – BASIC MATERIALS AND METHODS

260505 – ELECTRICAL DEMOLITION

DRAWINGS

THE FOLLOWING DRAWINGS, BOUND SEPARATELY, AND THIS PROJECT MANUAL FORM THE

CONSTRUCTION DOCUMENTS:

SHEET NO. SHEET TITLE.

T100 COVER SHEET AND PROJECT TEAM

A200 ROOF PLAN

A400 ROOF DETAILS

M100 DEMOLITION MECHANICAL - ENLARGED MECHANICAL ROOM

M101 DEMOLITION MECHANICAL - ENLARGED PENTHOUSE PLANS

M200 PROPOSED MECHANICAL - ENLARGED MECHANICAL ROOM

M201 PROPOSED MECHANICAL - ENLARGED PENTHOUSE PLANS

M300 MECHANICAL SCHEDULES & DETAILS

E100 DEMOLITION ELECTRICAL - ENLARGED MECHANICAL ROOM

E101 DEMOLITION ELECTRICAL ROOF PLAN

E200 PROPOSED ELECTRICAL - ENLARGED MECHANICAL ROOM

E201 PROPOSED ELECTRICAL ROOF PLAN

E300 EXISTING ELECTRICAL RISER DIAGRAM

END OF SECTION

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS NOTICE OF INTENT TO ACCEPT BIDS

SECTION 00 01 13

NOTICE OF INTENT TO ACCEPT BID PROP0SALS

PART 1 GENERAL

1.01 PROJECT IDENTIFICATION

A. Project: ROOF REPLACMENT PROJECT, HVAC UPGRADE PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

2130 W. US 10

Ludington, MI 49431

B. Design Professional: Kendra C. Thompson Architects, PC 803 Cherry Street Manistee, MI T: (231)723-4195

1.02 General Description of Work

A. Work of the contracts includes: Replacement of existing membrane roofing system, and separately, HVAC upgrades including replacement of existing boilers, heating pumps, condensing units and cooling coils in existing AHU’s, associated electrical work and all other work associated with completion of the design intent outlined.

1.03 Pre-Bid Proposal Conference

A. Bidders attendance at the Pre-Bid Conference is required. Sub-contractors and material suppliers are encouraged to attend. The MANDATORY Pre-Bid Conference will be held on Wednesday, March 5, 2025 at 1:00 p.m. Bidders should assemble at West Shore ESD central business office, main Board Room located at 2130 W. US 10 in Ludington, MI 49431.

1.04 Communications

A. All communications shall be directed to Kendra C. Thompson Architects, PC at 231.723.4195 or kt@kendrathompson-architects.com. Do Not contact the Owner, or Owner representatives, directly.

1.05 Time and Place of Bid Proposal Reception:

A. All bid proposals shall be received by the Owner no later than 2:00 p.m. EST on Friday, March 21, 2025.

Sealed bid proposals shall be clearly marked on the outside of the sealed envelope as either “ROOF REPLACEMENT PROJECT” or “HVAC UPGRADE PROJECT” and delivered either by hand or mail to the Owner Representative at:

West Shore ESD ATTN: Kerri Harrie, Assistant Superintendent of Business Services

2130 W. US 10

Ludington, MI 49431

Proposals received after the bid due date and time will not be accepted and will be returned unopened.

A public opening of bid proposals will take place at 2:00 p.m. EST on Friday, March 21, 2025 at West Shore ESD central business office Board Room located at 2130 W. US 10 in Ludington, MI 49431.

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS NOTICE OF INTENT TO ACCEPT BIDS

1.06 Examination and Procurement of Documents

A. Access to bid documents will be made available by contacting Kendra C. Thompson Architects, PC at

231.723.4195 or kt@kendrathompson-architects.com.

B. Bid documents may be viewed at the Owner’s offices located at West Shore ESD central business office at 2130 W. US 10, Ludington, MI 49431 (ATTN: Kerri Harrie) during regular business hours.

C. Bid documents may be viewed at the Owner’s website: www.wsesd.org.

D. Bid documents will be available at Builders Exchange of Grand Rapids, 2007 Eastcastle Dr SE, Grand Rapids, MI; (616)949-8650; www.grbx.com.

E. Bid documents will be available at Builders Exchange of Northwest Michigan, 3175 Continental Drive, Traverse City, MI; (231)946-5531; or www.bctvc.com.

1.07 Security

A. Proposal security, in the amount of five percent (5%) of the total proposal, must accompany each proposal in the form of Bid Bond (certified check acceptable). Performance and Payment Bonds will be required of the successful bidder.

1.08 Labor Standards

A. Local participation is strongly encouraged. Applicable state and federal laws regarding the ‘Conditions of

Employment’ apply to work under this contract.

1.09 Rights of Owner

A. The Owner reserves the right to reject any and all bids, waive informalities in the bidding process or accept other than the low bid when deemed in the best interest of the Project.

mailto:kt@kendrathompson-architects.com http://www.bctvc.com/

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS INSTRUCTION TO BIDDERS

SECTION 00 21 13

INSTRUCTIONS TO BIDDERS

PART 1 GENERAL

1.01 ROJECT IDENTIFICATION

A. Project: ROOF REPLACEMENT PROJECT, and separately, HVAC UPGRADE PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

2130 W. US 10

Ludington, MI 49431 B. Design

Professional: Kendra C. Thompson Architects, PC 803 Cherry Street Manistee MI 49660 T: (231)723-4195

1.02 Examination of Documents

A. Documents may be examined at the following locations:

1. Access to bid documents will be made available by contacting Kendra C. Thompson Architects, PC at 231.723.4195 or kt@kendrathompson-architects.com.

2. Bid documents may be viewed at the Owner’s offices located at West Shore ESD central business office at 2130 W. US 10, Ludington, MI 49431 (ATTN: Kerri Harrie) during regular business hours.

3. Bid documents may be viewed at the Owner’s website: www.wsesd.org.

4. Bid documents will be available at Builders Exchange of Grand Rapids, 2007 Eastcastle Dr SE, Grand Rapids, MI; (616)949-8650; www.grbx.com.

5. Bid documents will be available at Builders Exchange of Northwest Michigan, 3175 Continental Drive, Traverse City, MI; (231)946-5531; or www.bctvc.com.

1.03 Pre-Bid Conference

1.04 Time for Award and Completion of Work:

A. It is the intent of the Owner to award a contract based on the following milestone schedule:

1. March 5, 2025 at 1pm Pre-Bid Conference (Mandatory)

2. March 14, 2025 at 1pm Substitution Requests/RFI Due to Design Professional

3. March 21, 2025 at 2pm Bid Proposals Due

4. April 8, 2025 Notice of Intent to Award

5. April 30, 2025 Finalize Owner-Contractor Agreement

6. May 1, 2025, 2025 Notice of Commencement

7. November 1, 2025 Substantial Completion

8. December 15, 2025 Final Completion mailto:kt@kendrathompson-architects.com http://www.wsesd.org/ http://www.bctvc.com/

1.06 Bid Proposal Receipt:

A. Bid proposals shall be received by the Owner no later than 2:00 p.m. EST on Friday, March 21, 2025.

West Shore ESD ATTN: Kerri Harrie, Assistant Superintendent of Business Services

2130 W. US 10

Ludington, MI 49431

Proposals received after the bid due date and time will not be accepted and will be returned unopened.

A public opening of bid proposals will take place at 2:00 p.m. EST on Friday, March 21, 2025 at West Shore ESD central business office Board Room located at 2130 W. US 10 in Ludington, MI 49431.

1.07 Taxes, Permits and Fees:

A. Contractor shall include and be deemed to have included in the cost bid proposal all sales, consumer use and similar taxes currently imposed by legislation enactment.

B. Contractor shall secure and pay for all permits, including but not limited to building, mechanical, plumbing, electrical, and other permits as required for the Work, and any necessary governmental fees, licenses, and inspections necessary for proper execution and completion of the Work.

1.08 Owner’s Right to Reject Bid Proposals:

A. The Owner reserves the right to waive irregularities and to accept and/or reject any and all bid proposals.

1.09 Inquiries:

A. Direct questions to Design Professional. Do NOT contact the Owner or any Owner representatives:

Kendra Thompson Kendra C. Thompson Architects, PC T: 231.723.4195 E: kt@kendrathompson-architects.com

PART 2 - PROCEDURES

2.01 Examination of Documents and Site:

A. It is the Bidders responsibility to study the specifications and drawings, visit the construction site, verify dimensions, and examine existing conditions to correlate site observations with requirements of the contract documents.

B. No ‘EXTRA’ payment or allowance will be made to cover obvious discrepancies or changes required due to existing site conditions not visually determined and addressed in writing to the Design Professional before opening of bid proposals, or by reason from any error or oversight on the Contractor’s part.

mailto:kt@kendrathompson-architects.com

2.02 Interpretations and Corrections of Documents:

A. Bidders and sub-contractors shall submit a written request to the Design Professional no later than 1:00 p.m. EST on Friday, March 14, 2025 for clarification or interpretation of errors, inconsistencies or ambiguities found in contract documents. Refer to Request For Information - Section 011000.01.

2.03 Substitutions:

A. To obtain approval to use unspecified products, Bidders and sub-contractors shall submit a written request to the Design Professional no later than 1:00 p.m. EST on Friday, March 14, 2025.

Requests received after this time will not be considered. Refer to Substitution Form Section 011000.02.

2.04 Codes, Ordinances and Regulations:

A. Furnish and install all labor and material according to the most current and applicable codes, ordinances and regulations for all governing bodies having project jurisdiction.

B. The quality of labor and material shall be as required by the specifications and drawings except when exceeded by local codes, ordinances, or regulations.

PART 3 - SUBMITTAL

3.01 Preparation and Submittal:

A. Submit copies of Qualifications, Bid Proposal Form, Familial Relationship Sworn Statement and other required documents enclosed in sealed opaque envelope. Identify envelope as shown below and include Bidder’s name and address on the outside of the envelope. For mailing, place sealed envelope inside separate mailing envelope and address the envelope as shown in 1.06.

BID PROPOSAL:

“ROOF REPLACEMENT PROJECT”

WEST SHORE ESD

BID PROPOSAL:

“HVAC UPGRADE PROJECT”

WEST SHORE ESD

B. Bid proposals transmitted by FAX MACHINE OR EMAIL WILL NOT BE ACCEPTED.

3.02 Bid Proposal Modification and Withdrawn:

A. Bid proposal may NOT be modified, withdrawn, or canceled for sixty (60) days after date of opening bids.

3.03 Bid Proposal Security:

A. Bid proposal Security, in the amount of five percent (5%) of the total bid proposal in the form of a cashier’s check or bid bond, made payable to the Owner and insured by licensed surety doing business in the State of Michigan, is required to accompany each bid proposal.

3.04 Guaranty Bonds and Insurance:

A. Performance and Payment Bonds (100%) are required on this project.

B. Performance Bond, Payment Bond and Insurance requirements are described in Supplementary General Conditions.

PART 4 - SELECTION

4.01 Selection of Successful Bidder and Contract Award:

A. Owner reserves the right to reject any, and all bid proposals for any reasons, including but not limited to: Bid proposal that are incomplete or irregular, bid proposals lacking bid bond or data required by bidding documents, or where bid proposals exceed funds available.

B. Owner reserves the right to waive informalities in the bidding process or accept other than the low bid when deemed in the best interest of the Project.

B. The Owner MAY consider the qualifications, local workforce and experience of the bidder, along with the amount of the bid proposal and the completion date when determining the award of the contract. Contractors must submit evidence of each of these components along with the Costs.

C. The Owner shall not be liable for any cost incurred by any Bidder prior to the signing of a Contract by all parties.

D. To demonstrate qualification for performing the work of this contract, Bidders must have demonstrated written evidence in their Qualifications Statement, and their Local Business Utilization Form. Each of these components along with the Bid Proposals will be considered and evaluated in determining the successful bid proposal.

4.02 Bid Selection Criteria

A. In evaluating proposals, the following considerations will be taken into account for the award recommendations as per WSESD Board Policy for Purchasing: Purchasing Policy 3301.

1. Total long-term cost to the Owner.

2. Quality, suitability, and conformity to specifications of the item(s) to be supplied.

3. Delivery terms.

4. Past performance of the Bidder.

B. The evaluation team (Owner staff, independent evaluators or a combination of both) will consider the above-listed elements in the evaluation process. The purchase price is not the only criterion that will be used in the evaluation process.

C. Award may be made based on the evaluation without discussion, clarification, or modification. West Shore ESD may enter into negotiations with the highest-ranked respondent. If West Shore ESD cannot reach an agreement with the highest-ranked respondent, the negotiations will terminate, and negotiations will begin with the next respondent in the order of the ranking until a contract is reached or West Shore ESD has rejected all proposals.

D. Members of the public having complaints regarding WSESD’s purchasing procedures or operations may present their complaints or concerns to WSESD by following the Board Policy for Purchasing which is located on WSESD’s website at: Purchasing Policy 3301.

https://simbli.eboardsolutions.com/Policy/ViewPolicy.aspx?S=36030926&revid=xg0ysVA0fscdknwsplusiGUtA==&ptid=9slshUHzTHxaaYMVf6zKpJz3Q==&secid=&PG=6&IRP=0 https://simbli.eboardsolutions.com/Policy/ViewPolicy.aspx?S=36030926&revid=xg0ysVA0fscdknwsplusiGUtA==&ptid=9slshUHzTHxaaYMVf6zKpJz3Q==&secid=&PG=6&IRP=0

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECT BID PROPOSAL FORM: ROOF PROJECT

SECTION 00 42 01

BID PROPOSAL FORM

PROJECT: ROOF REPLACEMENT PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT

PROJECT #: KTA-22025002

Bidder ______________________________________________________________

Address:____________________________________________________________________

Telephone:____________________________________________ Date:_________________

To: WEST SHORE EDUCATION SERVICE DISTRICT:

I, the undersigned, have received the specifications and drawings for the Construction Work of the above named project prepared by Kendra C. Thompson Architects, PC. I have also received the Addenda acknowledged below and have included all their provisions and costs in my proposal. Having carefully considered and examined all Contract Documents, having visited the site and examined all conditions affecting the work, I submit the following proposal and hereby agree:

1. To furnish all labor, services, materials, equipment and coordination of trades required to perform all work in strict conformance with the Contract Documents, including all commissions, overhead, taxes, fees and profit.

2. To complete the work by time stipulated on the Bid Proposal form and under the conditions as outlined in the Contract Documents.

3. To accept the provisions of the Instructions to Bidders regarding disposition of proposal Security.

4. To hold my bid proposal open for a maximum period of sixty (60) days.

Base Bid: Proposal for: ROOF REPLACEMENT PROJECT for West Shore ESD facility. Including but not limited to: All selective demolition work, roofing membrane, roofing insulation and components, sheet metal flashing, roof repair and patching of abandoned openings, joint sealant, and all other work associated with completion of the Work in accordance with design intent outlined.

Amount in words:

$____________________________._____ Total Amount

Alternate No. 1: Furnish and install roof replacement at existing ROOFING SECTION 2:

Including but not limited to: All selective demolition work, roofing membrane, roofing insulation and components, sheet metal flashing, roof repair and patching of abandoned openings, joint sealant, and all other work associated with completion of the Work in accordance with design intent outlined as identified on the drawings:

State the Amount to provide:

Amount in words:

Costs for Additional Work:

For additional work to be performed, upon written instruction by the Owner/Design Professional, the undersigned or subcontractors of the undersigned, agrees to add to material costs and the subcontractor’s sums for such additional work, a handling fee. A Handling Fee of _______ percent (_____%), which includes all the charges of the undersigned for overhead and profit.

Hourly rates for such work shall be:

Description Hourly Rate

GC Foreman $__________/hr GC Journeyman $__________/hr Mechanical $__________/hr Electrical Plumbing

$__________/hr $ /hr

Others

Schedule of Unit Prices: The proposed Unit Prices set forth in this schedule, at the sole discretion of the Owner, may, or may not be incorporated into the Contract Documents. The Owner reserves the right to negotiate Unit Price(s) set forth herein prior to their possible incorporation into a Change Order.

Item No. Bid Quantity

Description

Unit Price

1 1 Sq. Ft. Removal of existing damaged insulation and installation of new

(2) layers 1-1/2” polyisocyranate

2 1 Sq. Ft.

Specified 60 mil EPDM Membrane system, including cover board, installed

3 1 Lin. Ft.

Specified metal termination bar, installed

4 1 Lin. Ft. Specified metal parapet cap and counter flashing, installed

5 1 Lin. Ft. Specified metal wall flashing and counter flashing, installed

The undersigned agrees that each Proposal covering extra work shall be accompanied with complete itemized material and labor breakdown.

For all revisions involving the deletion (after award) of Contract Work, the undersigned agrees that full credit for materials and labor costs shall be given the Owner for such deleted work. The undersigned further agrees that any credit will not include any factor reflecting undersigned’s overhead or profit.

Completion Time:

The undersigned will be available to Commence Work on May 1, 2025. If unable to meet this requirement please indicate your proposed Date of Commencement: ___________________________________, 2025.

The undersigned agrees to complete all work and have the entire project Substantially Complete and ready for use by the Owner on or before November 1, 2025. If unable to meet this requirement please indicated your proposed Date of Substantial Completion: ___________________________________________, 2025.

Addenda:

The undersigned, hereby acknowledges receipt of the following addenda:

Addendum No. Date

Subcontractors:

I, the Bidder, propose the following list of major sub-contractors to be employed on the project (subject to final approval by the Owner and the Design Professional):

Roofing System ______________________________________________________________

Mechanical ______________________________________________________________

Plumbing ______________________________________________________________

Electrical ______________________________________________________________

Other ______________________________________________________________

Site Superintendent:

The following, full time on site job superintendent will be assigned to this project:

Name:__________________________________________________________________________________

Superintendent will not be reassigned, during duration of the project without approval of the Owner and Design Professional.

FINAL EXECUTION

Time for Completion:

I, the undersigned, hereby agree to complete all the work and improvements, as specified in the contract documents.

Acceptance:

The undersigned, is duly authorized to enter into a contract on behalf of the above listed Bidder. Upon notification of the acceptance of the Proposal, I agree to execute a Contract for the above work, for the above stated compensation. Further I agree, if awarded the Contract, to execute and deliver to the Owner prior to the signing of the Contract, insurance certifications which fully comply with the specifications, and satisfactory bonds, in the form of 100% ‘Performance Bond’ and 100% ‘Labor and Material Payment Bond’. All insurance coverages will be provided by a company licensed to carry out business in the State of Michigan.

The undersigned certifies on behalf of the Bidder that the Bidder is not an “Iran Linked Business” as defined in the Iran Economic Sanctions Act of the State of Michigan, 2012 PA 517.

Bid Security: I have enclosed the required bid security, in the amount of five percent (5%) of the Base Bid.

Non-Collusion: I have not entered into any collusion with any person in respect to this Proposal or any other submitting of Proposals for the Contractor for which this Proposal is submitted.

Bonds: Upon written notice of the acceptance of this Proposal, the undersigned agrees to execute the proposed Contract and furnish the required bond within ten (10) days after the Contract is presented for signature.

Respectfully submitted, BY: _______________________________________________________

Signature

Printed Name and Title

(Instructions: Submit two (2) copies with Bid and retain one copy for your file(s).)

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECT BID PROPOSAL FORM: HVAC PROJECT

SECTION 00 42 01

BID PROPOSAL FORM

PROJECT: HVAC UPGRADE PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT

Bidder ______________________________________________________________

Address:____________________________________________________________________

Telephone:____________________________________________ Date:_________________

To: WEST SHORE EDUCATION SERVICE DISTRICT:

2. To complete the work by time stipulated on the Bid Proposal form and under the conditions as outlined in the Contract Documents.

3. To accept the provisions of the Instructions to Bidders regarding disposition of proposal Security.

4. To hold my bid proposal open for a maximum period of sixty (60) days.

Base Bid: Proposal for: HVAC UPGRADE PROJECT for West Shore ESD facility. Including but not limited to:

All selective demolition work, replacement of existing boilers, heating pumps, condensing units and cooling units in existing AHU’s, associated electrical work and all other work associated with completion of the Work in accordance with design intent outlined.

Amount in words:

Fees for Additional Work:

Hourly rates for such work shall be:

Description Hourly Rate

Mechanic: Foreman $__________/hr Mechanic: Journeyman $__________/hr Plumbing $__________/hr Electrical General Contractor

$__________/hr $ /hr

The undersigned agrees that each Proposal covering extra work shall be accompanied with complete itemized material and labor breakdown.

Completion Time:

The undersigned will be available to Commence Work on May 1, 2025. If unable to meet this requirement please indicate your proposed Date of Commencement: ___________________________________, 2025.

Addenda:

The undersigned, hereby acknowledges receipt of the following addenda:

Addendum No. Date

Subcontractors:

I, the Bidder, propose the following list of major sub-contractors to be employed on the project (subject to final approval by the Owner and the Design Professional):

Mechanical ______________________________________________________________

Plumbing ______________________________________________________________

Electrical ______________________________________________________________

Other ______________________________________________________________

Site Superintendent:

The following, full time on site job superintendent will be assigned to this project:

Name:__________________________________________________________________________________

Superintendent will not be reassigned, during duration of the project without approval of the Owner and Design Professional.

FINAL EXECUTION

Time for Completion:

I, the undersigned, hereby agree to complete all the work and improvements, as specified in the contract documents.

Acceptance:

The undersigned certifies on behalf of the Bidder that the Bidder is not an “Iran Linked Business” as defined in the Iran Economic Sanctions Act of the State of Michigan, 2012 PA 517.

Bid Security: I have enclosed the required bid security, in the amount of five percent (5%) of the Base Bid.

Non-Collusion: I have not entered into any collusion with any person in respect to this Proposal or any other submitting of Proposals for the Contractor for which this Proposal is submitted.

Respectfully submitted, BY: _______________________________________________________

Signature

Printed Name and Title

(Instructions: Submit two (2) copies with Bid and retain one copy for your file(s).)

WSESD ROOF & HVAC UPGRADE PROJECTS IRAN BUSINESS RELATIONSHIP AFFIDAVIT

SECTION 00 43 01

IRAN BUSINESS RELATIONSHIP AFFIDAVIT

HVAC UPGRADE PROJECT (circle one)

WEST SHORE EDUCATION SERVICE DISTRICT

Effective April 1, 2013, all bids, proposals and/or qualification statements received in the State of Michigan must comply with the “Iran Economic Sanctions Act”. The following certification is to be signed and included at the time of submittal.

GENERAL

CONTRACTOR:______________________________________________________________________

STREET

ADDRESS: _________________________________________________________________________

CITY, STATE, ZIP:

Pursuant to the Michigan Iran Economic Sanctions Act, 2012 P.A. 517, by submitting a bid, proposal or response, Respondent certifies, under civil penalty for false certification, that it is fully eligible to do so under law and that it is not an “Iran Linked Business,” as that term is defined in the Act.

SIGNATURE

COMPANY

TITLE

ADDRESS

DATE CITY, STATE, ZIP

ROOF REPLACEMENT & HVAC UPGRADE PROJECTS LOCAL BUSINESS UTILIZATION FORM

SECTION 00 43 02

LOCAL BUSINESS UTILIZATION FORM

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

INTENT,

It is the intent of the Owner to award construction contracts to companies that cooperate and in good faith do all things legal, proper, and reasonable to achieve the goal of 20% participation by Local Businesses or residents located within 75 miles of the project site. It is not the intent to require contractors to award subcontracts to local businesses that do not submit the lowest responsible bid. It shall be the responsibility of the businesses owner to produce appropriate documentation of their Local Business status.

This Proposal is submitted by:

CONTRACTOR:

STREET ADDRESS:

CITY, STATE, ZIP:

_____ The above is a business that qualifies as a Local Business.

_____ The above business does not qualify as a Local Business, and received sub-proposals from the following Local Businesses. The businesses listed below will supply services and/or products for approximately _____ percent of the total Contract.

_____ The above business does not qualify as a Local Business, and received sub-proposals from the following

Local Businesses that were not competitive or incomplete.

SIGNATURE TITLE

DATE

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS BIDDER QUALIFICATION FORM

SECTION 00 43 21

BIDDER QUALIFICATION FORM

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

Name of Bidder ______________________________________________________________________

Address:____________________________________________________________________________

City/State:______________________________________________________ Zip:_________________

Telephone:_____________________________ Email:_______________________________________

Company History

Year Established: ________ Years in Business: ______ Number of Employees: _____FT _____PT Percent of your business that is commercial contracting _______%

Type of Organization: (check one)

Individual _________ Partnership ________ Corporation _________ Joint Venture ________

How many years has your company been providing contractor services? Provide narrative on your background, capabilities, and knowledge as it relates to contracting services:

Public Sector Clients served:

Project Name: Contact Person Phone Email

Provide a description of any current projects and the previous three projects that your company has performed contracting services for that are similar in scope and size to this project:

Project Name Location Year

Contact Person Phone Email

Company Name

Description:

Project Name Location Year

Contact Person Phone Email

Company Name

Description:

Project Name Location Year

Contact Person Phone Email

Company Name

Description:

How would you describe your company’s current and upcoming workload?

What is your company’s proposed work plan/schedule/timeline for this project?

Has your company ever been involved in, or had an official complaint filed by any agency or department of the State of Michigan or local governmental unit against your company, the owner(s) of the company or any company personnel who will be assigned to this project? No_______

If Yes, please provide an explanation:

Has your company, or any individual officers, employees or agents of your company, been involved in litigation against your company in the past five (5) years?

No_______

If Yes, please provide an explanation:

Attach a resume for: Project Manager __X_____ Site Superintendent __X____

I hereby certify that, as of the above date, the information provided in this Qualification Statement is true and sufficiently complete so as not to be misleading.

Representative’s Name: ___________________________________________________________

Signature: _______________________________________________________________________

Title: _____________________________________________________________________________

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS BID CHECK LIST

SECTION 00 43 93

BID CHECK LIST

PROJECT: ROOF REPLACEMENT PROJECT,

HVAC UPGRADE PROJECT

WEST SHORE EDUCATION SERVICE DISTRICT (WSESD)

1.01 BIDDER'S CHECKLIST

A. In an effort to assist the Bidder in properly completing all documentation required, the following checklist is provided for the Bidder's convenience. The Bidder is solely responsible for verifying compliance with bid submittal requirements.

1. Used the Bid Form provided in the Project Manual.

(NOTE: Use either “ROOF REPLACEMENT PROJECT” OR “HVAC UPGRADE PROJECT” as applicable).

2. Included the Familial Relationship Sworn Statement.

3. Included the Iran Business Relationship Affidavit.

4. Included the Local Business Utilization Form.

5. Included the Bidder Qualification Form.

6. Included the Bid Bond.

7. Bid envelope shows name and address of the Bidder.

8. Bid envelope shows name of Project being bid per Instruction to Bidders.

SECTION 00 80 00

SUPPLEMENTARY GENERAL

CONDITIONS

PART 1 - GENERAL

1.01 Agreement Forms:

A. The contract form of agreement between the Owner and Contractor shall be:

1. AIA Standard Form of Agreement Between Owner and Contractor, as amended (AIA Document A101-2017).

1.02 Related Documents:

A. Standard AIA Forms: The General Conditions of the Contract for the Construction of Buildings "Standard Form of the American Institute of Architects", AIA Document A201, Articles 1 through 14 inclusive, are hereby made an integral part of this specification.

B. Where any Article of the "AIA General Conditions" is supplemented hereby, the AIA Provisions of such Article shall remain in effect. All supplemental provisions shall be considered as added thereto.

C. Where any such Article is amended, voided, or superseded the provisions of such Article not so specifically amended, voided, or superseded shall remain in effect.

D. The AIA Document A201 may be reviewed at the office of the Architect and/or may be purchased/obtained from the American Institute of Architects, www.aia.org.

E. The following Articles of the General Conditions are modified herein:

1. Article 1 - General Provisions

2. Article 3 - Contractor

3. Article 7 - Changes in the Work

4. Article 8 - Time

5. Article 9 - Payments and Completion

6. Article 10 - Protection of Persons and Property

7. Article 11 - Insurance and Bonds

8. Article 16 - Equal Opportunity

PART 2 CHANGES AND ALTERATIONS:

2.01 ARTICLE 1 - GENERAL PROVISIONS:

A. 1.1 BASIC DEFINITIONS; add the following subparagraphs:

B. 1.1.9 OR EQUAL: The words "or equal" or "approved equivalent" shall mean any material, system or article which, as finally determined by the Architect is equal in quality, durability, appearance, strength, and design to the material, system, or article specified and will perform adequately the functions imposed by the general design.

1. The Bidder shall have the burden of proving, at his own cost and expense, to the satisfaction of the Architect, that the proposed product is equal to the specified product.

2. Requests for approval of proposed equivalents will be received by the Architect on the "Substitution Request Form".

3. Requests for approval of proposed equivalents will be considered by the Architect after bidding only in the following cases:

KTA #22025002 WSESD ROOF & HVAC UPGRADE PROJECTS SUPPLEMENTARY GENERAL CONDITIONS Copyright KTA 02122025 00 80 00 - Page 1

a. The specified products cannot be obtained because of discontinued product.

b. The proposed equivalent is superior, or is equal to the specified product and has advantages for the Owner in the opinion of the Architect.

c. The proposed equivalent is guaranteed, in writing, by the Contractor for minimum of one year after final acceptance of the building or for a longer period of time equal to that required in the Contract Documents for originally specified product.

4. Where the Architect, pursuant to the provisions of this section, approved a contractor proposed equivalent product and upon installation such product requires a different quantity and/or arrangement of duct work, piping, wiring, conduit, or any other part of the work from that originally specified, detailed or indicated in the Contract Documents, the Contractor shall provide all additional materials and services required at his own expenditure with no additional cost added to original contract sum.

C. 1.1.10 DESIGN PROFESSIONAL: The words "Design Professional" shall refer to Kendra C. thompson Architects, PC, including their employees and consultants.

D. 1.2 CORRELATION AND INTENT OF THE CONTRACT DOCUMENTS; add the following subparagraph

1. 1.2.4: The Drawings are intended to show design, general arrangement and extent of the work and are partly diagrammatic. They are not intended to be scaled or used for rough-in measurements, nor to be used as Shop Drawings. Inadvertent discrepancies or the omission of notes or details on any drawing but given on another drawing shall not be cause for additional charge or claim.

2.02 ARTICLE 3 - CONTRACTOR:

A. 3.4 LABOR AND MATERIALS; add the following subparagraphs:

1. 3.4.4 Prior to the execution of the contract, the contractor shall provide a list showing the name of the manufacturer proposed to be used for each of the products identified in the General Requirements of the Specifications (Division 1) in particular Schedule of Values and where applicable, the name of the installing subcontractor.

2. 3.4.5 The Architect will promptly reply in writing to the Contractor stating whether the Owner or the Architect, after due investigation, has reasonable objection to any such proposal. If adequate data on any proposed manufacturer or installer is not available, the Architect may state that action will be deferred until the Contractor provides further data. Failure of the Owner or the Architect to reply promptly shall constitute notice of no reasonable objection. Failure to object to a manufacturer shall not constitute a waiver of any of the requirements of the Contract Documents, and all products furnished by the listed manufacturer must conform to such requirements.

3. 3.4.6 After the Contract has been executed, the Owner and the Architect will consider a formal request for the substitution of products in place of those specified only under the conditions set forth in the General Requirements of the Specifications (Divisions 1). By making requests for substitutions based on Subparagraph 3.4.4.1 above, the Contractor:

a. .1 Represents that the Contractor has personally investigated the proposed substitute product and determined that it is equal or superior in all respects to that specified.

b. .2 Represents that the Contractor will provide the same warranty for the substitution that the contractor would for that specified.

c. .3 Certifies that the cost data presented is complete and includes all related costs under this Contract but excludes costs under separate Contracts, and excludes the Architect's redesign costs, and waives all claims for additional costs related to the substitution subsequently become apparent.

d. .4 Will coordinate the installation of the accepted substitute, making such changes as may be required for the work to be complete in all respects.

4. 3.4.7 It is hereby understood and agreed that no products or materials containing asbestos including chrysotile, amosite, crocidolite, tremolite asbestos, anthophyllite asbestos, actinolite asbestos, or any combination of these materials that have been chemically treated and/or altered, shall be installed or introduced into the building by the Contractor, his employees, agents, subcontractors, or other individuals or entities over whom the Contractor has control.

a. .1 The Contractor will be required to sign and submit the "Contractor Certification of Asbesto Free Product Installation Form," included at the end of General Requirements, Division 1, that all products and materials installed or introduced into the building will be asbestos-free.

b. .2 The Contractor will also be required to furnish statements from the manufacturer verifying their products to be asbestos-free.

4. 3.4.8 The Contractor shall comply with Section 4, Act 251, Public Acts of 1955, State of Michigan, and agree that he and his Subcontractors will not discriminate against an employee or applicant for employment to be employed in the performance of the Work, with respect to his hire, tenure, terms, conditions or privileges of employment, because of his race, sex, religion, age, national origin, color, marital status, handicap or political beliefs.

B. 3.5 WARRANTY; add the following subparagraph:

1. 3.5.2 Each Contractor shall submit to the Architect, a written guarantee which shall be in accordance with Article 3, subparagraph 3.5.1 and Article 13, subparagraph

13.7.1.3 of the General Conditions, and all such additional guarantees, in writing, as are required by the specifications. All guarantees for material and workmanship shall be for a minimum one (1) year period, starting at the date of substantial completion, or for a longer period of time as specified in individual sections of specifications.

2.03 ARTICLE 7 - CHANGES IN THE WORK:

A. 7.3 CONSTRUCTION CHANGE DIRECTIVES; make the following clarification to subparagraph 7.3.6:

1. In the first sentence of subparagraph 7.3.6, delete the words "a reasonable allowance for overhead and profit" and substitute "an allowance for overhead and profit in accordance with the schedule set forth in subparagraph 7.3.6.6 below."

B. 7.3 CONSTRUCTION CHANGE DIRECTIVES; add the following subparagraph:

1. 7.3.7.6 In subparagraph 7.3.7, the allowance for overhead and profit combined, included in the total cost to the Owner, shall be based on the following schedule:

a. For the Contractor for any work performed by the Contractor's own forces, use 15% (percent) of the cost.

b. For the Contractor, for any work performed by the Contractor's Subcontractors, use 10% (percent) of the amount due the Subcontractor.

c. In order to facilitate checking of quotations for extras or credits, all proposals, except those so minor their propriety can be seen by inspection, shall be accompanied by a complete itemization of costs including labor, materials, and Subcontracts. Labor and materials shall be itemized in the format described in ‘KTA Bulletin Pricing Format’.

Where major cost items are Subcontracts, they shall be itemized also. In no case will a change be approved without such itemization.

2.04 ARTICLE 8 - TIME:

A. 8.1 DEFINITIONS; add the following subparagraphs:

1. 8.1.5 As between the Owner and the Contractor: as to all acts or failures to act occurring prior to the relevant Date of Substantial Completion, any applicable statute of limitations shall commence to run and any alleged cause of action shall be deemed to have accrued in any and all events not later than such data of substantial completion; as to all acts or failures to act occurring subsequent to the relevant Date of Substantial Completion, any applicable statute of limitations shall commence to run and any alleged cause of action shall be deemed to have accrued in any and all events not later than the date of issuance of the final Certificate for Payment.

2. 8.1.6 It shall be understood and agreed that the time stated in the Bid Proposal Form for the completion of the work under the Contract is reasonable, taking into consideration the average climatic conditions of the project site, conditions of the construction industry, and the labor availability in the locality.

2.05 ARTICLE 9 - PAYMENTS AND COMPLETION:

A. 9.3 APPLICATIONS FOR PAYMENT; add the following subparagraphs:

1. 9.3.4 The Contractor will be paid monthly progress payments up to ninety percent (90%) of the value of the Work completed less retainage of ten percent (10%) upon issuance of monthly certificates of payment by the Architect.

2. 9.3.5 Applications submitted to the Architect and shall be reviewed within 21 days. Submit one original and two copies of application, AIA forms G702.

3. 9.3.6 Applications for payment will be promptly forwarded to the Owner after review by the Architect and shall be paid by the Owner 30 days after the Owner receives the application from the Architect.

4. 9.3.7 Application may be made for amount of material and equipment delivered and stored at site or in approved off site storage, less ten percent (10%) retainage. Submit proof of insurance coverage for items stored off site.

5. 9.3.8 Amounts of changes in work, not in dispute, pending final determination of cost may be applied for, less ten percent (10%) retainage, as provided for in subparagraph 9.3.1.1 of the General Conditions.

6. 9.3.9 Final payment to the Contractor will be made thirty (30) days after the Work is finally complete, all items on the Architect's "Punch List" have been resolved satisfactorily and the Work is accepted by the Architect and the Owner.

7. 9.3.10 The Contractor shall also furnish with his application his Sworn Statement that all bills up to the amount requested have been paid. Every application shall be complete with Waivers of Lien (If required) from suppliers and subcontractors.

B. 9.8 SUBSTANTIAL COMPLETION; In subparagraph 9.8.5, delete the second (2nd) sentence beginning with, "Upon such acceptance and consent of surety ...... ", in it's entirety and add the following subparagraph:

1. 9.8.6 Upon issuance of the Certificate of Substantial Completion, the ten percent (10%) retainage shall not be reduced nor released until all items contained in the Architect's "Punch List" have been satisfactorily resolved.

2.06 ARTICLE 10 - PROTECTION OF PERSONS AND PROPERTY:

A. 10.2 SAFETY OF PERSONS AND PROPERTY; add the following to subparagraphs 10.2.2:

1. The Contractor shall comply with the General Safety Rules and Regulations for the

Construction Industry as covered in the Construction Safety Act 89 of Public Acts of 1963, State of Michigan and all other applicable current State and Federal Safety Regulations now in force, or enforce at the time of performance of the work.

2.07 ARTICLE 11 - INSURANCE AND BOND:

A. 11.1 CONTRACTOR'S LIABILITY INSURANCE; add the following to the end of paragraph: In the event that liability insurance coverage is written on an occurrence basis, such coverage shall be continued at the Contractor's expense, with the additional insured endorsement also continuing, for a period of three (3) years after the date of final payment.

B. 11.1 CONTRACTOR'S LIABILITY INSURANCE; add the following…

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