23-006E Project Manual - AJK - 1.pdf

ELITE COMPANIES | KALAMAZOO | BATTLE CREEK

Project #: 23-006E

January 04, 2024

Project Manual

Battle Creek Public Schools

2024 ESSER WORK

Ann J. Kellogg Elementary Battle Creek, Michigan

1 of 85 23-006E BCPS AJK Project Manual

PROJECT MANUAL

Table of Contents Page No.

Invitation to Bid 3

Bid Requirements 6

Forms

Form - Bid Checklist 9

Form - Bid Form 10

Form - BCPS Tax Exempt Certificate 14

Form - RFI Form 15

Form - Familial Statement of Disclosure 16 Form - Affidavit of Compliance – Iran Economic Sanctions Act 17

Form - Asbestos Certification 18 Form – Project Contacts 19

Form – Trade Contractor Profile 20

Exhibits Exhibit C – COVID 19 Procedures 22

Exhibit D – AIA Contract 26 Exhibit E – Elite Team 39 Exhibit F – Submittal Log 40 Exhibit G – Post Bid Interview 41 Exhibit H – BCPS Insurance Requirements / ELITE Sample Insurance Certificate 42

Exhibit I – Site Logistics 44

Exhibit J – Project Schedule Exhibit K – Scopes of Work

General Scope 47

03.1 Concrete 54

06.1 General Trades 58

08.8 Alum. Glass & Glazing 61

09.2 Metal Studs / Drywall /Acoustical 64

09.6 Flooring 68

09.9 Painting 71

23.1 Mechanical 73

26.1 Electrical 79

Project Drawings & Specifications can be found on the ELITE PLAN ROOM.

Contact Lisa Ruthruff at lisa.ruthruff@elite-companies.com for access.

PORTIONS OF THIS MANUAL CONTAIN PROPRIETARY INFORMATION AND MAY NOT BE REPRODUCED WITHOUT ELITE COMPANIES

WRITTEN PERMISSION.

Please note your bid will not be accepted if a bid bond (or certified check), Familial Statement of Disclosure, and Affidavit of

Compliance – Iran Economic Sanctions Act are not included with your bid.

2 of 85 23-006E BCPS AJK Project Manual

At ELITE COMPANIES we partner with the best in the business when it comes to trade contractors, helping us to exceed client expectations for every project, on time and on budget!

We are inviting you to bid for the next project with us.

Project: Battle Creek Public Schools

2024 ESSER Work

ELITE Project# 23-006E BCPS HVAC Upgrades – Ann J. Kellogg Elementary

Bids Due: 1/25/2024 @ 2:00 pm Local Time

Project Description

HVAC and Electrical, as well as required architectural upgrades to Ann J. Kellogg Elementary, HVAC system upgrades throughout the buildings. Addition of A/C throughout the buildings. Electrical upgrades as required, and all required architectural renovations to meet the needs of these M/E/P projects.

Project Schedule

The project is scheduled to begin March 2024 and be completed in December 2024.

Pre-Bid Meeting

A Pre-Bid meeting is scheduled for Monday, January 15, 2024 @ 1:00 pm local time. Meeting at

Ann J. Kellogg Elementary, 300 Champion St, Battle Creek, MI 49037

Project Information

Invitation to Bid

3 of 85 23-006E BCPS AJK Project Manual

Bid Packages

06.1 General Trades

08.8 Alum. Glass & Glazing

09.2 Metal Studs | Drywall | Acoustical

09.6 Flooring

09.9 Painting

23.1 HVAC

26.1 Electrical

Bid Packages | Scope Inclusions

ALL BIDDERS TO REVIEW AND COVER DIVISION 00, 01 AND 02.

Bidders responsible for their common work under each division. Note clarifications below in your packages.

Document Location Specifications and building layout/plans, together with all necessary forms and other documents for bidders may be obtained 01/04/2024 by end of day, from ELITE COMPANIES. An email will be sent to all known bidders and plan rooms when bid documents have been posted. Documents are also available at the following plan rooms:

ELITE Plan Room Builder’s Exchange District and State Websites

Bidders Request for Information Submission cut-off date is 01/17/2024 @ 3:00 pm.

Typed RFIs are to be submitted to lisa.ruthruff@elite-companies.com

Bid Documents

Scope of Work

4 of 85 23-006E BCPS AJK Project Manual

Complying with Davis-Bacon Requirements The successful bidder will be required to conform to the wage requirements prescribed by the federal Davis-Bacon and Related Acts which requires that all laborers and mechanics employed by contractors and subcontractors performing on contracts funded in whole or in part with federal funds in excess of $2,000 pay their laborers and mechanics not less than the prevailing wage rates and fringe benefits, as determined by the Secretary of Labor, for corresponding classes of laborers and mechanics employed on similar projects in the area.

Bid Proposals Sealed bids due 01/25/24 @ 2:00 pm local time, will be received at Battle Creek Public Schools Administration Office, located at 3 W. Van Buren Street, Battle Creek, MI 49017 Attn: Facilities Director. No faxed bids will be accepted. Envelopes are to be clearly marked as SEALED BID with Project name and number and Bid Package name and number.

Bid Opening Bids will be publicly opened and read aloud 01/25/24 @ 2:15 pm at the Miller Stone Building, 77 Capital Ave NE, Battle Creek, MI 49017. Bids received after specified date and time will not be accepted and will be returned unopened. Bids will be accepted as determined to be in the Owner's best interest.

Bid Bond Required Bid bond or certified check of not less than 5% of the bid amount shall be submitted with bid and made payable to Battle Creek Public Schools.

Familial Relationship Disclosure All proposals shall be accompanied by a sworn and notarized statement disclosing any familial relationship (or lack of a relationship) that exists between the owner or any employee of the bidder and any member of Battle Creek Public Schools. The District shall not accept a bid that does not include a sworn and notarized disclosure statement.

Type of Contract The base bid shall be a lump sum amount, for the work as set forth in the bid documents.

Contract Security The cost of a Performance Bond and a Labor and Material Bond shall be included within the Trade Contractor's bid price in all packages in excess of $50,000. Bidders of all bid packages shall supply, with their proposal, proof of their ability to bond work. This proof shall be in the form of a bid bond in the amount of 5% of the quoted price. All packages less than $50,000 must state, as an alternate, the cost of providing a Performance Bond and a

Labor and Material Bond if so required.

Bid Proposals Specifics

5 of 85 23-006E BCPS AJK Project Manual

Post Bid Interviews Post bid interviews will be scheduled accordingly with selected trade/bidders upon review and acceptance. Post bids will be held the week of January 29th, 2024.

Rights Reserved The Owner reserves the right to accept or reject any and all bids, alternates, or proposals, and to accept bids, alternates, or proposals that, in its sole judgment, serve its best interests.

We appreciate your interest to bid on our project.

We will be in touch with the next steps.

Bid Results

6 of 85 23-006E BCPS AJK Project Manual

1.0 DEFINITION OF THE PROJECT

ELITE COMPANIES, as Construction Manager (“Construction Manager”) for Battle Creek Public Schools is requesting firm lump sum (or unit price) proposal(s) for furnishing of labor, material, equipment, and all other items required to construct the following (“Project”) as defined by the Project Manual and Contract Documents, for the following stated Project. All capitalized terms herein shall have the meanings as defined in this Project Manual or as otherwise defined herein.

Verona Elementary School

Construction Manager

ELITE COMPANIES

Home Office

211 E Water St., Suite 201 Kalamazoo, MI 49007

(269) 910.1347 bids@elite-companies.com

Field Office

TBD

2.0 CONTRACT DOCUMENTS

The bid Contract Documents (the “Contract Documents”) for the Project consist of the following separate documents:

1. "Project Manual" developed for the project by ELITE COMPANIES.

2. Project plans and specifications.

3. All subsequent addendum, bulletins, ASI's, construction change directives, and bid clarifications.

Each Trade Contractor is hereby notified that the above listed documents collectively constitute the Contract Documents. All Trade Contractors are required to review these Contract Documents and treat them as one. All Trade Contractors will be liable for information contained in these separate documents as if they were bound together and issued as one.

3.0 BIDDER RESPONSIBILITY

It is the responsibility of the bidder to view and acknowledge all documents, BRFIs, addenda, and any other documents that may be posted. The bidder is responsible for checking the plan room for updates and revisions.

Trade Contractor releases and discharges the Construction Manager and Owner from all costs, expenses, damages, liabilities, or claims related to the failure of the owner to properly receive and process the Trade Contractor’s bid and bid documents. This shall include any claims against said parties, and their assignees, officers, agents and representatives, for any consequential or special damages, including, but not limited to, any lost profits from the alleged failure of the Trade Contractor to be awarded any Project Work.

4.0 BIDDERS SUBMISSION

It is understood and mutually agreed that by submitting a bid proposal (“Bid Proposal”), the bidder agrees and fully understands the Work (as defined in the General Conditions (“General Conditions”) of this Project Manual) on which the Trade Contractor has bid and has satisfied itself as to the full nature and requirements of the Work.

It is further mutually agreed that the bidder, by submitting a Bid Proposal, acknowledges that it has satisfied itself as to the feasibility and correctness of the Contract Documents (as defined in the General Conditions) and that it accepts all the terms, conditions and stipulations contained herein, and that it will work in cooperation with other Trade Contractors performing Work on the jobsite. The bidder represents and warrants to the Owner and Construction Manager that it has visited the site and has familiarized itself with the local conditions under which the Work is to be performed.

No verbal agreement or conversation with any office, agent, or employee of the Owner, or the Construction Manager, either before or after the execution of a Trade Contract (as defined in the General Conditions), shall affect any of the terms, conditions or other obligations set forth in any of the Contract Documents.

Drawings and Specifications (as defined in the General Conditions) are complementary and that which is called for by one shall be binding as if called for by both.

In case of difference between Drawings of the same scale, or between large scale drawings, or between the Drawings and the Specifications or within the Drawings in the Specifications, the conflicts must be reported before bid due date and that which requires the highest degree of performance (quality, quantity, strength, finish, completion, complexity, sophistication, cost, etc.) will be required and shall be provided at no increase in bid amount if no written clarification is issued. Addenda, which may be issued, will take precedence over Drawings and Specifications in case of conflict.

Bid Requirements

7 of 85 23-006E BCPS AJK Project Manual

LisaRuthruff Rectangle

5.0 QUESTIONS, CLARIFICATIONS, AND INTERPRETATIONS

No oral explanation in regard to the meaning of the bid Contract Documents will be made and no oral instructions will be given before the award of a Trade Contract. Discrepancies, omissions, questions, needs for clarification or interpretation or doubts as to the true meaning of the Contract Documents should be communicated in writing immediately to the Construction Manager. The Construction Manager will issue a written instruction in the form of an addendum, RFI, or clarification to all bidders of record and shall be included in the bid, and upon execution of a Trade Contract, if the bidder is awarded the same.

6.0 STANDARDS, SUBSTITUTIONS AND "APPROVED EQUALS"

The materials, products and equipment described in the bid Contract Documents establish a standard of required function, dimension, appearance and quality to be met by any proposed substitution.

6.01 All bids must be based on the brands/manufacturers specified or approved in writing prior to bid submission.

6.02 A statement setting forth any changes in other materials, equipment or work that incorporation of the substitute would require shall be included. The burden of proof of the merit of the proposed substitute is upon the proposer.

7.0 PREPARATION OF BIDS

Each Bid Proposal shall be submitted on the designated form and shall be signed in ink. Any changes in the Bid Proposal must be explained or noted and include the signature of the bidder. Bids containing any omissions, unexplained erasures, alterations, irregularities of any kind or items not called for in the bid form may be rejected by the owner.

8.0 MODIFICATION OR WITHDRAWAL OF BID

No bids may be withdrawn for at least sixty (60) consecutive calendar days following the bid opening.

8.01 Prior to the time and date designated for receipt of bids, bids submitted early may be modified or withdrawn only by notice to the party receiving bids at the place and prior to the time designated for receipt of bids. Such notice shall be in writing and include the signature of the bidder. The written confirmation and signature of the bidder must have been submitted and received before the date and time set for receipt of bids or may be rejected. Any modification shall not reveal the amount of the original bid. Withdrawn bids may be resubmitted up to the time designated for the receipt of bids provided that they are then fully in conformance with these Instructions to Bidders.

9.0 CONSIDERATION OF BID

The Owner shall have the right to reject any or all bids and, in particular, to reject a bid not accompanied by data required by the Contract Documents or a Bid Proposal which is in any way incomplete or irregular. The Owner shall have the right to waive any informality or irregularity in any Bid Proposal received.

9.01 The Owner reserves the right to reject any and all Bid Proposals when such rejection is in the interest of the Owner, or to reject the bid of a bidder who, in the Owner's opinion, is not qualified to fulfill the Trade Contract.

10.0 ALTERNATES

The Owner shall have the right to accept or reject alternates in any order or combination and to determine the best Bid Proposal on the basis of the sum of the base bid and the alternates accepted.

11.0 QUALIFICATION OF BIDDERS

The Owner reserves the right to request an audited, current (within 6 months) financial statement together with a statement of past experience, personnel, machinery, and equipment available to perform the proposed Work from any bidder considered for award of a Trade Contract.

Failure or refusal to furnish such a statement or statements, to provide such information or to provide a satisfactory statement of financial responsibility, may constitute a basis for disqualifying the bidder.

11.01 Corporate bidders, to be eligible to enter into a Trade Contract, shall be qualified to do business in the location corresponding to Project location. Bidders shall comply with all applicable licensing requirements. Foreign corporations, which have not domesticated or otherwise become licensed in the state, shall obtain a permit to do business pursuant to local requirements.

11.02 Each Bidder, by submitting a Bid Proposal, agrees to meet with the Owner and Construction Manager if so requested, prior to an award.

12.0 CONTRACT AWARD

Prior to Trade Contract award, the successful bidder shall:

12.01 List the names of all proposed Subcontractors and material and equipment Suppliers and list all materials to be used.

12.02 List all delivery dates of all major materials and equipment and any other materials and equipment critical to the progress of construction.

12.03 Provide an itemized breakdown with separate materials and labor (“Schedule of Values”) which comprise the contract price.

The breakdown will be used as a basis for partial payments to the Trade Contractor. It is essential that the breakdown be as representative of the true total cost of each item as is possible to ascertain. The Construction Manager shall have the right

8 of 85 23-006E BCPS AJK Project Manual to require the Trade Contractor to submit to the Construction Manager copies of subcontract agreements or other documentations regarding breakdown costs necessary to confirm the accuracy of the Schedule of Values.

13.0 BONDING

13.01 BID BONDS

a) Bid security shall be in the form of a bid bond, a certified check, a cashier’s check, or money order in the amount of 5% on the total bid.

b) One (1) copy of the bid bond are to be submitted with Proposal Form.

c) When a bid bond is submitted, the owner shall be listed as obligee.

d) When the bid bond is submitted, the attorney-in-fact who executes the bond on behalf of the surety shall attach to the bond a certified, current copy of this power of attorney.

e) When a cashier’s check, certified check or money order is submitted, it shall be made payable to the Owner.

f) The Owner will have the right to retain the bid security of bidders to whom an award is being considered until either

(a) the Trade Contract has been executed and bonds, if required, have been furnished, or (b) the specified time has elapsed so that bids may be withdrawn, or (c) all bids have been rejected.

13.02 PAYMENT BONDS, PERFORMANCE BONDS

a) All successful Bidders may be required to furnish both a Payment Bond and a Performance Bond, each in the amount of one hundred percent (100%) of the Trade Contract amount, with the Owner named as Obligee. All bonding companies must be listed by the U.S. Treasury, must be rated A or better by Best and must be licensed to do business in the state of which the Project is located.

b) Payment Bonds and Performance Bonds must be separate. The combined form will not be accepted.

c) When submitted, Payment Bonds and Performance Bonds shall include:

1. Full name and address of Trade Contractor, surety and Owner

2. The contract date

3. The exact amount of the contract

4. Signature and title

5. Corporate seal, if applicable

6. Notarization

7. Power of Attorney

13.03 BOND COSTS IN BIDS

a) Include costs for Payment Bonds or Performance Bonds in Base Bids if and called out, if your bid is over $50,000. If your bid is under $50,000, provide this cost as an alternate added cost, separate from your base bid, but within the bid form.

13.04 SUBMISSION OF BONDS

a) Bonds, if required, shall be submitted to the Owner within fifteen (15) days following the Trade Contractor’s receipt of the Notice to Proceed to commence the Work from the Construction Manager or the Owner/Construction Manager Agreement, whichever is earlier.

b) If the Work is commenced prior to the execution of the Owner/Construction Manager Agreement in response to a Notice to Proceed, the Trade Contractor shall, prior to commencement of the Work, submit evidence satisfactory to the Construction Manager that required bonds will be furnished within fifteen (15) calendar days from the date of the Notice to Proceed.

14.0 TAXES

This will be a Tax-Exempt project. The completed Michigan Sales and Use Tax Certificate of Exemption is included in the Project Manual.

15.0 TRADE CONTRACTOR AGREEMENT

Each bidder, by submitting a Bid Proposal, agrees to execute the Trade Contract, which shall be part of the Contract Documents without modification.

16.0 BIDDER EXPECTATIONS – PRE AND POST AWARD

The Owner, Construction Manager, and the entire Project team, upholds the highest level of expectations for the success of the Project. As a result of these expectations, all those who elect to participate in the bidding process and who will be potential awarded contract work for this Project are expected to uphold the highest professional standards possible.

The awarded bidder for any bid category is considered an expert in its field of work and has been contracted to perform a service to the client based on and because of that expertise. The awarded bidder will submit all of its bid development documents, supporting the values submitted on its Schedule of Values, subsequent to the bid award (including all of its calculations) if requested.

17.0 MINORITY, WOMAN, VETERAN, AND HANDICAP SUBCONTRACTORS AND SUPPLIERS

Bidders are urged to utilize minority, woman, veteran, and handicap owned business on this Project where possible

18.0 BID FORMS

Please find the enclosed bid forms for use – RFI Form, Bid Form including all required docs for bid to be read aloud.

9 of 85 23-006E BCPS AJK Project Manual

At ELITE COMPANIES, we work with the best in the business and look forward to the opportunity of working with you on this project.

Below we have provided you with a quick check list to ensure you have all the information completed for consideration.

Bid Form

All highlighted areas to be completed

Bid Form Signed & Dated

Scope of Work (Complete for each bid package submitted)

For Public Bids Only

*Bid will not be considered / read aloud without the following attachments.

Original Bid Bond or Certified Check

Familial Disclosure

Affidavit of Compliance – Iran Economic Sanctions Act

Should you have any questions, please reach out to Lisa Ruthruff at lisa.ruthruff@elite-companies.com.

BID CHECKLIST

10 of 85 23-006E BCPS AJK Project Manual

ELITE COMPANIES | 211 E. Water Street, Suite 201 | Kalamazoo, MI 49009 | (269) 910-1347

Project # 23 – 006E

Submitted By: Date:

Contact Name: Email:

Having examined and studied the Project Manual dated , the instructions to Bidders, and the other Contract Documents for the Project and having inspected the Site and noted all conditions governing construction of the project.

Bid Package: Description:

We hereby propose to furnish all labor, materials and equipment and perform work described above and listed below, for the following sum(s), which include all applicable taxes.

BASE BID $

Base Bid Typed

Alternate (Bond) Payment & Performance Bond $

Alternate (1) Add Deduct $

Alternate (2) Add Deduct $

Voluntary Alt (1) Add Deduct $

Voluntary Alt (2) Add Deduct $

BRFI’s List receipt of all documents received individually

Addendums

Clarifications

Time of Completion Calendar days to complete

Man Hours On-Site Labor Hours Only

Crew Size Estimated number of persons of average crew size

Vendor Class| Labor Type Indicate if a diversity contract & type of labor Class

Union MBE WBE Open Shop Veteran Owned SBE

In the event the Scope of Work changes per request of Owner or Construction Manager, unit prices will apply as agreed upon.

Scopes of Work and/or the specifications may ask for unit costs for added/deleted work. Trade Contractors may be required to submit an additional schedule of unit prices prior to award of contract. This schedule will be developed by the Construction

Manager, and the prices established by contractor thereon will be the basis for Construction Change Orders.

All Trade Contractors shall include labor and equipment billing rates with the Bid Form.

BID FORM

Bid Breakdown

Acknowledgements

Labor & Schedule

11 of 85 23-006E BCPS AJK Project Manual

List all Subcontractor and/or subsidiaries to be used in performance of the work and describe the Work to be performed.

Subcontractor and/or Subsidiary companies

Description of Work Diversity

Contractor % of Total Lump

Sum Bid Amount

Yes No %

Yes No %

Yes No %

List all major manufacturers and/or suppliers to be used in performance of the Work and describe the material/equipment to be provided by each, including the value of their purchase order.

Manufacturer and/or Supplier Description of Work Diversity

Contractor Contract Value

Yes No $

Yes No $

Yes No $

The following labor rate calculations section is to be completed in its entirety and included with your bid form and is required for all changes in work. A labor rate is required for all divisions of work to be performed on the job site, i.e., Foreman, Journeyman, Laborer, Apprentice, Cement Finisher, Bricklayer, Plumber, Sheet Metal Worker, Etc.

This form is utilized for work added or eliminated from your scope of work during project construction and all labor rates must not exceed rates listed on the standardized pricing form when submitting cost changes.

Company Name: Wage Expires: Upon Contract Completion Bid Package: PLM Bond Rate %:

2nd Tier Sub (if applicable) Work Performed:

Position: Position: Position:

Straight Time Time & One Half Straight Time Time & One Half Straight Time Time & One Half

Taxable Wages Total Fringes

Total Payroll Tax & Insurance Total Hourly Rate

Subcontractors | Subsidiary Companies

Manufacturers | Suppliers

Labor & Equipment Rates

12 of 85 23-006E BCPS AJK Project Manual

All bids shall be based upon the proprietary brands specified. Bidders desiring to make substitutions for proprietary brands specified shall list such proposed as a voluntary alternate, together with the amount to be added or deducted from the amounts of the base bid.

The Scope of Work is REQUIRED to be included with this bid form. The Scope of Work is located within the ELITE COMPANIES Project

Manual and all requested unit pricing and bid breakdown sections must be completed. IF YOU DO NOT SUBMIT WITH YOUR BID, IT

WILL BE DEEMED INCOMPLETE AND MAY BE REJECTED.

Bidders must indicate on the bid form the calendar days required to complete their work in the earliest practical manner.

Schedules are subject to negotiation and agreement prior to contract award and each bidder will be required to perform its work in accordance with the Construction Manager’s overall schedule. The initial construction schedule is subject to change as set forth in the General Conditions.

Contractor hereby acknowledges that all shift and overtime premium required to meet the completion dates is included in the base bid.

Bidder estimates on the bid form the number of man-hours that will be required on-site to complete the work on schedule. (Do not include any office, shop, or delivery hours. On-Site Hours Only)

Bidder estimates that on the bid form the number of persons that will make up the average crew size.

The undersigned hereby warrants that all subcontractors and suppliers of work and/or material to him have been advised that no substitution will be considered for proprietary brands specified other than those listed and authorized prior to award of contract.

It is understood and agreed by the undersigned that bids shall not be altered or withdrawn within 60 days from and after the date set for receiving bids.

It is understood and agreed by the undersigned that the right is reserved by the Construction Manager and/or

Owner to accept or reject any and all bids.

By submitting this proposal, we hereby acknowledge that the Contract Documents, including the Trade

Contract, General Conditions, Project Manual, Drawings and Specifications, all Addendums and insurance requirements will be met without deviation.

It is understood by the undersigned that a detailed Schedule of Values will be provided within 24 hours following the bid due date/time, inclusive of an appropriate breakdown of values as listed on the applicable individual scope of work.

It is understood by the undersigned that the awarded bidder will submit their bid development documents, supporting the values submitted on their schedule of values, subsequent to award.

Substitutions

Scope of Work

Time of Completion

Proposal Validation

13 of 85 23-006E BCPS AJK Project Manual

State in Which Incorporated:

Authorized to do business in State and City/County where Proposed Work is to be Performed: Yes No

Legal Company Name:

Official Address:

State: Zip Code:

Business Phone No:

(Company Name)

(Signature)

(Printed Name, Title)

(Date)

Thank you, We appreciate your interest to bid on our project.

We will be in touch with the next steps.

Signature Page

14 of 85 23-006E BCPS AJK Project Manual

15 of 85 23-006E BCPS AJK Project Manual

RFI #

Project:

Date: Bid Package:

Drawings: Company:

Spec Section: Contact Name:

Contact Email:

School:

RFI Subject:

Answered by: Date:

Request

Response

Battle Creek Public Schools

RFI FORM

16 of 85 23-006E BCPS AJK Project Manual

FAMILIAL STATEMENT OF DISCLOSURE

Battle Creek Public Schools Project: 23-006E BCPS HVAC Upgrades – Ann J. Kellogg Elementary

300 Champion Street Battle Creek, MI 49037

Dear Ladies and Gentlemen:

I/We, the undersigned, acknowledge by this sworn and notarized statement disclosing any familial relationship (or lack of a relationship) that exists between the Owner or any employee of the bidder and any member of the Board of Education of the Battle Creek Public School or the Superintendent of the School District. The District shall not accept a bid that does not include a sworn and notarized disclosure statement.

We have prior familial knowledge of parties involved (attached clarification).

We have no prior familial knowledge of parties involved.

Signature

Company Name

STATE OF

COUNTY OF

This instrument was acknowledged before me on the day of ,20 by .

, Notary Public

County, My Commission Expires:

Acting in the County of:

17 of 85 23-006E BCPS AJK Project Manual

AFFIDAVIT OF COMPLIANCE – IRAN ECONOMIC SANCTIONS ACT

Michigan Public Act No. 517 of 2012

The undersigned, the owner or authorized officer of the below-named bidder (the “Bidder”), pursuant to the compliance certification requirement provided in the Battle Creek Public Schools (the “School District”) Advertisement to Bid (the “Ad to Bid”), hereby certifies, represents and warrants that the Bidder (including its officers, directors and employees) is not an “Iran Linked Business” within the meaning of the Iran Economic Sanctions Act, Michigan Public Act No. 517 of 2012 (the “Act”), and that in the event Bidder is awarded a contract as a result of the aforementioned Ad to Bid, the Bidder will not become an “Iran Linked

Business” at any time during the course of performing any services under the contract.

The Bidder further acknowledges that any person who is found to have submitted a false certification is responsible for a civil penalty of not more than $250,000.00 or 2 times the amount of the contract or proposed contract for which the false certification was made, whichever is greater, the cost of the School District’s investigation, and reasonable attorney fees, in addition to the fine. Moreover, any person who submitted a false certification shall be ineligible to bid on an Ad to Bid for three (3) years from the date that it is determined that the person has submitted the false certification.

Bidder:

Name of Bidder

By:

Its:

Date:

STATE OF )

COUNTY OF )

) ss.

This instrument was acknowledged before me on the day of ,20 by .

, Notary Public

County, My Commission Expires:

Acting in the County of:

18 of 85 23-006E BCPS AJK Project Manual

ASBESTOS CERTIFICATION

At the completion of all work, all contractors are to submit, along with their warranties and other final paperwork, the following certification that asbestos-free materials have been used in the construction.

Contractor Certification of Asbestos-Free Product Installation:

Project Name:

Trade Contractor's Name:

Address:

Telephone:

Fax:

Bid Category:

Brief Description of Contracted Activities:

Certification Statement:

I (name), representing and having authority for (company), hereby certify that any and all products/materials which will be and/or have been installed or introduced into the above-mentioned school district are asbestos-free (or less than 1% asbestos by weight).

1. Print Name:

2. Signature:

3. Date:

4. Company:

5. Position:

19 of 85 23-006E BCPS AJK Project Manual

PROJECT TEAM CONTACT LIST

DATE:

JOB NUMBER:

PROJECT NAME:

COMPANY NAME:

Please complete all items below and note the same person make function in many roles. In order to receive project communication through Procore, a person must be designated for each role.

NAME

TITLE

ROLE

PHONE

(CELL)

EMAIL

Project Manager

Project Foreman

Project Administrator

RFI Coordinator

Submittal Coordinator

Closeout Coordinator

Insurance Coordinator

Accounting Manager

Safety Officer

Emergency Contact

Quality Control Manager

Office Manager

Email completed form to Lisa Ruthruff at lisa.ruthruff@elite-companies.com

20 of 85 23-006E BCPS AJK Project Manual

Updated: 02.05.21

ELITE COMPANIES | BATTLE CREEK | KALAMAZOO

211 E Water St, Suite 201 | Kalamazoo, MI 49007

(269) 910-1347

Contractor ITB Profile

In effort to streamline our process ELITE COMPANIES will be requesting the Trade Contractor Profile Form along with the documents listed on the following page an annual basis with updates submitted as needed or as project specific information is required.

Please complete the Trade Contractor Profile Form and email to lisa.ruthruff@elite-companies.com

COMPANY INFORMATION

Company Name:

Address:

City: State: Zip Code:

Phone:

Website:

Company Size (# of EE’s)?

Bonding: Single: Aggregate:

Bonding % Rate

EMR Rating: EMR Year:

TRIR Number: TRIR Year:

Type of Entity:

ASSOCIATIONS / MINORITY

WBE - Women’s Business Enterprise

DBE – Disadvantaged Business Enterprise

MBE – Minority Business Enterprise

MWBE – Minority Women’s Business Enterprise

VOSB – Veteran Owned Small Business

VBE – Veteran Business Enterprises

DVBE – Disabled Veteran Business Enterprise

CONTACTS:

Project Managers & Field Staff will be requested for each specific project. Please include your company’s core contacts to ensure we are getting information to your teams for Safety, Emergencies, Accounting, Sales, Estimating, and Executives

Name Email Phone Role Send ITB’s to?

Estimator

Accounting

Project Manager

Post Bid Interviews

Safety

Authorized Contract Signer

INVITATIONS TO BID:

Would you like to be included on our bidder’s list? Yes No

21 of 85 23-006E BCPS AJK Project Manual

Updated: 02.05.21

ELITE COMPANIES | BATTLE CREEK | KALAMAZOO

211 E Water St, Suite 201 | Kalamazoo, MI 49007

(269) 910-1347

BID PACKAGES:

Please select which bid packages your company is available for work.

02.0 Abatement

02.5 Demolition

03.1 Concrete

03.4 Precast Concrete

04.2 Masonry

05.1 Structural Steel

06.0 Building Materials

06.1 General Trades

06.4 Architectural Woodwork

06.5 Building Framing Labor

07.2 Thermal Protection

07.4 Metal Panels

07.5 Membrane Roofing

07.9 Joint Protection

08.1 Doors | Frames | Hardware

08.3 Overhead Doors

08.8 Alum. Glass & Glazing

09.2 Metal Studs | Drywall | Acoustical

09.6 Flooring

09.7 Specialty Flooring

09.9 Painting

10.2 Interior Specialties

11.4 Food Service Equipment

11.6 Athletic Equipment

13.4 PEMB Erection

14.2 Elevators

21.1 Fire Protection

22.1 Plumbing

23.9 Building Controls

23.1 Mechanical

26.1 Electrical

28.1 Security Systems

31.1 Earthwork

32.1 Asphalt Paving

32.3 Fencing

32.9 Landscaping

Other

INDUSTRY SECTORS

Please select which industries your company is available for work.

Commercial

Residential

Industrial/Manufacturing

Education

Healthcare

MICHIGAN COUNTIES

Please select which Michigan Counties your company is available for work. Counties with asterisks are located in Upper Peninsula

Alcona

Alger*

Allegan

Alpena

Antrim

Arenac

Baraga*

Barry

Bay

Benzie

Berrien

Branch

Calhoun

Cass

Charlevoix

Cheboygan

Chippewa*

Clare

Clinton

Crawford

Delta*

Dickinson*

Eaton

Emmet

Genesee

Gladwin

Gogebic*

Grand Traverse

Gratiot

Hillsdale

Houghton*

Huron

Ingham

Ionia

Iosco

Iron*

Isabella

Jackson

Kalamazoo

Kalkaska

Kent

Keweenaw*

Lake

Lapeer

Leelanau

Livingston

Luce*

Mackinac*

Macomb

Manistee

Marquette*

Mason

Mecosta

Menominee*

Midland

Missaukee

Monroe

Montcalm

Montmorency

Muskegon

Newaygo

Oakland

Oceana

Ogemaw

Ontonagon*

Osceola

Oscoda

Otsego

Ottawa

Presque Isle

Roscommon

Saginaw

St. Clair

St. Joseph

Sanilac

Schoolcraft*

Shiawassee

Tuscola

Van Buren

Washtenaw

Wayne

Wexford

Comments:

At ELITE COMPANIES we partner with the best in the business when it comes to Trade Contractors, helping us to exceed in client expectations for every project, on time and on budget!

Thank You!

22 of 85 23-006E BCPS AJK Project Manual

Exhibit C

COVID 19 Procedures

Coronavirus Action

Plan - Construction

Location: Corporate and all project sites

Effective Date: 4.29.2020

Revision Number: 1

To help slow the spread of COVID-19 and safeguard our staff, ELITE COMPANIES has created a standardized action plan for responding to COVID-19. This plan, which is based on Centers for Disease Control and Prevention (CDC) and Occupational Safety and Health Administration (OSHA) guidance, highlights responsibilities of managers and employees, job site safety measures and OSHA recordkeeping considerations. While there may be worksite-specific considerations to keep in mind, this action plan includes general strategies company officials and employees can use to address COVID-19 concerns and remain safe on the job.

RESPONSIBILITIES

When it comes to ensuring a safe job site during the COVID-19 outbreak, both managers and employees have their role to play. The following is a breakdown of the responsibilities for ELITE COMPANIES leadership and staff.

Managers and Supervisors

ELITE leadership, including managers and supervisors, should familiarize themselves with the details of the action plan. Above all, leadership must be prepared to answer questions from employees and set a good example by adhering to the guidance prescribed in the plan. This involves practicing social distancing and good personal hygiene.

Employees

Employees play a critical role in ELITE’s COVID-19 prevention efforts. To protect everyone on the worksite, ELITE

COMPANIES has several best practices employees should follow:

• Understand the signs and symptoms of COVID-19 and stay home if you are feeling sick—Any employee who is experiencing symptoms of COVID-19 (e.g., fever, cough, shortness of breath, sore throat, runny nose, body aches, chills or fatigue) should stay home. Individuals experiencing such symptoms should also be instructed to consult guidance from the CDC on seeking medical care.

• Practice good hygiene—Employees should clean their hands often, either with an alcohol-based hand sanitizer or soap and water. Hand sanitizers should contain at least 60%-95% alcohol, and employees should wash their hands with soap for at least 20 seconds. In addition, employees should avoid touching their face and cough into their arm.

• Practice social distancing—Social distancing is the practice of deliberately increasing the physical space between people to avoid spreading illness. In terms of COVID-19, social distancing best practices for employees can include:

COMPANY PLAN – FOR IMMEDIATE RELEASE

23 of 85 23-006E BCPS AJK Project Manual

ELITE COMPANIES | 5630 South 1st Street | Kalamazoo, MI 49009 o Avoiding gatherings of 10 or more people o Keeping at least 6 feet of distance from other people o Hosting meetings virtually when possible o Working from home when possible o Refraining from shaking hands o Refraining from sharing tools and personal protective equipment (PPE)

JOB SITE PROTECTIVE MEASURES

In order to keep staff safe and prevent the spread of COVID-19, ELITE COMPANIES recommend the following job site protective measures:

General Safety Policies

• Employees, visitors, and contractors who exhibit signs or symptoms of COVID-19 will be asked to leave the worksite.

• Where possible, meetings will be conducted virtually or via telephone. For in-person meetings, participants will be limited to groups of 10, and employees will be asked to remain 6 feet apart. Attendance will be tracked verbally in lieu of using a physical sign-in sheet.

• Employees will be asked to practice social distancing and should keep at least 6 feet of distance from co-workers, contractors, and visitors.

• Employees should stagger lunches to limit the number of individuals congregating in break areas. ELITE

COMPANIES may divide crews to reduce the number of workers on the job site at any given time.

• ELITE COMPANIES will provide access to handwashing stations and alcohol-based hand sanitizers.

• Employees should refrain from sharing tools and equipment. In instances where this is unavoidable, ELITE

COMPANIES will provide alcohol-based wipes and other cleaning materials that employees can use to clean tools and equipment.

• Employees will be asked to avoid using a common water cooler. For increased safety, ELITE COMPANIES will provide employees with disposable plastic water bottles or instruct them to bring their own.

Workers Entering Occupied Buildings

• Employees should assess the unique hazards associated with occupied structures before entering them.

Employees should ask occupants to keep at least 6 feet of distance from them.

• Employees should sanitize work areas before entering the building, throughout the day and then before leaving for the day. ELITE COMPANIES will provide alcohol-based wipes for cleaning purposes.

Job Site Visitors

• ELITE COMPANIES will limit visitors to the job site to necessary personnel only.

• ELITE COMPANIES will screen visitors to the job site. Supervisors may ask targeted questions to visitors regarding their current health before they enter the job site. If they answer yes to the following questions, supervisors may ask them to go home and not return to the job site until further notice:

o Have you been in contact with a person who has tested positive or is in the process of being tested for COVID-19?

o Have you or anyone you’ve been in contact with traveled outside of the United States recently?

o Has a medical professional told you to self-quarantine?

o Are you having trouble breathing, or have you had flu-like symptoms within the past 48 hours (e.g., fever, cough, shortness of breath, sore throat, runny nose, body aches, chills, or fatigue)?

• Deliveries will be permitted but should be completed with social distancing best practices in mind.

Personal Protective Equipment and Work Practice Controls

24 of 85 23-006E BCPS AJK Project Manual

• In addition to standard PPE, like hard hats and hearing protection, ELITE COMPANIES will provide:

o Gloves—Employees should always wear gloves while at the job site. The types of gloves employees use should be appropriate for the task at hand. If gloves are not typically required for a given task, any type of glove would be appropriate, including latex gloves.

o Eye protection—Employees should always wear eye protection while on the job site.

• Employees should use N95 respirators if the task requires it. However, due to the current shortage of N95 respirators, employees are encouraged to reduce the need for masks by:

o Keeping dust down using engineering and workplace controls. This could involve using water-delivery or dust-collection systems.

o Limiting their exposure to workplace dust.

o Practicing good housekeeping to reduce dust on the job site.

Personnel Considerations

To ensure job site safety, ELITE COMPANIES is committed to working with all personnel as well as third-party vendors and partners to prevent the spread of COVID-19. Specific precautions include:

• ELITE COMPANIES will:

o Communicate and execute on guidance from the CDC, OSHA, World Health Organization and other government sources.

o Ensure employees are properly trained on COVID-19, particularly as it relates to preventing the spread of the disease.

o Review existing policies on workplace hygiene.

o Provide the materials and assistance necessary to increase job site hygiene.

o Train their personnel on COVID-19 awareness and safety procedures.

o Perform status checks and other meetings virtually to avoid large gatherings.

• For subcontractors, ELITE COMPANIES require firms/individuals to:

o Develop a hygiene plan to supplement policies and procedures created for general contractors.

o Refrain from in-person meetings when possible.

o Train their personnel on COVID-19 awareness and safety procedures.

• For project superintendents and project managers, ELITE COMPANIES require individuals to:

o Instruct employees to stay home if they are sick.

o Ensure handwashing stations are well stocked.

JOB SITE CLEANING AND DISINFECTING

• The worksite, trailers and break areas must be cleaned at least once per day. This can involve sanitizing doorknobs, keyboards, tools, reusable supplies and equipment. Employees responsible for cleaning will be given the appropriate PPE. Cleaning should be completed using CDC-recommended products, including:

o Environmental Protection Agency-registered household disinfectants o Alcohol solutions with at least 60% alcohol o Diluted household bleach solutions (if appropriate for the surface)

• Trash will be collected from the job site regularly. Those collecting trash will be instructed to wear nitrile, latex or vinyl gloves.

• Portable toilets will be sanitized at least twice per week.

• Frequently touched services will be disinfected often.

• Vehicles, equipment, and tools will be cleaned at least once per day and before a change in operator or user occurs.

25 of 85 23-006E BCPS AJK Project Manual

• Hand sanitizer dispensers will be refilled frequently.

• When an employee has tested positive for COVID-19, ELITE COMPANIES will ensure areas in which the individual worked are cleaned thoroughly.

JOB SITE EXPOSURE SITUATIONS

ELITE COMPANIES has response plans in place for situations where employees exhibit symptoms of or tests positive for COVID- 19.

Employee Exhibits Symptoms of COVID-19

In the event an employee shows symptoms of COVID-19, they will be asked to remain at home until they are symptom-free without the use of medications (e.g., fever reducers or cough suppressants) for 24 hours or four to five full days after symptoms improve. If possible, employees will be asked to obtain a doctor’s note before returning to work.

Employee Tests Positive for COVID-19

Employees who test positive for COVID-19 will be instructed to follow the advice of a qualified medical professional and self- quarantine. Specifically, employees who have tested positive should not return to work until they have been symptom-free for seven full days. Employees who have tested positive and been hospitalized should consult their medical care provider to determine when they can return to work. If possible, employees will be asked to obtain a doctor’s note before returning to work.

Employee Comes into Contact with an Individual Who Has Tested Positive for COVID-19

Employees who have been in close contact with an individual who has tested positive for COVID-19 will be instructed to self- quarantine. Employees should self-quarantine for at least 14 days from the last day they had contact with the person who tested positive for COVID-19. If it was an employee who tested positive, ELITE COMPANIES will conduct an investigation to determine who may have had close contact with said employee. Those individuals will also be instructed to self-quarantine.

OSHA RECORDKEEPING AND REPORTING

ELITE COMPANIES will adhere to OSHA-mandated requirements as they relate to recording and reporting certain work-related injuries and illnesses.

QUESTIONS

If employees have any questions regarding the content of this action plan, they should be instructed to speak with their supervisor. Furthermore, while the strategies highlighted in this document can protect workers from COVID-19, it’s important to follow CDC guidance at all times. For more information, click here.

Thank you all for your continued support of ELITE and our clients and don’t hesitate to reach out for any resources, support and/or further clarification.

Stay Safe!!

Jim Feltch President/CEO

26 of 85 23-006E BCPS AJK Project Manual

AIA

Document A132TM – 2019

Standard Form of Agreement Between Owner and Contractor, Construction Manager as Adviser Edition

AIA Document A132™ – 2019. Copyright © 1975, 1980, 1992, 2009, and 2019 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:37:37 ET on 04/10/2020 under Order No.6954645388 which expires on

04/10/2021, and is not for resale.

User Notes: (1297569139)

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions

Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

This document is intended to be used in conjunction with AIA Documents A232™–

2019, General Conditions of the Contract for

Construction, Construction

Manager as Adviser Edition;

B132™–2019, Standard Form of Agreement Between Owner and Architect, Construction

Manager as Adviser Edition;

and C132™–2019, Standard

Form of Agreement Between

Owner and Construction

Manager as Adviser. AIA

Document A232™–2019 is adopted in this document by reference. Do not use with other general conditions unless this document is modified.

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

AGREEMENT made as of the «_____ day of «________________ in the year «2023 » (In words, indicate day, month, and year.)

BETWEEN the Owner:

(Name, legal status, address, and other information)

« Battle Creek Public Schools » « 3 W. Van Buren St » « Battle Creek, Michigan 49017 » and the Contractor:

for the following Project:

(Name, location, and detailed description)

« Battle Creek Public Schools –Projects in accordance with the approved project scope, applicable laws, the approved plans and specifications, the Owner’s fixed budget, and as otherwise approved by the Owner, and specifically including the work described in Article 2. »

The Construction Manager:

« Elite Companies, LLC » « 211 E. Water Street » « Kalamazoo, Michigan 49007 »

The Architect:

The Owner and Contractor agree as follows.

27 of 85 23-006E BCPS AJK Project Manual

AIA Document A132™ – 2019. Copyright © 1975, 1980, 1992, 2009, and 2019 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:37:37 ET on 04/10/2020 under Order No.6954645388 which expires on

TABLE OF ARTICLES

1 THE CONTRACT DOCUMENTS

2 THE WORK OF THIS CONTRACT

3 DATE OF COMMENCEMENT AND DATES OF SUBSTANTIAL COMPLETION

4 CONTRACT SUM

5 PAYMENTS

6 DISPUTE…